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Retirement and Savings Planning for Millennials with Dave Berney
Today's show is for millennials by millennials! This is a fun planning discussion centered around Generation Y aka Millennials, who are people born between 1981 and 1996, on topics such as the Hierarchy of Savings, debt payoff versus savings, rental real estate, social security planning, and general good housekeeping tops for retirement planning..
Host: JamisonMoneyFarmer PC CPA Katie Grissom
Guest: Dave Berney of JMF Capstone Wealth Management - Dave is a registered investment advisor with JMF Capstone Wealth Management.
We are having a general business conversation and we are human so not every detail, example, or exception might be an exact match to your circumstances or understanding, so please don’t hesitate to reach out for help or clarification.
Connect with Us:
Web: www.JMF.com
Email: [email protected]
Twitter: @jmfcpas
Phone: 205-345-8440
Subscribe:
YouTube https://www.youtube.com/channel/UCwrS6kH6DmmY0YZDzkye6fw/subscribe
Spotify https://open.spotify.com/show/6KpZxKIgBXYzJ71cNhi43Q
Apple https://podcasts.apple.com/us/podcast/the-jmf-advisors-show/id1646676935
View all episodes
By JMFToday's show is for millennials by millennials! This is a fun planning discussion centered around Generation Y aka Millennials, who are people born between 1981 and 1996, on topics such as the Hierarchy of Savings, debt payoff versus savings, rental real estate, social security planning, and general good housekeeping tops for retirement planning..
Host: JamisonMoneyFarmer PC CPA Katie Grissom
Guest: Dave Berney of JMF Capstone Wealth Management - Dave is a registered investment advisor with JMF Capstone Wealth Management.
We are having a general business conversation and we are human so not every detail, example, or exception might be an exact match to your circumstances or understanding, so please don’t hesitate to reach out for help or clarification.
Connect with Us:
Web: www.JMF.com
Email: [email protected]
Twitter: @jmfcpas
Phone: 205-345-8440
Subscribe:
YouTube https://www.youtube.com/channel/UCwrS6kH6DmmY0YZDzkye6fw/subscribe
Spotify https://open.spotify.com/show/6KpZxKIgBXYzJ71cNhi43Q
Apple https://podcasts.apple.com/us/podcast/the-jmf-advisors-show/id1646676935