Go offline with the Player FM app!
Nurturing Financial Literacy in Kids with Lauren Rosberg
Manage episode 430709486 series 3305155
Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:04 – Lauren’s financial planning background
4:54 – Lauren’s money story
11:27 – Making money conversations fun for your children
20:09 – The value of spending money wisely
25:51 – Starting financial literacy conversations with kids early on
Learn more about Lauren
Lauren Rosberg, MA CFP®, CRPC® CDFA® began her career as an advisor over fifteen years ago. She cares deeply for her clients and loves being able to provide comprehensive financial plans to guide clients to their goals. She is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Lauren has a master’s degree in industrial/organizational psychology.
Lauren lives in Libertyville with her husband, Eric. She is blessed with their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they added Oliver, a goldendoodle puppy, to complete their family. In her spare time, she enjoys being a classroom volunteer, jiu-jitsu, stand-up paddle boarding, ice skating, and reading.
Episodes Links
Lauren on Purse Strings
Lauren at Mercer Advisors
https://www.merceradvisors.com/meet-our-team/lauren-rosberg/
Lauren on LinkedIn
https://www.linkedin.com/in/laurenkk/
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
65 episodes
Manage episode 430709486 series 3305155
Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:04 – Lauren’s financial planning background
4:54 – Lauren’s money story
11:27 – Making money conversations fun for your children
20:09 – The value of spending money wisely
25:51 – Starting financial literacy conversations with kids early on
Learn more about Lauren
Lauren Rosberg, MA CFP®, CRPC® CDFA® began her career as an advisor over fifteen years ago. She cares deeply for her clients and loves being able to provide comprehensive financial plans to guide clients to their goals. She is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Lauren has a master’s degree in industrial/organizational psychology.
Lauren lives in Libertyville with her husband, Eric. She is blessed with their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they added Oliver, a goldendoodle puppy, to complete their family. In her spare time, she enjoys being a classroom volunteer, jiu-jitsu, stand-up paddle boarding, ice skating, and reading.
Episodes Links
Lauren on Purse Strings
Lauren at Mercer Advisors
https://www.merceradvisors.com/meet-our-team/lauren-rosberg/
Lauren on LinkedIn
https://www.linkedin.com/in/laurenkk/
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/
65 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.