Finance for Millennials by Millennials

Finding Finance: Choosing a Financial Advisor

Finding Finance: Choosing a Financial Advisor

In this episode of Drunken Money we tackle the subject of financial advisors. We interview Cody Matthews, a financial advisor at Northwestern Mutual, and find out:

  • How should a millennial choose a financial advisor?
  • When should a millennial get a financial advisor?
  • Why is a financial advisor better than doing it yourself?
  • How can a financial advisor help plan for the future?
  • Who does not need to get a financial advisor (the answer may surprise you)?

We also discover:

  • How to effortlessly transition to a new city where you only know one person.
  • Love at second date (very fun story).
  • The secret to building a great client relationship.
  • How to quit your job and take a chance on a new career (Cody was almost the next great Dick’s Sporting Goods salesman).
  • Advice for making the leap to owning your own business.

You can contact Cody at, or “like” his business Facebook page at
If you enjoyed this episode, please let us know at or, leave us a review on iTunes, and be sure to subscribe to our email newsletter at

Leave a Reply

Your email address will not be published. Required fields are marked *