Tag: Gen X Wealth Partners
Ep 67: GenX. They Need You. Now. – With Michael Labos

Ep 67: GenX. They Need You. Now. – With Michael Labos

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They are misunderstood, neglected and in a precarious situation. Why are so many financial planners not actively engaging with Gen X? 

In this episode, Laura Gregg and David Partain talk with a champion of the Gen X investor. What issues are challenging this generation and why should advisors pay attention? Michael Labos CFP®, CCFS®, and Principal at Gen X Wealth Partners, shares his passion for understanding the values, goals and behaviors of Gen X, and what they urgently need from you.

Michael discusses: 

  • The Gen X need and opportunity 
  • Why you have to use the “B” word 
  • Navigating the college planning process 
  • And more

Resources: 

Connect With Michael Labos:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Michael Labos is the principal at Gen X Wealth Partners and has more than 15 years of experience in the financial service industry. He understands that investing is more than just focusing on risks and return – it’s about your values, goals, beliefs, and a voice wanting to be heard. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Michael helps analyze every aspect of his clients’ financial lives. This includes assets, liabilities and cash flow budgeting, current insurance coverages, and investments.

 

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