Each generation is shaped by its upbringing and the defining events of its time. In this episode of Couchside Conversations, Wealth Advisors Sophie Leahy, Austin Overholt, and Beau Wirick explore how these influences shape financial decisions across generations: Baby Boomers, Gen X, Millennials, and Gen Z (we still need more time to let Gen Alpha cook). Through personal anecdotes and real-life examples, they reveal how family money conversations change over time and why passing down core values, rather than just wealth, creates lasting impact. 

Tune in if you’re interested in…

• How different generations approach money, saving, and retirement
• Why financial values are shaped more by experience than age
• How to have better money conversations within your family
• Teaching kids about money through values
• Balancing spending, saving, and giving across generations
• What each generation can learn from one another