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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

May 5, 2023

Money and finances can be difficult topics to discuss, but it is an essential conversation that needs to take place with children. With the proper guidance, your child will learn key lessons about money management and develop healthy financial habits. In this episode, Joel will share his family's approach to helping his children learn about important financial topics.

Here are some of the things we discuss in this episode:

0:56 – Applying Steve Martin quotes to financial planning

6:18 – Is it fake, Jake? Hedge funds are cautious

10:40 – Maibag question on helping with childcare expenses

13:04 – CEO’s Corner with Joel Johnson: Behavior with money

20:49 – Mailbag question on large Roth conversion amounts.

 

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