このエピソードについて
Three years ago, we launched Modearn™, a flat-fee financial planning service designed for Gen Xers and Millennials seeking personalized advice without the traditional barriers. In this episode of Couchside Conversations, financial advisors Stacey McKinnon and Beau Wirick share the story behind Modearn™, why it matters, and how partnering with a Modearn™ advisor can help you make smarter decisions in every area of your life.
Tune in if you're interested in...
- How personalized financial advice can fit your life today—not just when you’re retired or already wealthy.
- The truth behind saving vs. spending and planning for your kids’ education—all the big decisions Millennials and Gen X are juggling right now.
- Why being able to call someone who knows your full financial picture is game-changing.
- How Modearn™ can help you access resilient alternative investments.
