Preview Mode Links will not work in preview mode

Millennial to CEO Podcast


Jul 5, 2018

Having Financial Confidence

 

 Lucas Casarez left his traditional financial advisor role to start his own financial planning firm that specializes in helping Gen X & Gen Y engineers and growing families increase their financial confidence.

 

 

Questions You'll Hear Today:

 

  1. Education is really expensive. Is it worth it?
  2. I'm pretty young, do I need to care about financial planning?
  3. Is work/life balance possible as an entrepreneur?
  4. How much money is enough?
  5. Should you start a business while starting a family?
  6. What has been the hardest thing to overcome as an entrepreneur?

 

Connect with Lucas Casarez:

 

Twitter:  https://twitter.com/LukeCFPLevelUp

Facebook:  https://www.facebook.com/levelupfinancialplanning/

Website:  www.levelupfinancialplanning.com

Email:  lucas@levelupfinancialplanning.com

Youtube: https://www.youtube.com/channel/UCOtU59OKUFSqJssbYr3X8hQ

LinkedIn: https://www.linkedin.com/in/lucas-casarez-cfp®-b47a6162/

 

Connect with Danielle Taylor:

 

Facebook:  https://www.facebook.com/M2CEOPodcast

Website:  M2CEO Podcast

Email: danielle@turnkeypodcast.com 

Youtube: Youtube Channel

LinkedIn: Danielle Taylor Profile

Instagram: https://www.instagram.com/m2ceopodcast/

 

Show Notes by Show Producer: Jessie Taylor

 

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.