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A Pocketful of Financial Wisdom - What the Silent Generation Taught Me About Money

Oct 07, 2024

Financial conversations between generations can be crucial for financial planning, wealth transfer, and avoiding financial misunderstandings. Listen in as I share the five money conversations we should be having, as well as lessons my parents taught me. Examples to help us talk about money more easily. Quit avoiding the taboo topic and I’m not talking about S%X. 

  • A Talk With Ourselves 

  • With Our Partner or Spouse 

  • Our Children 

  • Our Parents - i read an article that asked the question are you your parents retirement plan, as you retire and as you age are you prepared for that, 

  • A Finance Professional - financial planner, financial coach, tax accountant, estate attorney, etc.

Available on ALL Listening Platforms

Listen on:

Apple

Spotify

 

Retirement Ready Boot Camp

Next boot camp June 2, 2025

 

Join me for the Retirement Ready Boot Camp, a free 3-day experience where you’ll:

âś… Increase your retirement readiness by understanding where you stand financially

âś… Design a retirement lifestyle you love—beyond just vacations and free time

âś… Discover if you have enough to retire and what to do if you don’t

 

Whether you’re 10 years away or just starting to plan, this boot camp will guide you through the essentials to make sure your retirement dreams become a reality.

Retirement planning doesn’t have to be stressful. Join now!

 

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