Change Your Financial Future

 

 

Take away: Money is a tool, and its a tool to use to meet the dreams and goals you want and to be a help to others.

 

Action step: Think about family members, friends or anybody that might be struggling, reach out and help them.

 

Money Learnings: Debbie as a child learned that money is precious, will not last for long and you have to make due with what you have. Learned a little about money in school and decided to become CPA later on.

 

Bio: Debbie Todd, a licensed CPA and financial educator for 23 years, owns her own boutique tax and business strategy firm, after leaving a career in finance, treasury and public debt in 2013.

 

Besides tax, her passion is helping families with have fun getting smart with “all things money” so they can live their best life – including a dynamic interactive money theater program for kids as well as a robust web and app-based teen curriculum!

 

Highlights from this episode: Link to episode page

 

• Money tendencies
• Debbie tells how she chose to became a CPA
• Teaching kids about money
• Debbie talks about her program Dollars and Good Sense
• When can a parent start teaching their children simple concepts about money
• Taxes has been number one budget item
• Why people have issues in talking about money

 

https://dollarsandgoodsense.org/

https://dollarsandgoodsense.org/for-caring-community-leaders/

https://www.youtube.com/watch?v=-dDthftQUd4

 

Neil Howe’s video on generations: https://www.youtube.com/watch?v=lX1Csk2vn5A

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

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https://richersoul.com/

 

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

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