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Z Good and Z Bad
Manage episode 519084931 series 31291
Tom and Don grade Gen Z investors from a recent Wall Street Journal article, discussing their portfolios, common mistakes like stock picking, active management, and crypto speculation. They move into practical retirement and college-planning questions from callers — including Roth vs. taxable accounts, 401(k) catch-up contributions, 529 plans, and college costs pushing $90 K a year.
0:04 Gen Z investing habits and media influence
1:59 Grading five young investors from a WSJ profile
7:43 Financial-flinch reflex and planning plug
12:21 Listener: starting a 401(k) at 59
15:34 Listener: using taxable funds for a Roth contribution
20:24 Listener: Roth 401(k) catch-ups and 529 trade-offs
26:08 College costs and saving priorities
28:43 Listener: opening a 529 for a grandchild
36:12 Listener: portfolio check (AVUV + bond ladder) and AVGE recommendation
Learn more about your ad choices. Visit megaphone.fm/adchoices
1861 episodes
Manage episode 519084931 series 31291
Tom and Don grade Gen Z investors from a recent Wall Street Journal article, discussing their portfolios, common mistakes like stock picking, active management, and crypto speculation. They move into practical retirement and college-planning questions from callers — including Roth vs. taxable accounts, 401(k) catch-up contributions, 529 plans, and college costs pushing $90 K a year.
0:04 Gen Z investing habits and media influence
1:59 Grading five young investors from a WSJ profile
7:43 Financial-flinch reflex and planning plug
12:21 Listener: starting a 401(k) at 59
15:34 Listener: using taxable funds for a Roth contribution
20:24 Listener: Roth 401(k) catch-ups and 529 trade-offs
26:08 College costs and saving priorities
28:43 Listener: opening a 529 for a grandchild
36:12 Listener: portfolio check (AVUV + bond ladder) and AVGE recommendation
Learn more about your ad choices. Visit megaphone.fm/adchoices
1861 episodes
All episodes
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