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Pass Down Your Money Wisdom

In this issue of the Visual Insights Newsletter, we’re sharing some great conversation starters for
talking about money with young people.


Many parents and grandparents find these important conversations hard to start. One survey found that at
least 36% of parents struggle to talk about money with kids, and more than 76% admit to only discussing
money with their children less than once a month.
Yet… 97% agree that teaching kids good financial habits is important.
Why the disconnect between knowing and doing?
Difficulty knowing how to start the conversation…
Fear that they won’t listen…


What’s stopping you? (I’ve got some great conversation starters for you right in this issue of the
Visual Insights Newsletter)


Do you worry that your past financial mistakes compromise your authority around money?
Not even close.
The mistakes you’ve made and the lessons they taught you are powerful.
One, because they’ve given you hard-earned wisdom to share.
Two, because these mistakes are relatable.
If you don’t know how to start these critical financial conversations, start with:
The financial mistake I’ve learned the most from was…
The thing I regret buying the most was…
My proudest financial accomplishment was…
When money was tight, I made it work by…
I am grateful for…
A person whose money wisdom I greatly respect is…
I've learned the most about money by…
The best way I know to build good financial habits is by…
To me, money represents…
When I'm deciding whether to buy something or save the money, I…
My most treasured possession is…
Go ahead and click here to check out other great conversations starters that can jump-start the
money talk with kids.
Are you thinking about more ways to teach the young people in your life good financial habits? Hit reply to
ask me a question.





About Richard

Richard Archer is a financial advisor and the President of Archer Investment Management with more than twenty years of industry experience. He specializes in providing comprehensive financial planning and investment guidance and personalized care and attention to professionals with complex compensation and families pursuing financial freedom. Along with holding a Wharton Bachelor of Science in Economics and a Texas MBA, he is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst®. He combines his advanced industry education and knowledge with his genuine care for people to provide clients with an exceptional experience. To learn more about Richard, connect with him on LinkedIn, Facebook, Twitter or visit www.archerim.com.