Artwork

Nội dung được cung cấp bởi Jerry Yu. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jerry Yu hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Player FM - Ứng dụng Podcast
Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !

Liz Frazier Peck: Teaching Kids Money Basics Beyond Piggy Banks

18:06
 
Chia sẻ
 

Manage episode 399536025 series 3477430
Nội dung được cung cấp bởi Jerry Yu. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jerry Yu hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Do you want to improve your financial habits and increase your financial knowledge? Join me as I share the solution to achieving greater financial literacy and improved money management skills. Gain a better understanding of how to handle finances and make informed financial decisions. Let's work together to build a financially savvy society.

About Liz Frazier Peck:

Liz Frazier Peck is a prominent figure in the world of financial literacy, known for her engaging approach to teaching kids about money. As the author of "Beyond Piggy Bank and Lemonade Stands: How to Teach Young Kids About Finance," Liz has leveraged her background in financial planning to create relatable content and resources. Her role as the executive director of financial literacy at Cooper reflects her commitment to shaping the financial habits of the next generation and making financial education more accessible to teens. With a focus on empowering parents and educators to prioritize financial education for kids, Liz's work as a regular contributor on Forbes.com underlines her dedication to simplifying finance and providing valuable insights.

On today’s Fortify Your Financial Kingdom, Liz and Jerry discuss how to:

  • Learn how to create a tailored financial plan that suits your unique needs and goals.
  • Uncover effective strategies for bridging gaps in financial services to ensure inclusivity for all.
  • Empower yourself through valuable financial education to take control of your financial well-being.

Key Takeaways:

  • Mastering Financial Literacy:

Promoting financial education helps individuals to fundamentally understand money, in terms of earning, saving, investing, and debt management.

  • Starting Early with Education:

Introducing financial concepts early on and in a fun, relatable way can cultivate lifelong positive financial habits.

  • Essential Financial Planning:

Liz's commitment to serving this often-overlooked group signifies the importance of developing and implementing financial strategies tailored to anyone's needs.

I think the most important thing is to be prepared. When you first have a child, or even when you're just thinking about a child, one of the first things you should think about is life insurance. "

—Liz Frazier Peck

Contact Liz:

Forbes Profile: https://www.forbes.com/sites/lizfrazierpeck/?sh=6228d2de2cf5

Amazon Book: https://www.amazon.com/Beyond-Piggy-Banks-Lemonade-Stands/dp/1475847610

Twitter: https://twitter.com/lfrazierpeck

LinkedIn: https://www.linkedin.com/in/lfpprofile/

Instagram: https://www.instagram.com/lizfrazierpeck

Website: https://lizfrazier.com/

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)

Office: 500 Technology Dr., #300. Irvine, CA 92618

Work: (626) 269-9098

Cell: (626) 890-0090

Email: jerry.yu@reignfinancialservices.us

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

43 tập

Artwork
iconChia sẻ
 
Manage episode 399536025 series 3477430
Nội dung được cung cấp bởi Jerry Yu. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jerry Yu hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Do you want to improve your financial habits and increase your financial knowledge? Join me as I share the solution to achieving greater financial literacy and improved money management skills. Gain a better understanding of how to handle finances and make informed financial decisions. Let's work together to build a financially savvy society.

About Liz Frazier Peck:

Liz Frazier Peck is a prominent figure in the world of financial literacy, known for her engaging approach to teaching kids about money. As the author of "Beyond Piggy Bank and Lemonade Stands: How to Teach Young Kids About Finance," Liz has leveraged her background in financial planning to create relatable content and resources. Her role as the executive director of financial literacy at Cooper reflects her commitment to shaping the financial habits of the next generation and making financial education more accessible to teens. With a focus on empowering parents and educators to prioritize financial education for kids, Liz's work as a regular contributor on Forbes.com underlines her dedication to simplifying finance and providing valuable insights.

On today’s Fortify Your Financial Kingdom, Liz and Jerry discuss how to:

  • Learn how to create a tailored financial plan that suits your unique needs and goals.
  • Uncover effective strategies for bridging gaps in financial services to ensure inclusivity for all.
  • Empower yourself through valuable financial education to take control of your financial well-being.

Key Takeaways:

  • Mastering Financial Literacy:

Promoting financial education helps individuals to fundamentally understand money, in terms of earning, saving, investing, and debt management.

  • Starting Early with Education:

Introducing financial concepts early on and in a fun, relatable way can cultivate lifelong positive financial habits.

  • Essential Financial Planning:

Liz's commitment to serving this often-overlooked group signifies the importance of developing and implementing financial strategies tailored to anyone's needs.

I think the most important thing is to be prepared. When you first have a child, or even when you're just thinking about a child, one of the first things you should think about is life insurance. "

—Liz Frazier Peck

Contact Liz:

Forbes Profile: https://www.forbes.com/sites/lizfrazierpeck/?sh=6228d2de2cf5

Amazon Book: https://www.amazon.com/Beyond-Piggy-Banks-Lemonade-Stands/dp/1475847610

Twitter: https://twitter.com/lfrazierpeck

LinkedIn: https://www.linkedin.com/in/lfpprofile/

Instagram: https://www.instagram.com/lizfrazierpeck

Website: https://lizfrazier.com/

About the host, Jerry Yu:

Jerry Yu, a retirement and income strategist, specializes in aiding individuals aged 50 and older facing retirement challenges. He designs customized financial blueprints to safeguard retirees' savings from longevity risk, inflation, and sequence-of-returns concerns. Jerry's expertise includes guiding those through the critical "Retirement Red Zone," offering insights on supplemental lifetime income streams, and implementing strategies to counter inflation. His mission is rooted in rectifying the misconception that wealth accumulation strategies are the same as those for spending down assets in retirement, ensuring a secure financial descent for retirees.

Contact Jerry:

Website: www.reignfinancialservices.us

Linkedin: www.linkedin.com/in/jerry-yu-4a293430/

Facebook: www.facebook.com/reign.financial.insurance

Instagram: www.instagram.com/reign.financial

YouTube: Search for “Jerry Yu – The Family Money Doctor” (https://www.youtube.com/channel/UCe8Nv41YuU_iIvKe7XKhaoA)

Office: 500 Technology Dr., #300. Irvine, CA 92618

Work: (626) 269-9098

Cell: (626) 890-0090

Email: jerry.yu@reignfinancialservices.us

Show notes by Podcastologist: Hanz Jimuel Alvarez

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

43 tập

همه قسمت ها

×
 
Loading …

Chào mừng bạn đến với Player FM!

Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.

 

Hướng dẫn sử dụng nhanh