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The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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A Conversation About Young Adult Financial Planning, Part One

A Conversation About Young Adult Financial Planning, Part One


What if the things you know now about your finances, you knew in your twenties? Do you think you would have made some different decisions?

In this episode, Joe Patterson and Thom Guidi discuss things that every young adult should begin thinking about regarding their finances. In the first part of this two part series, Joe and Thom introduce you to the high level things that twenty-somethings should know, and how it could impact their future.

Joe & Thom discuss:

  • The benefits to a Roth IRA as a young adult
  • Insurance and what types you need and don’t need as a young adult
  • How to handle debt when you are young
  • The importance of managing your financial life¬†
  • And more

Connect With Joe Patterson & Thom Guidi: