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FPF 185 - Teaching Your Children About Investing: Where To Start
In this week’s Financial Planning Friday, Jerry shares practical, values-based ways to teach kids about investing while keeping them grounded. The focus is on building strong habits: earning money before investing it, learning consistency, and understanding that long-term investing is intentionally “boring.”
Key Takeaways:
• Start with the “why,” not the “wow.” Help kids see investing as a tool for freedom, options, and security—not status.
• Tie investing to earned money. Use chores, responsibility, helping others, or summer jobs so the investing dollars connect to effort.
• Use a “parent match.” A simple matching approach (like a 401(k) match concept) reinforces consistency and disciplined saving.
• Keep investing boring on purpose. Focus on diversification, consistency, long-term holding, and ignoring short-term noise.
• Let small mistakes be teachers. Learning market ups and downs with small amounts builds healthier decision-making over time.
If you’d like help involving children or grandchildren in age-appropriate financial habits, and setting up an approach that matches your family’s values, reach out to Presilium. Jerry and the team can help you think through next steps for those closest to you.
#FinancialPlanningFriday #InvestingBasics #FinancialLiteracy #FamilyFinance #LongTermInvesting #WealthPlanning #PresiliumPrivateWealth
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Connect With Jerry:
Jerry Davidse, CFP®
CEO, Presilium Private Wealth
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio
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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.
Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.
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By Jerry DavidseIn this week’s Financial Planning Friday, Jerry shares practical, values-based ways to teach kids about investing while keeping them grounded. The focus is on building strong habits: earning money before investing it, learning consistency, and understanding that long-term investing is intentionally “boring.”
Key Takeaways:
• Start with the “why,” not the “wow.” Help kids see investing as a tool for freedom, options, and security—not status.
• Tie investing to earned money. Use chores, responsibility, helping others, or summer jobs so the investing dollars connect to effort.
• Use a “parent match.” A simple matching approach (like a 401(k) match concept) reinforces consistency and disciplined saving.
• Keep investing boring on purpose. Focus on diversification, consistency, long-term holding, and ignoring short-term noise.
• Let small mistakes be teachers. Learning market ups and downs with small amounts builds healthier decision-making over time.
If you’d like help involving children or grandchildren in age-appropriate financial habits, and setting up an approach that matches your family’s values, reach out to Presilium. Jerry and the team can help you think through next steps for those closest to you.
#FinancialPlanningFriday #InvestingBasics #FinancialLiteracy #FamilyFinance #LongTermInvesting #WealthPlanning #PresiliumPrivateWealth
--------
Connect With Jerry:
Jerry Davidse, CFP®
CEO, Presilium Private Wealth
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/jerrydavidse/ Meet Jerry: https://www.presiliumpw.com/team_member/jerry-davidse-cfp/#bio
--------
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.
The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.
Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.