Monthly Archives: August 2018

Episode 18 – How to Talk to Grandchildren About Investing

As a grandparent, you have a part to play in helping your grandchildren launch out into the world. Take every opportunity now to share your experiences and help them learn from your mistakes. (And we’ve all made mistakes!)

Specifically, be sure to talk to your grandchildren about investing. Imagine if they started saving money now? Your grandchildren could set themselves up for a wonderful retirement!

In this episode, you’ll learn 10 ways to help your grandkids start investing early on. Listen in as Jim Black explains how to speak on your grandchildren’s level and have a comfortable conversation about saving money.



Episode 17 – It’s Time for Financial Spring Cleaning

It is time to do some financial spring cleaning!

Today, Matt Halloran and Jim Black discuss ways for retirees to tweak their budgets, organize their bank accounts and, ultimately, simplify their lives. From protecting your assets to managing your income sources, doing some maintenance on your finances can help you enjoy retirement that much more.

It’s out with the old and in with the new! Tune in to get Jim’s expert advice on your financial spring cleaning.