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Financial Literacy – Wrap Up

Hosted by: Laura Hawley Special guest: Chad Jones

April, 2016

Laura Hawley – CFP®, President at Allen & Company

Chad Jones – CFP® at Allen & Company

In this episode, we discuss Financial Literacy, discovering your goals as it relates to Money, what money represents or means to you, how often to Educate future Consumers and advice on how to make learning Finances fun for your children.

In this episode we cover:

  • Financial Literacy month (1:16)
  • Financial Seminars and teaching children about money (2:30)
  • Top five reasons to teach money lessons to your child (4:20)
  • Relational budgeting and what that really means (5:15)
  • If most parents do a good job teaching their children about money? (7:40)
  • The eBook “Raising the Smart Money Child”. (9:36)
  • Making money learning fun for children (9:36)
  • Backwards planning and how it relates to goals, planning and budgeting money with children (10:15)
  • Opportunity Cost and how it relates to Planning and Budgeting (12:08)(15:17)
  • Discipline and Money (12:30)
  • Standard Of Living and how it relates to being rich (12:54)
  • Defining rich as it relates to money and the Standard Of Living (13:15)
  • Financial Margin and how it relates to discipline (13:34)
  • How interest works when dealing with children and money (18:05)
  • Teaching debt to children (20:22)
  • The issues surrounding basic Financial Literacy among adults (23:55)
  • Financial Planning and Retirement (25:10)
  • 529 plans (27:29)
  • Guest LVIM and the Lakeland Derby (30:55)

Links From the Show:

Books Mentioned in this Show:

Smart Money Smart Kids by Dave Ramsey and Rachel CruzeRead More

Connect with:

Chad Jones – CFP® at Allen & Company
Allen & Company – Chad Jones
Facebook – Allen & Company

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