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Purefinancial
Financial literacy is key to making informed decisions about money management. Pure’s Associate Advisor, Joe Schaaf, CFP®, AIF®, shares expert tips to enhance your financial skills in budgeting, retirement planning, and beyond. Transcript You might be wondering: What exactly is financial literacy? Financial literacy is the ability to understand and use financial knowledge to make […]
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know. Plus, Hap and Bee have a military pension and VA disability – Joe and Big Al spitball on when they’ll be able to retire, and what they need to do to get there. And they spitball on whether Grace in Seattle is on track to retire early at age 55. David and Victoria in Grand Rapids, Michigan are killing the game – in their early 30s with $400,000 income and over a million saved. When should they start funding the traditional retirement accounts instead of the Roth accounts? And find out how the first annual Anderson Household Financial Summit went!
