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Personal Finance 101: How to Teach Teens About Money - 465

Personal Finance 101: How to Teach Teens About Money - 465

FromYour Money, Your Wealth


Personal Finance 101: How to Teach Teens About Money - 465

FromYour Money, Your Wealth

ratings:
Length:
46 minutes
Released:
Jan 23, 2024
Format:
Podcast episode

Description

How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth® podcast 465 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Hap and Bee have a military pension and VA disability - Joe and Big Al spitball on when they’ll be able to retire, and what they need to do to get there. And they spitball on whether Grace in Seattle is on track to retire early at age 55. David and Victoria in Grand Rapids, Michigan are killing the game - in their early 30s with $400,000 income and over a million saved. When should they start funding the traditional retirement accounts instead of the Roth accounts? And, find out how the first annual Anderson Household Financial Summit went! Access this week's free financial resources and the episode transcript in the podcast show notes, and Ask Joe & Big Al On Air for your Retirement Spitball Analysis, at https://bit.ly/ymyw-465  Timestamps: 00:00 - Intro 00:53 - Financial Guidance for Teenagers (CJ, Philadelphia - voice) 07:43 - How to Start a Finance 101 High School Course? (Teresa) 13:12 - EASIretirement.com - free retirement calculator 14:18 - Military Spitball: When Will I Be Able to Retire (Hap & Bee, CA) 22:56 - Anderson Family Financial Summit 26:03 - Spitball If I Can Retire Early at Age 55 (Grace, Seattle) 33:02 - 10 Will & Trust Mistakes to Avoid | Estate Planning - YMYW TV Estate Plan Organizer and Survivor’s Guide - free download 33:51 - Killing it at 34, When to Consider Contributing to Traditional IRA? (David & Victoria, Grand Rapids, MI) 44:43 - The Derails
Released:
Jan 23, 2024
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com