The Financial Stress Balancing Act – Chantel Bonneau

Everyone's Talkin' Money

Shari Rash

Business, Self-improvement, Education

4.6 • 631 Ratings

🗓️ 6 September 2017

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

According to Northwestern Mutual’s 2017 Planning & Progress Study, the pressure of trying to meet competing financial and lifestyle priorities appears to be making Millennials significantly more professionally and financially anxious than other age groups. More than half (53%) of Millennials experience high to moderate anxiety about losing their job. And the financial stress Millennials are […] Read more... See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, I'm Sean a Compton game. This is Millennium Money, andna Compton Game.
0:29.4	It will expand your brain.
0:38.8	All right.
0:42.5	So I am so excited to have you on the podcast today.
0:51.9	And I'm super excited to talk about the new Northwestern Mutual 2017 planning and progress study that came out all about millennials. And are a millennial yourself so and a financial expert
0:56.4	which is like the triple whammy so i was wondering if you could just give the listeners a little
1:00.9	bit of background about yourself and um you know what you do for living absolutely so i started as a
1:07.7	financial advisor at northwestern mutual seven years. This was my first job out of
1:13.3	college after graduating from UCLA with a degree in economics. And that was 2010, which was a very
1:20.5	interesting time to be entering the financial field, obviously, in any level. And I'm so grateful that I entered the industry at that time
1:29.9	because it really gave me an opportunity to have a much more empathetic approach to consumers' fear
1:37.2	and uncertainty and real need for an actual plan when it comes to their financial life.
1:50.9	And so I fell into this career and couldn't be happier with both my progress in it and the industry's progress and really helping people understand that they deserve and they need
1:55.4	a financial plan.
1:56.5	And that's what I've been focused on trying to accomplish and work toward for the last seven years.
2:04.0	Awesome.
2:04.7	And, you know, I think there were a lot of like really interesting things I think that popped out at me about the study that was just released.
2:12.1	But before we kind of get into it, just from your own experience, you know, working with millennials, are there trends that you
2:18.9	see that just kind of keep emerging with different clients that you can talk about? A lot of different
2:24.7	trends when it comes to millennials. And I mean, we are a large generation, obviously. And with that comes
2:31.2	a lot of, you know, traits that really define who we are from a financial standpoint.
2:37.1	A couple that really stand out to me and I see over and over again with my clients are obviously,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Shari Rash, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Shari Rash and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.