Moving into retirement is the most significant transition in individuals’ lives, from being moneymaking machines to having responsibility for a big pile of money and needing to manage it. A plan can help you navigate the challenges and ensure a secure financial future. Read the article from Barrons to find out more and join the conversation.
Twenty Concierge Wealth Management’s Daniele Beasley and Kelli Manthei receive allyship award from Investment News.
Daniele was recently a guest on one of our industry’s top thought leaders for our peers, where she shared her love of financial literacy, dance, and hip-hop music.
The short answer is yes. The more complicated part to answer is why. There are some obvious environmental explanations that a lot of us probably already know and talk about. We are all living longer lifespans. The pandemic appears to be a never-ending story. Inflation and the cost of living have skyrocketed. And if you haven’t heard, there is limited accessibility to credit for this demographic for building wealth accumulating assets. While these are known environmental factors, science is proving that we may need to dig deeper into the behavioral aspects as well. Our finance behavior hit list includes:
New Year, New Twenty! So a twenty-something calls me to let me know she’ll be twenty minutes late to our interview because her car caught on fire. That was our professional meet-cute, and who knew, looking back, it was all a plan. Kelli came, she slayed, and here we are today, nearly twenty years later. At Twenty, we believe that everyone comes into your life for a reason. Over the years of collaborating, we grew and launched businesses, created new media for a dated RIA industry, expanded our educations to nurture our passions, and even got the golden ticket
Moving into retirement is the most significant transition in individuals’ lives, from being moneymaking machines to having responsibility for a big pile of money and needing to manage it. A plan can help you navigate the challenges and ensure a secure financial future. Read the article from Barrons to find out more and join the conversation.
Twenty Concierge Wealth Management’s Daniele Beasley and Kelli Manthei receive allyship award from Investment News.
Daniele was recently a guest on one of our industry’s top thought leaders for our peers, where she shared her love of financial literacy, dance, and hip-hop music.
The short answer is yes. The more complicated part to answer is why. There are some obvious environmental explanations that a lot of us probably already know and talk about. We are all living longer lifespans. The pandemic appears to be a never-ending story. Inflation and the cost of living have skyrocketed. And if you haven’t heard, there is limited accessibility to credit for this demographic for building wealth accumulating assets. While these are known environmental factors, science is proving that we may need to dig deeper into the behavioral aspects as well. Our finance behavior hit list includes:
New Year, New Twenty! So a twenty-something calls me to let me know she’ll be twenty minutes late to our interview because her car caught on fire. That was our professional meet-cute, and who knew, looking back, it was all a plan. Kelli came, she slayed, and here we are today, nearly twenty years later. At Twenty, we believe that everyone comes into your life for a reason. Over the years of collaborating, we grew and launched businesses, created new media for a dated RIA industry, expanded our educations to nurture our passions, and even got the golden ticket
© Twenty Concierge Wealth Management — 2024
