Millennials & Money with Emily Benedetto
Work Your Wealth Podcast
English - December 02, 2019 08:30 - 32 minutes - 30.8 MB - ★★★★★ - 69 ratingsEntrepreneurship Business Investing entrepreneur business leadership marketing finance entrepreneurship health interview success selfhelp Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Being in Business as a Couple with Angela Greaser
Next Episode: Are You Better or Worse off Financially This Year?
This week I sat down fellow financial planner and Abacus financial advisor Emily Benedetto to talk about decisions millennials make around their money.
Though she has always had a penchant for numbers, she took a bit of an interesting route to becoming a CFP but now loves every minute of it. If she had her druthers she'd be living on a farm and working as a farmer/financial planner. She’s married, has 5 siblings, love reading, horses, and helping folks systematize their money lives.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
How Emily got into financial planning and what convinced her to become a CFP® The inner discovery she made by deciding to work at Abacus Wealth Partners When your inner voice tells you “You can’t” how to get to “You can!” Why it’s important to face the things you are afraid of Emily’s timeline of getting to Abacus How money relationships can evolve overtime The importance of taking control of your finances Two different approaches to managing savings goals Which archetype category do you fall into? The impact that is made going from a saver to an investor Emily’s other passion besides financial planning Future savings bucket to consider as you grow in your careerLINKS WE MENTIONED ON THE SHOW
TD Ameritrade com Financial archetype quiz (on Abacus website) Saving vs Investing WW blog postGET SOCIAL WITH EMILY AND LET HER KNOW YOU HEARD ABOUT HER HERE
Emily’s e-mail