Episode 16 – Katie Brewer

Katie-Brewer-CFPWe are back and today’s guest is Katie Brewer, CFP®. She started Your Richest Life as a Fee-Only financial advisory firm to provide “honest and independent” financial advice to X and Y Gen clients. Katie is an proud member of the XY Planning Network, the FPA, and NAPFA. She has over 10 years of financial planning and she’s been quoted more times than any other young planner that I know.

Who else would be so crazy awesome to study for the CFP® and an MBA at the same time?

I’m excited that she gets to share her tenacity with you today and I hope you enjoy the interview as much as I did!

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“The more that you know about where your strengths lie.. the more that you’re able to know if it makes sense for you to start a firm…or partner with somebody else… or be a junior planner… or something else.”

 

Episode 15 – Another Firm Owner’s Perspective

Alan Moore, MS, CFP®

This week we continue our discussion with firm owners to help young planners navigate their career paths. Our guest started his own financial planning firm and sold it, all well before his 40s. He is a XY Planning Network co-founder and champion of fee-only RIA practices that serve young people.

That’s right, our guest this week is none other than Alan Moore (no relation!) and in this episode he’ll share his story. If you’ve felt like a “square peg in a round hole” or just couldn’t sit still because you wanted to make your mark in our profession – this is an episode you wont want to miss!

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“Just because you’re working with clients doesn’t mean that money is flowing in… the one thing you can’t rush is time.”

 

Also, be sure to check out XYPN Radio for lots of great episodes for young planners!