Episode 70: Leveraging Investment Accounts with the Farnan Brothers

In this episode of Blue Collar StartUp, we're mixing things up a bit. When the podcast first launched, we released a series of professional tips called Blue Collar Blueprints. These previously exclusive episodes contain valuable insights that we’re excited to share with you! In addition to our regular interview episodes, we’ll be bringing these Blueprints to our listeners as well.

This episode features an introduction by Mike Nelson of Five Towers Media and questions from Derek Foster of Daigle Cleaning Services. Today’s focus is on Ryan and Thomas Farnan from Northwestern Mutual. Tune in as they discuss personalizing financial plans for every person, not having a minimum limit their clients need to put in to start, and much more!

0:15 Podcast Introduction
0:50 Episode Introduction
5:25 Blue Collar Blueprints: The Farnan Brothers
5:46 Introducing Ryan and Thomas Farnan
6:20 Working with Small Business Owners
7:50 Saving to Start your own Business
8:45 Strategies for Business Owners are Personalized
10:23 Retirement
11:40 Age Level
13:24 What’s the Minimum Amount you can Start With?
18:18 Generational Differences in Saving Money
19:26 One Piece of Advice for Everyone Watching
20:40 Market Outlooks
21:43 How to reach Thomas and Ryan
22:30 Outro