3 Millennials and a Baby Boomer Talk MoneySeptember 16, 2021In this episode of Age Gap Finance, we're met alongside two millennials to gain their perspective on budgeting, wants vs. needs, and their relati...Listen/Show notes
Summer Swoon & Easing AnxietiesJune 18, 2021In this Episode of Age Gap Finance, we ease client fears as we discuss the opportunities that come along with the "dreaded" summer swoon. Listen/Show notes
The Importance of Wills & Celebrity Estate Planning MistakesMay 20, 2021In this Episode of Age Gap Finance, we discuss the importance of estate planning and some famous cases of celebrities who passed without wills. Listen/Show notes
Second OpinionsMarch 31, 2021In this episode of Age Gap Finance, we discuss the importance of getting a second opinion on your portfolio. Listen/Show notes
Tax Season ReadinessJanuary 29, 2021In this episode of Age Gap Finance, we help you prepare for the upcoming tax season and discuss some IRS updates. Listen/Show notes
End of Year ChecklistNovember 20, 2020In this episode of Age Gap Finance, we go over our end of year checklist.Listen/Show notes
10th Episode Special: Financial ScandalsOctober 15, 2020In this episode of Age Gap Finance, we discuss a few financial scandals over a smokey old fashioned. Listen/Show notes
Risk & Growth vs. SafetySeptember 24, 2020In this episode of Age Gap Finance, we dive into the various types of risks and discuss the topic of growth vs. safety. Listen/Show notes
The Importance of a Financial AdvisorAugust 28, 2020In this episode of Age Gap Finance, we discuss the importance of having a financial advisor and what to consider when starting your search.Listen/Show notes
Retirement MythsAugust 7, 2020In this episode of Age Gap Finance, we debunk some of the most common retirement myths. Listen/Show notes