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,…

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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…

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Financial Planning, Millennials

HENRY’s: How to Make the Most of This Opportunity

What is a HENRY?  Alright, I know what you are thinking just from the title. “What in the world is a ‘HENRY’? Well, HENRY stands for “High Earner But Not Rich Yet”. It refers to people in their first half of their working careers that are making substantial incomes, somewhere between $100,000-$500,000 spending on where they live, but have minimal…

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Financial Planning, Millennials

12 Myths Millennials Have About Money and Wealth

Over the past few years of working with millennials, I’ve come to realize that there are numerous myths and misconceptions that are driving millennials behavior around money. I am not sure where these misconceptions began, but regardless, they exist.  As I began meeting with more and more millennials, I jotted down every misconception I heard with a goal of debunking…

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