S6 Ep2: The First Wealth Management App for Couples, with Plenty Co-Founder & CEO, Emily Luk

How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding? You shouldn’t have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platform designed with couples' finances in mind.She and Nicole chat about the current state of wealth management for couples and how, with over 65% of millennial couples partnering up, it’s more relevant than ever before. Emily explains her journey to developing Plenty and what she hopes will be the start of greater access to wealth management planning for demographics of all kinds. Get Early Access to Plenty: https://www.withplenty.com Follow Emily: LinkedIn: https://www.linkedin.com/in/emilylukca/ Follow Nicole:LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/Twitter: https://twitter.com/nicolecasperson And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

What this episode covers

How much money do you need to have a child? What, exactly, should your finances look like before you consider buying a house? How much should you save for a wedding? You shouldn’t have to pay $1000 or more to find out the answers to these questions from a financial planner— and Emily Luk, CEO and Co-Founder of Plenty, has designed the first platform designed with couples' finances in mind. She and Nicole chat about the current state of wealth management for couples and how, with over 65% of millennial couples partnering up, it’s more relevant than ever before. Emily explains her journey to developing Plenty and what she hopes will be the start of greater access to wealth management planning for demographics of all kinds. Get Early Access to Plenty: https://www.withplenty.com Follow Emily: LinkedIn: https://www.linkedin.com/in/emilylukca/ Follow Nicole: LinkedIn: linkedin.com/in/nicole-casperson-0820a5133/ Twitter: https://twitter.com/nicolecasperson And if you love listening to Humans of Fintech, please leave me a 5-star review on Rate My Podcast: https://ratethispodcast.com/humansoffintech Thank you so much! You can keep up-to-date with everything Humans of Fintech at https://workweek.com/brand/wtfintech/ And if you’ve enjoyed Humans of Fintech why not try: Chicks of FinTwit, Tech Unlocked, Breaking Banks or Fintech Insider

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This episode is 31 minutes long.

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This episode was published on August 2, 2023.

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