Episode 66 – How To Secure Your Financial Future as a Young Person – With Justin McCurdy

By thewealthstreampodcast | June 16, 2021

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Financial planning is important, no matter what stage of life you are in.

So as a youth who has just begun accumulating wealth, what are some key financial decisions you need to think about?

In this episode, Tim Scannell and Justin McCurdy, associate wealth advisor at Hightower Great Lakes, answer this question. Going through the investment management and advanced planning process, Tim and Justin address the challenges that the next generation might face in managing their finances, and how to deal with them.

You will learn:

Risk management strategies to suit your unique investment goals
The importance of early estate planning to make things easier for your beneficiaries
Ways to keep all your financial documents secure and organized
Questions you can ask advisors to see if they are the right fit for you
And more!

Tune in now to learn wealth management strategies to secure your financial future as a youth!