The Ascent with Crestmont Private Wealth - Bridging Financial Literacy
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to Cart failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from wishlist failed.
Please try again later
Adding to library failed
Please try again
Follow podcast failed
Please try again
Unfollow podcast failed
Please try again
The Ascent with Crestmont Private Wealth - Bridging Financial Literacy
-
Narrated by:
-
By:
Sam McGee and Alec Walker speak about Financial Literacy Gaps Between Spouses and Across Generations.
They explore common scenarios where one spouse may be less financially literate and the potential issues that can arise when one partner is solely responsible for managing finances. Alec shares insights and experiences on engaging both spouses in financial planning, emphasizing the benefits of regular discussions about finances and involving family members from a young age.
Original Air Date: June 14, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact: www.crestmontpw.com
Alec Walker in Houston: 831-280-5288
Sam McGee in Boerne: 830-368-2898
- 00:00 Introduction and Disclaimers
- 00:28 Meet the Hosts and Guest
- 00:48 Understanding Financial Literacy in Relationships
- 02:29 Engagement and Financial Planning
- 05:45 Discussing Money with Children
- 10:14 Generational Differences in Financial Management
- 12:47 Conclusion and Final Thoughts
See omnystudio.com/listener for privacy information.
No reviews yet