So Money - Episode 362

Karen Carr

CFP® at Society of Grownups

Today’s guest and I have been featured alongside one another in articles focusing on the topic of millennials and money for quite a few months now. Karen Carr is a fantastic financial planner and somebody who really understands the millennial’s mindset and the millennial’s pocketbook. That’s why a lot of people in the news, and, of course, financial world want to hear from her. She really understands their needs and wants, as well as their likes and dislikes. So, I am really excited to pick her brain on this show today.

A little bit more about Karen Carr… she is currently a Certified Financial Planner at Society of Grownups. You might be wondering, “What is the Society of Grownups?” So we’re going to touch on that in the interview. She joined SOG because of her passion for working with young professionals who have their own unique opportunities and challenges. Karen is a big believer that financial planning doesn’t have to be intimidating. It’s definitely not one size fits all.

In our conversation, we talk about the specific challenges that millennials face, how she tries to address them, what’s the best way to get financial advice these days and the money memory she had growing as a kid, being told that she was rich and not liking it and actually feeling embarrassed by that. 

If you’d like to learn more about Karen Carr visit her website or follow her on Twitter @KarenCarrCFP.

One of my favorite quotes from the interview: “Make your spending mindful and your savings mindless.” – Click To Tweet

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