Gen X & Millennial Money Radio-logo

Gen X & Millennial Money Radio

Business & Economics Podcasts >

More Information

Location:

United States

Language:

English

Contact:

(239) 204-5554


Episodes

XY$Radio 002 | IDENTITY FRAUD: what to do before, during, and after

8/7/2017
More
In my conversations with clients we talk about a wide variety of topics such as getting clear on financial goals, getting financially organized, building a budget and financial statements, insurance, estate planning, income taxes, retirement planning, college funding, investment management, and more. Whenever talking about risk management I made it a habit of making identity protection part of the conversation, but did not really know where to go with the conversation other than suggesting...

Duration:00:49:08

XY$Radio 001 | Who Am I? And Why Should You Listen to What I Have to Say?

7/31/2017
More
This may be my debut podcast episode, but it certainly is not my first rodeo on when it comes to delivering financial planning advice to Gen X-ers and Millennials. Episode #1 of Gen X & Millennial Money Radio will be short and sweet, providing you with a little bit of information regarding myself, my background, and what is to come in future episodes.

Duration:00:06:23