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

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

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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

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