New dad and financial advisor Kevin Matthews wanted to start teaching his baby about money even before his son was born- and almost missed his birth! But the video evidence of his dedication to the future financial health of his baby is a gift that is truly one of a kind.
In Kevin’s money story you will learn:
-Why he felt so compelled to shoot a video right before his son was born
-The strategy he wanted to share that would make his newborn child a millionaire
-The three specific things he will do to make sure his son is a millionaire
-Why he regrets taping the video
In Kevin’s money lesson you will learn:
-Why planning ahead or recording in advance would have been a better move in retrospect
-How he will alter his strategy with his next child!
In Kevin’s money tip you will learn:
-Why rebalancing a portfolio is essential
-How to tell if you need to rebalance your portfolio
-Exactly what to do if your portfolio is not balanced.
In my take you will learn:
-Why planning for the future sometimes has to take a back seat to focusing on the present
-How to time your financial check ups
Watch Kevin’s video series Bread Crumbs