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Modern Investing with Sidepocket Podcast - Modern Investing with Sidepocket: Anthony Carlton, Financial Content Creator on Financial Planning for Millenials

Modern Investing with Sidepocket: Anthony Carlton, Financial Content Creator on Financial Planning for Millenials

Modern Investing with Sidepocket Podcast

10/03/23 • 39 min

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In this podcast interview with Anthony Carlton, a CFP and former financial advisor turned finance creator, he discusses his journey into the financial services industry, helping millennials and Gen Z build personal wealth, emphasizing the importance of financial education and how technology like AI is reshaping the investment landscape. As he puts it, "I love what I'm seeing in the space." If you're interested in personal finance, investing, and leveraging technology for financial success, this interview is a must-listen.
About Anthony Carlton
Anthony Carlton, the finance maverick! Former financial advisor turned social media wizard. With over a decade of financial expertise, he's on a mission to revolutionize how millennials and Gen Z handle their money. Anthony's journey from rookie bank teller to finance pro will leave you inspired, and his passion for sharing wealth-building secrets is contagious. As a writer, creator, and mentor, he's transforming lives one financial tip at a time.

Sidepocket created a cutting-edge platform-as-a-service (PaaS) designed exclusively for Certified Financial Planners (CFPs) and Financial Educators. CFP or Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try the of Sidepocket BETA: Download Sidepocket for iOS

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

10/03/23 • 39 min

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