Podcast #28: helping Millennials and Gen Z to Thrive by getting to grips with financial planning – with Rob Caplan

There are few subjects closer to our hearts here at IFA Magazine, than that of financial education. That’s why we’re so pleased to bring you this week’s IFA Talk podcast in which we highlight a really interesting initiative to engage young people directly with the financial planning process. 

Talking to Sue on the podcast is Robert Caplan. Rob is Financial Planning director at the Chartered Financial Planning firm, First Wealth, but today he’s talking to Sue in his capacity as the co-founder of Thrive Money. 

Thrive Money is a pioneering online financial education platform with a highly laudable mission: to make financial guidance more accessible and readily available, to demystify financial jargon and break down the barriers to financial education to help people plan for their future. What’s not to love in all of that? 

If you have even the remotest interest in the development of financial planning, we strongly recommend you tune in to this conversation. In it, Rob explains to Sue all about Thrive Money, what it is and how it’s built up such a strong following on social media and why he’s so excited about his mission of making financial planning available to a wider – and younger -audience.

Click here to listen on Spotify 

Click here to listen on Apple Podcast 

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.