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Millennial to CEO Podcast

20 Having Financial Confidence with Lucas Casarez


Connect with Danielle Taylor:

Twitter: @M2CEOPodcast

Facebook: Millennial to CEO Podcast

Instagram: @M2CEOPodcast

Email: danielle@turnkeypodcast.com

Youtube: Youtube Channel

LinkedIn: Danielle Taylor Profile

Show Notes by Show Producer: Jessie Taylor

Having Financial Confidence

Lucas Casarez left his traditional financial advisor role to start his own financial planning firm that specializes in helping Gen X & Gen Y engineers and growing families increase their financial confidence.

Questions You'll Hear Today:

  1. Education is really expensive. Is it worth it?
  2. I'm pretty young, do I need to care about financial planning?
  3. Is work/life balance possible as an entrepreneur?
  4. How much money is enough?
  5. Should you start a business while starting a family?
  6. What has been the hardest thing to overcome as an entrepreneur?

Connect with Lucas Casarez:

Twitter:  https://twitter.com/LukeCFPLevelUp

Facebook:  https://www.facebook.com/levelupfinancialplanning/

Website:  www.levelupfinancialplanning.com

Email:  lucas@levelupfinancialplanning.com

Youtube: https://www.youtube.com/channel/UCOtU59OKUFSqJssbYr3X8hQ

LinkedIn: https://www.linkedin.com/in/lucas-casarez-cfp®-b47a6162/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.