Exchanges with Evan Lucas: A Century of Money Making

Robert Carson
May 21
1 min read

Rob Carson featured as the guest on the podcast "Exchanges with Evan Lucas".

Click the links below to watch on You Tube or via Podcast.

This week on "Exchanges with Evan Lucas", Rob Carson Founder of Canopy East joins us to explore the evolving landscape of financial advice in Australia, highlighting a shift toward a more holistic, family-centric approach. We discuss the growing importance of addressing intergenerational wealth transfer, understanding family dynamics, and encouraging open conversations about money.

We also jump into the regulatory challenges facing advisers, the role of fixed income in long-term planning, and the social stigma often tied to family financial support.

Follow Rob Here:

LinkedIn: / robertjmcarson

Website: https://www.canopyeast.com.au/

Instagram: / canopy_east

Follow Evan Here:

LinkedIn: / evan-lucas-44a25316

Instagram: / evanlucas_

Website: https://evanlucas.com.au/

Chapters

00:00 The Evolution of Financial Advice

03:00 Holistic Wealth Management

06:01 Intergenerational Wealth Transfer