Educating Kids on Finances

Hey Wine and Dime listeners! Welcome back to another episode! In this episode we are featuring our own Kate Welker as we talk about educating kids on finances. We think it important to get kids thinking about finances early in life and in this episode, we explore some ways to go about that.

In this episode you will learn.

When Educating Kids on Finances:

  • Be Transparent

  • Let them use money (cash)

  • Engage them in big family financial decisions

Thanks for listening and be sure to like, rate, subscribe and share.

If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.com

Or visit us at www.rootedpg.com/podcasts for full show notes and links!


A LITTLE ABOUT KATE WELKER, CFP®...

CONTACT KATE WELKER

I enjoy helping clients understand their finances and how to use their resources to live their ideal lives. I spent years working in a world that only focused on the investments and I found myself constantly wanting to do more for my clients. The investments are a piece of your puzzle, but I want to look at the big picture made up of all the pieces.

I joined Rooted Planning Group to be able to offer comprehensive advice to my clients. Working with a team of financial planners lets me focus on building client relationships while bringing the knowledge and experience of the group to the table.

I specialize in working with small business owners as well as busy working families. I was raised by hard working parents who both owned their own businesses, so I intimately understand what that lifestyle entails, the struggles, the responsibility, and the freedom.  My current life can be summarized by busy working family; balancing careers, time, finances, and children is a reality I understand. I also love to travel, get lost in books, and savor time with my family.


BREAD & BUTTER CALIFORNIA CABERNET SAUVIGNON

A ripe and robust Cabernet Sauvignon that charms with layers of mocha, fresh berries, blackcurrant and subtle black pepper, toasted oak and rich vanilla. Round and luscious with a hint of spice, soft tannins weave into a smooth and lingering finish.


THIS EPISODE WAS PRESENTED BY

AMY IRVINE

ROOTED PLANNING GROUP

10 EAST MARKET STREET

CORNING NY 14830

WWW.ROOTEDPG.COM

EMAIL: AMY@ROOTEDPG.COM