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Miguel welcomes first-gen graduate Eustache Clerveaux to the First Gen 101 podcast to discuss his journey from Haiti to the U.S. Eustache describes working multiple jobs through school, completing an MBA in finance, and spending years trying to break into the industry before starting in life insurance sales and building credentials. Now a partner and private wealth advisor firm, he helps clients reach their financial goals. He emphasizes legacy as access and persistence as the key to progress.
00:00 Welcome and Guest Intro
00:27 Shared College Roots
00:55 Dreams Math to Law
04:17 Family Loss and Finance Shift
05:51 Working Through College
07:38 Student Debt Tradeoffs
09:55 Breaking Into Finance
12:32 MBA and Five Year Plan
15:08 Wealth Advisor Mission
16:37 Legacy and Behavior
18:35 First Gen Money Pitfalls
20:48 Top Worries and Retirement
22:37 Advice for New Grads
24:48 Spending Traps and Automating Savings
28:07 Connect and Final Takeaways
29:43 Biggest Achievement and Closing
🔔 Subscribe to this podcast and follow us on:
📱 Facebook: First Gen 101
📸 Instagram: @firstgen101podcast
🎵 TikTok: @firstgen101
🌐 Website: podcast.firstgen101.com
🎤 Do you want to be a podcast guest or know someone with an inspiring story who should be on the podcast?
📧 Send an email to [email protected]
🙏 Thank you for listening! Please leave a ⭐️ rating and review!
By Miguel E. Sanchez RoblesSend us Fan Mail
Miguel welcomes first-gen graduate Eustache Clerveaux to the First Gen 101 podcast to discuss his journey from Haiti to the U.S. Eustache describes working multiple jobs through school, completing an MBA in finance, and spending years trying to break into the industry before starting in life insurance sales and building credentials. Now a partner and private wealth advisor firm, he helps clients reach their financial goals. He emphasizes legacy as access and persistence as the key to progress.
00:00 Welcome and Guest Intro
00:27 Shared College Roots
00:55 Dreams Math to Law
04:17 Family Loss and Finance Shift
05:51 Working Through College
07:38 Student Debt Tradeoffs
09:55 Breaking Into Finance
12:32 MBA and Five Year Plan
15:08 Wealth Advisor Mission
16:37 Legacy and Behavior
18:35 First Gen Money Pitfalls
20:48 Top Worries and Retirement
22:37 Advice for New Grads
24:48 Spending Traps and Automating Savings
28:07 Connect and Final Takeaways
29:43 Biggest Achievement and Closing
🔔 Subscribe to this podcast and follow us on:
📱 Facebook: First Gen 101
📸 Instagram: @firstgen101podcast
🎵 TikTok: @firstgen101
🌐 Website: podcast.firstgen101.com
🎤 Do you want to be a podcast guest or know someone with an inspiring story who should be on the podcast?
📧 Send an email to [email protected]
🙏 Thank you for listening! Please leave a ⭐️ rating and review!