CFAL Talks Podcast CFAL Talks Podcast

Talking to children about money is crucial for their future financial wellbeing. Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor are joined by Marketing Coordinator Paige McCartney as they discuss how starting the conversation about money early in an age-appropriate way can lay the foundation for responsible money management for your children in the future.

On May 29, 2024, Prime Minister Phillip Davis presented his budget communication for the 2024/2025 fiscal year. Our host Pamela Ferguson analyzes the country’s fiscal position along with Angelo Butler, Manager, Corporate Advisory Services, and Lashell White, Investments Manager. They breakdown what was announced and what they believed was missing from the prime minister’s communication.

Have you thought about how your family will manage when you are no longer with them? In this informative episode of CFAL Talks Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor sit with Attorney and Compliance Officer Samantha Satchell to discuss the importance of drafting a will or setting up a trust to ensure your assets are passed down to the people you love when you die.

Retirement is considered something you can only achieve in your older years, but retiring early is possible if you plan early. Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor speak with Private Wealth Manager Jeanelle Francis about the strategies you can implement to become financially independent.

Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor continue their discussion with Colina Financial Services Advisor Jessica’Lyn Miller on the benefits of insurance and how it can help you secure a more financially stable future.

How does life insurance help you plan for a more secure future? Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor discuss the benefits of life insurance with Colina Financial Services Advisor Jessica’Lyn Miller.