Podcasts about moneysmart

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Best podcasts about moneysmart

Latest podcast episodes about moneysmart

Complexity Premia
Episode 64: Hedging April Trade War Chaos; Buying $4bn After Bad News Became Priced; Biggest Opportunities Ahead

Complexity Premia

Play Episode Listen Later May 13, 2025 17:57


Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss why Coolabah was extremely bearish heading into April, predicting large equity losses; why the team hedged 15-25% of all its credit risk through to 9 April; why they cut all hedges on this day and went aggressively long, buying over $4bn of bonds thereafter; and what the outlook in this new uncertain world looks like.    This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Malik's First Job Podcast
Is NIL the New Path to Wealth for College Athletes?

Malik's First Job Podcast

Play Episode Listen Later May 7, 2025 28:02


Send us a textRayquan Smith, known as the "King of NIL," is a multi-sport athlete and entrepreneur who made waves in college athletics through his strategic approach to Name, Image, and Likeness (NIL) deals. A former football player and track athlete at Norfolk State University, Smith secured his first NIL partnership in 2021 and has since amassed over 80 brand deals with companies like Coach, Crocs, and CVS. His success in navigating the NIL landscape led him to co-found SponsorPro, a digital marketplace connecting college athletes with businesses for sponsorship opportunities. His innovative efforts earned him a Forbes 30 Under 30 nomination, making him a trailblazer for student-athletes, especially at Historically Black Colleges and Universities (HBCUs).Beyond NIL, Smith is dedicated to mentorship and community impact. He is a member of Phi Beta Sigma Fraternity, Inc. and serves as a track and field coach at Matoaca High School. His influence extends beyond sports, as he continues to advocate for student-athletes to maximize their earning potential while balancing academics and athletics.Connect with Rayquan SmithInstragram:https://www.instagram.com/rayquansmithInstagram:https://www.instagram.com/kingofnilTwitter(X):https://www.x.com/rsmith24_ TikTok:https://www.tiktok.com/rayquansmith23Website:https://www.kingofnilebook.comPurchase “Black Wall Street” The Board Gamehttps://www.playblackwallstreet.com/maliksfirstjobpodcastGet a GreenLight Debit Card for Your Children:https://share.greenlight.com/96453721Register for Free Online Financial Literacy Courses:https://maliksfirstjob.banzai.org/wellness/collections/teaching-kids-financesPurchase Malik's First Job: Financial Principles for Teens:www.maliksfirstjob.com Follow Malik's First Job on Social Media Facebook: https://www.facebook.com/maliksfirstjobInstagram: https://www.instagram.com/maliksfirstjobTwitter:https://www.twitter.com/maliksfirstjob

Millennial Money
How to Raise Money-Smart Kids: What a Middle School Class Taught Me About Money

Millennial Money

Play Episode Listen Later Apr 24, 2025 33:30


What happens when you hand a mic to a room full of 8th graders and start talking about money? You get insights that are smarter, bolder, and more financially sound than you'd expect — and in some cases, more than most adults can offer. In this episode of Everyone's Talkin' Money, I'm taking you behind the scenes of my daughter's middle school Career Day, where I spoke about being a money expert and podcaster. But instead of just lecturing, I flipped the script and asked them the big money questions. What I heard blew me away. We'll explore: How a one-quarter financial literacy class (just 45 days!) is shaping the way kids think about saving, spending, and investing Why kids associate money with freedom — and adults with stress Actionable ways parents, guardians, and educators can start real money conversations with kids (without eye rolls or lectures) The simple frameworks I use to teach kids how to spend, save, and give with purpose What my first job as a “toast girl” taught me about assigning value to every dollar Whether you're a parent, educator, or just someone who wants to raise a generation of money-smart kids, this episode will leave you inspired — and ready to start the conversation. Tune in to hear how just a little bit of financial education can go a very long way. What you'll walk away with: Money is about feelings, mindset, and not just spreadsheets. Kids can have a strong financial foundation if taught early. Engaging kids in money conversations empowers them. Every dollar should have a purpose to instill confidence. Teaching kids about money can prevent future mistakes. Financial literacy classes in schools make a difference. Kids understand concepts like delayed gratification and impulse spending. Adults should share their money mistakes to teach wisdom. Saving and budgeting are essential skills for kids. Money management is about balance between spending and saving. Follow us on Instagram @everyonestalkinmoney Learn more about your ad choices. Visit megaphone.fm/adchoices

Complexity Premia
Episode 63: Trump's Tariffs & How the Trade War Will Hit Australia – Guest Appearance on Straight Talk with Mark Bouris

Complexity Premia

Play Episode Listen Later Apr 9, 2025 59:37


In this episode (recorded on 1 April 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris' outlook on where the economy is heading, the real consequences of Trump's tariffs, why China's facing serious economic headwinds, and how Australia risks being dragged into the fallout of a global trade war. Chris and Mark also touch on Elon Musk's play with DOGE, the cracks in Australian politics, and plenty more.  Credit: Straight Talk with Mark Bouris. Don't forget to check out the original podcast/video https://www.youtube.com/watch?v=Tl4z-e52dYs The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by Coolabah Capital Institutional Investments Pty Limited (CCII) to any end users for any action taken on the basis of this information. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Sharp & Benning
Smart Money, Smart Portalling – Segment 5

Sharp & Benning

Play Episode Listen Later Apr 3, 2025 5:40


Nebrasketball has to be strategic when buying a new team in the offseason.

Career Zone Podcast
Placements 101: Being Money Smart

Career Zone Podcast

Play Episode Listen Later Mar 28, 2025 9:09


The second episode of Placements 101 focusses on money – how to manage your finances while on placement. Everyone's financial situation is different and how you manage money is a personal choice. In this episode Anya and Immy share their experiences and offer practical advice on how they handled their finances during their placements.    If you're unsure what you want to do with your third year, or need some extra support/guidance from students who have recently returned from a year out, then check out our new placements 101 mini-series. Join Anya and Immy, fourth year students as they share their experiences of placement life. Find more support on our work placement webpages: https://www.exeter.ac.uk/students/careers/jobsandworkplacements/workplacements/ Explore wellbeing support for Streatham students: https://www.exeter.ac.uk/students/wellbeing/ Explore wellbeing support Penryn students:  https://fxplus.ac.uk/mental-health-and-wellbeing-support/

The Real Estate Podcast
Stop Wasting Money! Smart Saving Tips for Your First Home!

The Real Estate Podcast

Play Episode Listen Later Mar 22, 2025 15:58


So much is happening in Australian real estate this week! From talking post floods in Brisbane & QLD to the best tips for saving a deposit and avoiding bad purchases. We also chat with Matt about Perth's property market post-COVID and get expert mortgage insights from Brisbane broker George. Plus, Nicola shares cooling tips to survive this heatwave!  Listen here: https://apple.co/3wub8Le ► Subscribe here to never miss an episode: https://www.podbean.com/user-xyelbri7gupo ► INSTAGRAM: https://www.instagram.com/therealestatepodcast/?hl=en  ► Facebook: https://www.facebook.com/profile.php?id=100070592715418 ► Email:  myrealestatepodcast@gmail.com    The latest real estate news, trends and predictions for Brisbane, Adelaide, Canberra, Gold Coast, Sydney, Melbourne and Perth. We include home buying tips, commercial real estate, property market analysis and real estate investment strategies. Including real estate trends, finance and real estate agents and brokers. Plus real estate law and regulations, and real estate development insights. And real estate investing for first home buyers, real estate market reports and real estate negotiation skills. We include Hobart, Darwin, Hervey Bay, the Sunshine Coast, Newcastle, Central Coast, Wollongong, Geelong, Townsville, Cairns, Ballarat, Bendigo, Launceston, Mackay, Rockhampton, Coffs Harbour. #AustralianRealEstate #BrisbaneFloods #QLDProperty #HomeBuyingTips #MortgageBroker #PerthRealEstate #SavingForAHome #HeatwaveSurvival #SmartInvesting #PropertyMarketUpdate #BrisbaneHomes #PerthProperty #FirstHomeBuyers #FinanceTips #RealEstateNews #HousingMarket #InvestingInProperty #QLDFloods #CoolYourHome #MortgageTips   #sydneyproperty #Melbourneproperty #brisbaneproperty #perthproperty #goldcoast #adelaideproperty #canberraproperty #sunshinecoastproperty #cairnsproperty #hobartproperty #darwinproperty  

The Daily Motivation
Raising Money-Smart Kids Through Entrepreneurship & Real-World Lessons | Rachel Rodgers EP 926

The Daily Motivation

Play Episode Listen Later Mar 21, 2025 6:09


Don't miss the Make Money Easy Book Tour! https://lewishowes.com/moneyyouCheck out the full episode: greatness.lnk.to/1745"If you want something, are you willing to put some sweat equity into it so you can have it? Teaching them that I think is a core money principle." - Rachel RodgersMoney coach and mother of four Rachel Rodgers shares invaluable insights into raising financially literate children through practical, everyday lessons. With intentional parenting, she teaches her kids three essential money principles: consistency in showing up daily, entrepreneurial thinking that values their natural talents, and honoring commitments through negotiation. Her eight-year-old son's technical abilities and daughter's artistic talents become opportunities to discuss value creation, while family negotiations—like trading good behavior during photo shoots for video game time—reinforce the importance of keeping your word in financial dealings.Beyond basic money lessons, Rodgers creates an immersive financial education environment by including her children in adult conversations about business strategies and investments. Walking with her CFO husband, they openly discuss marketing decisions and investment properties while their daughter soaks in real-world financial wisdom. This transparent approach to wealth building, coupled with repetitive exposure to money conversations, is cultivating the next generation of financially empowered leaders—with her eldest daughter already showing signs of future business acumen that will one day lead the family empire.Sign up for the Greatness newsletter: http://www.greatness.com/newsletter

beyond MD with Dr. Yatin Chadha
The wisest investment: raising money-smart kids, with Robin Taub, CPA

beyond MD with Dr. Yatin Chadha

Play Episode Listen Later Mar 20, 2025 56:53


Today's interview features best selling author, Robin Taub. Robin's book is The Wisest Investment - A Parent's Guide to Raising Money-Smart Kids.Robin is CPA by training & started her career at KPMG, pivoted into real estate, & then entered the complex world of derivatives marketing at Citibank Canada. Today, she's a keynote speaker & award-winning author. Robin lives in Toronto, where she and her husband have raised two (mostly) money-smart young adults. She loves to snowboard, cycle &go to concerts (she even got backstage once and met Bruce Springsteen).This episode is full of tips & stories relevant to parents with children of all ages.Discussion Points:- Robin's background (3:23)- how to answer early questions about money (8:10)- are cash and piggy banks still a good idea? (11:22)- how parents can teach their kids - anchoring on values (15:40)- the marshmallow test, delayed gratification, & SMART goals (19:45)- allowance systems (24:15)- when to open a bank account for kids (27:35)- teachable moments (28:35)- budgeting - a good idea? (32:30)- what can kids learn from getting a job? (37:25)- social media & comparison/consumption/birthday parties (42:25)- how to talk to kids about compound interest (51:10)Robin Taub:https://robintaub.com/https://www.thewisestinvestment.com/https://awordfromthewise.substack.com/https://www.linkedin.com/in/robintaub/Yatin:Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha

The Grow Your Wealthy Mindset Podcast
Episode 147: Creating Stories to Raise Money-Smart Kids with Dr. Michele Cho-Dorado

The Grow Your Wealthy Mindset Podcast

Play Episode Listen Later Mar 19, 2025 25:47


Dr. Michele Cho-Dorado is a Pediatric Gastroenterologist, Medical Director, children's book author, speaker and founder of Bright Futures EDG. She has developed a children's book series with a mission to introduce financial literacy to young kids. Her first two books are called “Reach For The Stars” and “Mimi's Magical Money-Earning Adventure” with additional books being released soon. Bright Futures EDG was formed to be a platform to increase financial literacy for kids while empowering them to be bold and to think big. She will be hosting the second annual Prosperous Kids Summit in late March 2025, which focuses on helping parents set their kids up for financial and personal success. She hopes to help raise confident leaders and compassionate changemakers. I am proud to be one of the speakers at this year's conference. Registration is free at https://prosperouskidssummit.com/Contact or follow Dr. Michele Cho-Dorado at Website www.BrightFuturesEDG.comInstagram: @brightfuturesedgFacebook: Bright Futures EDGLinkedIn: www.linkedin.com/in/michelecd/Email: info@brightfuturesedg.comPlease subscribe and leave a review on your favorite Podcasting platform. If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mindset Podcast is for informational and entertainment only and should not be considered professional investment, legal, or tax advice. Dr Elisa Chiang is not a certified financial planner, attorney, or accountant. The views expressed are the personal opinion of Elisa Chiang and her guests and should not be taken as advice specific to you, the listener of the podcast. P...

She's On The Money
$20K in Debt With No Clue About Money… Now I'm Raising Money-Smart Kids

She's On The Money

Play Episode Listen Later Mar 16, 2025 48:40 Transcription Available


She was already in debt as soon as she even turned 18—because no one ever taught her how money worked. Growing up, financial security felt impossible, and without a game plan, she kept spiraling deeper into debt. Until one day, she made a choice: her kids would grow up differently. Now? She’s debt-free, earning six figures, and making sure her kids learn about money the right way. From pocket money hacks to making saving fun, she’s breaking the cycle and setting them up for financial success—something she never had. Ready to binge more relatable, inspiring, and downright juicy money stories? Check out our ultimate Money Diaries playlist. Listen now Join our Facebook Group AKA the ultimate support network for money advice and inspiration. Ask questions, share tips, and celebrate your wins with a like-minded crew of 300,000+. And follow us on Instagram for Q&As, bite-sized tips, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Natarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. See omnystudio.com/listener for privacy information.

Ambitious Minds
#52 - How to KEEP More of Your Money - Smart Financial Moves for Millennials with Lawrence Bearman

Ambitious Minds

Play Episode Listen Later Mar 14, 2025 58:31


Are you earning more but still feeling like you don't have any extra income in your bank account each month? We often assume that a bigger pay check guarantees financial security, but without the right strategy, lifestyle inflation, tax inefficiencies, and poor financial planning can quietly erode wealth.This week, I'm joined by Lawrence Bearman, a financial advisor specialising in helping high-income Millennials keep more of their hard earned cash. We discuss how to manage wealth, optimise tax efficiency, and avoid the common money pitfalls high earners face.Expect to learn:02:03 Lifestyle Inflation: The Hidden Trap03:15 Understanding Expenditure04:42 The DIY Investor Dilemma06:14 The Value of Financial Advice13:29 Common Financial Challenges for High Earners15:51 Tax Efficiency Strategies18:57 Property Investment vs. Renting23:05 The Emotional Side of Financial Planning30:16 Finding Financial Balance31:35 Avoiding Lifestyle Creep33:39 End of Tax Year Planning34:44 Understanding Pensions39:41 Lawrence's Best Investment45:26 Social Media for Financial Advice49:59 The Role of AI in Financial Planning55:04 Summary of Financial TipsDiscover LawrenceLinkedIn - https://uk.linkedin.com/in/lawrence-bearmanGet In TouchLinkedIn - www.linkedin.com/in/jay-lawrence-5a4b3357/Website - ambitiousmindspodcast.comInstagram - www.instagram.com/ambitiousmindspodcastNOTE: The information provided in this podcast is for educational and informational purposes only and should not be considered financial, investment, or tax advice. Any opinions expressed are those of the guest and host and do not constitute recommendations for specific financial decisions.You should always consult a qualified financial advisor before making any investment, tax, or financial planning decisions. Investments can rise and fall in value, and past performance is not indicative of future results. Hosted on Acast. See acast.com/privacy for more information.

Parenting Anxious Teens | Parenting Teens, Managing Teen Anxiety, Parenting Strategies
37 | Raising Money-Smart Teens: How to Teach Your Teen to Budget, Save, and Spend Wisely

Parenting Anxious Teens | Parenting Teens, Managing Teen Anxiety, Parenting Strategies

Play Episode Listen Later Mar 11, 2025 19:50


Hi Parents! Are you worried that your teen isn't learning smart money habits? With financial stress impacting so many families, teaching teens how to budget, save, and make wise spending choices is more important than ever. In today's episode, we're diving into financial literacy - one of the most crucial life skills for teens. I'll be sharing five key strategies to help your teen develop financial confidence and responsibility. When teens understand how to manage money, they feel more in control, less anxious, and better prepared for adulthood. We'll talk about why financial stress impacts teens more than we often realize and how the pressure to keep up with their peers can make money management even harder. I'll also address some of the biggest financial challenges parents face, from teens spending their money as soon as they get it to struggling with saving or budgeting. This episode will introduce a simple system to help teens build healthy money habits, including a budgeting approach they can actually stick to. I'll also share why encouraging your teen to earn their own money can be a game-changer and how a simple mindset shift can help them avoid impulse spending. Let's equip your teen with the skills they need to make smart financial decisions - so they can avoid costly mistakes and build lifelong confidence with money! Big hugs, Monica Crnogorac Next Steps Book a Free Discovery Call Visit My Website for More Information on My 8-Week Program Connect With Me on Instagram

Green Industry Podcast
Don't Let Your Business Go Broke! Brandon Gray's Money-Smart Advice

Green Industry Podcast

Play Episode Listen Later Mar 3, 2025 24:04


Brandon Gray shares why saving two months of business expenses is crucial for financial stability and offers insights on building a profitable lawn care business. Connect with Paul: Click Here Save 50% off Equip Exposition Tickets Paul's Business Building Resources: Price Increase Letter Template Contract Templates Know Your Numbers Paul's Recommended Professionals: Horizon360 - Contractor Business Software Get a Professional Website - Footbridge Media The Landscaping Bookkeeper Call Rail Paul's Books: How to Build a Thriving Lawn Care Business Cut That Grass and Make That Cash

The Military Money Manual Podcast
Raising Money Smart Kids in Military Families with Daniel Kopp #164

The Military Money Manual Podcast

Play Episode Listen Later Mar 3, 2025 56:58


How to teach your military kids about healthy and positive money habits, set expectations for college, use the GI Bill, and leverage 529s and other investment accounts for your military family. With today's guest, Daniel Kopp, we discussed: Teaching kids spending, saving, and giving buckets Teach, demo, supervise with your kids Give them chances to fail Wants vs. needs & delayed gratification Don't make money a big secret- talk about it Evolving the lessons you teach your kids as they age 529s, UTMAs, taxable brokerage accounts, and life insurance Tax efficient gifting strategies FAFSA for military families VA chapter 35 Prepaid college  The "College Pre-Approval Process" How to avoid overpaying for college Links we mentioned: Money Scripts episode w/ Daniel Kopp (episode # 82) Cybersecurity 101 podcast episode (#157) Military Financial Advisors Assocation (MFAA) FDIC's Money Smart Catalog CFPB's Money As You Grow program NCUA Games U.S. Mint free games and activities for children Military to Financial Planner podcast Wise Stewardship Financial Planning Daniel Kopp is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning where he helps young widows and widowers as well as servicemembers get their financial lives in order by aligning their money with their values. He is also an Air Force veteran after almost 9 years as an officer on active duty during which he served as an Air Battle Manager participating in combat deployments and training opportunities all across the world. Outside of his official military commitments, Daniel has always had a passion to help servicemembers and their families master their finances where he served as a volunteer financial counselor during most of his time on active duty. Books mentioned in this episode: Raising your Money-Savvy Family for Next Generation Financial Independence by Carol Pittner and Doug Nordman How to Pay for College by Ann Garcia The Missing Billionaires by Victor Haghani & James White The Price You Pay for College by Ron Lieber The Opposite of Spoiled by Ron Lieber Smart Money Smart Kids by Dave Ramsey and Rachel Cruze Four Money Bears by Mac Gardner For a limited time, Spencer is offering one-on-one Military Money Mentor sessions! Get your personal military money and investing questions answered in a confidential coaching call. Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

Uncover Your Eyes with Dr. Meenal
Are We Raising Money-Smart Kids or Just Spenders? The Hidden Impact of 'Invisible Money' on Their Health and Wellbeing!

Uncover Your Eyes with Dr. Meenal

Play Episode Listen Later Mar 3, 2025 35:01


Did you know financial literacy can directly impact your child's well-being? Studies show that kids who understand money management experience lower stress, better mental health, and a stronger sense of security—leading to healthier lifestyles as they grow. It only takes one person to change the generational wealth trajectory of your family. Let that person be you. In this episode, we sit down with Maya Corbic, a CPA and the founder of The Wealthy Kids Investment Club. Tune in to learn: ✔️ Why financial literacy is crucial for our children's long-term health and success ✔️ The best age to start teaching your kids about money ✔️ Whether allowances help or hurt financial habits ✔️ Common financial parenting mistakes ✔️ When and how to introduce debt and credit cards to your kids If you're a healthcare professional, parent, or anyone who wants to set up the next generation for financial success and better health, this episode is a must-listen! Follow Maya Corbic, on Instagram @Teach.Kids.Money and check out her book & The Wealthy Kids Investment Club: From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor WealthyKids.Club

The Pilot Money Guys
Flight #100: Raising Money-Smart Kids

The Pilot Money Guys

Play Episode Listen Later Feb 28, 2025 44:41


How can you teach your kids smart money habits without creating entitlement? In this episode, we dive into the essential lessons of raising financially responsible children. We explore the challenges first-generation wealth builders face, the guilt that often comes with financial success, and why many families lose their wealth by the third generation. You'll learn why discussing money early and intentionally is key to long-term financial success. Take The Pilot Wealth Index to find out if you are on track for retirement! You can find show notes, resources and more at: https://tinyurl.com/5dmymzmf 

Complexity Premia
Episode 62: Trump's Tariff Plans; US Fiscal Risks; RBA's Evolving Rate Outlook; January Returns

Complexity Premia

Play Episode Listen Later Feb 27, 2025 29:28


Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a Portfolio Manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss January performance, the economic and geopolitical implications of Trump's proposed tariffs, the US fiscal deficit challenge and Musk's role in potential government efficiency. The team also unpacks the significance of the RBA's rate cut and the evolving inflation outlook. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

High Voltage Business Builders
Amazon Sellers: Stop Wasting Money! Smart PPC & Inventory Tips for 2025

High Voltage Business Builders

Play Episode Listen Later Feb 26, 2025 32:06


In this episode we cover:Amazon PPC strategies to lower costs and maximize profitsInventory planning to avoid stockouts and extra feesHow to differentiate your product and compete against Chinese sellersWhy knowing your numbers is critical for long-term successAI-powered automation to optimize advertisingIf you want to build a real Amazon business (not just a side hustle), this episode is a must-listen!

The Ricochet Audio Network Superfeed
Chicks on the Right: The Chicks' Ultimate Guide To Raising Money-Smart Kids!

The Ricochet Audio Network Superfeed

Play Episode Listen Later Feb 24, 2025


Today, the Chicks sit down with Zach Abraham to talk about something we all wish we learned in school—how to actually manage money! Zach breaks down the difference between money and cash flow, why spending smart matters, and how real-life financial lessons make all the difference. Plus, they get into how society messes with our […]

Mock and Daisy's Common Sense Cast
The Chicks' Ultimate Guide To Raising Money-Smart Kids!

Mock and Daisy's Common Sense Cast

Play Episode Listen Later Feb 23, 2025 14:19


Today, the Chicks sit down with Zach Abraham to talk about something we all wish we learned in school—how to actually manage money! Zach breaks down the difference between money and cash flow, why spending smart matters, and how real-life financial lessons make all the difference. Plus, they get into how society messes with our money mindset and why teaching good habits early is a total game-changer. Department of Retirement Efficiency? YES Join Bulwarks “First 100 Days” webinar FREE at KnowYourRiskRadio.com – Thursday, March 20th at 3:30 PM Pacific!

L'invité de RTL
PRÊTS POUR LES SÉNIORS - Olivier Lendrevie est l'invité de RTL Midi

L'invité de RTL

Play Episode Listen Later Feb 21, 2025 6:59


Comment souscrire un prêt quand on est catégorisé sénior ? Vous en avez peut-être déjà fait l'expérience : difficile de convaincre un banquier de vous accorder un prêt immobilier passé 60 ans. Pourtant des solutions existent. Écoutez Olivier Lendrevie, fondateur de Moneysmart.fr, plateforme spécialisée dans la finance, et enseignant à HEC. Ecoutez L'invité de RTL Midi avec Vincent Parizot et Céline Landreau du 21 février 2025.

Parenting Ed-Ventures
How to Raise Money-Smart Kids with Robin Taub

Parenting Ed-Ventures

Play Episode Listen Later Feb 18, 2025 31:50


Have you ever wondered how to raise kids who are not just financially responsible, but truly money-smart for life? In this episode of Parenting Ed-Ventures, Lara sits down with Robin Taub, a Chartered Professional Accountant, keynote speaker, and best-selling author of The Wisest Investment: Teaching Your Kids to Be Responsible, Independent, and Money-Smart for Life.Robin's expertise spans decades, from working in audit and taxation at Canada's top accounting firms to navigating the complex world of derivatives marketing at Citibank Canada. As a parent herself, she understands firsthand the challenges of teaching financial literacy in a way that is engaging and age-appropriate.In this conversation, Robin breaks down the Five Pillars of Money—Earn, Save, Spend, Share, and Invest—providing parents with practical strategies to make money conversations a natural part of everyday life. She shares insights on how to use teachable moments, avoid common financial pitfalls, and adapt lessons as kids grow. We also explore the importance of modeling good financial habits, empowering kids to develop a healthy relationship with money from a young age.If you've ever felt unsure about how to start financial conversations with your children, this episode is packed with actionable tips, expert advice, and real-world examples to help you set your kids up for a lifetime of financial confidence.-----Find more of Robin's work:https://robintaub.com/Follow Robin on Instagram:@robin.taub-----Follow Parenting Ed-Ventures on Instagram:@parentingedventurespodLearn more about Tutor Teach:https://tutorteach.ca/-----Intro Music:Good Times by Patrick PatrikiosSting Music:Timelapse by Purple Planet Music

Who? Me.
Financially Fearless: Why Every Woman Needs to Be Money Smart

Who? Me.

Play Episode Listen Later Feb 2, 2025 28:08 Transcription Available


In this episode, I’m joined by restaurant entrepreneur (and my friend ❤️) Gina Venzin for a raw and honest conversation about a topic too many women avoid—financial independence and security. Gina shares her personal story of learning the hard way & why understanding your finances isn’t just smart—it’s essential. We’re diving into the tough questions: Do you know how much is in your family account? Are you aware of your household expenses? Or have you left the “money stuff” to your partner? It’s time to break the taboo around money, relationships, and the importance of financial transparency. Whether you’re single, married, or somewhere in between, this episode will arm you with the knowledge, confidence, and simple conversation starters to take control of your financial future—before it’s too late. Your financial security isn’t a luxury. It’s a necessity. Let’s talk about it! See omnystudio.com/listener for privacy information.

Let's Talk Indianola
Let’s Talk Indianola – Money Smart Marketing with Warren County Extension

Let's Talk Indianola

Play Episode Listen Later Jan 31, 2025 5:41


Today’s Peoples Bank Let’s Talk Indianola features Jeff Graney with the Warren County Extension Office about personal finance classes later this year.

MONEY FM 89.3 - Your Money With Michelle Martin
Money and Me : It's "bonus" time! How are the money-smart using their ang pow money?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Jan 24, 2025 18:14


You can already smell and feel those crisp bank notes, now what should you do with the money? Michelle Martin, explores why ang pows have become a tradition and what the meaning behind the tradition can teach us about giving and receiving today with her guest, Christopher Tan, CEO of Providend. Tune in for actionable advice to start 2025 well and with your ang pow money working for you and your loved ones.See omnystudio.com/listener for privacy information.

Complexity Premia
Episode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions

Complexity Premia

Play Episode Listen Later Jan 22, 2025 25:00


Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a Portfolio Manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss the outlook for 2025, performance over the last 12 months, what it means to be living in a Trumpian world, and the big questions that lie in wait. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

How To Be Successful With Money
#431 Get Money Smart in 2025

How To Be Successful With Money

Play Episode Listen Later Dec 30, 2024 42:24


On this episode of the Mo Money podcast, we talk about how to get money smart in 2025, how to be all over your money to ultimately maximise the potential from the money that you have today. So, in the episode, we cover the five most important areas that you need to get right, the power of systems when it comes to making your money easier and your investing easier, and we get into some of the biggest tax hacks that you can use to save more without just sacrificing more. So, this episode is perfect for anyone that wants to do better with their money in 2025. And guys, if you've been following the podcast for a while, I have got a bit of a favor to ask: that if you're enjoying the content and getting value out of it, I would love if you could just take a second to post a quick review on the wherever you're listening to this podcast. This helps us get the message out to more people, and I would really appreciate it.   Want to make smarter money moves and get ahead faster?  Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Learn more about Pivot Wealth: https://pivotwealth.com.au/ Check out Ben's book, Get Unstuck: https://www.getunstuckbook.com.au/   Check us out on socials:    TikTok: https://www.tiktok.com/@bentalksmoney Instagram: https://www.instagram.com/pivotwealth/ Youtube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth   Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055

So Money with Farnoosh Torabi
1766: Best of So Money: Raising Money Smart Kids

So Money with Farnoosh Torabi

Play Episode Listen Later Dec 25, 2024 27:36


Revisiting the best episodes of 2024 with a focus on money and kids. In this episode, we hear fromKaren Holland, Founder of GiftingSense.orgRenee Campbell, Head of Youth & Family Banking at Chase BankPeter Bergman, Chase, Executive Director and Head of Starter Segment Banking at Chase Consumer & Community Bank

Casa DeConfidence Podcast
How to Overcome Financial Challenges with Confidence Deb Jacobs 12-Days of Christmas

Casa DeConfidence Podcast

Play Episode Listen Later Dec 18, 2024 44:43


I want to hear your thoughts about the show and this episode. Text us here...In this episode of "Confidence and the Confident You," host Julie DeLucca-Collins dives into personal finance with guest Debra Jacobs, an accredited financial counselor and founder of Money Smart for Life. Deborah, armed with a master's degree from Harvard, shares her journey and practical tips for financial empowerment, especially for women. They discuss the emotional baggage tied to money, generational beliefs, and the importance of financial education. Deborah offers strategies like house sitting for affordable travel and underscores the value of financial coaching. This episode is a friendly, insightful guide to taking control of your financial future.In this episode: Importance of financial education and literacyImpact of generational beliefs on money managementCommon financial challenges faced by womenEmotional aspects of managing money and overcoming fearStrategies for effective budgeting and spending plansAddressing financial mistakes and learning from themSocietal pressures influencing financial decisionsFinancial challenges for individuals approaching retirementBenefits of working with a financial coachEncouragement to take proactive steps toward financial empowermentConnect with Debra:https://moneysmartforlife.comLinked-InFaceBookThis is an invitation to join a supportive community of purpose-driven entrepreneurs who are creating an impact in the world.A mastermind is a community of peers who exchange ideas, provide support, and offer sound advice for running a successful business.Join the Confident YOU Mastermind now at https://goconfidentlyservices.myflodesk.com/confidentyoumastermindSupport the showOther helpful resources for you: Learn more about my Confident You Mastermind Today! Here's your Guide to Starting A Podcast in 30 days, download yours today! For more about me and what I do, check out my website. If you're looking for support to grow your business faster, be positioned as an authority in your industry, and impact the masses, schedule a call to explore if you'd be a good fit for one of my coaching programs. Thank you for listening to our podcast. Please Subscribe! Join our Facebook GroupInstagram, TikTok We love reviews! Please leave us a review.Contact us if you want to Launch, restart, or grow your podcast.

The Path
Raising Money-Smart Kids: A Guide to Financial Literacy for Families Ft: Ebony Beckford, Author, Entrepreneur & Financial Literacy Advocate

The Path

Play Episode Listen Later Dec 12, 2024 76:08


“There is no fortune that one could pass down to their children greater than financial literacy” ― Ebony BeckfordAre you looking for practical tips to teach your kids about money? Join in on the conversation with me and my guest - author, entrepreneur, and financial literacy advocate Ebony Beckford. Ebony is committed to closing the wealth gap in America. Whether your child is a toddler, teen, or somewhere in between, the tips Ebony offers will be suitable for every stage of their money journey.Ebony's work is guided by the notion that early financial education is a key component to achieving financial independence as well as building economically prosperous communities of color. In 2020 she released her best-selling children's book, Madison's 1st Dollar, which led to starting Fin Lit Kids, a multimedia company that empowers adults to teach basic money concepts to kids 3-7 through fun and. engaging games, books, activities, and content.Ebony's work has been featured in Essence, Black Enterprise, UPS, NBC News, Madammenoire.com, and multiple blogs. Tune in and join us on Raising Money Smart Kids!How to connect: Website: www.finlitkidsbox.comIG: https://www.instagram.com/finlitkidsbox/Tik Tok: https://www.tiktok.com/@finlitkidsboxYoutube: Click to follow us on YouTubeLet's connect: Website: www.arlenebolden.com | FB: @thepathpodcast | IG: @thepath_podcast | thepath4ward@gmail.com Follow, share & subscribe to The Path Podcast on Apple, Spotify, Youtube & other major podcast platforms.

Complexity Premia
Episode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity Puzzle

Complexity Premia

Play Episode Listen Later Dec 12, 2024 25:52


Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a Portfolio Manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss why APRA is killing the bank hybrid market, why the RBA is so desperate to cut interest rates, recent portfolio performance, and Australia's profound productivity puzzle. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Pumped Up Parenting | The Best Advice that NO ONE ELSE GIVES YOU about Raising Kids in Today's World
EPISODE 174: Ready to Take Control of Your Finances and Raise Money-Smart Kids?

Pumped Up Parenting | The Best Advice that NO ONE ELSE GIVES YOU about Raising Kids in Today's World

Play Episode Listen Later Dec 6, 2024 55:55


In this empowering episode of the Pumped Up Parenting Podcast, I sit down with Eileen Joy, certified financial educator, host of the Moms Who Money Podcast, and founder of Money School for Moms. Eileen shares her personal journey from financial turmoil to financial freedom, and how she turned her experience into a mission to help moms stop stressing about money and start thriving. We dive into practical strategies for managing money, breaking generational cycles of financial dysfunction, and raising money-smart kids. Eileen's insights are rooted in real-life experience, and she's all about normalizing conversations about money—no shame, no judgment, just empowerment. Plus, she shares actionable tips, including her free guide, Six Steps to Money-Smart Kids, to help you start building a financially secure future for your family today. Visit momswhomoney.com to learn more about Eileen, her podcast, and her Money School for Moms. Download Eileen's Six Steps to Money-Smart Kids guide at momswhomoney.com/kids. --------------------------------------------------------------- Are you ready to STOP YELLING AT YOUR CHILD in just 21 Days? Join my newest program at low introductory pricing... go to ⁠QUITYELLING.COM ⁠1. Need more help? Let's grab some coffee or tea and talk. Go to TalkWithCelia.com and choose the time that works for you. 2. Looking for a manual for parenting your child (now in English & Spanish)? It's finally here and you can grab your copy of my latest parenting & children's books today! 3. Become a Member of my TRANQUILITY TRIBE and STOP YELLING Once & For All. 4. Read my latest article to find out how to stop yelling... https://celiaArticle.com 5. Looking to be part of a fun free and informative FB community (without all the bitching)?... join us in Pumped Up Parenting 6. Love YouTube? Do you know there are lots of parenting videos, story time videos for you and your kids, as well as some great family workout videos? All on Pumped Up Parenting with Celia Kibler 7. Follow me on Instagram and TikTok 8. Join me on my newest platform PEANUT: Connecting women across fertility & motherhood 9. Get my parenting worksheet and other resources at PumpedUpParenting.Etsy.com 10. Join us on ⁠THE INTERNATIONAL DAY OF CALM⁠, watch the full replay on our YouTube Channel @DayofCalm Take the Pledge, Support our Mission of the Day of Calm Foundation to SOOTHE THE ANGER & RAGE AT THE HUMAN CORE as we work to end senseless violence against our kids. Support our school in Uganda, Share the Day, Attend a Calm Class or Parenting Class and feel great! --- Support this podcast: https://podcasters.spotify.com/pod/show/pumped-up-parenting/support

Get Ready! with Tony Steuer
The Get Ready Money Podcast with Karen Holland: The Power of Thinking Before Buying

Get Ready! with Tony Steuer

Play Episode Listen Later Dec 5, 2024 41:31 Transcription Available


Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Karen Holland, Founder of Gifting Sense about teaching our kids to think before they buy. In this episode we discussed:How the DIMS (does it make sense) score helps kids (and adults) make well-informed decisions before spending money.Basic financial literacy is a human right.Our money personality is relatively stable and established by adolescence.Thinking before buying is a simple habit. Slow down with your money: FOMO (fear of missing out leads to spending with speed, which can lead to regret.Think about the total cost - lay bare the facts of a purchase.Karen Holland has been making learning about money immediately helpful to school-aged children for over 9 years through her early financial education Not-For-Profit Gifting Sense, home of the DIMS - DOES IT MAKE SENSE?® SCORE Calculator. A free and safe online tool that introduces children to the habit of asking & answering simple questions about typical childhood purchases, before, anyone spends a dime. Karen worked for Canada's largest bank before having a family that is now grown up. She has an Honours Bachelor of Arts Degree in Economics and a Master's Degree in Economic History. Gifting Sense has been recognized at the Money Awareness & Inclusion Awards three years running, in 2022, 2023 and 2024.Connect with Karen Holland:Gifting Sense Website (here)LinkedIn (here)Mentioned this episode:DIMS SCORE® Calculator: https://giftingsense.org/gift-survey/Remember Shopping From Home at Midnight? Blogpost: https://giftingsense.org/article/remember-shopping-from-home-at-midnight/Answering UChicago's “Questions to Pose” Blogpost: https://giftingsense.org/article/answering-chicagos-questions-to-pose/The Get Ready Blueprint: A 52 Week Guide to Changing the Way You Think About Money by Tony Steuer (here) The Missing Link: from College to Career and Beyond Personal Financial Management by Fred Selinger (here)The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life by Robin Taub (Amazon) https://amzn.to/4aVQyGrFrequency Budgeting: Can't stick to a budget? Try these tweaks instead with Wendy De La Rosa (TED) - (here) Support the show

Investing Compass
Increase your super balance by 25%

Investing Compass

Play Episode Listen Later Nov 30, 2024 16:44


A recent Vanguard survey showed that the best way for investors to take action with their super is to show them the actual difference it would make to their retirement outcomes. We run you through the steps that you can go through using a free, Moneysmart tool to model your own circumstances. You can find the tool here, or search for 'Moneysmart Retirement Planner'.Find the full article here.Interested in our investing course? Find it here.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

The Note Closers Show Podcast
Raising Money-Smart Kids: Lessons from Dr. Julia Myers

The Note Closers Show Podcast

Play Episode Listen Later Nov 21, 2024 51:25


Are you ready to ditch the money shame and raise kids who are financially savvy and confident? Then grab your coffee (or wine, let's be honest), because this is a must-read! We had the pleasure of interviewing Dr. Julia Myers, a pharmacist, healthcare executive, and a mom of FIVE, who's on a mission to empower families with generational wisdom—financial wisdom, that is.Dr. Myers' story isn't your typical “I had it all figured out from day one” narrative. She struggled with a lackluster financial education growing up, and a health crisis unexpectedly changed the course of her career. This event became her “aha moment,” the launching pad for her mission to teach kids (and parents!) about money.Dr. Myers stresses that teaching kids about money isn't just about handing them allowance. It's about creating a culture of financial wellness that integrates seamlessly into family life. Her approach is less about strict budgeting and more about building a solid financial foundation through open communication, shared experiences, and playful learning.She reminds us that the old notions of "the American Dream"—a house, a job, and a pension—no longer apply in the fast-paced world of millennials, Gen Z, and Gen Alpha. Today's world is all about adaptability and embracing the power of multiple income streams. Dr. Myers encourages parents to help their children cultivate the same entrepreneurial spirit that they need to navigate this new financial landscape.Five Key Takeaways from Dr. Myers' Interview:Start Early: It's never too early to start teaching your kids about money. Even young children can grasp basic financial concepts.Open Communication: Make money a regular topic of conversation within your family. Break the taboo!Gamify the Learning: Leverage apps and fun activities to make learning about money engaging and less intimidating.Digital First, Then Physical: Introduce kids to digital financial tools early. Yes, the digital world is scary, but it's also unavoidable.Teach Values over Budgeting: Focus on building your family's financial values before delving into strict budgets.Dr. Myers' own journey is punctuated with humorous anecdotes—from her kids' hilarious encounters with cash-only laundromats to their surprisingly savvy approach to budgeting for their first car. These stories illustrate the importance of empowering kids to learn from their own experiences, even the mistakes.She's a strong advocate for teaching kids to pursue their passions, even if that means juggling multiple income streams, side hustles, or even skipping the traditional college route. The emphasis is on return on investment (ROI) of their education—a timely reminder for any parent facing the daunting costs of college.Dr. Myers also shares valuable resources, including her own website and the DinnerTable.com community, designed to bring families together for supportive discussions on family finances. Whether you are struggling with basic budgeting or navigating complex investment strategies, Dr. Myers encourages you to redefine your own money story and share it with your children.Watch the original VIDEO HERE!Connect with Dr. Julia Myers HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

So Money with Farnoosh Torabi
1748: Friends with Money: Smart Strategies for Managing Wealth Gaps in Friendships

So Money with Farnoosh Torabi

Play Episode Listen Later Nov 13, 2024 27:12


Have you ever felt uncomfortable splitting a dinner bill with friends or hesitated to join a group vacation because of the cost? Maybe you've wondered if your friends view money the way you do. Friendships are one of the most rewarding parts of life, yet they come with their own set of challenges—especially when money enters the picture. Today, we're diving into this problem with someone who has tackled this topic head-on. Kristin Wong, an award-winning journalist and author, has explored the subtle, often unspoken ways wealth gaps can impact friendships. Her recent article in The New York Times uncovers the nuances of these situations and how friends navigate the social and emotional dynamics of financial imbalance. Follow Kristin's Substack, "Untranslatable."Join the So Money Members Club.Download Farnoosh's free investing blueprint.Hang out with Farnoosh on Instagram.

Complexity Premia
Episode 59: What Trump Means for Portfolios; Inflation; Interest Rates; and Recent Performance

Complexity Premia

Play Episode Listen Later Nov 13, 2024 21:55


Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss the US election, what President Trump means for asset-allocation and portfolios, the outlook for inflation and interest rates, and recent investment performance. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Lance Roberts' Real Investment Hour
11-1-24 Ten Money Smart Things To Do Before Year's End

Lance Roberts' Real Investment Hour

Play Episode Listen Later Nov 1, 2024 46:05


2024 isn't over yet. So here are 10 smart money moves to make right now. Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024. SEG-1: Investors Are Too Focused on Near-Term SEG-2: When Will Valuations Matter Again? SEG-3: Open Enrollment Strategies SEG-4: Year End To-do's Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-GA2ZIzl8ws&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1900s ------- Articles mentioned in this report: "10 Smart Money Moves to Make Right Now" https://realinvestmentadvice.com/10-smart-money-moves-to-make-right-now/ ------- The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here: https://www.youtube.com/watch?v=DVTVr2sHG74&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s ------- Our previous show is here: "Fact-checking Paul Tudor Jones & Stanley Druckenmiller" https://www.youtube.com/watch?v=esqhIBreVZ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #YearEndPlanning #SmartMoneyMoves #TaxSavings #FinancialChecklist #PersonalFinanceTips #EarningsSeason #LoweredExpectations #PaulTudorJones #StanleyDruckenmiller #MarketOutlook #InvestmentPredictions #HedgeFundInsights #MarketsHedging #FundOutperformance #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

The Real Investment Show Podcast
11-1-24 Ten Money Smart Things To Do Before Year's End

The Real Investment Show Podcast

Play Episode Listen Later Nov 1, 2024 46:06


2024 isn't over yet. So here are 10 smart money moves to make right now. Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024. SEG-1: Investors Are Too Focused on Near-Term SEG-2: When Will Valuations Matter Again? SEG-3: Open Enrollment Strategies SEG-4: Year End To-do's Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=-GA2ZIzl8ws&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1900s ------- Articles mentioned in this report: "10 Smart Money Moves to Make Right Now" https://realinvestmentadvice.com/10-smart-money-moves-to-make-right-now/ ------- The latest installment of our new feature, Before the Bell, "Markets' Best Since 2018" is here:  https://www.youtube.com/watch?v=DVTVr2sHG74&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s ------- Our previous show is here: "Fact-checking Paul Tudor Jones & Stanley Druckenmiller" https://www.youtube.com/watch?v=esqhIBreVZ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #YearEndPlanning #SmartMoneyMoves #TaxSavings #FinancialChecklist #PersonalFinanceTips #EarningsSeason #LoweredExpectations #PaulTudorJones #StanleyDruckenmiller #MarketOutlook #InvestmentPredictions #HedgeFundInsights #MarketsHedging #FundOutperformance  #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024  #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing

Sips of Success with Erin and Cameron
Teaching Our Kids About Money: Smart Habits for the Future

Sips of Success with Erin and Cameron

Play Episode Listen Later Oct 21, 2024 42:54


We are sippin on Rose from Bonobo Winery in Traverse City, MI New episodes every Monday! Watch on Youtube: https://youtu.be/Err8F90G8mE Our socials: Sips of Success -https://instagram.com/sipsofsuccesspodcast - Cameron - https://instagram.com/cameronw_ - Erin - https://instagram.com/erinondemand - Email - sipsofsuccesspodcast@gmail.com

FDIC Podcast
The Power of Financial Education

FDIC Podcast

Play Episode Listen Later Oct 8, 2024 11:52


In today's financial marketplace, consumers have never had more choice in selecting the products and services that meet their needs. This episode explores the growing demand for financial education and the work the FDIC is doing to make consumers more ‘Money Smart.'

Chick Chat: The Baby Chick Podcast
156: Raising Money Smart Kids: Financial Literacy Tips for Parents

Chick Chat: The Baby Chick Podcast

Play Episode Listen Later Oct 1, 2024 53:45


As parents, we want to set our children up for success in every area of life, and one crucial skill that often gets overlooked is financial literacy. In a world where financial decisions play such a big and vital role in our lives, teaching kids how to be smart with money is one of the most valuable gifts we can give them. Our guest today, money mindfulness expert David Delisle, agrees and is on a mission to change how we teach our kids about money. He says, "As a society, we need to eliminate all of the shame and judgment around money . . . which may even be trickling into our parenting methods." Who is David Delisle? David Delisle, founder of The Awesome Stuff™, is a bestselling author, entrepreneur, real estate investor, speaker, and most importantly, a Dad. He is a contributor to Entrepreneur, Yahoo! News, Thrive Global, and more. At age 11, David made his first investment, and by age 20, he began investing in real estate and was retired by age 40. So inspiring! His book, The Golden Quest, is a Calvin & Hobbes-style graphic novel that teaches potent lessons about money, focusing on breaking the cycle of always chasing more. David's goal is to change how our kids think about money and create more freedom for what's most important to them . . . the Awesome Stuff™. David has been featured on Good Day LA, Good Day DC, Yahoo Wealth, Be Well, NTD TV, ScaryMommy, GoBankingRates, MindBodyGreen, Credit Sesame, and more. What Did We Discuss? In this episode, we chat with David Delisle about how to teach our kids about money and boosting their financial literacy. Conversations around money are the foundation of increasing our kids' financial literacy. Parents can demonstrate money mindfulness with their kids by simply talking about money, letting them know what you're saving for, and your priorities.  Whether you have a toddler just learning about counting or a teen getting their first paycheck, this is an episode that all parents should listen to. So grab a notebook, and let's start building the foundation for your child's financial future! David's Resources Website: daviddelisle.com Company: theawesomestuff.com Instagram: @theawesomestuff LinkedIn: @DavidDelisle His book: The Golden Quest Thank you for listening to this episode! Go to the SHOW NOTES for more details and be sure to subscribe to our podcast, leave us a review, and follow us on our podcast Instagram page @thebabychickchat for more content! Cheers to financial literacy and financial freedom! Learn more about your ad choices. Visit megaphone.fm/adchoices

Pure Wisdom Podcast
53 Debra Jacobs: Financial Education, Spending, and Balanced Planning

Pure Wisdom Podcast

Play Episode Listen Later Sep 27, 2024 53:07


Debra Jacobs, founder of Money Smart for Life, is a financial coach who helps people overcome shame, fear, and overwhelm around money and take action to master their personal finances. She also teaches financial education classes and presents financial wellness workshops to groups across the U.S. Debra holds an Ed.M. from the Harvard Graduate School of Education and is an Accredited Financial Counselor; she lives in the Boston area but works online with people all over the U.S. To find out more, go to https://moneysmartforlife.com or send an email to debra@moneysmartforlife.com. For additional information about financial education classes, go to https://moneysmartforlife.com/financial-education-classes/. Cody's content:  https://linktr.ee/cjones803  #podcast #purewisdompodcast #personalgrowth #motivation #mindset #facingfears #selfidentity #inspiration #selfimprovement #psychology #entrepreneurship #fitness #fitnessmotivation #business #dating #relationships #lifecoach #healthandwellness  Disclaimer: Any information discussed in this podcast is for entertainment purposes only and is not intended to act as a substitute for professional, medical, legal, educational, or financial advice. The following views and opinions are those of the individual and are not representative views or opinions of their company or organization. The views and opinions shared are intended only to inform, and discretion and professional assistance should be utilized when attempting any of the ideas discussed. Pure Wisdom Podcast, LLC, its host, its guest, or any company participating in advertising through this podcast is not responsible for comments generated by viewers which may be offensive or otherwise distasteful. Any content or conversation in this podcast is completely original and not inspired by any other platform or content creator. Any resemblance to another platform or content creator is purely coincidental and unintentional. No content or topics discussed in this podcast are intended to be offensive or hurtful. Pure Wisdom Podcast, LLC, its host, its guest, or any company participating in advertising through this podcast is not responsible for any misuse of this content.

Boomers Today
Hearing from the Federal Government on Scams

Boomers Today

Play Episode Listen Later Sep 6, 2024 32:23


Lisa Weintraub Schifferle is a Senior Policy Analyst in the Consumer Financial Protection Bureau's Office for Older Americans. The CFPB is a United States Government Agency. She leads the Managing Someone Else's Money financial caregiving program as well as the Money Smart for Older Adults scam awareness program. She also supports the Office's work to combat elder financial exploitation through network collaboration and age-friendly banking.Lisa's career in consumer protection spans more than 25 years. Before coming to the CFPB, she worked at the Federal Trade Commission (FTC), where she trained consumers, business and advocates on scams, identity theft, and cybersecurity. She also served as the FTC's Identity Theft Coordinator and litigated fraud and data security cases.https://www.seniorcareauthority.com/resources/boomers-today/

The Art of Parenting
160: Money Smart Children. With Anthony Delauney

The Art of Parenting

Play Episode Listen Later Jul 25, 2024 37:12


How can you teach your child to be financially smart? Listen in as my guest, Anthony Delauney, shares his essential advice. Click here for the show notes and extra resources. You would not necessarily think of financial literacy as something a child should know, yet my guest today shares the importance of learning about finances early so we can have money smart children. What We Talked About: How Anthony's extensive knowledge in financial planning has influenced his parenting Introducing financial concepts to children in an engaging and age-appropriate manner The do's and don'ts of implementing allowances Developing healthy financial habits early on Making the complexity of financial literacy simple The impact emotions have on financial decisions Things to Remember “Parenting is trying to get a sense of how best we can relate to our children.” “It's hard enough to figure out your own situation, but when you start to incorporate a spouse and children into the mix, it makes the planning process a lot more fun, but also a lot more complex.” “You can have two children and you can raise them the exact same way and they can become totally different individuals.” “When children receive the money,  it's very important that they maintain some sense of ownership in terms of how it's distributed.” “Fear of judgment is the number one thing that prevents people from achieving success.” “The best part about being a child is you can fail in a safe environment.” “When a child does fail, we want to give them the opportunity to do it, but we need to be extremely mindful of how we react to their failure.” “Emotion and money do not go well together.” “Do not introduce certain concepts that your children may not be emotionally prepared to absorb  or relate to.” “As a parent, make sure that you're mindful of how you react.” “It's not so much what we tell our children. It's what we show them.” - Anthony Delauney   Click here for the show notes and extra resources.

Hope in Real Life with Jason Gore
S3 E10 | Money's Not a Math Problem with Jade Warshaw

Hope in Real Life with Jason Gore

Play Episode Listen Later Jul 11, 2024 46:35 Transcription Available


You DO NOT need to be a math genius in order to manage your money effectively! Ramsey personality and financial expert, Jade Warshaw, reveals some finance tips found in her book, "Money is Not a Math Problem". Budgeting shouldn't be something people are afraid of—they are a tool to help you obtain financial freedom. Tune in to this episode to hear practical steps on how to get out of debt in two years and how to gain control over your money, today!#money #moneymanagement #finances #budgeting #ramseyLooking for practical next steps after listening to this episode? We've made a list for you below! 

18 Summers: Candid Conversations About Family
Empowering Financial Intelligence for Modern Families with Eric and Kali Roberge

18 Summers: Candid Conversations About Family

Play Episode Listen Later Jun 19, 2024 28:42


Whether you're balancing a high-powered career with family life or planning major life transitions, Eric and Kali Roberge have you covered! Join us as they share their journey into wealth management, highlight common financial missteps young families make, and offer insights on aligning financial strategies with personal definitions of wealth. Press play now!     Key takeaways to listen for The importance of early financial planning What wealth truly means beyond just money Experts' approach to managing high-profile careers Why both partners' involvement is crucial in financial planning How an open dialogue helps adjust family and financial goals      Resources The Family Board Meeting by Jim Sheils | Kindle, Paperback, and Hardcover   Take control of your finances with a complimentary one-page financial plan from Beyond Your Hammock! Schedule your consultation today at http://beyondyourhammock.com/schedule and start navigating the right path to financial freedom!     About Eric and Kali Roberge Eric Roberge, CEO and Financial Advisor, and Kali Roberge, COO & Creative Director of Beyond Your Hammock, who also happens to be husband and wife. Eric and Kali understand the challenges of financial planning around families and children because, as parents themselves, they're in the trenches. They've had to have those tough conversations, make hard choices around career tradeoffs, and balance family life with personal priorities and time. They also know what it takes to build a financial plan that serves every family member.     Connect with Eric and Kali Website: Beyond Your Hammock Instagram: @beyondfinances LinkedIn: Eric Roberge CFP®     Connect with Us To learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting”, click here.   Subscribe to 18 Summers Podcast and leave a rating and written review!     Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe

FYI FLI - For Your Information Financial Literacy & Investing
Ep.127 - Having Fun and Being Money Smart Aren't Mutually Exclusive w/ Obioha Okereke 

FYI FLI - For Your Information Financial Literacy & Investing

Play Episode Listen Later Jun 7, 2024 27:06


Check out FYI FLI Episode 127 w/ Podcaster, Educator, and Founder of College Money Habits: Obioha Okereke!   In this episode, Hassan and Obi chop it up about:   - How to become financially educated  - How to budget and track expenses  - How Obi saved 100k before 23   If you're looking to be motivated, educated, and entertained…this podcast is for you!

18 Summers: Candid Conversations About Family
Introducing Money Management to Your Children with Anthony Delauney

18 Summers: Candid Conversations About Family

Play Episode Listen Later May 8, 2024 27:42


Understanding how to manage money wisely is crucial from a young age. So, better tune in to today's episode with Anthony Delauney as he provides a roadmap for parents and young couples to build a solid financial foundation, emphasizing the importance of education, communication, and practical experience in financial literacy.     Key takeaways to listen for The taboo nature of money in households  Why it's vital to introduce financial concepts at various developmental stages Effective methods for educating children on financial literacy How financial issues affect young couples and the importance of open communication Fun and engaging resources for teaching kids about finance and money     Resources Owning the Dash by Anthony C. Delauney | Kindle and Hardcover   Kickstart your kids' journey to financial smarts with fun, rhyming books and interactive games at https://owningthedash.com/educators/. Perfect for home or classroom use, you'll find free PDFs with discussion questions, games, and activities in the "For Educators" section. Use the exclusive password "owningMyDash!" to unlock all the resources. Dive in and make learning about finances a blast!     About Anthony Delauney Anthony Delauney, founder of Owning the Dash, LLC, is a seasoned financial Dadvisor dedicated to promoting childhood financial literacy and family financial freedom. Since 2003, he has been active in the financial services industry, assisting families with comprehensive planning that includes cash flow, debt elimination, protection, and retirement, among other areas. Delauney has authored a series of children's books on basic money concepts and two financial self-help books aimed at helping young and older couples manage their financial lives. He holds several professional certifications, including Certified Financial Planner™, Chartered Financial Consultant®, and Behavioral Financial Advisor™.     Connect with Anthony Website: Owning the Dash Facebook: Owning the Dash Instagram: @anthony.delauney X: @OwningtheDash LinkedIn: Anthony Delauney, CFP® ChFC® CRPC® RICP® BFA®     Connect with Us To learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting”, click here.   Subscribe to 18 Summers Podcast and leave a rating and written review!     Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe