Ep 246: New Money, New Problems: Finding advice you can trust with Brenton Harrison, CFP

This week, we’re joined by Brenton Harrison, founder of New Money New Problems. Brenton is a financial advisor who works with first- and second-generation high earners. We’re talking about how to tell the difference between quality financial advice and misinformation/scammy advice, making sense of what you hear online, and why not all “good advice” is good for YOU. 

And because we live in the real world where creators and advisors both exist, we get into the relationship between financial influencers and financial advisors, where each one can actually help, where each one can fall short, and why it doesn’t have to be “versus”

We get into:

• The difference between first-generation wealth and first-generation high income (and why it matters)
• Why first/second-gen high earners can be underserved even when they’re making good money
• The #1 thing Brenton wishes high earners knew sooner
• Why financial literacy doesn’t automatically fix the emotional + social reality of money
• The disclaimer we wish more financial creators would use
• Why “tax hack” content is so seductive and why it can be flat-out dangerous
• Why market-timing myths survive
• What a strong advisor relationship should produce in the first 60–90 days, and what you should look for
• Why a bad experience with one advisor doesn’t mean you should quit the entire lane forever
• Brenton’s take on robo-advisors, AI, and how tech can help without replacing real planning 

Links: 

• Visit Brenton’s website and book an initial meeting
• Connect with him on Instagram or LinkedIn 
• Subscribe to his YouTube channel
• Listen to the New Money, New Problems podcast 

 Connect with Julien and Kiersten on our website, Instagram, Twitter, and YouTube.

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