238-What's Different About Giving Financial Advice to Gen X&Y vs Everybody Else: Interview with Katie Brewer, From Your Richest Life
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
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Show Notes
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