エピソード

  • Training Season
    2024/07/02

    Training season is in full swing. From baseball to money talk at home. When is the best time to create an opportunity for your kids to flex money moves and do you really have to teach your kids financial terminology? In this episode with Drew Tirney, we're running the bases.

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    16 分
  • Storied Runway
    2024/06/19

    The stories a wealthy person will share in the home are different than the stories told (or not told) in less-than-wealthy homes. Could the stories told at home make all the difference in financial trajectory? In this episode, we discuss the idea with fin-tech creator and author Mac Gardner.

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    19 分
  • Title: Wingwoman
    2024/06/05

    For the most vulnerable things we need the highest amount of trust alongside a proper dose of reciprocated respect. Falling squarely in this like me, know me, trust me modus operandi is finances. In this episode, we hear from Paula Weiss who has dedicated her career to being the wingwoman for finding financial footing and protecting against devastation.

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    17 分
  • Mother Knows Best
    2024/05/22

    Moms juggle so many things from carpooling sports practice to school calendar and every meal in between, not to mention the added schedule control of managing their career. Do their kids notice? In this episode, we take a look at how the mom’s control of the finances and day to day schedules can influence their kids with a little eye-opening nudge. Featured guest expert, Apryl Pope of Pope Financial Planning.

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    20 分
  • Heroes and Villains
    2024/05/08

    The hero faces adversity against a formidable villain but the story heightens with the hero's transformative self-discovery. Storytellers in movies and books use the story arch to keep us on the edge of our seat. Could difficult money concepts be communicated through entertainment? In this episode, we hear from the cartoon creator behind the award-winning financial literacy program that includes comics, tv shows and gaming. Is entertainment the missing link to raising a savvier next generation?

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    18 分
  • Without Prediction
    2024/04/10

    The stark reality is that we are educating without the ability to predict the outcome but delayed gratification or other things we intentionally or unintentionally teach our kids will have a lasting impact. In this episode, university educator and Wealth Advisor, Holly Knight, dives into the mind game.

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    22 分
  • A Hand in Conflict
    2024/03/27

    Is it possible to have a successful relationship with unified financial efforts, but not agree on the process? Financial therapist Clare Dubé, CFSW opens this fascinating financial literacy angle on how understanding your partner makes the "together" work.

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    17 分
  • Exposure in Action
    2024/02/14

    Did you take a personal finance class during your school years? Do you feel confident about finances as a result? Probably not and you wouldn't be alone. In this episode we bring in former Head of Retirement Research, Nevin Adams, to expose the statistics with his perspective on why those classes do not work well, plus a clue as to what could be our game-changer for financial education.

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    23 分