Thu, 17 September 2015
238-What's Different About Giving Financial Advice to Gen X&Y vs Everybody Else: Interview with Katie Brewer, From Your Richest Life
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.