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Road To Wealth
Justin Nacpil
66 episodes
5 days ago
Everyone has a story to tell around money. This podcast highlights my journey and talks about different elements of personal finance on the road to a better life. Feel free to to listen, subscribe, and leave a review! Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast
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Investing
Business
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All content for Road To Wealth is the property of Justin Nacpil and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Everyone has a story to tell around money. This podcast highlights my journey and talks about different elements of personal finance on the road to a better life. Feel free to to listen, subscribe, and leave a review! Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast
Show more...
Investing
Business
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S3E07 - The Evolution of the Financial Advisor w/ Doug Boneparth
Road To Wealth
49 minutes 19 seconds
3 years ago
S3E07 - The Evolution of the Financial Advisor w/ Doug Boneparth

On today's episode, I connect with CEO of Bonefide Wealth, Doug Boneparth CFP.  We discuss the ever changing role of the financial advisor.  Doug intently targeted the millennial demographic years ago and is now paying off as our generation is mid-career and navigating our financial future.

Doug shares:

  • Early days building his Wealth Management practice
  • Goals of previous generations vs Millennials/GenZ
  • Alternative investments (Bitcoin, Crypto, DeFI)

I want to thank Doug for his time and coming on today's podcast.  Feel free to purchase his book "The Millennial Money Fix" co-written with his wife Heather Boneparth, check out his NFT Project (Cryptodrip),  and give him a follow on his social.

Twitter: @dougboneparth

Instagram: @dougboneparth

www.bonefidewealth.com

Cryptodrip NFT Collection / Twitter: @cryptodripxyz

--

Road to Wealth Social

Twitter: @roadtowealthpod

Instagram: @roadtowealthpodcast

Feel free to leave a rating and review on your podcast player.

MUSIC 

WARM NIGHTS

Music by Lakey Inspired (Soundcloud Link)

Promoted by BGMD No Copyright Music http://tiny.cc/yf4qpz

License: Creative Commons




Road To Wealth
Everyone has a story to tell around money. This podcast highlights my journey and talks about different elements of personal finance on the road to a better life. Feel free to to listen, subscribe, and leave a review! Road to Wealth Social Twitter: @roadtowealthpod Instagram: @roadtowealthpodcast