Millennial Investing Interview with Kara Perez

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 6 December 2019

⏱️ 63 minutes

🔗️ Recording | iTunes | RSS

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Summary

Millennial's have it rough. They came into the professional world during the great recession. They are widely misunderstood by corporate America, and they are the biggest generation since the baby boomers. They want to make an impact.

If you are a millennial, listen to Kara's view of how millennial investing can be done differently to make a difference and still be successful.

For more information, visit the show notes at https://moneytreepodcast.com/273

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast. Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.6	Welcome to this week's episode of Money Tree Investing Podcast. My name's Kirk Chisholm and I'm going to be your host today. So today we have Kara Perez again. How you doing, Kara? I'm great. How are you?
0:22.6	I'm doing fantastic.
0:25.3	I'm so happy to have you back on the show.
0:29.4	You were here a few episodes ago as a panelist, but I'm glad to have you here as a guest because we're going to be talking about a topic that is probably near and dear to your heart,
0:34.6	which is millennial investing.
0:36.6	Yeah, I'm really excited to get into this. It is near and dear to your heart, which is millennial investing. Yeah, I'm really excited to get into this.
0:38.4	It is near and dear to my heart. That's a great way of putting it.
0:42.8	It's almost as if it's a part of you, right? Yes. So we're here talking about millennial
0:48.8	investing. So you're a millennial. How do you look at this topic? I am a millennial. I'm 31,
0:54.9	so I'm kind of solidly right in the middle of the generation. I think investing is incredibly important,
1:01.1	but also given the conversations I have with my peers, I understand how a lot of them view
1:08.3	investing as a secondary or tertiary priority because of other things
1:14.2	they've got going on in life or in their financial life specifically.
1:18.2	When you say that's a secondary thing, what do you mean? Like, it's not important. How are they
1:23.0	describing it? It's something that they were like, oh, well, I'll get to that. I'll get to that. It's kind of down
1:28.6	the line. Or it's something that they know they should be doing now, but they feel really
1:32.5	intimidated by, or frankly, a few people feel like they don't need to invest at all because
1:37.8	they think the world is going to end. That sounds really dramatic, but I would say climate change is a huge conversation that I have
1:46.6	with people in my age group all the time. And people don't always see the value in putting
1:52.6	money in the stock market. If storms are going to be battering their house every year, they might
1:57.6	need more cash on hand. Or if they're going to be moving, they might want
	...

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