MI008: Master Your Money with Douglas Boneparth (Personal Finance Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 2 October 2019
⏱️ 40 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.7 | On today's show, I sit down with Douglas Bonaparth to talk all about millennial's personal finances, |
| 0:08.7 | from investing in the stock market to paying off student loans. |
| 0:12.1 | We talk about getting clear on your financial goals, a tactical six-step process on how to get your finances in order, and much, much more. |
| 0:19.9 | For those who don't know who Douglas is, |
| 0:21.9 | he is a successful entrepreneur, founder of bona fide wealth, New York City's financial advisor |
| 0:27.2 | for millennials. He's a part of CNBC's Digital Financial Advisor Council, and he was ranked |
| 0:33.1 | one of the top 10 most influential financial advisors in the country by Investopedia. |
| 0:39.0 | As a millennial himself, Douglas looks to share all that he's learned along the way |
| 0:42.9 | to help others reach their goals. |
| 0:45.7 | You're listening to Millennial Investing by the Investors Podcast Network, |
| 0:50.2 | where your host, Robert Leonard, interview successful entrepreneurs, business leaders, and investors |
| 0:55.5 | to help educate and inspire the millennial generation. |
| 1:07.6 | Hey, everyone. Welcome to the show. I'm your host, Robert Leonard. And with me today, I have Douglas |
| 1:12.6 | from Bonafide Wealth. Welcome to the show, Douglas. Thanks for having me. I want to start today's |
| 1:18.3 | episode by talking about your story. Can you walk us through your journey from where you got started |
| 1:22.9 | to how you became New York City's financial advisor for millennials? Yeah, not a problem. So I grew up the son |
| 1:29.9 | of a financial advisor, really a financial planner. So my father joined IDS American Express back in |
| 1:36.3 | 1991. And the thing that was unique about them is they were one of the first firms to put |
| 1:41.6 | financial planning out there, whether it was a product or a service, they were really financial planning oriented. |
| 1:47.0 | I think on his fourth career at that point, having had success, but ultimately moving down to Florida with his young family, giving commercial real estate a shot, I didn't really like that business. |
| 1:57.0 | And sure enough, he found financial planning. |
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