Mike Crotty is the Managing Partner and Financial Advisor at G9 Financial. After beginning his career in taxation and accounting, he shifted into a financial role two years later to parlay his knowledge of taxation and business operations into financial planning.

Mike’s favorite part of financial planning and working with clients is learning how and why his clients make decisions. When he isn’t working, you can find him spending time with his wife and three kids and enjoying hockey, golf, skiing, traveling, coaching, the outdoors, the beach, and firepits.

During this episode, we discuss:

• Mike’s path from working at a CPA firm to becoming a managing partner and financial advisor at G9 Financial
• Why having a financial plan is especially important for self-employed business owners
• How to think about retirement savings tools for self-employed individuals
• G9 Financial’s “nine stages of financial life” framework
• The importance of collaborating with other professionals, including accountants, estate planning attorneys, and mortgage lenders, as part of a complete financial picture
• Why working with a financial advisor matters even in the age of AI and social media financial advice
• The role psychology and personal history play in how people make financial decisions, and why that’s central to Mike’s approach with clients
• Why financial resiliency comes from understanding your plan and long-term targets rather than reacting to short-term market swings
• Why net worth or asset level shouldn’t be a barrier to starting a financial plan
• How G9 Financial helps clients identify their financial goals when they aren’t sure what they want to achieve
• How the firm stays ahead of evolving scams, fraud, and industry changes to protect clients
• Mike’s advice for newer financial advisors

And more. Tune into this episode as we dive into all things finance!

Watch the episode on YouTube here.

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