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69.Raising Financially Savvy Kids: An Insightful Conversation with guest, Brian Sarff

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内容由Unlikely Housewives提供。所有播客内容(包括剧集、图形和播客描述)均由 Unlikely Housewives 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Curious how to help your kids become financially savvy? It's no secret that financial knowledge is power and in today's episode, we're joined by the insightful financial planner, Bryan Sarff, to give you a roadmap. Drawing from his wealth of experience in the financial world, Bryan offers practical advice on how to navigate this often daunting subject with ease, from introducing concepts like earning, saving, investing and debt to more advanced topics like taxes and retirement planning.

Bryan Sarff is the founder and CEO of True Wealth & Company and has been serving clients’ financial needs since 2003. His services cover all areas of the wealth management process, including business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning. Bryan acts as a personal wealth manager for successful business owners and thrifty millionaires who want to ‘Make Work Optional’. When working with clients, his highest priority is to help them “achieve financial independence and economic freedom” so they can spend more time doing what they love.

Our conversation didn't just revolve around traditional money management. With the world becoming increasingly digital, the concept of money is evolving and it's crucial that we adapt our financial education to reflect that. From digital transactions to the concept of virtual cash, we explored how to ensure our kids grow up understanding the value of money in an increasingly cashless age.

During our conversation, we found ourselves discussing one of the most challenging concepts for kids to grasp - debt. To aid in this, we explored a range of online resources and even AI that can help explain it in a digestible way. We also touched on the importance of teaching children how to find information for themselves, fostering independence and curiosity. Bryan also shared his insights on retirement planning, underlining the importance of having a plan and managing debt. So, join us on this journey where we cover financial literacy, offering valuable tips and insights to help prepare your kids for a financially secure future.

To learn more about Bryan, please connect with him on LinkedIn.

To contact Bryan and schedule time with him, their office at (913) 653-8783 or reach out to his assistant, Emily, at Emily@RetireWithTrue.com.

Sunlighten Sauna Sponsor: https://get.sunlighten.com/unlikely Save up to $600!

Join our community on Facebook and connect with us on Instagram!

Write an apple review and YOUR review could be read on our next episode!

Hosted by Tori Shirah and Tracy Stine

Contact us ➡️ UnlikelyJoCo@gmail.com

  continue reading

105集单集

Artwork
icon分享
 
Manage episode 390346230 series 3012628
内容由Unlikely Housewives提供。所有播客内容(包括剧集、图形和播客描述)均由 Unlikely Housewives 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Curious how to help your kids become financially savvy? It's no secret that financial knowledge is power and in today's episode, we're joined by the insightful financial planner, Bryan Sarff, to give you a roadmap. Drawing from his wealth of experience in the financial world, Bryan offers practical advice on how to navigate this often daunting subject with ease, from introducing concepts like earning, saving, investing and debt to more advanced topics like taxes and retirement planning.

Bryan Sarff is the founder and CEO of True Wealth & Company and has been serving clients’ financial needs since 2003. His services cover all areas of the wealth management process, including business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning. Bryan acts as a personal wealth manager for successful business owners and thrifty millionaires who want to ‘Make Work Optional’. When working with clients, his highest priority is to help them “achieve financial independence and economic freedom” so they can spend more time doing what they love.

Our conversation didn't just revolve around traditional money management. With the world becoming increasingly digital, the concept of money is evolving and it's crucial that we adapt our financial education to reflect that. From digital transactions to the concept of virtual cash, we explored how to ensure our kids grow up understanding the value of money in an increasingly cashless age.

During our conversation, we found ourselves discussing one of the most challenging concepts for kids to grasp - debt. To aid in this, we explored a range of online resources and even AI that can help explain it in a digestible way. We also touched on the importance of teaching children how to find information for themselves, fostering independence and curiosity. Bryan also shared his insights on retirement planning, underlining the importance of having a plan and managing debt. So, join us on this journey where we cover financial literacy, offering valuable tips and insights to help prepare your kids for a financially secure future.

To learn more about Bryan, please connect with him on LinkedIn.

To contact Bryan and schedule time with him, their office at (913) 653-8783 or reach out to his assistant, Emily, at Emily@RetireWithTrue.com.

Sunlighten Sauna Sponsor: https://get.sunlighten.com/unlikely Save up to $600!

Join our community on Facebook and connect with us on Instagram!

Write an apple review and YOUR review could be read on our next episode!

Hosted by Tori Shirah and Tracy Stine

Contact us ➡️ UnlikelyJoCo@gmail.com

  continue reading

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