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Nurturing Financial Literacy in Kids with Lauren Rosberg

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Manage episode 430709486 series 3305155
Contenu fourni par Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field.
Here’s some of what we discuss in this episode:

0:00 – Intro

1:04 – Lauren’s financial planning background

4:54 – Lauren’s money story

11:27 – Making money conversations fun for your children

20:09 – The value of spending money wisely

25:51 – Starting financial literacy conversations with kids early on
Learn more about Lauren

Lauren Rosberg, MA CFP®, CRPC® CDFA® began her career as an advisor over fifteen years ago. She cares deeply for her clients and loves being able to provide comprehensive financial plans to guide clients to their goals. She is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Lauren has a master’s degree in industrial/organizational psychology.

Lauren lives in Libertyville with her husband, Eric. She is blessed with their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they added Oliver, a goldendoodle puppy, to complete their family. In her spare time, she enjoys being a classroom volunteer, jiu-jitsu, stand-up paddle boarding, ice skating, and reading.
Episodes Links

Lauren on Purse Strings

https://pursestrings.co/professional/financial-advisor/illinois/schaumburg/lauren-rosberg-ma-cfp-crpc-cdfa-aep/

Lauren at Mercer Advisors

https://www.merceradvisors.com/meet-our-team/lauren-rosberg/

Lauren on LinkedIn

https://www.linkedin.com/in/laurenkk/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

  continue reading

65 episodes

Artwork
iconPartager
 
Manage episode 430709486 series 3305155
Contenu fourni par Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Barbara Provost & Maggie Nielsen, Barbara Provost, and Maggie Nielsen ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field.
Here’s some of what we discuss in this episode:

0:00 – Intro

1:04 – Lauren’s financial planning background

4:54 – Lauren’s money story

11:27 – Making money conversations fun for your children

20:09 – The value of spending money wisely

25:51 – Starting financial literacy conversations with kids early on
Learn more about Lauren

Lauren Rosberg, MA CFP®, CRPC® CDFA® began her career as an advisor over fifteen years ago. She cares deeply for her clients and loves being able to provide comprehensive financial plans to guide clients to their goals. She is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Lauren has a master’s degree in industrial/organizational psychology.

Lauren lives in Libertyville with her husband, Eric. She is blessed with their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they added Oliver, a goldendoodle puppy, to complete their family. In her spare time, she enjoys being a classroom volunteer, jiu-jitsu, stand-up paddle boarding, ice skating, and reading.
Episodes Links

Lauren on Purse Strings

https://pursestrings.co/professional/financial-advisor/illinois/schaumburg/lauren-rosberg-ma-cfp-crpc-cdfa-aep/

Lauren at Mercer Advisors

https://www.merceradvisors.com/meet-our-team/lauren-rosberg/

Lauren on LinkedIn

https://www.linkedin.com/in/laurenkk/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

  continue reading

65 episodes

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