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Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age
Episode Title: How to Talk to Your Kids About Money: Tools for Every Age
In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.
From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.
Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.
Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-Savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.
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By Shallon Weis, CFPEpisode Title: How to Talk to Your Kids About Money: Tools for Every Age
In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.
From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.
Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.
Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.
OUR APPROACH
Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.
Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.
OUR WEALTH MANAGEMENT SERVICES
Bradford Financial Center offers individual and corporate services in:
- Financial Consulting
- Investments
- Tax-Savings Strategies
- Feasibility Studies
- Risk Management
- Retirement and Estate Planning, Trust Planning
- Business Development and Business Valuations
WE'RE SOCIAL
Connect with us to read the latest financial trends and market updates.
SUBSCRIBE
To receive our monthly financial news email in your inbox, subscribe HERE.
DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.