Money from a Millennial’s POV with Jake Boulter

EPISODE · Jan 12, 2026 · 35 MIN

Money from a Millennial’s POV with Jake Boulter

from Money & a Good Life · host Tribeca Financial

Sometimes Millennials get a bad wrap for how they manage their money.The narrative has been that they don't save and they'd rather spend on travel or avocado toast than build wealth.But is that really true?In this episode of Money & a Good Life, Steph and Ryan sit down with Jake Boulter, Senior Adviser at Tribeca and a Millennial who grew up in a family spanning four generations, from Boomers to Gen Z.Jake shares what Millennials really think about money, how their approach differs from other generations, and why housing instability has fundamentally shaped how his generation approaches wealth building.If you've ever struggled to see eye-to-eye with your adult children about finances, or if you're curious about how younger Australians are managing money in a changing world, this conversation offers intergenerational insights that might just bridge the gap.What we talk about:Growing up around four generations and noticing different money attitudesHow housing instability has defined Millennial attitudes toward wealthThe property market gap between generations and its lasting impactThe "Bank of Mum and Dad" and intergenerational wealth transferWhy Millennials are more values-driven with their money and investingWhether ethical investing is a passing trend or lasting shiftGetting financial information from social media, finfluencers, and TikTokThe stereotype about Millennials preferring crypto and ETFs over propertyHow generational differences shape advice conversationsIf you're navigating generational money differences, whether as a parent, advisor, or simply someone curious about how attitudes are shifting this conversation offers real insight without the stereotypes.Here's to your Good Life. And thanks for listening.Find us at www.tribecafinancial.com.auOur guest:Jake Boulter, Senior Advisor at Tribeca FinancialConnect with Jake on LinkedIn here:  Jake Boulter | LinkedInOur hosts:  Ryan Watson, CEO, Tribeca Financial  Follow Ryan: https://www.linkedin.com/in/r-watson/ Stephanie Coombes, podcast expert and media strategist  Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/ Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.  Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.  Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.  

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Money from a Millennial’s POV with Jake Boulter

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