Budgets, Children and Money, Financial Literacy, Videos

Monday Money Smarts 7-22-19

How do children learn? How do you learn? Raising financially savvy children, one experience at a time.

View Vlog...
risk, time horizon, Videos, Wednesday Wisdom

Investing 101: Risk and Time Horizon

Understanding Risk and Time Horizon enables your children to make appropriate investment choices for their goals. Why using “piggy bank” savings is NOT a good method to teach this lesson.

View Vlog...
Monday Money Smarts, Tips, Videos

Monday Money Smarts 7-15-19

Value Stock vs Growth Stock

View Vlog...
asset allocation, Videos

Investing 101: Asset Allocation

Asset Allocation is an important part of the investment conversation with your kids. What is Asset Allocation? Here is an easy way to start the conversation.

View Vlog...
Monday Money Smarts, Videos

Monday Money Smarts 7-8-19

Education on investing is key to your children’s future investing success.

View Vlog...
Bonds, Videos

Investing 101: What is a Bond

What is a Bond and how do you teach your kids about bonds?? Build a financial term foundation starting with the basics of bonds.

View Vlog...
Monday Money Smarts, Videos

Monday Money Smarts 7-1-2019

Sell in May and Go Away??

View Vlog...
  • 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