The biggest money mistake your generation is making… are you making it too? 👀
About this episode
This episode discusses the biggest financial mistakes made by different generations and offers strategies to avoid them.
Every generation faces unique financial challenges—but what are the biggest money mistakes they keep making? In this episode of The Future of Finance, financial experts Marissa Wood and Lisa Green reveal the top financial pitfalls across Baby Boomers, Gen X, Millennials, and Gen Z—and share the exact strategies to avoid them. From ignoring long-term care to overspending on credit cards, this episode breaks down real-life examples, practical tools, and actionable tips to help you take control of your financial future—no matter your age. 🎯 Topics Covered: * Long-term care & estate planning * Retirement readiness by generation * Prioritizing your kids vs. your own future * Credit card debt & Gen Z struggles * How to start investing (even with little money) * Smart tax-free retirement strategies 📌 Ready to take action? Visit union-financial.com [http://union-financial.com/] to book a free consultation today. 👥 For one-on-one planning with Marissa or Lisa: https://www.union-financial.com/ ➡️ Phone • Zoom • In-person available ⏱️ Timestamps: 00:00 – Intro: Why Financial Mistakes Differ By Generation 02:00 – Baby Boomers' #1 Mistake: No Long-Term Care Planning 04:30 – How Estate…
People in this episode
Host: Marissa Wood
Guest: Lisa Green
Topics covered
- financial mistakes by generation
- long-term care
- retirement planning
- credit card debt
- investing strategies
- tax-free retirement
Keywords
- financial pitfalls
- Baby Boomers
- Gen X
- Millennials
- Gen Z
- credit card debt
- retirement readiness
- investment strategies
Mentioned in this episode
Organizations: union-financial.com
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