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Gen X & Millennial Money Radio: Competent, Conflict Free Financial Advice for Gen X & Millennials

By Sean Rogers: Fee-Only, CERTIFIED FINANCIAL PLANNER™

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Description

Are you a Gen X-er or Millennial looking for competent and conflict free financial advice, but don’t know where to find it? Sean Rogers is your peer and an independent, Fee-Only, CERTIFIED FINANCIAL PLANNER™. His firm is Rogers Wealth Management Services, LLC and his mission is to change the way that the broken financial services industry interacts and transacts with the American public one conversation at a time. This podcast will help you learn everything that you need to know about managing your personal financial affairs in a safe and encouraging environment. Episodes will feature Sean and other guest experts helping to educate you on topics like how to select and hire the right financial advisor, how to get financially organized, how to set and prioritize financial goals, how to create your personal or family financial statements, how to build and stick to a budget, debt reduction strategies, how to protect yourself and/or your family using insurance products and other risk management techniques, how to make sure you set up the ownership and beneficiary designations on your financial accounts properly, things to consider when setting up a will or trust, how to integrate income tax planning into your financial plan, how to develop a retirement strategy based on your unique goals and circumstances, college savings strategies, how to best manage your own investments or hire someone to do it for you, and much more.

Customer Reviews

Useful, clear and easy to understand information

Excellent podcast, well produced, full of useful information. Highly recommended.

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  • Free
  • Category: Investing
  • Language: English

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