Podknife - What Works Wednesday - Financial Literacy with Daniele Beasley by The Perfect RIA

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What Works Wednesday - Financial Literacy with Daniele Beasley

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Nov 16, 2022
Episode Duration |: 00:23:50

On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli, to create an adult coloring book for financial planning called Financial Wellness.

Listen in as Daniele shares how she took her past as a dancer and her love of music and combined it with her financial knowledge to create a book for young adults to help with their financial understanding. She’ll discuss how she hopes to give back to the younger generation and empower them to understand their finances.

https://bit.ly/3ft1GCU

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