Hosted by: Laura Hawley Special guest: Troy Garcia

Host
Laura Hawley – CFP®, Vice President, Financial Advisor at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

In this episode, we’re going to talk about the effects of generational change. We look at some of the influential financial events that shaped each generation and how that has affected their investment philosophies. We also look at what drives their hopes and fears when it comes to investing. We also take a deep dive into how these different generations expect to fund their retirements.

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.

In this episode we cover:

• An overview of the different generations and the events that shaped them (Silent Generation, Baby Boomers, Gen X and the Millennials) (1:58)
• An in-depth look at the different generations, their unique challenges and how they expect to fund their retirement: The “Baby Boomers”(5:14)
• The “Younger Baby Boomers” (9:49)
• The “Generation X” (15:40)
• Generation X: preparing for retirement and some of the things that they need to do (21:13)
• The “Millennials” (24:12)
• Millennials: preparing for retirement (30:26)

Links From the Show:

• 401(k) Plans
• Allen & Company
• Baby Boomers
• Employer matching
• Generation X
• IRAs
• Millennials
• Roth IRA
• Silent Generation
• US Census Bureau

Connect with:

Laura Hawley – CFP ®, Vice President, Financial Advisor at Allen & Company
Allen & Company – Laura Hawley
LinkedIn – Laura Hawley

Troy Garcia – CFP ®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia