Summary:
Jennifer Myers is the CEO of SageVest Wealth Management and SageVest Wealth Kids. SageVest Wealth Management helps individuals, families, and small business owners look at their long term objectives, manage their investment portfolio several layers deeper, and look at every aspect of their financial situation to help them achieve their goals. SageVest prides themselves on getting to know their clients well and helping them to connect with their wealth in meaningful ways. Jennifer is a strong advocate for establishing a foundation of finance basics early on in life and focuses a lot of her efforts in SageVest Wealth Kids to encourage parents to help their kids grasp a firm understanding in their developmental years. She discusses money as a taboo topic, technology’s integration with finance, the retirement crisis, and the importance of establishing a realistic financial plan that sets you up for success.

The Rundown:

• SageVest Wealth Management services.
• Financial education for kids.
• Advocating for public awareness.
• Creating healthy expectations.
• The retirement crisis.
• Financial planning fundamentals.

Time-Stamped Show Notes:
[01:07] Introduction to SageVest Wealth Management.
[02:20] Where people go wrong with saving for retirement.
[04:51] Financial education for kids.
[06:12] Money as a taboo discussion.
[06:39] The lack of regulated financial education.
[08:27] Jennifer’s inspiration behind educating kids.
[10:20] Structure of curriculum.
[11:46] Getting the message out to parents.
[12:54] Technology’s integration with finance.
[14:04] Focus on public awareness.
[14:38] Integration of Wealth Management with Wealth Kids.
[15:17] Creating healthy impressions.
[17:57] Effort in relation to success.
[19:02] Identifying the adult clientele.
[20:01] Where to go from financial rock bottom.
[22:51] The retirement crisis.
[25:01] Blending planning with investment.
[28:12] Jennifer’s goal for her clients.
[28:55] Reaching out.