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94. How to Have Money-Related Conversations with Your Children With Mike Whitmore
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on September 02, 2022 14:46 (). Last successful fetch was on July 27, 2022 20:04 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 298585817 series 2365731
To all parents out there, do you talk about money with your children?
If so, what’s your approach?
In this week’s episode, The Retirement Solution’s Mike Whitmore quickly breaks down how to start, introduce, and maintain financial and money-related conversations with kids depending on their stage as pre-teenagers, teenagers, and adult children.
Mike discusses:
- Teaching your pre-teen children how to handle money, and what are the benefits of setting up UGMA accounts for them
- Why have tax, “paying yourself first,” debt, and credit history-related conversations with your teenage children as they receive their first paycheck and are ready to go to college
- The importance of emergency funds, saving for retirement, and power of attorney documents for adult children
- The difference between consumer and educational debt
- What is “bank on yourself,” and what’s its role within the mortgage and life insurance arena
- AARP considerations for adult children
- And more!
Resources:
- Uniform Gifts to Minors Act (UGMA)
- LinkedIn: Jim Black
- Bankrate
- Investing For Dummies by Eric Tyson on Amazon
- dummies - Learning Made Easy
- AARP
Connect with Mike Whitmore:
Connect with The Retirement Solution:
- The Retirement Solution
- (888) 500-5830
About Mike Whitmore:
Mike graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature. He is a Financial Planner with The Retirement Solution, serves as the President of the Advisory Board for Velvet Media, and is a former co-founder of Fresh Consulting.
DA-001953.1
100 פרקים
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on September 02, 2022 14:46 (). Last successful fetch was on July 27, 2022 20:04 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 298585817 series 2365731
To all parents out there, do you talk about money with your children?
If so, what’s your approach?
In this week’s episode, The Retirement Solution’s Mike Whitmore quickly breaks down how to start, introduce, and maintain financial and money-related conversations with kids depending on their stage as pre-teenagers, teenagers, and adult children.
Mike discusses:
- Teaching your pre-teen children how to handle money, and what are the benefits of setting up UGMA accounts for them
- Why have tax, “paying yourself first,” debt, and credit history-related conversations with your teenage children as they receive their first paycheck and are ready to go to college
- The importance of emergency funds, saving for retirement, and power of attorney documents for adult children
- The difference between consumer and educational debt
- What is “bank on yourself,” and what’s its role within the mortgage and life insurance arena
- AARP considerations for adult children
- And more!
Resources:
- Uniform Gifts to Minors Act (UGMA)
- LinkedIn: Jim Black
- Bankrate
- Investing For Dummies by Eric Tyson on Amazon
- dummies - Learning Made Easy
- AARP
Connect with Mike Whitmore:
Connect with The Retirement Solution:
- The Retirement Solution
- (888) 500-5830
About Mike Whitmore:
Mike graduated from Brigham Young University with a BS in Business Management and Marketing and a minor in Dutch Literature. He is a Financial Planner with The Retirement Solution, serves as the President of the Advisory Board for Velvet Media, and is a former co-founder of Fresh Consulting.
DA-001953.1
100 פרקים
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