Age Gap Finance

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

Rizzotto Wealth Management


    • Dec 23, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 33m AVG DURATION
    • 20 EPISODES


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    Latest episodes from Age Gap Finance

    Tax Prep 2022

    Play Episode Listen Later Dec 23, 2022 28:52


    RMD Podcast

    Play Episode Listen Later Dec 23, 2022 24:08


    Annuity Podcast

    Play Episode Listen Later Jul 28, 2022 36:51


    Prepare For 2022 Taxes

    Play Episode Listen Later Jun 20, 2022 32:20


    3 Millennials and a Baby Boomer Talk Money

    Play Episode Listen Later Sep 16, 2021 61:37


    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.

    Summer Swoon & Easing Anxieties

    Play Episode Listen Later Jun 18, 2021 22:16


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

    The Importance of Wills & Celebrity Estate Planning Mistakes

    Play Episode Listen Later May 20, 2021 36:33


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

    Second Opinions

    Play Episode Listen Later Mar 31, 2021 22:14


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

    Tax Season Readiness

    Play Episode Listen Later Jan 29, 2021 42:07


    In this episode of Age Gap Finance, we help you prepare for the upcoming tax season and discuss some IRS updates.

    End of Year Checklist

    Play Episode Listen Later Nov 20, 2020 38:07


    In this episode of Age Gap Finance, we go over our end of year checklist.

    10th Episode Special: Financial Scandals

    Play Episode Listen Later Oct 15, 2020 40:03


    In this episode of Age Gap Finance, we discuss a few financial scandals over a smokey old fashioned.

    Risk & Growth vs. Safety

    Play Episode Listen Later Sep 24, 2020 31:14


    In this episode of Age Gap Finance, we dive into the various types of risks and discuss the topic of growth vs. safety.

    The Importance of a Financial Advisor

    Play Episode Listen Later Aug 28, 2020 35:26


    In this episode of Age Gap Finance, we discuss the importance of having a financial advisor and what to consider when starting your search.

    Retirement Myths

    Play Episode Listen Later Aug 7, 2020 32:38


    In this episode of Age Gap Finance, we debunk some of the most common retirement myths.

    All About Annuities

    Play Episode Listen Later Jul 16, 2020 39:12


    In this episode of Age Gap Finance, we discuss the different types of annuities and their pros and cons.

    Want to Make the Most of an Old 401(K)?

    Play Episode Listen Later Jun 17, 2020 28:11


    When you leave an employer, you have a few options for your 401(k) plan. In this episode of Age Gap Finance, we discuss the potential benefits of a 401(k) rollover.

    The Vast Sea of Negatives

    Play Episode Listen Later Feb 18, 2020 16:41


    In this episode of Age Gap Finance, we discuss why you should avoid the vast sea of negatives portrayed in the media.

    Tax Season Preparation

    Play Episode Listen Later Jan 31, 2020 42:36


    In this episode of Age Gap Finance, we cover the main points everyone should know going into the 2019 tax season.

    Retirement Readiness

    Play Episode Listen Later Dec 3, 2019 30:57


    Do I have enough? How much do I need for retirement? In this episode of Age Gap Finance, we dive into the topic of retirement readiness.

    Welcome to Age Gap Finance

    Play Episode Listen Later Oct 10, 2019 33:50


    In the first episode of Age Gap Finance, we will introduce hosts Nic Ranocchia and Ed Rizzotto. Then we'll dive into some savings advice for people just starting out.

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