We're excited to share our latest episode featuring a fascinating conversation with Liz Frazier-Peck, a fee-only Certified Financial Planner and author of "Beyond Piggybanks and Lemonade Stands."
In this episode, Liz delves into her unique career in financial services and her passion for financial education for kids. Key topics include:
- Career Path: From growing up with a financial planner mom to becoming a leading financial expert herself.
- Financial Education for Kids: The importance of teaching finance at a young age and practical tips for parents.
- Commission vs. Fees: An amusing story about Liz's early passion for fee-only financial planning.
- Client Trends: Observations on changing client needs and the impact of COVID-19 on financial planning.
- Technology in Finance: The impact of digital transactions on children's understanding of money.
I hope you enjoy this episode. Be sure to like and subscribe for more content.
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Information
- Show
- PublishedJune 7, 2024 at 9:49 AM UTC
- Length52 min
- Season1
- Episode15
- RatingClean