Generational lessons in investments with JR Gondeck of The Lerner Group

As investments grow and become more accessible to everyone, how can we learn how to make the money last? In this episode of The Yield, Peter Kerr, CFA, hosts JR Gondeck from the Lerner Group about industry trends and the importance of communication when investing. JR works with families to promote intentional communication and drive collaboration between all generations. He leverages his deep knowledge of the global financial markets and passion for investing to guide clients through market trends.

Key takeaways

[2:56] Benefits of being an independent wealth management broker.

[8:01] Overcoming stigmas surrounding family wealth conversations.

[10:25] What is a trust and why do you need one?

[14:42] Navigating family financial dynamics and increasing financial literacy.

Listen here

Sign Up On Yieldstreet

Take all of our content on the go with you and listen on demand no matter where you are.  Subscribe on Apple PodcastsSpotifyYouTube, or wherever podcasts are available so you don’t miss an episode.

How helpful is this content?

Share this article:

Join a community of 400,000+ members

  • Gain access to unique offerings previously reserved for the ultra-wealthy

  • Customize your portfolio for income, growth, or a balance of both

What investors are saying about Yieldstreet

Apr 2022

The due diligence, risk management, and product education materials are thorough, excellent, and easy to use and understand.

Manoj J
Member since 2019
Apr 2022

Excellent and unique selections that I can't find elsewhere.

Jonathan S
Member since 2019
Apr 2022

The platform delivers in a very concise manner. Easy to get a clear understanding at a glance from the web or mobile app.

Tim S
Member since 2021
The testimonials presented on this page have been provided by actual investors in Yieldstreet funds without compensation. Yieldstreet has selected the testimonials, and certain testimonials have been edited to remove personally identifiable information and for brevity. Testimonials were not selected based on objective or random criteria, but rather were selected based on Yieldstreet's understanding of its relationship with the providers of the testimonials. The uncompensated testimonials presented here may not be representative of other investors' experiences, and there can be no guarantee that investors will experience future performance or success consistent with the testimonials presented.

The Yield

Our weekly podcast providing ideas about how to make money work for you and bring you closer to your dreams.

Since inception, over $2.8B has been invested on Yieldstreet

Join today for free to access alternative investment opportunities.