Jake Northrup, CFP®, CSLP®, CFA is the Founder of Experience Your Wealth.   

After working for 5 years at Balentine Partners as a Senior Wealth Advisor, Jake decided to start his own company. EYW provides virtual, fixed-fee financial planning services to travel-loving young families.    Jake was also named in 2020 Investments News’ 40 under 40 and is an instructor in the Boston University CFP® Program.    

In this interview, we talk about:   - Jake losing his father at 21 and how that changed his world   

- Jake's recommendations to people looking to support someone who has lost a family member  

- Jake's 5 years at Balentine and learning a lot about financial planning    

- How Jake prepared to start his own company and some lessons he learned along the way   

- His view of the finance industry in general general 

- how we can improve financial literacy, his recommendations for good finance books, finance myths, and his #1 financial tip to people    

EYW's Website: https://experienceyourwealth.com/   

Jake's LinkedIn: https://www.linkedin.com/in/jakenorthrup/   

Here are the books/resources that Jake mentions:   

-Your Money or Your Life for a personal finance book  

-Building A Story Brand for an entrepreneur book  

-Mint.com for budgeting/tracking spending 

Grateful Living Website: www.gratefulliving4.com    

My Instagram: https://www.instagram.com/aroy81547/?hl=en   

Spotify: https://open.spotify.com/show/3Hn4ttttmbWfVqAhWh4Jhi   

Apple Podcast: https://podcasts.apple.com/ca/podcast/grateful-living/id1503185956   

YouTube Channel: https://www.youtube.com/channel/UC9Bo0LHtRJJNJBUYIceg27w