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Gen Z and Inheritance



After five years of experience leading a TPA call center in North Carolina, Andrew decided to move west to explore parts unknown and follow his passion of helping others. Walking through the doors of Ubiquity Retirement + Savings, formerly The Online 401(k) for the first time, he knew he’d found something special. Continuing to delight clients and partners alike and 10 years later, Andrew has been able to develop new teams, co-found a non-profit of strategic alliances, co-produce a hard-hitting documentary about the looming retirement crisis, and still had time to spread the savings gospel far and wide. Using social media and actual media alike (Wall Street Journal, Fox Business, PlanSponsor, and more), you’ll find no one who likes talking retirement more than this guy!


February 22, 2013 at 4:13 pm
Personal Finance


You hear a lot about Gen Y, X, and the Boomers. But what about Gen Z? Those are the kids who were born in the 2000’s. And guess what? 40% of them don’t believe they need to save for retirement. Do you know a Gen Z person who needs a reality check? Send them my way!

Click on my latest infographic below to learn more!