Hosted by: Chad Jones Special guest: Bill Slover

In this episode, we get to know the personal side of Bill Slover. He shares his love of playing the bugle, topics he covers in his blogs, and how he teaches budgeting money to clients and their children.

In this episode we cover:

• Bill’s musical influences (2:55)
• Bill shares his family makeup and how budgeting was taught in his home (3:50)
• The lessons learned from his mom are the ones he still uses to this day (7:50)
• How Bill taught his daughter to budget money (11:24)
• Tracking your spending by writing it down is critical in learning how to manage your money (14:00)
• What age did financial lessons start with your daughter (16:55)
• Bill approached teaching his granddaughter about living on a budget with a Target gift card (23:15)
• Do clients’ children ever ask how to learn about managing their money (25:52)
• Why do you hold a generational wealth conversation with the children of your clients early (30:12)
• The average inheritance is spent inside eighteen months (32:38)
• Some individuals value travel and experience versus a hefty paycheck or material possessions (36:17)

Links From the Show:

Allen & Company
Rotary
Bugles Across America
Arturo Sandoval

Connect with:

Chad Jones – CFP®, D.B.A., Financial Advisor at Allen & Company
Allen & Company – Chad Jones
LinkedIn – Chad Jones

William Slover – Vice President, Financial Advisor, AIF®, CRPC®, CWS® Allen & Company of Florida, LLC
Allen & Company – William Slover
LinkedIn – William Slover

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.