Episode Details

Mike Muffoletto, a financial advisor with Clark and Company Wealth Management, plans to launch a financial planning practice focused on millennials and Gen Z in the next few months. Jake, a remote fitness and nutrition company owner, emphasizes the need for millennials to pay more attention to their health and financial well-being. Mike proposes a subscription-based financial advisor called Renegade, which aims to make financial advice more accessible and accessible for younger generations who are just starting out in their careers.