Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Shallon Weis, CFP, Shallon Weis, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shallon Weis, CFP, Shallon Weis, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode 18 | How to Talk to Your Kids About Money: Tools for Every Age

17:15
 
Share
 

Manage episode 522207276 series 3331540
Content provided by Shallon Weis, CFP, Shallon Weis, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shallon Weis, CFP, Shallon Weis, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Title: How to Talk to Your Kids About Money: Tools for Every Age

In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.

From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.

Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.

Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.

OUR APPROACH

Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.

Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.

OUR WEALTH MANAGEMENT SERVICES

Bradford Financial Center offers individual and corporate services in:

  • Financial Consulting
  • Investments
  • Tax-Savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'RE SOCIAL

Connect with us to read the latest financial trends and market updates.

Facebook

Instagram

LinkedIn

SUBSCRIBE

To receive our monthly financial news email in your inbox, subscribe HERE.

DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 522207276 series 3331540
Content provided by Shallon Weis, CFP, Shallon Weis, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shallon Weis, CFP, Shallon Weis, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Title: How to Talk to Your Kids About Money: Tools for Every Age

In this episode of Your Wealth Journey, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, unpack one of the most important lessons parents can teach...how to talk to your kids about money.

From preschoolers learning the basics of saving, spending, and giving, to teens managing their first paychecks or budgeting for college, Shallon and Jim share age-appropriate strategies to make financial education part of everyday life. They explore fun, practical tools like the three-jar system, kid-friendly allowance apps, games that teach money management, and creative ways to involve kids in real family budgeting.

Whether you’re just starting the conversation or looking for new ways to make money lessons stick, this episode offers encouragement, expert insight, and simple ideas for raising confident, financially capable kids.

Stay tuned for the Five in Five segment at the end, where Shallon and Jim share five top resources to help your family make money lessons fun, hands-on, and meaningful.

OUR APPROACH

Today's investor needs more than a portfolio manager; they need a dedicated financial consultant who can professionally evaluate all elements that make up your financial landscape and offer customized strategies that achieve your goals.

Bradford Financial Center advisors evaluate your risk, tax liability, retirement planning, legal obligations, and more, and then advise only on investments and strategies that make sense to your financial situation.

OUR WEALTH MANAGEMENT SERVICES

Bradford Financial Center offers individual and corporate services in:

  • Financial Consulting
  • Investments
  • Tax-Savings Strategies
  • Feasibility Studies
  • Risk Management
  • Retirement and Estate Planning, Trust Planning
  • Business Development and Business Valuations

WE'RE SOCIAL

Connect with us to read the latest financial trends and market updates.

Facebook

Instagram

LinkedIn

SUBSCRIBE

To receive our monthly financial news email in your inbox, subscribe HERE.

DISCLAIMER: This podcast is for general information and educational purposes only and is not intended to be specific advice for any individual. Consult your financial professional regarding your situation.

  continue reading

18 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play