Episode 284

MI Rewind: Mastering Your Money w/ Douglas Boneparth

Robert Leonard sits down with Douglas Boneparth to talk all about millennial’s personal finances, from investing in the stock market to paying off student loans. We also talk about getting clear on your financial goals, a tactical process on how to get your finances in order, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

May 20, 202237m 10s

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Show Notes

IN THIS EPISODE YOU’LL LEARN:

01:17 - Why you may need a financial advisor as a millennial.
01:17 - The value financial advisors add.
17:33 - Why robo-advisors won’t take over the financial advising industry.
22:49 - The most important thing keeping you from reaching your financial goals.
36:45 - Whether you should pay off your student loans or invest.
And much, much more!

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Read this episode’s transcript and full show notes on our website.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Douglas Boneparth’s book, The Millennial Money Fix.
All of Robert’s favorite books.

SPONSORS

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Connect with Douglas: Website | Twitter | LinkedIn

Connect with Robert: Website | Instagram | Twitter

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