Invest In What's Important Interview - Mike McGrath on Children's Sense of Entitlement and Financial Literacy

    

 

Invest In What's Important

Children's Sense of Entitlement and Financial Literacy

About Mike Mcgrath, MS, CFP®, CLU®, Senior Vice President and Partner
EP Wealth Advisors - Valencia, California

Mike Mcgrath is Senior Vice President and Partner at EP Wealth Advisors in Valencia, CA, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. Mike helps meet the unique needs of entrepreneurs and family-owned businesses as they strive to grow, protect, and transition their wealth.

 

Interview Questions:

  • What kind of conversations are you having with your clients surrounding the topic of entitlement of the next generation?
  • How can parents encourage their adult children to take control of their own finances? 
  • What are ways parents can start conversations surrounding financial literacy? 
  • What is the importance behind the "why" of how people manage finances and give to charity? 

 

About the Financial Advisor Interview Series "Invest In What's Important." 

At EP Wealth Advisors, our mission is to provide honest, objective financial advice to our clients just like we would to our families. As part of this mission, Invest in What's Important is about uncovering the overlooked but valuable advice that the mainstream media may not spend as much time on. We hope listeners will get an unvarnished look at what financial advisors talk about with their clients. 

 

 

Disclosures
  • EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify the data referenced. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are of the presenter and are subject to change without notice.
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  • Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professional(s). Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a professional Financial Advisor before implementing or applying any of the approaches or strategies made referenced to directly or indirectly here.
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