by Amanda Shaffer | May 3, 2021 | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
by Amanda Shaffer | Apr 21, 2021 | Allgen's Money Minute, Featured Posts, Learn How To Invest, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five biggest investing mistakes individuals make when they go the DIY route. (A little hint – Your portfolio has to be...
by Amanda Shaffer | Apr 16, 2019 | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing
At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
by Amanda Shaffer | Dec 13, 2018 | Allgen's Money Minute, Featured Posts, Financial Planning, Retirement Investing
At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
by Amanda Shaffer | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing
Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea. Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
by Amanda Shaffer | May 18, 2018 | Featured Posts, Financial Planning, Freedom, Retirement Investing
A lot of entrepreneurs and small business owners are focused on growing their business (as they should be). However, sometimes business owners are so preoccupied with growing their business that they forget to save for their retirement. Consider a small business...
