Description

Sometimes Millennials get a bad wrap for how they manage their money.

The narrative has been that they don't save and they'd rather spend on travel or avocado toast than build wealth.

But is that really true?

In this episode of Money & a Good Life, Steph and Ryan sit down with Jake Boulter, Senior Adviser at Tribeca and a Millennial who grew up in a family spanning four generations, from Boomers to Gen Z.

Jake shares what Millennials really think about money, how their approach differs from other generations, and why housing instability has fundamentally shaped how his generation approaches wealth building.

If you've ever struggled to see eye-to-eye with your adult children about finances, or if you're curious about how younger Australians are managing money in a changing world, this conversation offers intergenerational insights that might just bridge the gap.

What we talk about:

• Growing up around four generations and noticing different money attitudes
• How housing instability has defined Millennial attitudes toward wealth
• The property market gap between generations and its lasting impact
• The "Bank of Mum and Dad" and intergenerational wealth transfer
• Why Millennials are more values-driven with their money and investing
• Whether ethical investing is a passing trend or lasting shift
• Getting financial information from social media, finfluencers, and TikTok
• The stereotype about Millennials preferring crypto and ETFs over property
• How generational differences shape advice conversations

If you're navigating generational money differences, whether as a parent, advisor, or simply someone curious about how attitudes are shifting this conversation offers real insight without the stereotypes.

Here's to your Good Life. And thanks for listening.

Find us at www.tribecafinancial.com.au

Our guest:

Jake Boulter, Senior Advisor at Tribeca Financial

Connect with Jake on LinkedIn here:  Jake Boulter | LinkedIn

Our hosts:  

Ryan Watson, CEO, Tribeca Financial  

Follow Ryan: https://www.linkedin.com/in/r-watson/ 

Stephanie Coombes, podcast expert and media strategist  

Follow Steph: https://www.linkedin.com/in/stephanie-coombes-62903825/ 

Tribeca Collective Pty Ltd, ABN 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No.1008603) of My Dedicated Advisory. My Good Life ® is a registered trademark of Tribeca Collective Pty Ltd.  

Advice given in this podcast is general in nature and is not intended to influence decisions about investing or financial products. Our listeners should always seek their own professional advice that considers their own personal circumstances before making any financial decisions.  

Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia, and we pay our respects to Elders past and present.