QUICK TIP - Financial advice for a younger generation

QUICK TIP - Financial advice for a younger generation

In this Quick Tip, Pate Garrett from Six Park talks about the generational change that's occurring in serving financial needs. The biggest wealth transfer in history is taking place between Baby Boomers and younger generations. Tools are available at a reasonable price to access financial advice and to help with long-term investing strategies.

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Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Stocks for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Stocks for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.

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Episoder(230)

Kenny Polcari - A Brief History of the NYSE Pt I 1980 - 1987

Kenny Polcari - A Brief History of the NYSE Pt I 1980 - 1987

So, I’m searching around for my next guest and I come across this guy, Kenny Polcari. I’m looking at this guy and I’m thinking – he’s been on the New York Stock Exchange for like 40 years. He might kn...

24 Mai 202128min

WEEKEND WATCHLIST – Chewy (NYSE:CHWY)

WEEKEND WATCHLIST – Chewy (NYSE:CHWY)

In this WEEKEND WATCHLIST I was joined by Casey Stubbs from Trading Strategy Guides to discuss Chewy (NYSE:CHWY)"If you know anything about pet owners, they absolutely want to take care of their pets....

15 Mai 20218min

Hunter Allemand - Moriah Consulting

Hunter Allemand - Moriah Consulting

My guest today is Hunter Allemand Managing Partner of Moriah Consulting. Hunter grew up in a small town of about 600 people with a unique perspective on life. He got into business as a toddler (a fasc...

11 Mai 202131min

Weekend Watchlist - BIOGEN

Weekend Watchlist - BIOGEN

Welcome to this first episode of Weekend Watchlist. These episodes are designed to take a deep dive into a company and why it might be worth putting on your watch list. It's not a recommendation to bu...

8 Mai 202111min

Quick Tip - Investing Through the Cycle

Quick Tip - Investing Through the Cycle

In this Quick Tip, Terri Duhon explains how hard it is to try and pick the bottom of any market cycle and the wisdom of investing consistently through market cycles.To listen to more from Terri, here'...

29 Apr 20212min

John L. Smallwood - Markets Never Do What We Expect Them To Do

John L. Smallwood - Markets Never Do What We Expect Them To Do

John L. Smallwood is a Certified Financial Planner™, President of Smallwood Wealth Management, a 6-time recipient of the Five Star℠ Wealth Manager Award. He has spoken at numerous events including the...

26 Apr 202132min

Ethan Widell - Value Investing is NOT a death cult

Ethan Widell - Value Investing is NOT a death cult

Ethan Widell is Investment Analyst at Ironhold Capital, a graduate of Columbia University with a double-major in Economics and Psychology, with a passion for Behavioral Economics and previous experien...

20 Apr 202133min

JR Gondeck - Protecting the Wealth of Families

JR Gondeck - Protecting the Wealth of Families

JR Gondeck is a Partner and Managing Director with The Lerner Group, JR works with families to promote intentional communication and drive collaboration between all generations. JR is the co-author of...

12 Apr 202122min

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