Andrea Thompson: Founder of Modern Cents - Adaptive Financial Planning and the Generational Shift

In this episode of The Forbes Podcast, Penny Forbes speaks with Andrea Thompson, Founder of the advice only financial planning firm Modern Cents, about how Canadians are redefining financial freedom — shifting from “retire at 65” to live well now. Andrea shares how Adaptive Financial Planning supports a lifestyle built on purpose, flexibility, and experiences today, not someday.

💡 We cover:

• The rise of advice-only financial planning

• Generational shifts in money mindset

• Real estate as a lifestyle strategy

• Andrea’s Boundless Life experience working abroad with her family in Greece + more!

Connect with Andrea and her team at Modern Cents:
https://www.moderncents.ca/ | @modern_cents