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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
🚀 Like, subscribe, and share!
💡 Have questions? Drop them in the comments!
www.portfolioplanning.ca
By Vishal Gill, Michael Lloyd and Tyson NagasakaIn 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
🚀 Like, subscribe, and share!
💡 Have questions? Drop them in the comments!
www.portfolioplanning.ca