October 6, 202000:28:20

Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future – With Brian Ursu

Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a windfall of money. - In this episode, Matt speaks with Brian Ursu, president of Intentional Wealth Advisors and the author of “Now...

No transcript available.