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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Tom and Don grade Gen Z investors from a recent Wall Street Journal article, discussing their portfolios, common mistakes like stock picking, active management, and crypto speculation. They move into practical retirement and college-planning questions from callers — including Roth vs. taxable accounts, 401(k) catch-up contributions, 529 plans, and college costs pushing $90 K a year.
0:04 Gen Z investing habits and media influence
1:59 Grading five young investors from a WSJ profile
7:43 Financial-flinch reflex and planning plug
12:21 Listener: starting a 401(k) at 59
15:34 Listener: using taxable funds for a Roth contribution
20:24 Listener: Roth 401(k) catch-ups and 529 trade-offs
26:08 College costs and saving priorities
28:43 Listener: opening a 529 for a grandchild
36:12 Listener: portfolio check (AVUV + bond ladder) and AVGE recommendation
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