Age Gap Finance

Age Gap Finance

A podcast where a millennial and a baby boomer talk money.

Episodes

January 9, 2024 34 mins
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December 23, 2022 28 mins
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December 23, 2022 24 mins
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July 28, 2022 36 mins
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June 20, 2022 32 mins
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September 16, 2021 61 mins

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.

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June 18, 2021 22 mins

In this Episode of Age Gap Finance, we ease client fears as we discuss the opportunities that come along with the "dreaded" summer swoon. 

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In this Episode of Age Gap Finance, we discuss the importance of estate planning and some famous cases of celebrities who passed without wills. 

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March 31, 2021 22 mins

In this episode of Age Gap Finance, we discuss the importance of getting a second opinion on your portfolio. 

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January 29, 2021 42 mins

In this episode of Age Gap Finance, we help you prepare for the upcoming tax season and discuss some IRS updates. 

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November 20, 2020 38 mins

In this episode of Age Gap Finance, we go over our end of year checklist.

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October 15, 2020 40 mins

In this episode of Age Gap Finance, we discuss a few financial scandals over a smokey old fashioned. 

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September 24, 2020 31 mins

In this episode of Age Gap Finance, we dive into the various types of risks and discuss the topic of growth vs. safety. 

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August 28, 2020 35 mins

In this episode of Age Gap Finance, we discuss the importance of having a financial advisor and what to consider when starting your search.

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August 7, 2020 32 mins

In this episode of Age Gap Finance, we debunk some of the most common retirement myths. 

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July 16, 2020 39 mins

In this episode of Age Gap Finance, we discuss the different types of annuities and their pros and cons. 

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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. 

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February 18, 2020 16 mins

In this episode of Age Gap Finance, we discuss why you should avoid the vast sea of negatives portrayed in the media. 

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January 31, 2020 42 mins

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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