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Age Gap Finance

Age Gap Finance

Hosted by Rizzotto Wealth Management

Episodes

22

Latest episode

Jan 2024

Language

EN-US

About the show

A podcast where a millennial and a baby boomer talk money.

Listen to episodes

22 recent
January 9, 202434 min

Tax Season 2023 Podcast

August 26, 20231 hr 8 min

Estate Planning with Attorney Michael Faehner

December 23, 202228 min

Tax Prep 2022

December 23, 202224 min

RMD Podcast

July 28, 202236 min

Annuity Podcast

June 20, 202232 min

Prepare For 2022 Taxes

September 16, 20211 hr 1 min

3 Millennials and a Baby Boomer Talk Money

In this episode of Age Gap Finance, we're met alongside two millennials to gain their perspective on budgeting, wants vs. needs, and their relationship with money.

June 18, 202122 min

Summer Swoon & Easing Anxieties

In this Episode of Age Gap Finance, we ease client fears as we discuss the opportunities that come along with the "dreaded" summer swoon.

May 20, 202136 min

The Importance of Wills & Celebrity Estate Planning Mistakes

In this Episode of Age Gap Finance, we discuss the importance of estate planning and some famous cases of celebrities who passed without wills.

March 31, 202122 min

Second Opinions

In this episode of Age Gap Finance, we discuss the importance of getting a second opinion on your portfolio.

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