Financial Planning, Millennials

How I Manage My Money

One of my goals for 2021 is to continue to educate young professionals on topics related to personal finance. It’s actually the most important goal for me this year. When I took the job as a financial advisor, I did not realize how little we as a society know about money and how to manage it. We spent years and…

Continue Reading

Big Picture, Financial Planning, Millennials

What Is It Like To Work With A Financial Advisor?

One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…

Continue Reading

Big Picture, Millennials, Podcasts

The Long Game Podcast Episode 4: Austen Allred: Betting On Yourself And Merging Your Interests Into A Business That Changes Lives

Apple Podcast Google Podcast Spotify Podcast We are back for the fourth episode of The Long Game Podcast and this time am joined by Austen Allred. In this episode we talk about: His mission he went on to Ukraine after leaving BYU To living in his car as he went all in on betting on himself To writing a book…

Continue Reading