Excel in Retirement: Financial Stewardship for Lasting Confidence
Excel in Retirement: Financial Stewardship for Lasting Confidence
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24. The Smart Kid Blueprint: Teaching Financial Wisdom To Your Kids or Grandkids

00:37:03
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This episode explores how parents and grandparents can teach children financial literacy through practical steps like saving, spending, and understanding credit. Hosted by Andy Traub with expert advice from David C. Treece, it covers real-life stories, account types, and strategies to foster financial responsibility from a young age.

00:00 Introduction to Financial Education for Kids

05:57 Teaching Kids About Interest and Debt

11:54 The Role of Allowances in Financial Literacy

17:28 The Value of Saving and Financial Education

23:58 Understanding Credit and Its Importance

30:00 Building Financial Independence for Future Generations


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Excel and Retirement Newsletter

https://www.excelinretirement.com


Reach out to David

hello@clientsexcel.com

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28. Is it too late to switch financial advisors?

28. Is it too late to switch financial advisors?

Today David tells you why it’s important to switch your financial advisors later in life if you aren’t confident they are going to guide you into this next chapter of life. You’ll learn how to do it smoothly, and how to manage expectations of the new advisor. We discuss common reasons for switching…
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31. Is Spreading Your Accounts Around Helpful?

31. Is Spreading Your Accounts Around Helpful?

In this episode, David Treece discusses the importance of consolidating and organizing your financial accounts to avoid redundancy, confusion, and inefficiency. He shares practical analogies and strategies to help listeners simplify their financial lives and prepare for a successful retirement. Go…
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30. How to overcome your family's financial mindset

30. How to overcome your family's financial mindset

David Treece explores the deep-rooted emotional and psychological aspects of money, discussing how childhood experiences, communication, and gratitude influence our financial behaviors and well-being. They share practical insights for fostering healthier money habits and conversations, especially i…
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27. How AI can help you make better financial decisions

27. How AI can help you make better financial decisions

Today David explores the positive applications of artificial intelligence in personal finance, emphasizing simple, value-driven approaches. Guests discuss how AI can enhance financial literacy, decision-making, and time efficiency, while also highlighting the importance of discernment and human ove…
00:24:18
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29. 11 Important Moments to Call Your Financial Advisor

29. 11 Important Moments to Call Your Financial Advisor

In this episode, financial advisor David Treece shares eleven critical moments when you should contact your financial advisor, from health shocks to geopolitical turmoil. Learn how to prepare and respond to life's financial huddles to secure your future. 01:30 Immediate health shock and its financi…
00:23:00
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免責: このページに埋め込まれているポッドキャストとアートワークは David Treece からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。
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