Portfolio Talks

📢 Teaching Kids About Money & Generational Wealth 📢


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In this episode of Portfolio Talks, Vishal and Tyson are joined by Kalynka from The Home Happy Team, to tackle two critical topics: 1) How to teach kids about money2) Understanding intergenerational wealth transfer 💰


🔹 Key Takeaways:

✅ How to instill smart money habits in kids

✅ The importance of modeling financial behavior

✅ What intergenerational wealth transfer really means and how you can do it


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💡 Have questions? Drop them in the comments!

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Portfolio TalksBy Vishal Gill, Michael Lloyd and Tyson Nagasaka