Helping the HENRY's Effectively Strategize Their Financial Futures With Erik Schei

Are you a high income professional or family who hasn’t had the chance to build up your assets to the level that a traditional wealth manager or financial advisor is looking for?

If so, you might belong to the HENRY (High Earners, Not Rich Yet) demographic.

In this episode, get a better understanding of this demographic and the financial considerations that come with it. Join Esther Szabo and Gates Pass Advisors’ Erik Schei as they break down the HENRY demographic, the opportunities available to them, and the challenges they may face.

In this episode, you will learn:

  • What a HENRY is 
  • The importance of evaluating risks and leveraging your savings
  • What a robo-advisor is and whether it’s the best option for HENRYs
  • The 3 biggest obstacles HENRY clients face
  • And more!

Tune in today to learn all about the HENRY demographic with Erik Schei! 

Related: Solutions for Navigating the High Cost of College with Nancy Paul