Age Gap Finance
A podcast where a millennial and a baby boomer talk money.
Episodes
In this episode of Age Gap Finance, we're met alongside two millennials to gain their perspective on budgeting, wants vs. needs, and their relationship with money.
In this Episode of Age Gap Finance, we ease client fears as we discuss the opportunities that come along with the "dreaded" summer swoon.
In this Episode of Age Gap Finance, we discuss the importance of estate planning and some famous cases of celebrities who passed without wills.
In this episode of Age Gap Finance, we discuss the importance of getting a second opinion on your portfolio.
In this episode of Age Gap Finance, we help you prepare for the upcoming tax season and discuss some IRS updates.
In this episode of Age Gap Finance, we go over our end of year checklist.
In this episode of Age Gap Finance, we discuss a few financial scandals over a smokey old fashioned.
In this episode of Age Gap Finance, we dive into the various types of risks and discuss the topic of growth vs. safety.
In this episode of Age Gap Finance, we discuss the importance of having a financial advisor and what to consider when starting your search.
In this episode of Age Gap Finance, we debunk some of the most common retirement myths.
In this episode of Age Gap Finance, we discuss the different types of annuities and their pros and cons.
When you leave an employer, you have a few options for your 401(k) plan. In this episode of Age Gap Finance, we discuss the potential benefits of a 401(k) rollover.
In this episode of Age Gap Finance, we discuss why you should avoid the vast sea of negatives portrayed in the media.
In this episode of Age Gap Finance, we cover the main points everyone should know going into the 2019 tax season.
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