238-What's Different About Giving Financial Advice to Gen X&Y vs Everybody Else: Interview with Katie Brewer, From Your Richest Life

Radical Personal Finance - A podcast by Joshua Sheats

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I love to bring financial advisors onto Radical Personal Finance in order to break down the barriers of communication between advisors and the general public.

Katie Brewer is a financial planner based in Texas. She specializes in working with Gen X and Gen Y clients.

I invited her onto the show to dig into what's different about planning for Gen X and Gen Y clients as compared to the general public.

Also, I grilled her on the reality of what it's like to actually build a financial planning practice from scratch.

Enjoy!

Joshua

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