Today’s guest is Jamie Bosse.
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Jamie is a Certified Financial Planner® professional at Aspyre Wealth Partners, a fee only financial services company located in Kansas. In 2020, Jamie was named to the Investment News 40 Under 40 list that recognizes up and comers in the financial advice industry. Jamie also has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent and Investment Advisor Magazine to name a few. Jamie lives with her husband and 4 children in Kansas.
- Money Boss Mom | Website | Instagram
- Purchase: Money Boss Mom: Helping Parents Be the “Boss” of their Financial Future or Milton The Money Savvy Pup books | Purchase
- Work with Jamie as a client at her financial planner firm, Aspyre Wealth
- How Jamie’s parents’ bankruptcy in college influenced her decision to become a financial planner
- Why money is still a taboo subject and why parents are uncomfortable talking about money
- What money scripts that we are passing on consciously or unconsciously to our kids
- Common money mistakes that her clients make
- How Jamie helps her clients create a plan as well as have deeper conversations with her clients about money scripts that are impacting their behaviour with money
- The #1 mistake that parents make about teaching their kids about money
- The biggest mistakes that young parents make with their own financial situation
- Strategies that young parents should be taking to be the boss of their own financial future
- Why right NOW is the best time to invest money in the stock market
- What inspired Jamie to write her children’s book series, Milton The Money Savvy Pup
- Financial concepts that parents should be discussing with their kids at various ages, to help them be the boss of their financial future
- 3-5 years old, including wants vs. needs, how we earn money
- 6-10 years old, including opportunity costs, choices on how to spend money, shopping around and comparing prices, delayed gratification, following up after purchase
- 11-13 years old, including savings, giving, the concept of interest,
- 14-18 years old, including understanding credit cards, income taxes
- The 24 hour rule to determine if you really want to buy something
- A Wrinkle in Time book by Madeleine L’Engle
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Thanks to Jamie for joining me this week!
In case you missed it, make sure to catch up on last week’s episode “Episode 033: Best Side Hustles for Your Kid to Start with Nick Loper”!
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