January Liddell

I got into the finance industry because I had made a lot of financial mistakes myself. Just like somebody who wants to lose weight researches and tries all sorts of different things, for me it was about finding the best way to keep myself accountable and keep my finances in check, and that meant actually being in the finance industry. We're all eventually going to retire, and if I can retire at an earlier age, I would much rather do that. In order for me to do that, I had to learn myself what are the proper ways to be able to retire earlier rather than later. Now I focus solely on retirement, talking about 401Ks, IRAs, Roths, 403Bs, 457s, TSPs, anything that's either tax-deferred, and we talk about retirement and taxes during retirement and how to minimize those taxes. I've been with Extreme One Financial and One Oak Financial, which is my current company. Through both of those companies, I've learned so much about the industry and just about people in general, and how people save and how they invest. I learn the most through people's stories, and our CEO at One Oak, Mike Milligan, is just a walking encyclopedia, and so he's my mentor and I gather a lot of my information through him.