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

Published: Sept. 17, 2015, 3:52 p.m.

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.

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

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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.

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

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Enjoy!

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Joshua

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