What Financial Advice Does GenX Want?

The LMB® Podcast invites special guest Mr. Caleb Silver, Editor-in-Chief of Investopedia, to ask and discuss “What Financial Advice Does GenX Want?” from the human and financial side of advice.Like the movie ‘Taken,’ regarding financial planning topics, you have a “special set of skills.” You are a “sandwich” generation between young adult children and elderly parents, desire to maximize your lifestyle now and optimize your retirement years later.In this episode:0:59 What does financial freedom mean?3:28 Don’t want to & DO want to5:12 Life Money Balance & Let your life lead your money7:33 What financial advice does Gen X Want?10:56 Does Gen X want to be educated & informed?12:18 The importance of connection13:18 What does retirement mean?17:10 The bald eagle and retirement story.18:09 Maximize life now AND optimize retirement laterDownload your FREE guide: 10 Questions to Discover Your Money Mind, Aspirations & FreedomSubscribe to Life Money Balance® YouTube for content beyond the podcastDiscover a client relationship. Schedule a FREE, 20-minute Good Fit MeetingConnect with us across social media for more content - top right cornerFind your story & learn about services that fit your journeyThank you for tuning in; we hope the information is educational and valuable. Remember to like and subscribe to the LMB® channel. We appreciate you. Listen to the disclaimer at the end of the show.#lifemoneybalance, #financialfreedom, #retirement, #aspiration, #wellbeing, #wealthbuiding, #wealth, #financialwellness, #compassionThe Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com