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  • The Need for Financial Literacy Among Millennials
    2024/09/10

    This episode introduces the podcast and its target audience of affluent millennials. The host, Alex LaRosa, explains his qualifications as a certified financial planner and a millennial himself. He shares statistics about millennials' financial habits, including their interest in seeking financial advice, their low savings rates, their underinsurance, and their lack of financial literacy. The episode concludes with a preview of future episodes and a call to like and subscribe.

    Please see disclosures here: https://bluebellpwm.com/disclosure/

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    9 分
  • Not Your Parents Financial Advisor Trailer
    2024/07/29

    Trailer Episode for Not Your Parents Financial Advisor.

    Are you an affluent millennial looking to build long term wealth? I specialize in working with people just like you build a financial plan that encompasses investing, retirement planning, savings strategies, tax planning, and estate planning.

    Find my calendar link in the show notes and schedule a free consultation today.

    https://calendly.com/bluebellpwm/15min

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    1 分