In this episode of the Retirement Plan Playbook, financial planners Matthew Theal and Joshua Winterswyk from Evermont Wealth discuss the importance of teaching children about money.

They provide practical tips for instilling financial literacy at different ages—from toddlers to adult children.

The episode also touches on current market events, including the implications of a recent software crash by CrowdStrike and rising past due credit card balances.

The hosts emphasize the importance of building emergency funds, understanding credit, and starting retirement savings early. Additionally, they recommend watching the Olympics Gold Zone and a trip back to the movies with 'Twisters.'

00:00 Catch-Up and Personal Updates

01:19 Introduction to the Retirement Plan Playbook

02:17 Teaching Kids About Money

03:32 Olympics

05:06 CrowdStrike Incident

08:28 Credit Card Balances and Economic Concerns

09:54 Stock Market Update and Political Uncertainty

12:53 Financial Literacy for Kids

18:44 Teaching Kids About Money: Allowance and Savings

19:03 Bank Visits and Financial Literacy for Preteens

20:41 Understanding Credit and Taxes for Teens

23:54 Gamifying Financial Education for Kids

26:21 Financial Planning for Adult Children

31:44 Saving and Retirement Planning

35:07 Evermont Recommends: Entertainment and More

Connect with Evermont Wealth:

• matthew@evermont.com
• joshua@evermont.com
• (909) 296-7977
• Evermont.com
• LinkedIn: Matthew Theal
• LinkedIn: Brent Pasqua
• LinkedIn: Joshua Winterswyk
• LinkedIn: Evermont Wealth