FinStream Live With Lee Baker 📱

This is the mobile version of Finstream Live on YouTube recorded Thursday, November 20, 2025. This FinStream Live features Certified Financial Planner, Lee Baker. Lee discussess the current market enviroment and how to plan for the new year.
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, Lee shares his 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.

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,

If you found this discussion helpful, please like, comment, and subscribe! Share this video with friends and family who could benefit from expert financial advice. Leave your questions below for future episodes!

https://www.finstream.tv
https://x.com/finstreamtv
  / finstreamtv  
   / @finstreamtvus  

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.

#FinancialPlanning #Investing #PersonalFinance #RetirementPlanning #CharitableGiving #StudentDebt #AIFinance #MoneyTips

This video is for informational purposes only and does not constitute financial advice. Please consult a qualified advisor for personalized guidance.
For business inquiries, contact: [email protected].