Not Your Parents Financial Advisor will revolutionize the way millennials think about money. Join Certified Financial Professional and Millennial, Alex LaRosa, as he shares expert advice on navigating major financial decisions like retirement savings, investing, and even home buying. Perfect for those looking to balance growing wealth while managing life's many responsibilities.
Check out important disclosures here: https://bluebellpwm.com/disclosure/ (https://bluebellpwm.com/disclosure/)
Charitable giving and the biggest 401(k) mistake people make
Alex LaRosa, a certified financial planner, reveals how target date funds can lead to costly mistakes and advises a more personalized investment approach for better financial outcomes.
27 Dec 2024
End of the year financial planning
In this episode, Alex LaRosa discusses essential end-of-year financial planning strategies, including tax loss harvesting, key deadlines for contributions, and the importance of setting financial goals for the upcoming year. He emphasizes the need to review savings rates, investment performance, and the benefits of automating savings to achieve financial objectives.
25 Nov 2024
The Power Of Tax Free Income
Alex LaRosa shares essential tax planning tips, emphasizing the power of tax-free growth through Roth IRAs for long-term financial success.
7 Nov 2024
Case Study: Helping High Earners Cash Flow
In this episode of Not Your Parents Financial Advisor, host Alex LaRosa introduces a new segment focused on tax planning tips, specifically discussing the benefits of Health Savings Accounts (HSAs) for young high earners. He then presents a detailed case study of a young couple seeking financial advice, illustrating how strategic planning can significantly improve their financial outlook. The episode concludes with a critique of financial advice from Dave Ramsey, emphasizing the importance of smart debt management and investment strategies for wealth accumulation.
11 Oct 2024
Harnessing Time for Wealth Building
In this episode, Alex LaRosa discusses the importance of time in wealth building for millennials, emphasizing that starting to invest early can lead to significant long-term gains. He explains the impact of compound interest through a comparative case study of two individuals, Sarah and John, highlighting the disparity in their investment outcomes based on when they started investing. Additionally, Alex reacts to a social media video discussing unrealized losses and shares insights on tax loss harvesting as a strategy for managing investments. The episode concludes with a strong reminder of the power of time in financial growth.
25 Sept 2024
Building Your Savings Strategy As a High Earner
In this episode, the host discusses saving strategies for high-income earners. The conversation covers common mistakes in savings, building a savings strategy, recommended savings rates per age, the importance of automation, and the concept of three buckets for savings. The host also answers frequently asked questions related to retirement savings. The key takeaways include the need to avoid holding too much cash, the importance of saving for retirement outside of a 401k, the focus on hitting savings goals rather than strict budgeting, the impact of lifestyle inflation on savings, and the benefits of splitting savings into different types of accounts.
10 Sept 2024
The Need for Financial Literacy Among Millennials
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/ (https://bluebellpwm.com/disclosure/)
29 Jul 2024
Not Your Parents Financial Advisor Trailer
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 (https://calendly.com/bluebellpwm/15min)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Podcast Authority Score: 15 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
16
Social presence
0
YouTube
0
Engagement
32
Contact Not Your Parents Financial Advisor
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Not Your Parents Financial Advisor?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
