EPISODE · Feb 21, 2025 · 38 MIN
Ep. 8 - Everything "Kids and Money"
from Playbook of the Wealthy · host Playbook of the Wealthy
Heather Townsend joins Retirement Matters to explore smart family financial strategies. From tax deductions and 529 plans to custodial Roth IRAs and allowances, they dive into teaching kids about money, handling financial windfalls, and balancing support with responsibility. They also share personal insights on setting financial goals and fostering family conversations about money. Tune in for practical tips on building financial literacy at home!
What this episode covers
Heather Townsend joins Retirement Matters to explore smart family financial strategies. From tax deductions and 529 plans to custodial Roth IRAs and allowances, they dive into teaching kids about money, handling financial windfalls, and balancing support with responsibility. They also share personal insights on setting financial goals and fostering family conversations about money. Tune in for practical tips on building financial literacy at home!
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Ep. 8 - Everything "Kids and Money"
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