Monday Money Smarts, Money Happiness, Videos

Monday Money Smarts 9-2-19

Budgets, your kids and guilt!

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asset allocation, retirement, Videos

Retirement – What we learn from our Family

Our family of origin can have a significant impact on our money emotions and how we save for retirement.

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Money Conversations, Money Happiness, retirment, Videos

Monday Money Smarts 8-26-19

When is one of the best times to teach your kids about Retirement??

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Social Security, Uncategorized, Videos

Social Security: How do you introduce this retirement topic to your kids.

      How do you start teaching your kids about Social Security? It is a confusing topic, even for adults. This video points you towards your resources and the #1 thing to teach your kids to do every year they earn income.  

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Money Happiness, Videos

Monday Money Smarts 8-19-19

Money Happiness

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retirment, Videos, volatility

Retirement: How much money do you really need to retire?

How do you determine how much money you need to retire? Consider including your kids in the discussions around retirement.

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money, retirment, Videos

Retirement: First 2 concepts to teach your children.

Retirement is a big topic for kids, in this video we discuss the first two concepts to teach your kids about retirement.

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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