407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Financial Planning
    • Investment Management
    • Fiduciary Advice
    • 401(k) Rollovers
  • Blog
  • Accounts
    • Morningstar® Client Portal
    • Charles Schwab
    • Wealth Tracker
    • AllGen Academy
  • About
  • Contact
Select Page
Should I Invest in an annuity?

Should I Invest in an annuity?

by cassy | May 3, 2017 | 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...
When To Hire a Tax Professional?

When To Hire a Tax Professional?

by cassy | Mar 22, 2017 | 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...
How To Teach Teens To Be Financially Wise

How To Teach Teens To Be Financially Wise

by cassy | Mar 15, 2017 | Allgen's Money Minute, Financial Planning, YouTube Videos

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...
Do kids really listen to what their parents say about money?

Do kids really listen to what their parents say about money?

by cassy | Mar 8, 2017 | Allgen's Money Minute, Financial Planning, YouTube Videos

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...
How To Teach Children About Finances – Pt. 3 Saving & Spending

How To Teach Children About Finances – Pt. 3 Saving & Spending

by cassy | Mar 1, 2017 | Allgen's Money Minute, Company News, Financial Planning, Just for Fun, Learn How To Invest, YouTube Videos

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...
How To Teach Children About Finances – Pt. 2 Simple Budgeting

How To Teach Children About Finances – Pt. 2 Simple Budgeting

by cassy | Feb 22, 2017 | Allgen's Money Minute, Company News, YouTube Videos

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...
« Older Entries

Become an #AllGenInsider!

Side Bar Form - Pardot Connected

Latest Posts

  • Your Second Stimulus Check: What You Need To Know
  • AllGen Financial Advisors Receives Top Honor for Outstanding Practices – Diversity and Inclusion by Investment News
  • How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance
  • 401k Rollover Series: How Do I Rollover My 401(k) into an IRA? (Part 1: Basic Rollover)
  • Market Update: July 15th, 2020

Categories

  • Allgen
  • Allgen's Money Minute
  • Company Events
  • Company News
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • News
  • Retirement Investing
  • Social Security
  • Success Stories
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2021 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

Coronavirus Resource Center: Market & Community Updates