Host Jeff Bernier and guest Rachael Levine, partner at Peltoma Capital Partners and creator of "Tripping Millennial," delve into the enriching power of experiences over material wealth.

In this episode, you'll discover:

• Rachel's journey from seeking financial stability to embracing a life filled with travel and personal growth 🌐

➡️➡️ Click here to view full video! ⬅️⬅️

We'd love to hear your ideas on topics you'd like covered in future episodes! Please feel free to email: [email protected].

Find out more about Rachael Levine 👇 https://www.peltomacapital.com/team/rachael-levine

Tripping Millenial 🗺️ https://www.trippingmillennial.com/ https://www.instagram.com/trippingmillennial/

Interested in knowing more about Jeff? View his latest release here 📖 https://www.jeffbernierauthor.com/

Interested in knowing more about TandemGrowth Financial Advisors? 🪴https://www.tandemgrowth.com/

TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice. The information provided is not tailored to any individual's specific investment objectives, financial situation, or risk tolerance. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that TandemGrowth has attained a certain level of skill, training, or ability. While the content that will be presented is believed to be factual and up to date, it is based on information obtained from a variety of sources. TandemGrowth believes this information is reliable, however, it has not necessarily been independently verified. TandemGrowth does not guarantee the complete accuracy of all data in this video, and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter as of the date of the webinar and are subject to change. This video does not constitute personalized advice from TandemGrowth or its affiliated investment professionals, or a solicitation to execute specific securities transactions. Participants should not use any of this content as the sole basis for any investment, financial planning, tax, legal or other decisions. TandemGrowth is neither a law firm, nor a certified public accounting firm, and no portion of the video content should be construed as legal or accounting advice. We encourage attendees to conduct independent research and seek advice from qualified professionals before making any investment decisions. The information presented in this video should not be the sole basis for investment decisions. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by TandemGrowth, will be profitable or equal any historical performance level. Additional information about our Firm, including its Form ADV Part 2A describing its services, fees, and applicable conflicts of interest and Form CRS is available upon request and at www.tandemgrowth.com.