THE LOW DOWN

Explore financial planning challenges faced by younger investors

The Low Down episodes spend 15 minutes exploring the financial planning topics faced by younger investors who are still building their wealth. Topics will include student debt, building retirement savings, cash flow management, when to start saving through 529 plans and other Next Generation wealth management needs.

REACH OUT TO CO-HOSTS OF THE LOW DOWN.


LINDSAY BROCK, CFP®

(336) 230-1811
lbrock@stearnsfinancial.com

Learn more about LINDSAY

DAX DIXSON, CFA

(919) 636-3634
ddixson@stearnsfinancial.com

Learn more about DAX

CONTACT US


Reach out to discuss your wealth management needs and goals.

LET'S CONNECT

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