“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 they are, what to look out for, and if there are
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 services are offered through Allgen Financial Advisors, Inc., a registered investment advisor. Any information provided
As we’ve been covering the topic of teaching the next generation to be financially wise, we certainly couldn’t leave out the teens. Jason and Paul talk about an incredible idea that will not only help your teens grow financially smarter, but will also grow their entrepreneurial spirit as well. <<Part 4 How to teach children
Are children really sponges? Do they really learn what you teach them about money? Do they listen? We put these questions to the test with a few guest stars on this episode of Allgen’s #MoneyMinute. The Roldán and Martin children are answering a few money questions for themselves. Let’s see if kids really do hear
Kids and Finances: What They Need to Learn and What You Need to Know When it comes to your children and money, have you noticed if they are natural spenders? Savers? Are they somewhere in between? In this week’s episode of Allgen’s #MoneyMinute, Jason and Paul discuss how to teach your children a healthy way
We are continuing our discussion from last week regarding how to teach our children about finances. In this week’s episode of Allgen’s #MoneyMinute, Jason and Paul talk about simple budgeting in the form of SAVE, SPEND, GIVE. <<How to teach children about finances – Pt. 1 | How to teach children about finances – Pt.
How to teach my children about finances – Part 1 – “Work-For-Pay” Mentality In accordance with our vision of seeing a society that is financially wise, we wanted to parents about the younger generations. In this episode of Allgen’s #MoneyMinute, Jason and Paul discuss the “Work-For-Pay” Mindset. In part 2 of this mini-series, Jason and
This is a great question, and one we are hearing more frequently lately. Our goal with this episode is not to take sides or get political. Our intention is to motivate you to focus on your own personal situation, your journey, and your finances – the “My Economy” mindset. In this episode of Allgen’s #MoneyMinute,
This is a very common question we run across on the daily. In this episode of Allgen’s #MoneyMinute, Jason and Paul dispel the industry myth and fearful emotions of touching your principal during retirement. If you are interested in running a Monte Carlo simulation or having us take a closer look at your financial picture
Do you know how much you need to retire? This is one of those questions that doesn’t have an easy answer. In this episode of Allgen’s #MoneyMinute, Paul and Jason discuss a few general equations to consider when trying to plan for your retirement. If you still have questions about where to start, you can