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.

Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/stocksforbeginners

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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Doug Morris - Sharesight Portfolio Management | Tracking to Win!

Doug Morris - Sharesight Portfolio Management | Tracking to Win!

I had a great time chatting with Doug from Sharesight. He's a nice guy and I love using Sharesight myself. It may sound boring but record-keeping is important in share investing and it also gives you ...

1 Mars 202333min

Gary Brode - Deep Knowledge Investing | The Sands of the Coliseum

Gary Brode - Deep Knowledge Investing | The Sands of the Coliseum

Gary Brode is a Hedge fund manager turned to the good side. He writes and tweets about stocks, markets, and share investment tips that can benefit anyone. In this episode we talked about the Deep Know...

21 Feb 202341min

Erik Smolinski - esInvests | The Depth of the Frailty of My Investing Plan

Erik Smolinski - esInvests | The Depth of the Frailty of My Investing Plan

What do exercise, the great outdoors and a healthy lifestyle have to with successful investing? Does the military prepare you for more than just battle? Joining me in this episode is Erik Smolinski fr...

16 Feb 202339min

Adam Carroll - The Shred Method | Living your best life with the money you have.

Adam Carroll - The Shred Method | Living your best life with the money you have.

It's one of the oldest questions in investing. Pay off the mortgage first or put your money to work investing. In a rising interest rate environment, it's becoming harder to do one or the other, let a...

8 Feb 202331min

Value Punks | Value investing - not as easy as Warren Buffett makes it seem.

Value Punks | Value investing - not as easy as Warren Buffett makes it seem.

Investment philosophy is always a work in progress. In this episode I was joined by substack authors Daye Deng and Balkar Sivia who have an article titled Memo: Value Investing Revisited - Rethinking ...

1 Feb 202335min

David Sekera - Morningstar | Hello 2023!

David Sekera - Morningstar | Hello 2023!

Inflation, recession, high interest rates, mortgage stress, war and cost-of-living pressures, just some of the cheery headlines that we can look forward to in 2023. Or is the future looking more benig...

24 Jan 202337min

Jeffrey G. Kamys - Investing in Sports Betting

Jeffrey G. Kamys - Investing in Sports Betting

This episode is a repeat from last year as I take a little bit of a break to regroup so I can spearhead the charge into the new year.A federal ban on sports betting was removed in 2018, and there’s be...

16 Jan 202330min

Anthony Trzeciak - Dialect | AI Powered Investment Research

Anthony Trzeciak - Dialect | AI Powered Investment Research

This episode is a repeat from last year as I take a little bit of a break to regroup so I can spearhead the charge into the new year. I thought it was interesting in light of the latest news about Cha...

9 Jan 202329min

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