Budgets, Taxes, The Heavy Purse, Videos

Taxes: Week 2- Teaching your kids about filing income taxes

Taxes Week 2:  This week I talk about where to start teaching your kids about filing taxes.  It is a life skill that intimidates us all!!

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Life Skills, Taxes, The Heavy Purse, Tips, Videos

Teaching your kids about Taxes- Week 1

Taxes, where do you start teaching your kids about them? In this video I give you an idea to start teaching your elementary age kids about taxes.

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Emotional Competence, Financial Decision Making, Taxes, Videos

Monday Money Smarts 3-11-19

Happy Monday!! This week we start our series on Teaching Kids about Taxes.

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Emotional Competence, Financial Foundation, Insurance, Videos

Financial Foundation: Week 4- Insurance/ Risk Management

Risk management is a key part of a strong financial foundation.  Today I share a story about an experience I had early in my career that had a deep impact on how I think about risk planning.

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Budgets, Goal-Setting, Monday Money Smarts, Videos

Monday Money Smarts- 3-4-19

  I recall my experience on Good Morning America. Our story was around life insurance on a stay at home mom.

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Cash Reserves, Credit Card Debt, Debt, Finance, Videos

Financial Foundation- Week 3: Debt

Debt: Why it is important to understand how it happens and how to help your children build habits that will help them minimize consumer debt.

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Financial Literacy, Monday Money Smarts, Videos

Monday Morning Money Smarts – February 25, 2019

Debt: How it happens and how to help your children build good habits to avoid consumer debt.  

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Cash Reserves, Financial Foundation, Goal-Setting, Videos

Creating a Financial Foundation- Part 2: Cash Reserves

Part Two of Creating a Financial Foundation- Cash Reserves.  Why is a cash reserve so important?  How to build one that is right for you!

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Monday Money Smarts, Videos

Monday Money Smarts

 

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Cash Reserves, Credit Card Debt, Debt, Financial Foundation, Videos

Creating a Financial Foundation- Part 1

This is the first installment of of creating a Financial Foundation.  A strong financial foundation can lead to greater financial success.  This installment talks about understanding your cost of living to establish a cash reserve that is in alignment with your needs.

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Shannon Ryan SHANNON RYAN, CFP®
  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan