#239 -What a Next-Gen CFP® Would Tell You About Your Money Today with Dylan Woebkenberg
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#239 -What a Next-Gen CFP® Would Tell You About Your Money Today with Dylan Woebkenberg
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Summary
Most people think financial planning is something you “get to later.”
But what if the people closest to the ground—young, hungry advisors building from scratch—actually have the clearest perspective on what works?
In this episode, Andrew sits down with Dylan Woebkenberg, a Certified Financial Planner® who’s built his career from the ground up, to break down what he’s seeing firsthand with clients today.
We’re skipping the résumé and getting straight to what matters:
- The biggest money mistakes people make in their 20s, 30s, and 40s
- What actually moves the needle when it comes to building wealth
- How to think about investing, saving, and planning in today’s environment
- And what you should be doing right now—no matter where you’re starting
If you’ve ever wondered, “Am I doing the right things with my money?”—this episode is for you.
🎯 Walk away with practical strategies, a clearer roadmap, and confidence in your next move.
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