Balanced Growth Show with Dr. Travis Parry: Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker

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Welcome to the Balanced Advisor Podcast with Dr. Travis Parry. We want to help financial advisors achieve balance in their lives. If you're an advisor who has struggled to make time for the important things in your life both in and out of the office, then this show is for you.

Join Travis for new episodes each week that will feature interviews with advisors from across the country. They'll share their personal stories of struggles and successes when it comes to striking that proper work/life balance. Travis will also interview other financial industry peers to connect advisors with other valuable resources that can hep them live a balanced life.

Dr. Travis Parry began his career as a financial advisor in 2002. Over the next decade he developed an interest in helping individuals and couples manage and plan for their lives in more ways than just their finances. The shift turned into a new business, new goals, and a few books along the way. Eventually, Travis founded the Make Time Institute with the specific goal of helping financial professionals and business owners achieve work/life balance.

Ep 37: The Three Bucket Approach to Balance: Business, Family, & Giving with Lee Baker

May 26, 2022

On today's episode, Lee Baker, the founder, and president of Apex Financial Services joins us to break down his journey to find balance inside the financial industry. Lee got into financial planning after helping his future wife balance family and her finances. Motivated by his goal to help improve the lives of others, Lee has been serving his clients for the past 20 years and has been listed on Investopedia!

Work-life balance for Lee is multifaceted, divided into three buckets: business, family, and giving. Being successful in each of these areas has been an important focus in Lee’s journey.

Advisors and business owners alike struggle even when they are supposed to be on vacation. Lee knows the importance of being able to give yourself and your brain a break in order to prevent burnout. A lot of us are “always on.” Perhaps this is because many of us stem our worth from the success we see in business. Through the years, Lee has learned to address this issue and find ways to balance his family, life, and business, finding success and joy in various areas of life.

Join us today as we discuss: