Millennials & Money with Emily Benedetto

This week I sat down fellow financial planner and Abacus
financial advisor Emily Benedetto to talk about decisions
millennials make around their money.


Though she has always had a penchant for numbers, she took a bit
of an interesting route to becoming a CFP but now loves every
minute of it. If she had her druthers she'd be living on a farm
and working as a farmer/financial planner. She’s married, has 5
siblings, love reading, horses, and helping folks systematize
their money lives.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


How Emily got into financial planning and what convinced her
to become a CFP

The inner discovery she made by deciding to work at Abacus
Wealth Partners

When your inner voice tells you “You can’t” how to get to
“You can!”

Why it’s important to face the things you are afraid of

Emily’s timeline of getting to Abacus

How money relationships can evolve overtime

The importance of taking control of your finances

Two different approaches to managing savings goals

Which archetype category do you fall into?

The impact that is made going from a saver to an investor

Emily’s other passion besides financial planning

Future savings bucket to consider as you grow in your career



LINKS WE MENTIONED ON THE SHOW


TD Ameritrade

com

Financial archetype quiz (on Abacus website)

Saving vs Investing WW blog post



GET SOCIAL WITH EMILY AND LET HER KNOW YOU HEARD ABOUT
HER HERE


Emily’s e-mail