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69.Raising Financially Savvy Kids: An Insightful Conversation with guest, Brian Sarff

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Innehåll tillhandahållet av Unlikely Housewives. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Unlikely Housewives eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Curious how to help your kids become financially savvy? It's no secret that financial knowledge is power and in today's episode, we're joined by the insightful financial planner, Bryan Sarff, to give you a roadmap. Drawing from his wealth of experience in the financial world, Bryan offers practical advice on how to navigate this often daunting subject with ease, from introducing concepts like earning, saving, investing and debt to more advanced topics like taxes and retirement planning.

Bryan Sarff is the founder and CEO of True Wealth & Company and has been serving clients’ financial needs since 2003. His services cover all areas of the wealth management process, including business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning. Bryan acts as a personal wealth manager for successful business owners and thrifty millionaires who want to ‘Make Work Optional’. When working with clients, his highest priority is to help them “achieve financial independence and economic freedom” so they can spend more time doing what they love.

Our conversation didn't just revolve around traditional money management. With the world becoming increasingly digital, the concept of money is evolving and it's crucial that we adapt our financial education to reflect that. From digital transactions to the concept of virtual cash, we explored how to ensure our kids grow up understanding the value of money in an increasingly cashless age.

During our conversation, we found ourselves discussing one of the most challenging concepts for kids to grasp - debt. To aid in this, we explored a range of online resources and even AI that can help explain it in a digestible way. We also touched on the importance of teaching children how to find information for themselves, fostering independence and curiosity. Bryan also shared his insights on retirement planning, underlining the importance of having a plan and managing debt. So, join us on this journey where we cover financial literacy, offering valuable tips and insights to help prepare your kids for a financially secure future.

To learn more about Bryan, please connect with him on LinkedIn.

To contact Bryan and schedule time with him, their office at (913) 653-8783 or reach out to his assistant, Emily, at Emily@RetireWithTrue.com.

Sunlighten Sauna Sponsor: https://get.sunlighten.com/unlikely Save up to $600!

Join our community on Facebook and connect with us on Instagram!

Write an apple review and YOUR review could be read on our next episode!

Hosted by Tori Shirah and Tracy Stine

Contact us ➡️ UnlikelyJoCo@gmail.com

  continue reading

92 episoder

Artwork
iconDela
 
Manage episode 390346230 series 3012628
Innehåll tillhandahållet av Unlikely Housewives. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Unlikely Housewives eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Curious how to help your kids become financially savvy? It's no secret that financial knowledge is power and in today's episode, we're joined by the insightful financial planner, Bryan Sarff, to give you a roadmap. Drawing from his wealth of experience in the financial world, Bryan offers practical advice on how to navigate this often daunting subject with ease, from introducing concepts like earning, saving, investing and debt to more advanced topics like taxes and retirement planning.

Bryan Sarff is the founder and CEO of True Wealth & Company and has been serving clients’ financial needs since 2003. His services cover all areas of the wealth management process, including business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning. Bryan acts as a personal wealth manager for successful business owners and thrifty millionaires who want to ‘Make Work Optional’. When working with clients, his highest priority is to help them “achieve financial independence and economic freedom” so they can spend more time doing what they love.

Our conversation didn't just revolve around traditional money management. With the world becoming increasingly digital, the concept of money is evolving and it's crucial that we adapt our financial education to reflect that. From digital transactions to the concept of virtual cash, we explored how to ensure our kids grow up understanding the value of money in an increasingly cashless age.

During our conversation, we found ourselves discussing one of the most challenging concepts for kids to grasp - debt. To aid in this, we explored a range of online resources and even AI that can help explain it in a digestible way. We also touched on the importance of teaching children how to find information for themselves, fostering independence and curiosity. Bryan also shared his insights on retirement planning, underlining the importance of having a plan and managing debt. So, join us on this journey where we cover financial literacy, offering valuable tips and insights to help prepare your kids for a financially secure future.

To learn more about Bryan, please connect with him on LinkedIn.

To contact Bryan and schedule time with him, their office at (913) 653-8783 or reach out to his assistant, Emily, at Emily@RetireWithTrue.com.

Sunlighten Sauna Sponsor: https://get.sunlighten.com/unlikely Save up to $600!

Join our community on Facebook and connect with us on Instagram!

Write an apple review and YOUR review could be read on our next episode!

Hosted by Tori Shirah and Tracy Stine

Contact us ➡️ UnlikelyJoCo@gmail.com

  continue reading

92 episoder

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