"If you want the secret to how we help our female GenX clients transform their finances from anxiety and regret to opportunity...this book is for you."

– Phil Telpner, Owner of Breakout Private Wealth

Get Your FREE Book:
The Gen X Guide To Financial Independence

Proven Secrets To Creating Financial Independence for Gen X Women

The Shocking Money Mistakes Every North Shore Woman Is Making (And How To Avoid Them)

You’re the heroine of your family’s story. We have worked with many like you-juggling today’s demands while anxiously glancing at tomorrow. In the whirlwind of your day-to-day responsibilities, who is looking out for your financial future?

Insider Secrets Revealed:

  • Page 8- How to deal with money anxiety
  • Page 10- Feeling “sandwiched?” and stretched thin providing for both your children and worried about your aging parents?
  • Page 16- Blessed With Good Health?  How To Not Let Doctors and Nursing Homes Destroy Your Hard Earned Wealth.
  • Page 22- Learn How To Calculate This Critical Indicator Of Your Financial Health.  Never Make Another Financial Decision Without It.
  • Page 30- What Old Wall Street Does Not Want You To Know About What They Call “Planning.”
  • Page 36- Life Insurance-You Have Been Lied To

Phil Telpner – Owner of Breakout Private Wealth

Despite a successful career and decades of “in the trenches” investing experience, I found myself unprepared. I was unprepared for the challenge of juggling today’s financial demands with those of tomorrow. Kids, college, career, caring for parents, and my own well-being became too much to handle.

Thankfully, I figured out a unique set of strategies that provided comfort and clarity where none existed. I noticed that the many Gen X women in my practice were experiencing even greater challenges while being ignored and underserved by “Old Wall Street”. 

Having successfully helped them take their finances from anxiety and unknown to clarity and opportunity, we wrote this book to share these strategies with as many GenX Women as possible.

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