Millennial Money Management

David Bates
  • 5.0 (1)
  • Business
  • Updated Weekly

Millennial Money Management is the go-to podcast for anyone who ever said, “Why didn’t they teach us this in school?” We break down everything from building credit, managing taxes, investing smart, starting a business, buying your first home, and navigating the real-world financial jungle like a boss. Whether you're fresh out of school, climbing the career ladder, or finally tackling your money head-on, this podcast gives you the tools, mindset, and game plan to thrive. Your future self will thank you. Tune in weekly and start mastering your money — one smart move at a time.

Episodes

  1. 07/15/2025

    Episode #2 - Tony Markland

    In this episode of the Millennial Money Management Podcast, host David is joined by Tony Marklin, a branch partner at Alcova Mortgage, to discuss the ins and outs of trigger leads in the mortgage industry. Discover how borrowers' information ends up with multiple lenders, the challenges posed by trigger leads, and the importance of working with knowledgeable mortgage advisors. Tony shares candid insights and practical advice for navigating the mortgage landscape, emphasizing the value of education and trust in financial decisions. Tune in to learn more about making informed choices in today's market. Chapters: 00:00 Introduction to Trigger Leads 02:32 Understanding Trigger Leads and Their Impact 05:07 The Role of Licensed Professionals in Mortgages 07:48 Educating Borrowers on Mortgage Options 10:20 Setting Expectations for Borrowers 13:01 The Importance of Local Lenders 15:37 Financial Advice for Millennials 18:12 Conclusion and Final Thoughts 22:37 Outro

    23 min

  2. 07/09/2025

    Episode #1 - Brent Stone

    In this episode Brent and David discuss: Entrepreneurship requires continuous learning and adaptation.Building a brand takes time and strategic marketing.Investing in oneself is crucial for long-term success.Networking is essential for business growth.Understanding customer personas can enhance marketing effectiveness.Avoid unnecessary expenses to maximize savings.Leverage can be a powerful tool in investments.Mistakes are part of the learning process in business.Focus on building brand equity for future success.Action is more important than overthinking in entrepreneurship. Chapters: 00:00 Introduction to Entrepreneurship and Business Background 03:48 The Evolution of Funnel Force and Marketing Strategies 09:42 Financial Wisdom for Young Entrepreneurs 16:30 Investment Strategies and Long-Term Planning 20:06 Current Financial Focus and Brand Equity 25:30 The Importance of Brand Equity 28:19 Maximizing Marketing Dollars 32:22 Understanding Customer Personas 37:08 The Value of Data in Marketing 42:43 Starting Out in Business 47:28 Common Financial Pitfalls for New Graduates 48:40 Financial Priorities and Mindset 53:31 Leveraging Assets for Financial Growth 57:25 Strategies for Financial Freedom 01:04:48 Busting Financial Myths and Misconceptions 01:09:29 Final Thoughts and Advice entrepreneurship, finance, marketing, investment, business advice, financial mistakes, real estate, Funnel Force, business growth, personal finance, millennial money management

    1h 10m
  • 2 Episodes

About

Millennial Money Management is the go-to podcast for anyone who ever said, “Why didn’t they teach us this in school?” We break down everything from building credit, managing taxes, investing smart, starting a business, buying your first home, and navigating the real-world financial jungle like a boss. Whether you're fresh out of school, climbing the career ladder, or finally tackling your money head-on, this podcast gives you the tools, mindset, and game plan to thrive. Your future self will thank you. Tune in weekly and start mastering your money — one smart move at a time.

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