MI021: Developing and Simplifying Your Financial Plan with Peter Lazaroff (Personal Finance Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
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How to Create a Financial Plan for a Millennial
"I'm 100% making sure my grandkids get stocks and I have two little kids. They just don't index funds right now," she said. "For some reason, I think I stumbled upon Warren Buffett and that kind of just piqued my interest." She says the best place for a millennial to start is by learning how to work with clients.
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