Millennials & Money with Emily Benedetto

Work Your Wealth Podcast

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