CFO at Home

229. Gen Z - Budgeting, Debt, and Investing


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On this episode of CFO at Home, Vince continues his conversation with financial experts Steve Short and Mark Schlipman, authors of ·The Simple Road Toward Financial Freedom·, a #1 Amazon bestseller with a foreword by Will Ferrell. This time around Steve, Mark and Vince tackle pressing financial topics relevant to Gen Z. They dive into the subject of budgeting, including the concept of "bucketing" instead of traditional budgeting, debt management, where Steve and Mark share strategies for addressing student loans and consumer debt effectively, and finally investing, discussing the allure of quick gains versus the value of long-term strategies traditionally used to build a solid financial foundation. You can learn more about ·The Simple Road Toward Financial Freedom· by going to simpleroadbook.com

Key Topics:

01:01 How does the concept of budgeting play with Gen Z?

05:08 Bucketing; an old method that has become new again

10:31 The common standard financial advice is debt is bad, credit cards are bad

14:59 Student loans for Gen Z

17:20 Millennials/GenZ and investing

21:06 "Simple Road Towards Financial Freedom" book

Key Links:

  • The Simple Road Toward Financial Freedom

  • The Simple Road Toward Financial Freedom | Facebook

  • The Simple Road Toward Financial Freedom (@simpleroadbook) • Instagram photos and videos

  • The Simple Road Toward Financial Freedom - YouTube

  • The Simple Road Toward Financial Freedom | #GenZMoneyMentors | LinkedIn

  • https://www.tiktok.com/@simple_road_book

Contact the Host - [email protected]

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here:

https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

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CFO at HomeBy Vince Carter

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