The Last 5 Years with Matt Brown

03/31/25 • 43 min

1 Listener

Join Kosta and his guest: Matt Brown, Certified Financial Planner, Branch Manager and Generational Wealth Planner at 304 Family Wealth of Raymond James.

In this episode: Money is the last taboo topic. We’d rather talk about almost anything than how much money we make or have. That’s helped create a society of people who don’t really understand how money works - or how it could work for them. What do you wish you could tell everyone about their own wealth and financial success? Thinking about the future is intimidating. As someone that works in long-term care, I know firsthand how much we’ll do to not think about the future. But when it comes to retirement, and building wealth especially for Gen-X, Millennials and Gen-Z, what do we need to be doing now? We live in economically uncertain times. Whether it’s tariffs, inflation, interest rates or egg prices, every day brings new excitement. How is this changing the way you’re advising clients and what should we prepare for next?

Legal Disclosures from Raymond James:

Any opinions are those of Matthew Brown and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Better Together with Kosta Yepifantsev is a product of Morgan Franklin Media and recorded in Cookeville, TN.

This episode of Better Together with Kosta Yepifantsev is made possible by our partners at Volunteer State Community College.

Find out more about Volunteer State Community College:
https://www.volstate.edu/campuses/cookeville

Join Kosta and his guest: Matt Brown, Certified Financial Planner, Branch Manager and Generational Wealth Planner at 304 Family Wealth of Raymond James.

Legal Disclosures from Raymond James:

Better Together with Kosta Yepifantsev is a product of Morgan Franklin Media and recorded in Cookeville, TN.

This episode of Better Together with Kosta Yepifantsev is made possible by our partners at Volunteer State Community College.

Find out more about Volunteer State Community College:
https://www.volstate.edu/campuses/cookeville

Previous Episode

How to Build Your Dream Home with Catherine Jackson and Katie Hall

Join Kosta and his guests: Catherine Jackson, Executive Officer of The Home Builders Association of the Upper Cumberland and Katie Hall, General Manager at Cookeville Kitchen Sales.

In this episode: Building a house is like making a cake from scratch - I don’t know how. Let’s start there, because for most of us buying an existing home is confusing enough, what’s it like to build a house? From 2014 to 2024, the median price of a 3-bedroom house in Putnam County has increased over 115%. Buying a home is mathematically impossible for the majority of the Upper Cumberland. How can building more homes help bring down demand and cost? How does building a new home in 2025 compare to buying a similar home at the same price point? Is it comparable or are there other factors we need to consider?

Find out more about The Home Builders Association of the Upper Cumberland:

https://uchba.com/
🏠🔨🛁 UCHBA Home and Garden Show 2025
📆 March 29-30, 2025⏱️ Saturday, March 29: 10:00 AM - 5:00 PM | Sunday, March 30: 12:00 PM - 5:00 PM 📍DelMonaco Winery & Vineyards (600 Lance Dr, Baxter, TN 38544)

💵 All Tickets $5

🗣️ https://uchba.com/#/home-show/uchba-home-and-garden-show-2025

Better Together with Kosta Yepifantsev is a product of Morgan Franklin Media and recorded in Cookeville, TN.

This episode of Better Together with Kosta Yepifantsev is made possible by our partners at Aspire Barber and Beauty Academy.

Find out more about Aspire Barber and Beauty Academy:
https://aspirebarberandbeauty.com

Next Episode

Camp Nakanawa with Karen Rathgeber Hale

Join Kosta and his guest: Karen Rathgeber Hale, Director of Camp Nakanawa. I hope you packed the bug spray, because this week we're going to Camp Nakanawa.

In this episode: Camp Nakanawa is over 100 years old. As we’ve discussed, this is more than a camp, it’s tradition. How do you weigh the importance of preserving cherished rituals versus embracing new ideas, especially in an age of rapid cultural and technological change? Being away from home for the first time is scary. For many young people going to camp is the first time they have true independence. Why is this important? How does Camp Nakanawa help to make the most of this opportunity? We talked about this earlier in the episode you started going to camp in 1974, and you’ve seen it evolve and grow over the past 50 years. What are you glad has stayed the same?

Better Together with Kosta Yepifantsev is a product of Morgan Franklin Media and recorded in Cookeville, TN.

This episode of Better Together with Kosta Yepifantsev is made possible by our partners and listeners.

Speak out and help ensure necessary programming is available for generations to come and support WCTE PBS:
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