A Young Financial Planner Shares His Most Important Insights for Early Career Investors
Two Quants and a Financial PlannerJuly 31, 202300:38:47

A Young Financial Planner Shares His Most Important Insights for Early Career Investors

In this episode, Ben Tuscai helps us work through many of the issues that young investors deal with navigating early in their careers. He has a unique perspective to offer given that he has recently dealt with the many similar challenges in his own life. We discuss planning for having children, the basics of insurance, general rules for emergency funds, why investing early is so important, emergency fund rules of thumb and a lot more.

00:00 - Is it time to fire Jack?
03:07 - How to get young people to embrace financial planning
05:00 - How to balance the many financial priorities people have
06:50 - Do younger investors need financial planning more than investors with larger portfolios?
11:04 - Planning for children
15:47 - Planning for college
20:09 - The basics of insurance planning
26:40 - Planning for aging parents
27:55 - A high level look at emergency fund planning
30:43 - What Justin's hair has to do with compounding
33:41 - Warren Buffett and compounding

ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.

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