Private Client Video Resources
Educating the Financial Novice
1-HOUR VIDEO SERIES
Evolve from financial novice to financial knower, from checked-out to checked-in when it comes to your Money IQ. Where to begin? In this series Joline Godfrey, author of Raising Financially Fit Kids, shares four tactics to get you started. Moving from novice to knower is a process. Like mastering a new language or learning to play the clarinet—it’s not easy and it doesn’t happen overnight, but this conversation will give you the foundational tools to get you there.
Taming Financial Stress
50-MINUTE VIDEO SERIES
There are four different categories of financial stress we may come up against in life. Fortunately there are also four strategies for taming their power over us. Joline Godfrey—one of the world's leading authorities on financial education and author of Raising Financially Fit Kids—walks us through how to cope with financial stressors head on through personal action, collective collaboration, gaining knowledge, and implementing change strategies.