[HTFF FAVORITE] Trade or Treat & Gifting Stock Shares with Chuck Jaffe (Money Life)

We are hanging out with Chuck Jaffe.

He’s an award winning journalist and is the author of three books including “Getting Started In Finding a Financial Advisor”, “The Right Way to Hire Financial Help” and “Chuck Jaffe’s Lifetime Guide to Mutual Funds”.

Chuck can also be heard as the host of the Money Life Podcast.

But today we are here to talk about his very cool twist on Trick-Or-Treating.

Timeline:

• 00:58 – Intro
• 01:37 – Chuck’s Trade or Treat Tradition
• 15:00 – Lasting Memories of Trade or Treat
• 16:39 – Alternative Version of Trade or Treat
• 18:11 – Reasons to Host a Trade or Treat
• 21:37 – Trade or Treat’s Cost
• 24:27 – Money Lessons of Trade or Treat
• 31:24 – Do You Ever Get Pushback From Parents?
• 41:08 – Contacting Chuck
• 43:44 – Gifting Stock Shares
• 59:07 – Taking Children to Shareholder’s Meetings

Resources & Links:

• Hustle to Financial Freedom
• National Financial Educators Council Cash for Candy
• Zany Brainy
• Fidelity – Fractional Shares
• Schwab Stock Slices
• Money Life with Chuck Jaffe
• Facebook: MoneyLifeShow
• Twitter: MoneyLifeShow

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