Children and Money, Finance, money, Videos

Monday Money Smarts 10-14-19

How do you know you have the right financial advisor??

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Ask Questions, asset allocation, Money Conversations, Money Happiness, retirement, stock, Stock market, Videos

Investing: Ask, Ask, Ask!

Ask, Ask, Ask! Teach your kids to ask questions until they really understand the investment. Asking questions does not make you foolish, it makes you a good investor.

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Building gratitude, Cash Reserves, Children and Money, Fear, Videos

Monday Money Smarts 10-7-19

FEAR!  #1 Emotion around money.

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investing, money, stock, Tips, Videos

Investing: Hot Stock Tips

How to handle the Hot Stock Tip.

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stock, Stock market, Videos

Monday Money Smarts 9-30-19

Stock market investing can be scary but history has taught us that equity investing is an important part of how wealth grows. Teach your kids to understand the numbers.

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fees, Finance, money, Money Conversations, Money Happiness, Videos

Investing: Fees, what you need to know.

Do you know what you pay in investment fees? Teach your children to ask!

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Monday Money Smarts, The Markets, time horizon, Uncategorized, Videos

Monday Money Smarts: 9-23-19

Inflation, what is is? This Monday Monday Money Smarts discusses why is it an important topic for your kids when teaching them about the economy and investing.

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  • 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