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210. How can I set my child up for financial success?

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Manage episode 404599063 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success.

Podcast Episodes Referenced:
-
Ep 168: Everything You Need to Know About 529 Plans
YouTube Video Referenced:
- Georgia Will Now Mandate Personal Finance Education in Schools
Blogs Referenced:
-
Should we use the 529 for private school or save it for college?
- Benefits of a Custodial Roth IRA for Your Kids
- Teaching Your Kids About Money
Learn More about Wiser Wealth Management:
- Our website
- Click here to schedule a complimentary consultation with one of our financial advisors.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!
Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Teaching Kids Financial Responsibility (00:00:00)

2. Financial Education and Parental Influence (00:03:56)

3. Teaching Kids Financial Literacy (00:13:06)

4. Financial Education for Kids (00:20:04)

5. College and Career Planning Considerations (00:32:22)

6. Investment Podcast Disclaimer and Instructions" (00:44:44)

239 episodes

Artwork
iconShare
 
Manage episode 404599063 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success.

Podcast Episodes Referenced:
-
Ep 168: Everything You Need to Know About 529 Plans
YouTube Video Referenced:
- Georgia Will Now Mandate Personal Finance Education in Schools
Blogs Referenced:
-
Should we use the 529 for private school or save it for college?
- Benefits of a Custodial Roth IRA for Your Kids
- Teaching Your Kids About Money
Learn More about Wiser Wealth Management:
- Our website
- Click here to schedule a complimentary consultation with one of our financial advisors.
- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more!
Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Teaching Kids Financial Responsibility (00:00:00)

2. Financial Education and Parental Influence (00:03:56)

3. Teaching Kids Financial Literacy (00:13:06)

4. Financial Education for Kids (00:20:04)

5. College and Career Planning Considerations (00:32:22)

6. Investment Podcast Disclaimer and Instructions" (00:44:44)

239 episodes

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