How Early Interests Can Fast-Track Your Career in Finance with Russell Schade (Ep. 11)
Sometimes, a career starts long before you think—like in high school!
This week on The Wealth Dock Podcast, Mike Heckman introduces Russell Schade, a newly promoted financial advisor trainee at Sable Point Wealth Management. Russell explains how a high school aptitude test sparked his passion for financial advising, leading to an accelerated education and hands-on experience through a life-changing internship.
So, tune in as Russell shares personal milestones, quirky study habits, and his love for hockey—offering a fresh perspective on the path to financial success!
Key Highlights:
- Early Career Decision: Discover how Russell’s high school aptitude test sparked an early interest in finance and led him to dual enrollment, jump-starting his education
- Internship at Sable Point: Learn how a summer internship gave Russell invaluable hands-on experience, teaching him to adapt financial strategies to diverse client needs
- Future Plans: Russell’s next steps include obtaining his CFP designation and focusing on financial planning for agricultural communities
- Personal Interests: Russell’s love for hockey, history, and a quirky exam-prep routine of mixing Mountain Dew with orange juice to keep him grounded and energized
- Recent Milestones: Russell recently got engaged and earned his state license to sell life, accident, and health insurance
- And much more!
Resources:
Connect with Mike Heckman:
- LinkedIn: Mike Heckman MS, CFP®, CEPA®
- mike@sablepointwm.com
- Sable Point Wealth Management
- (231) 425-4308
About Our Guest:
Russell Schade is a lifelong resident of Mason County, Michigan. He joined Sable Point Wealth Management in 2024. In May 2025, he will receive his bachelor’s degree in Personal Financial Planning from Central Michigan University. What drew him towards the career path as a financial advisor is his passion for helping people. More than anything, Russell enjoys spending free time with his family, especially his fiancée Anna. Russell is also an avid hockey player and enjoys wrenching on vehicles.
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