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S6 Ep2: The First Wealth Management App for Couples, with Plenty Co-Founder & CEO, Emily Luk

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Content provided by Nicole Casperson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Casperson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding?

You shouldn’t have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platform designed with couples' finances in mind.

She and Nicole chat about the current state of wealth management for couples and how, with over 65% of millennial couples partnering up, it’s more relevant than ever before. Emily explains her journey to developing Plenty and what she hopes will be the start of greater access to wealth management planning for demographics of all kinds.

Get Early Access to Plenty:

https://www.withplenty.com

Follow Emily:

LinkedIn: https://www.linkedin.com/in/emilylukca/

Follow Nicole:

LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/

Twitter: https://twitter.com/nicolecasperson

And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech

Thank you so much!

You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/

And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

  continue reading

112 episoade

Artwork
iconDistribuie
 
Manage episode 373113451 series 3012153
Content provided by Nicole Casperson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Casperson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding?

You shouldn’t have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platform designed with couples' finances in mind.

She and Nicole chat about the current state of wealth management for couples and how, with over 65% of millennial couples partnering up, it’s more relevant than ever before. Emily explains her journey to developing Plenty and what she hopes will be the start of greater access to wealth management planning for demographics of all kinds.

Get Early Access to Plenty:

https://www.withplenty.com

Follow Emily:

LinkedIn: https://www.linkedin.com/in/emilylukca/

Follow Nicole:

LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/

Twitter: https://twitter.com/nicolecasperson

And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech

Thank you so much!

You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/

And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

  continue reading

112 episoade

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