Financial Planning in Uncertain Times: Expert Advice with Lee Baker, CFP® | Live Q&A

Financial Planning in Uncertain Times: Expert Advice with Lee Baker, CFP® | Live Q&A

Join Greg Titus, Bob Powell, and special guest Lee Baker, CFP®, as they dive into the world of financial planning during uncertain times. In this engaging live session (recorded November 20, 2025), Lee shares his inspiring journey into the industry, discusses the impact of family values on his career, and offers actionable advice for Gen Z, millennials, and anyone navigating today’s complex economic landscape. Topics include investment strategies, the democratization of financial products, alternative investments in 401(k)s, student debt, housing affordability, charitable giving, and how AI is reshaping careers and scams. Whether you're a young professional, retiree, or just looking to improve your financial wellness, this video is packed with insights you can use right now.

financial planning, Lee Baker CFP, investment strategies, alternative investments, charitable giving, student debt, housing affordability, AI and finance, retirement planning, buffered strategies, donor advised funds, Gen Z finance, millennial money tips, year-end tax tips,

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Video Chapters:
0 Lee Baker’s Journey: From Engineering to Financial Planning
301 Investment Strategies & Democratizing Wall Street Tools
1101 Navigating Student Debt, Housing, and Career Choices
2201 Year-End Financial Tips, Charitable Giving, and AI’s Impact on Finance

Hosted by Greg Titus and Bob Powell. Special thanks to Lee Baker, CFP®, for sharing his expertise.

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This video is for informational purposes only and does not constitute financial advice. Some links may be affiliate links. Please consult a qualified advisor for personalized guidance.
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