Inside Financial Advisor’s Career - Playing the Long Game

 Financial Advisor

If you think Financial advisor is only about investing think again. In this episode, Mirav chats with Donna Stefans, a seasoned financial advisor, who breaks down the real job of a financial planner. From protecting your assets to securing your rights, Donna shares invaluable tips on how financial planning supports you from age 18 through retirement—and beyond. This isn’t just about growing wealth—it’s about safeguarding your future at every stage of life. 

Resources

The Stefans Group

U.S. News - How to Become a Financial Advisor

FINRA

U.S. Bureau of Labor Statistics - Financial Advisor

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"How Much Can I Make?" Is nominated for 2026 Women in Podcasting Award!

Music credit: Kate Pierson & Monica Nation

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About the host: Mirav Ozeri has always been drawn to storytelling and journalism, especially the stories of everyday people.

In the 90’s She founded her own video production company, producing, directing, and editing documentaries and videos for political organizations which led to a 17-year career at CBS News, where she served as a producer/editor, helped launch CBS MarketWatch, and later worked as a senior editor and segment producer until the program was acquired by Dow Jones.

During her years at CBS, Mirav developed and produced a television pilot built around a simple idea: giving people an honest look at what different careers are really like. Although the pilot was never picked up, the concept stayed with her. Years later, she brought it back as How Much Can I Make?, a podcast that explores real jobs, real stories, and the many paths people take to build a career.