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
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!