025 - Alex Palumbo - Ritholtz Wealth Management

In Ep. 025, Tim talks with Alex Palumbo.  Alex is an investment advisor at Ritholtz Wealth Management.  Both Alex and Tim are advisors in their mid-twenties, so they appropriately discussed how young advisors can benefit older clients nearing retirement.  They also talked about how to stay current in an ever-changing industry, as well as how to increase interest in finance among the younger generation and get them to take an active role in their financial lives!

Om Podcasten

Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.