Samsung Money by SoFi Presents: Money Management Tips from Brian Walsh, CFP® Samsung Money by SoFi Presents: Money Management Tips from Brian Walsh, CFP®

Samsung | Sep 28, 2020 at 7:00 PM

There’s no better time than the present to discover new ways to Get Your Money Right. The launch of Samsung Money by SoFi offers Samsung Pay users a simple and secure way to use their phone to manage everyday finances.

Having a money management tool right at your fingertips helps make it easier to keep an eye on your spending and saving.

To help Galaxy users get a better sense of what the best next steps might be for their financial situation, we caught up with Brian Walsh, CFP®1, manager of financial planning and a credentialed financial planner at SoFi.

Brian leverages research, SoFi member feedback, and past experiences to deliver insights and advice that are both practical and easy to understand. He is currently a doctoral candidate in Kansas State University’s Personal Financial Planning program.

Growing up, the only time money was discussed in my household was in the context of an argument, so naturally I avoided the topic until taking a mandatory finance class in college. After being exposed to the basics, I realized that I wanted to get a handle on my personal finances and provide my children with a different experience. Once I found out that financial planning was a career option I was sold. Everyone thinks that financial planning is all about contribution limits, investment options, or other technical details. At the end of the day, the most important part of financial planning is understanding basic human behavior and biases in order to help people establish little habits that make big differences in the long run. I love being able to help our members get their money right so they can go on to achieve their financial goals of starting a family, buying their first house, getting invested for the first time, and paying off debt.

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It turns out that many of the best ways to strengthen your financial situation are just as effective in tough times as they are in the best of times. Whenever you’re ready to take your financial management to the next level, mobile financial tools like Samsung Money by SoFi are here to make it easier to do more with your money.