Millennial to CEO Podcast
20 Having Financial Confidence with Lucas Casarez
Jul 5, 2018 · 25 min
Play episode

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/

 

Connect with Danielle Taylor:

 

Facebook:  https://www.facebook.com/M2CEOPodcast

Website:  M2CEO Podcast

Email: danielle@turnkeypodcast.com 

Youtube: Youtube Channel

LinkedIn: Danielle Taylor Profile

Instagram: https://www.instagram.com/m2ceopodcast/

 

Show Notes by Show Producer: Jessie Taylor

 

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

 

Search
Clear search
Close search
Google apps
Main menu