Ep.001: Creating a Millennial Finance Firm

Summary

In this episode of the Millennial Money Canada podcast, hosts Guillaume Girard and Sam Lichtman introduce their mission to elevate financial literacy among millennials. They discuss the importance of authenticity in financial planning, the unique challenges faced by millennials, and the customized approach to financial planning that they advocate. The hosts also share their personal journeys into finance, highlighting the lessons learned along the way and the value of empowering listeners with actionable insights. In this conversation, Sam Lichtman shares his journey from struggling with financial literacy and credit card debt to becoming a financial advisor dedicated to helping others avoid similar pitfalls. He discusses the importance of financial education, the impact of social media in reaching millennials, and the significance of building authentic connections through content. The conversation also touches on personal fitness goals and the broader implications of improving financial literacy in society.

 

Chapters

00:00 Introduction to Millennial Money Canada Podcast

02:05 Mission and Purpose of the Podcast

05:57 Understanding Financial Planning

10:03 The Show Format and Expectations

14:56 Personal Journeys in Finance

27:32 Navigating Financial Literacy and Debt Stress

30:23 The Journey to Financial Advising

33:18 Harnessing the Power of Short-Form Content

39:31 Building Authentic Connections Through Content

43:34 The Broader Impact of Financial Literacy

44:46 Personal Fitness Goals and Growth

 

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🔗 Connect & Follow Us for Insights
Podcast YouTube Channel: Millennial Money Canada Podcast
TikTok: Millennial Money Canada
Instagram: @financialplannergui
Guillaume on LinkedIn: Guillaume Girard, CFA, CMT, CFP
Sam on LinkedIn: Sam Lichtman

 

Keywords

financial literacy, millennial finance, financial planning, wealth management, personal finance, financial strategies, financial empowerment, financial education, financial wellness, financial advisors, financial literacy, debt management, financial advising, social media, TikTok, content creation, personal finance, fitness goals, financial planning,