#023. Today’s guest is Alissa Maizes. We talk about what led Alissa to pursue a change in career as a financial planner, after a career spent helping not-for-profits raise millions of dollars. We discuss some great strategies and solid examples of how parents can develop their kids mindset around giving and helping others. Alissa covers how parents can develop their kids mindset around gratitude. She also dives into strategies of how we can help kids build long-term savings, including a matching strategy to incentivize our kids to save. We discuss strategies on what parents can do to teach their kids about financial self-confidence and control.
We also dive into the importance of being intentional, open and honest about money with our kids, especially during more difficult times. We get into how teaching our kids to invest can amplify their wealth, including how mutual funds or exchange-traded funds can be a better choice. And we review what it really means to be a fee-only fiduciary and the benefits of working with one, when reviewing our own financial plans.
Show notes and more at:
