Fill out this form to receive our free 39-page Family Wealth and Happiness guidebook. You'll also receive periodic updates from me to help you take your family to the next level.
For many people, creating generational wealth includes helping cover the cost of college for their kids. But what does that actually mean? You don’t want to save too little or too much. If you’ve ever…
I love to read books to my kids before they go to bed. It’s a special time when we relax, joke around, and maybe learn a thing or two. Since I’m a bit of a…
Hi everyone! We’ve got a great guest post today from Mary Morris, the CEO of Virginia529! Mary is a leading voice and advocate for the benefits of a 529 plan and that’s exactly what she’s…
As a frugal dude, I’m always looking for ways to save money on my daily expenses. But I’m also conscious of not cutting out the stuff my family really enjoys. Instead of slashing our coffee…
Amy asks “How can I get my kids interested in investing? And where should I start?” To help me answer her question, I invited Rishi Vamdatt to the show. Rishi is an 11-year-old financial educator…
Kat from San Diego touched base and wanted to know the best way to invest for her child’s future. Here’s her question: “My husband & I are looking into opening an investment/savings account for our…