Definition Of A Successful Retirement with Jonathan Heagle
“I do care about people, and I want to see people do better, and I kind of bring that integrity and that empathy to my relationships with my clients. Where really, it's less about me and more about the kind of helping them out.”
Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels. With 16 years of experience as a proprietary trader and portfolio manager at prestigious financial firms prior to founding Mountain Vista, Jonathan is uniquely positioned to help his clients develop and execute customized solutions to their financial needs.
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Brett:
I'm excited about our next guest. He's out of the Santa Barbara area, originally from the Northeast, kind of the New York, New Jersey area, he founded Mountain Vista in 2017, and Mountain Vista is a Wealth Management Company with the objective of improving the access to quality financial advice for clients of varying asset levels, with 16 plus years of experience as a, as a proprietary trader and portfolio manager at prestigious financial firms prior to founding mountain Mountain Vista, he is uniquely positioned to help his clients develop and execute customized solutions to their financial needs, and so much more. Please welcome the show with me, Jonathan Heagle. John, how are you doing?
Jonathan:
I'm doing great, Brett. How are you?
Brett:
Better than I deserve excited to have you on the show. For our listeners to get to know for the first time would you give us a little bit more about your story and your current focus?
Jonathan:
My background started in New York, really got into the mortgage space at an early age, started off as a subprime mortgage trader at Goldman Sachs, for a number of years kind of leading up through the crisis, and kind of the mania back in the day, live through the bust over there, and I had kind of a unique view as somebody who was involved in the creation a lot of the mortgage debt at that point in time, and basically switched from being the seat where we're creating the mortgage debt to actually actively trading that on the other side. Kind of rode the recovery back in the housing market, and really kind of reaped a lot of those, those rewards. That back in, 2016 2017, that recovery largely took place, and also professionally and personally, I was kind of reassessing my life and kind of what I wanted to do at that time. Part of the fact that out of such a bad experience, positively affected me, I had a desire to kind of give back and help other people achieve success.
The move over to Santa Barbara was It was a part of my lifestyle, but also gave me the chance to transition to focus on private wealth, rather than just serving institutions. What do I do now is I basically, try to help my clients, achieve their real financial objectives and financial dreams that can be through traditional investments, their stocks, and bonds, but also through private investments and in real estate, and really try to help people navigate some of the benefits of investing the different items, or managing their risk. I think there's a lot of people, especially in today's market, looking at where stocks are, and just uncomfortable with that level of volatility. Trying to come up with creative solutions to help people manage that.
Brett:
John, thanks for sharing that. I want to take one other step back. I believe we've all been given certain gifts in this life, and these gifts have been given to us to be a blessing and help to others. Before we dive into the definition of a successful retirement and talking some strategies along the lines of what you're seeing in the real estate market. I also want to touch on the correlation between the bust and where we're at now, and any kind of patterns you're seeing there. But before we go there, I want you to think about can be high school days, it could be, can be college days. Maybe there's a strength or some people call it a superpower. I believe we've been given these gifts to be a blessing and help to others. Other one may be one or two gifts that you can kind of think of that you think helps you to be a blessing and help to others.
Jonathan:
I think, one thing that I think I do pretty well is kind of sift through a lot of information that's out there that you see in the news media in the investment landscape and kind of help distill down to what's important, and that kind of helps me see-through, some of what could be kind of a first level, take on a situation and really kind of see a step or two further in order to make sure that you anticipating change and investing for the future, rather than just taking something at face value, because as we know, in the markets, by the time you're reading something on, the cover of the newspaper, your friend brings you a story, for the most part, that opportunities missed. I think that's kind of a unique talent that I have. Also, just I do care about people, and I want to see people do better, and I kind of bring that integrity and that empathy to my relationships with my clients. Where really, it's less about me and more about the kind of helping them out.
Brett:
Your strategic thinker, you take the noise and the information that's been thrown at us from all the media outlets, and all the things that we're seeing here, and you distill it to what's actually important, and then you help your clients make good decisions based upon that. Is that a fair summary?
Jonathan:
That's a fair summary.
Brett:
Let's dive right in. What's the number one secret to the definition or building a successful retirement?
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