Finance Rules: EBW Financial News Radio

April 1episode

Planning Ahead for the Generations: What the Millennials Need to Know

WELCOME to Finance Rules: The Egan, Berger & Weiner Financial News Radio Show.

On this month’s episode EBW partner and CFP® Bryan Beatty gives insight into financial planning for the generations. It’s a fascinating topic that parents are eager to learn more about, including:

  • Why Millennials need to be concerned about getting started in financial planning or saving for their future
  • Why this is a challenge for them — and their parents
  • How EBW engages the Millennial generation to get involved in saving for their future
  • And, as a member of the Gen X himself, how Bryan works with the next generation

Don’t miss this interesting discussion.

Read more about planning for your financial future on EBW’s Retirement column on Be Inkandescent magazine.

About CFP® Bryan Beatty

A Certified Financial Planner® and an Accredited Investment Fiduciary® — Bryan has been a partner at Egan, Berger & Weiner since 2006. With more than 20 years of experience in the financial industry, he is a principal of this independent financial services firm, which is experienced in all aspects of investment and retirement planning.

For more information, visit

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