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Inhoud geleverd door Jerry Yu. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jerry Yu of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Liz Frazier Peck: Teaching Kids Money Basics Beyond Piggy Banks

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Manage episode 399536025 series 3477430
Inhoud geleverd door Jerry Yu. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jerry Yu of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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 afleveringen

Artwork
iconDelen
 
Manage episode 399536025 series 3477430
Inhoud geleverd door Jerry Yu. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jerry Yu of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

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