407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Investment Management
    • Financial Planning
    • 401(k) Rollovers
    • Fiduciary Advice
  • About
  • Blog
  • Accounts
    • Client Portal
    • Charles Schwab
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
Top 5 Investment Mistakes YOU Need To Know!!

Top 5 Investment Mistakes YOU Need To Know!!

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...
Top 5 Investment Mistakes YOU Need To Know!!

Your Third Stimulus Check: What You Need To Know

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...
Top 5 Investment Mistakes YOU Need To Know!!

Your Second Stimulus Check: What You Need To Know

by | | Allgen's Money Minute, Featured Posts

In this episode of AllGen’s #MoneyMinute, Paul and Jason discuss what to expect with the second stimulus package and what you can do with your second stimulus check. You can find more information about your second stimulus check via the IRS website here:...
AllGen Financial Advisors Receives Top Honor for Outstanding Practices – Diversity and Inclusion by Investment News

AllGen Financial Advisors Receives Top Honor for Outstanding Practices – Diversity and Inclusion by Investment News

by | | Company News, Featured Posts, Industry News

AllGen Financial Advisors Inc., headquartered in Orlando, Florida, has been selected by Investment News as one of the top two advisory firms for “Outstanding Practices” as part of their 2020 Diversity & Inclusion awards. Investment News uses their awards program...
How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

How To Find The Right Financial Advisor: Featuring Paul Roldán on Practical Personal Finance

by | | Company News, Featured Posts, Financial Planning

Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • AllGen Q4 2025 Market Update | Global Growth, Gold’s Surge and Economic Resilience
  • How Much Does Long-Term Care Really Cost in Florida?
  • The One Big Beautiful Bill Act: Does It Affect You?
  • AllGen Q3 2025 Market Update | Dollar Decline, Diversification Wins, and Global Growth Trends
  • Balancing College Costs and Saving for Retirement

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Charitable GIving
  • Company Events
  • Company News
  • Components of Financial Freedom
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • From the Trade Desk
  • Fundamentals of Investing
  • Homebuying
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Retirement Planning
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

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