by | | Featured Posts, Market Updates, YouTube Videos
AllGen’s Co-Founder Jason Martin is back with a Special Edition Market Update! In today’s video, he discusses the big questions around inflation (and stagflation). Don’t let the news drive your investing sentiments during this time. Market...
by | | 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 | | 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 | | Allgen's Money Minute, Featured Posts, Financial Planning, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss what to expect with the third stimulus package and provide a few thoughts on how to use your third stimulus check. You can find more...
by | | Allgen's Money Minute, Company News, Financial Planning, Retirement Investing, YouTube Videos
“Should I invest in an annuity?” We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what...
by | | Allgen's Money Minute, Financial Planning, YouTube Videos
When should I hire a Tax Professional? Answer: When your finances get a little bit more complicated! In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the more complicated matters of your financial picture vs. doing your taxes yourself. Advisory...
