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...
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...
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...
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...
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...
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...
