In this episode of the His & Her Money, Clark Kendall shares how it's possible for everyday, middle-class people like your janitors, hair salon owners, and teachers have the potential to become millionaires through smart, strategic investing.

Clark Kendall is the President of Kendall Capital Management and author of the fantastic book Middle-Class Millionaire. Furthermore, Clark has 30 years of experience in investment and wealth management with the academic knowledge obtained from the Chartered Financial Analyst® (CFA), Accredited Estate Planner (AEP®), and CERTIFIED FINANCIAL PLANNER (CFP®) programs.

WHAT YOU WILL LEARN

• How his childhood & passion for working with the middle class led him to write "Middle-Class Millionaire"
• Biggest misconceptions about retirement
• How to set yourself up for smart investing...even if you don't have a million dollars in the bank
• Why you should adopt a saver's mindset to become a better investor
• Why Clark says we need to rethink retirement
• Teaching financial literacy to your kids
• The unique way Clark taught his kids financial literacy
• How can someone get started in investing?
• What is tax diversification?

RESOURCES

• Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth
• 40% of Americans can't cover a $400 emergency expense (CNN Money)
• Rule of 72 (Investopedia)
• Uniform Gifts to Minors Act (Investopedia)
• Qualified Charitable Deductions (TheBalance)

THANKS FOR LISTENING!

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