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Modern Investing with Sidepocket: Mac Gardner, CFP Level Up Your Investing with Financial Planning and Education
Manage episode 396179297 series 3550401
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In this engaging podcast interview with Mac Gardner, he highlights the crucial need to bridge the gap between financial literacy and technology, emphasizing the importance of early financial education for children and teaching them the four functions of money: spending, saving, investing, and giving.
Mac simplifies complex financial concepts, advocating for transparent and personalized financial guidance while addressing clients' unique risk tolerance and goals. Gardner's message resonates with those seeking to manage their money wisely and educate the next generation, making this episode a must-listen for anyone navigating the evolving landscape of finance and technology.
As he puts it, "We've got to start the conversation about money."
About Mac Gardner, CFP
Mac Gardner, CFP® - Founder and Chief Education Officer at FinLitTech - has served in the Financial Services industry for over 20 years. His passion for educating others led him to publish two books, "Motivate Your Money!" and "The Four Money Bears". As the Founder and Chief Education Officer of FinLit Tech he works to build a bridge between Financial Literacy and Financial Technology.
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