Sunday feature: An investing guide for each generation
08 Mar 2025 | 50 mins
Description
Episode #102
Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to look at investing for Gen Z, Y, X and Baby Boomers.
Visit www.montinvest.com, sign up for Roger’s insights at www.rogermontgomery.com, and check out Roger's book, Value.able. Montgomery Investment Management is a supporter of this podcast.
The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.
Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.
