Ep 9: Back-to-School: Ways You Can Teach Financial Literacy in Your Home

13/09/2022 41 min

Listen "Ep 9: Back-to-School: Ways You Can Teach Financial Literacy in Your Home"

Episode Synopsis

In episode #9 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses the need for Financial Literacy, an important topic that is near and dear to his heart.  School is in session!  Topics Discussed:- Alarming statistics about the lack of Financial Literacy in both Adults and Children- Ways we can teach and promote financial literacy in our homes- The importance of confidenceHope you enjoy the $how!Episode 9 Key Takeaways 00:00 The early influences that led Kelly Klingaman to pursue a career in finance.  07:29 What are some of the best ways to teach your children about money?  17:42 How can adults promote financial literacy to children?  25:16 The considerations that go into making the leap to run your own business.  30:40 How observing other financial advisors gave Kelly the confidence to start her own practice. 39:09 A close look at American financial literacy statistics. The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

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