041 - Douglas Boneparth, CFP® - Bone Fide Wealth

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.

Om Podcasten

Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.