How to Plan for Life Events and Age Based Milestones w/ Philipp HeckerAFO|Wealth Management Forward
How to Plan for Life Events and Age Based Milestones w/ Philipp Hecker
In this episode Rory interviews Philipp Hecker, the CEO of Bento Engine, a platform that provides personalized advice based on life events and age-based milestones. Discover how to better connect with and serve the next generation, as studies show that teenagers and their parents are seeking more help in this area. Philipp discusses his Children and Wealth program, which provides age-appropriate guidance and activities to help children learn about money from a young age. They also highlight a study by the Federal Reserve of Atlanta, which reveals that while 90% of American workers may want to wait to file for Social Security benefits, but only 10% actually do. Learn about the importance of assisting clients through life events, some predictable like marriage or moving, and others that are unexpected, such as sudden family death or a financial windfall. Do you want to find out how to scale moments that matter? Are you interested in learning more about the growing category of Advice Engagement in the Fintech ecosystem? Find out the answer to these questions and more on this advice beyond investing episode with Philipp Hecker of Bento Engine.