Brian Ursu

7 Podcast Episodes

Money Lessons Teens Must Know To Be Happy | Brian Ursu | Episode 151

Money Lessons Teens Must Know To Be Happy | Brian Ursu | Episode 151

When we’re asked what we want for our kids, parents say we want them to be happy. The thing we don’t think about is the ... Read more

16 Nov 2020

37mins

5 Tips to Figure Out Your Financial Future with Now What? Author Brian Ursu

5 Tips to Figure Out Your Financial Future with Now What? Author Brian Ursu

Certified Financial Planner shares his advice on how to get your finances ready for the future including some unconventi... Read more

13 Oct 2020

17mins

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Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu

Episode 263 – How to Help Your Client’s Adult Kids Figure Out Their Financial Future –– With Brian Ursu

Millennials and Gen Zs are often left asking themselves, “Now what?” when they’ve received their first big paycheck or a... Read more

6 Oct 2020

28mins

E055 Brian Ursu | Getting Control of Your Financial Situation and Create Wealth

E055 Brian Ursu | Getting Control of Your Financial Situation and Create Wealth

My guest today is Brian Ursu. Brian Ursu has helped clients meet their financial goals for more than 30 years. He has wo... Read more

17 Sep 2020

32mins

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Brian Ursu, CFP (President at Intentional Wealth Advisors)

Brian Ursu, CFP (President at Intentional Wealth Advisors)

In this episode, we talk to Brian Ursu, CFP (President at Intentional Wealth Advisors) as we discuss financial planning ... Read more

11 Sep 2020

43mins

Helping Millennials and Gen-Z Prioritize Their Post-Pandemic Financial Future with Brian Ursu

Helping Millennials and Gen-Z Prioritize Their Post-Pandemic Financial Future with Brian Ursu

Brian Ursu has helped clients meet their financial goals for more than 30 years. He has worked in large financial instit... Read more

5 Sep 2020

40mins

The 4 Cornerstones of a Successful Financial Strategy (with CFP Brian Ursu)

The 4 Cornerstones of a Successful Financial Strategy (with CFP Brian Ursu)

What's your financial plan? Is it built on bedrock or are you "winging it", aka building on sand? On today's show, Certi... Read more

9 Mar 2020

1hr 19mins

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