The Last 5 Years with Matt Brown

Join Kosta and his guest: Matt Brown, Certified Financial Planner, Branch Manager and Generational Wealth Planner at 304 Family Wealth of Raymond James.

In this episode: Money is the last taboo topic. We’d rather talk about almost anything than how much money we make or have. That’s helped create a society of people who don’t really understand how money works - or how it could work for them. What do you wish you could tell everyone about their own wealth and financial success? Thinking about the future is intimidating. As someone that works in long-term care, I know firsthand how much we’ll do to not think about the future. But when it comes to retirement, and building wealth especially for Gen-X, Millennials and Gen-Z, what do we need to be doing now? We live in economically uncertain times. Whether it’s tariffs, inflation, interest rates or egg prices, every day brings new excitement. How is this changing the way you’re advising clients and what should we prepare for next?

Legal Disclosures from Raymond James: 

Any opinions are those of Matthew Brown and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Better Together with Kosta Yepifantsev is a product of Morgan Franklin Media and recorded in Cookeville, TN.

This episode of Better Together with Kosta Yepifantsev is made possible by our partners at Volunteer State Community College.

Find out more about Volunteer State Community College:
https://www.volstate.edu/campuses/cookeville