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238-What's Different About Giving Financial Advice to Gen X&Y vs Everybody Else: Interview with Katie Brewer, From Your Richest Life

238-What's Different About Giving Financial Advice to Gen X&Y vs Everybody Else: Interview with Katie Brewer, From Your Richest Life

FromRadical Personal Finance


238-What's Different About Giving Financial Advice to Gen X&Y vs Everybody Else: Interview with Katie Brewer, From Your Richest Life

FromRadical Personal Finance

ratings:
Length:
50 minutes
Released:
Sep 17, 2015
Format:
Podcast episode

Description

I love to bring financial advisors onto Radical Personal Finance in order to break down the barriers of communication between advisors and the general public.
Katie Brewer is a financial planner based in Texas. She specializes in working with Gen X and Gen Y clients.
I invited her onto the show to dig into what's different about planning for Gen X and Gen Y clients as compared to the general public.
Also, I grilled her on the reality of what it's like to actually build a financial planning practice from scratch.
Enjoy!
Joshua

Katie's website: http://yourrichestlifeplanning.com/
Support Radical Personal Finance on Patreon! http://radicalpersonalfinance.com/patron
Released:
Sep 17, 2015
Format:
Podcast episode

Titles in the series (100)

Joshua J Sheats, MSFS, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.