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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, CFP & Tyson Nagasaka, MFA-PIn 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