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 career
LINKS WE MENTIONED ON THE SHOW
- TD Ameritrade
- com
- Financial archetype quiz (on Abacus website)
- Saving vs Investing WW blog post
GET SOCIAL WITH EMILY AND LET HER KNOW YOU HEARD ABOUT HER HERE
