Ocean Current

Millennials, categorized as anyone born between 1981 and 1996 (ages 24 to 39 in 2020), face unique life and financial challenges from previous generations. They also sometimes get a bad rap for how they manage their finances. In this podcast, Cynthia Greenfield talks to Nick Bussard, a paraplanner and young professional, who shares his insight on trends of how his generation is managing the 2020 pandemic and tips that he believes can help people make smart financial decisions based on short and long-term goals.  

Divorce is a life-changing event and requires a strategy to help navigate what can be a very difficult and stressful situation. Cynthia Greenfield talks to Advisor, Kelly Keydel, who helps guide clients through divorce, offering insight into the steps to take to best prepare and protect their financial lives. 

In this episode, Cynthia Greenfield talks to Advisor, Chip Pyfer, about when and how to start talking to children about money and finances. Both Cynthia and Chip are parents to children going through life transitions – Chip, with a daughter leaving for college, and Cynthia, with a daughter who decided to pursue higher education.

Cynthia Greenfield speaks to Advisor, Steve Branton, who answers the question – “How do financial advisors help their clients achieve their life goals?” As CPCC designated professionals, both Cynthia and Steve work with clients to go beyond financial goals to dig deeper into what people want to accomplish in life.

Cynthia Greenfield talks to Advisor, Bill Bockwoldt and mortgage broker Lindsay Cohen Moon at Searchlight Lending on what home owners should consider when it comes to refinancing a mortgage.

Cynthia Greenfield talks to Sheila Schroeder about why it's important to have conversations about money and how to get started.

What type of things should investors consider to feel secure about their financial future? Cynthia Greenfield talks to Greg Friedman and Sarah Wotherspoon about common questions they are hearing from investors today and the guidance they are offering to help provide insight into the markets during uncertain times.