Joe DeLisi Financial

#58 Young Adult Financial Series: Advising the Next Generation #1

Joe DeLisi Season 2 Episode 1

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0:00 | 12:41

Over the past several years, I’ve noticed something happening with many of my long-time clients.

Their kids are growing up.

The same families I’ve worked with for 20+ years now have sons and daughters in their early 20s—thinking about college, careers, and starting their financial lives. And more and more, parents ask me the same question:

“Would you talk to my son or daughter about money?”

That’s what this episode is about.

In this conversation, I explain how the advice I give someone at the top of their career is very different from the guidance I give a 21- or 23-year-old who is just getting started. We talk about early career decisions, how to think about money when you’re young, and the habits that can set you up for long-term financial success.

If you’re just beginning your financial journey—or if you’re the parent of someone who is—this episode is meant to give you a clearer way to think about the decisions ahead.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com