In Ep. 041, Tim talks with Douglas Boneparth, President and founder of Bone Fide Wealth in NYC. They talk about why Bone Fide Wealth focuses primarily on helping Millennials with financial planning, and why “planning first” is the way to go. We talk about how Millennials will change the landscape of the industry in the coming years, and where Douglas falls in the debate between holding out for your dream job vs. taking any job to pay the bills.
[Read more…] about 041 – Douglas Boneparth, CFP ® – Bone Fide Wealth