Millennials Making Over $200k Still Broke: Financial Advisor Messaging Tips (Modern Wealth)

More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube. Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality of investors today. The old messaging that focuses solely on the someday retirement doesn't cover it. Plus - inheritance in a lump sum is like binging a week's worth of calories on your cheat day. Financial advice works when it's in touch with culture and how people really behave. Want help with your marketing? Book a call with me: emilybinder.com/call Chapters: (0:00) $200K+ Millennials Still Broke (0:26) Cultural Perspective on Wealth (0:42) Modern Financial Goals (2:18) Wealth and Consumption (3:12) Pop Culture and Financial Realities (4:52) Different Client Types (5:39) Modern Wealth Management Strategies (6:32) "Your Friends and Neighbors" Apple TV (6:50) Wirkin Culture, Quiet Luxury (7:50) Effective Messaging - Wealth Management Links: "Millennials making $200k are still broke—here's why" - InvestmentNews 5/30/2025 Samuel Deane, Rora Wealth, Atlanta "Data Shows Boys and Young Men Are Falling Behind" - NYT 5/13/2025 Rubin Miller - Peltoma Capital. "Ease, Comfort, & Time" "The Geometry of Wealth" by Brian Portnoy My tools:Record on RiversideRecord/edit with AI: DescriptShop my gear Hire me: Speaking Advisory Calls Connect: This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Insta | TikTok | YouTube | Email updates Hosted on Acast. See acast.com/privacy for more information.