Gifts of Financial Wisdom for Your Grandkids (Ep. 8)
Looking for last-minute gift ideas for your Grandkids? Look no further! Although they might be looking for fun toys, it might be time to offer them the gift that keeps on giving; a solid financial foundation.
In this episode, Josh Leonard is joined by Bill Leonard, father and founder of the Leonard Advisory Group. As the holiday season is sneaking up on us, it might be time to start thinking about some non-traditional gifts you can offer your children. These gifts can aid in the stability of their financial future, whether that is opening a savings account for them or offering aid through goal setting.
Josh and Bill discuss:
- Ways to incentivize savings accounts among younger children
- Some out-of-the-box gift ideas you can offer your children or grandchildren that can help their financial future
- Some teachable moments that come from fun experiences
- How to help your children understand the idea of savings
- And more
Resources:
Connect with Josh Leonard:
- jleonard@leonardadvisorygroup.com
- LinkedIn: Josh Leonard
- Leonard Advisory Group
- 412-998-PLAN
- YouTube: Leonard Advisory Group
- Facebook: Leonard Advisory Group
About our Guest:
William Leonard founded Leonard Advisory Group to fill in the gaps he saw when helping his mother plan for retirement. Bill focused much of his career on the insurance and annuity industry. As an independent advisor, he helped thousands of retirees and pre-retirees face the financial challenges that lie ahead with confidence. Since 1996, Bill has worked in a variety of capacities, gaining valuable experience with insurance. In 2007, he became an independent consultant, focusing on income protection and retirement planning. Bill was an honorary host of the “Protecting Your Profits” radio show on 94.5 3WS Pittsburgh and a weekly guest on the national broadcast “Financial Safari” radio show heard locally on NewsTalk 104.7 FM. He has also been featured on WISR 680 AM and WORD FM. In his free time, Bill enjoys traveling, boating, skiing, hiking, biking, restoring antique vehicles, and spending quality time with family, friends, and clients. He has been married to his wife, Cindy, for almost 40 years. They have three children: Zach, Josh, and Zoey, as well as a crazy border collie named Sweep. After over 25 years of assisting families transition into retirement Bill is excited to transition himself into retirement at the end of 2022.
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