Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts. Credits [in alphabetical order]: Anonuevo, Emily, Host & Producer. Multiple Episodes. FidelityConnects. 2023. Borzykowski, Bryan. Host. Multiple Episodes. FidelityConnects. 2023. Cheropita, Kyle, Host & Producer. Multiple Episodes. FidelityConnects. 2023. Goldman, Jay. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Leal, Jeremy. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Pennington, Matthew. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Raiff, Simon. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023. Ritchie, Pamela. Host. Multiple Episodes. FidelityConnects. 2023. Ruiz Ibarra, Daniel. Producer & Sound Mixer. Multiple Episodes. FidelityConnects. 2023.
Episodes
Monday Sep 18, 2023
Monday Sep 18, 2023
Personal finance expert and award-winning author Robin Taub joins us on the program today. The former Chartered Professional Accountant discusses how advisors can engage with the next generation of investors and the importance of financial education. Robin says young adults are struggling to save and the effects of social media have exacerbated it. Financial education can start at home at an early age. She suggests involving your children in conversations about money and finances and most importantly track your kids’ spending habits early on. Robin offers tips on how financial advisors can tailor their communication with the next generation and spark their interest in financial education. Use social media and other platforms catered to the younger generation and speak about their needs and goals. And focus on younger clients. Don’t count out young people who are building up their wealth including millennials and the Gen Y group.
Recorded on August 22, 2023.
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