About this episode

Kathleen Coxwell discusses the importance of teaching financial values to heirs through open conversations and real-world financial decisions.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2998: Kathleen Coxwell emphasizes that teaching financial values goes beyond knowledge, it requires curiosity, skepticism, and a commitment to lifelong learning. By modeling open conversations about money and guiding children through real-world financial decisions at every stage of life, you equip them with the mindset and tools needed to build lasting wealth and independence. Read along with the original article(s) here: https://www.boldin.com/retirement/passing-on-financial-values-to-your-heirs/ Quotes to ponder: "Don’t put your financial future at risk by accepting other peoples’ assumptions or taking their advice uncritically." "Financial literacy has become ever more important as the old financial safeguards of the 20th century, pensions and Social Security, have either fallen away or grow more unsustainable." "Lifelong learning and a growth mindset are proven to deliver happier and more productive lives." Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Greg Audino

Guest: Kathleen Coxwell

Topics covered

• financial values
• wealth building
• financial literacy
• parenting
• lifelong learning

Keywords

• financial legacy
• money conversations
• wealth independence
• financial education
• growth mindset

Mentioned in this episode

Organizations: Boldin, Optimal Living Daily, megaphone.fm

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