Kendell Flutey, co-founder and director of financial education platform Banqer, shares about the importance of the physicality of money, and explains the three jar method, a way of helping kids manage their money.

This is a quick bite from our previous episode 'Kids & Money with Kendell Flutey from Banqer'. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. 

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

Kendell Flutey, co-founder and director of financial education platform Banqer, joins Sharesies' co-founder Brooke Roberts in the third episode of our "Kids & Money"  summer series. They talk about the different stages of financial education, from preschool to high school, and how parents can guide and engage in these conversations. This includes why it’s important to have conversations that are right for the child’s age. How to encourage understanding of financial terms. Being mindful of what might influence a child’s outlook. And most importantly, how to learn together. 

00:02 Introduction

00:47 Getting to Know Kendall & Banqer

03:25 Lessons Learned from Teaching Kids About Money

05:25 The Impact of Technology on Financial Education

07:17 Starting the Money Conversation with Kids

11:18 Financial Education for Different Age Groups - Preschool / Kindy

13:50 Primary / Intermediate Age

19:28 High School Age

21:49 Understanding the Danger of Debt & Consumer Culture

23:33 Where is This Generation of Kids at With Money?

29:43 Conclusion and Final Thoughts

In this special "Kids & Money" summer series, hosted by Sharesies' co-founder Brooke Roberts, we offer a series of conversations about how to engage kids in making decisions about money. We cover everything from ways to maintain their interest, to lessons about investing that they can use throughout their lives. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community.

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

Nigel Latta talks about the role of values when it comes to kids and money, plus the teenage years and the importance of the 'long conversation'. 

This quick bite is from our previous episode 'Kids & Money with Nigel Latta' 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

New Zealand psychologist and author Nigel Latta joins Sharesies' co-founder Brooke Roberts in the second episode of our "Kids & Money" series. In this episode, we discuss the importance of teaching kids about money, including concepts of saving and how temperament impacts a child's approach to finances. Nigel shares insights from his experience educating his own children about money and explains why conveying values to children affects their behavior, including financial decisions.

In this special "Kids & Money" summer series, hosted by Sharesies' co-founder Brooke Roberts, we offer a slate of conversations about how to engage kids in financial discussions. Topics range from strategies to maintain their interest, to lessons on investing that children can apply throughout their lives. Ultimately, we believe that instilling good financial habits in our children can foster positive change within our community. 

00:00 Introduction

01:13 Who is Nigel?

03:55 The role of psychology in everyday life

05:47 The concept of Parentland

10:53 Understanding money and its Value

14:26 The influence of money on children

18:38 Pocket money and teaching financial literacy to children

22:17 Why values the most important thing when it comes to kids & money

27:14 How does Nigel feel about the money lessons he's instilled in his kids?

30:03 The Importance of Open Conversations about Money

33:50 Parenting is a long conversation

37:03 The Role of Technology in Teaching Financial Literacy

39:47 Conclusion 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

How does Ruth Henderson, AKA The Happy Saver manage pocket money with her teenage daughter? Find out about the non-negotiable amount that has to be invested and the key things her daughter will need to know by the time she leaves home. 

This is a quick bite from our previous episode 'Kids & Money with the Happy Saver' part of our summer series on talking to kids about money.

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

In this special Kids & Money summer series hosted by Sharesies co-founder Brooke Roberts, we tackle the often hard subject of ‘how to talk to your kids about money’. These conversations cover a range of topics from ways to keep kids (of various ages) interested, to lessons about investing that they can draw on throughout their life. Ultimately, we believe encouraging good habits with money from a young age will help create positive change in our community.

In the first episode, Ruth Henderson, AKA The Happy Saver, shares some of the lessons from her own family. She gets into the detail about pocket money. Explains what sinking funds are, and why it’s important to be honest when it comes to your own finances.

01:40 Introduction and personal journey into investing

05:00 The simple path to wealth - JL Collins

06:34 Teaching financial literacy to the next generation

09:50 Practical money lessons for kids 12:30 Teaching a teenager about investing

17:46 The impact of consistent investing

19:40 Giving ownership and trusting Your child with money

20:49 Saving and freparing for future expenses

23:30 Sinking fund definition

26:11 Pocket money questions

29:00 Recommended games for financial education

30:12 Reading materials

33:50 Conclusion

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

Sharesies co-CEOs Sonya Williams and Brooke Roberts get motivated as we head into the new year, sharing a couple of tips from James Clear, author of Atomic Habits, and how Sonya brought some business techniques into home life! 

This quick bite is from our previous episode 'Why do goals matter?'

Tune in for a fun conversation between two female entrepreneurs. 

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

As Shared Lunch wraps for 2023, Sharesies co-CEOs Sonya Williams and Brooke Roberts laugh and chat about the highlights of the year and how they’re aiming to start 2024. 

From Sharesies milestones, to personal goal setting, creating financial habits and their fav books and podcasts—there’s never a dull moment.   

Tune in for a fun conversation between two female entrepreneurs. 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!   

Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva. 

In this second part of a 2-part year-end episode, we look at where interest rates are headed… investing in property versus shares, the sectors to watch in 2024, plus climate reporting… and speaking of sustainability we have some tips for  green Christmas and what presents might cost the least.

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

It’s been a year. Wars, rising interest rates, persistent inflation, AI changing our lives forever, bonds become less boring, and Barbie is back!   

Join us for a reflective but fun look at 2023—plus a peek into what’s in store for investors 2024, with Brad Olsen from Infometrics and Harbour Asset Management’s Chris di Leva. 

In this first of a 2-part year-end episode,  we cover world influences, market moves and how much exposure to AI is wise? 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.