Imagine a world where the younger generation is not only savvy with technology but also with their finances. 

Dive into an engaging conversation as Brett Ramsey and his two insightful daughters, Caroline and Maryrose, pull back the curtain on the crucial world of financial literacy for the youth. In this episode, they navigate their personal tales of money management, college adventures, and career journeys, painting a vivid picture of how finance intertwines with life’s pivotal decisions.

Together, Brett, Caroline, and Maryrose unravel:

• The pivotal role finances played in their college and career trajectories
• The undeniable significance of arming oneself with the right financial knowledge
• Proactive strategies for preretirees to usher in a new generation with a profound grasp of money’s value 
• …and a treasure trove of more financial gems

 

 Connect with Brett Ramsey:

• LinkedIn: Brett Ramsey
• Facebook: Brett Ramsey

Connect with Maryrose Ramsey: 

• LinkedIn: Maryrose Ramsey

Connect with Caroline Ramsey:

• LinkedIn: Caroline Ramsey

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Retirement means planning for a lot of things. Having enough money, planning what you will do during retirement and how your money will be spent. Along with that comes planning for something you haven’t experienced before. Why not learn from someone who has that experience?

In this episode, Brett Ramsey is joined by Jennifer Clapp, a retiree who shares her experience of suddenly leaving a 30-year career for retirement and how she planned the transition. She explores key habits for financial success, such as having “pocket money” for discretionary spending and investing in retirement savings, along with planning for unexpected bumps along the way.

Brett and Jennifer discusses: 

• How she transitioned out of her company and into retirement
• Why her husband insisted on her enrolling in the company 401(k) plan
• How she made the best of an unexpected decision to buy a new house
• The importance of financial education and mentorship for the next generation
• Her experience going back to work after entering retirement and after Covid
•   And more

Connect with Brett Ramsey:

• Brett Ramsey LinkedIn
• Brett Ramsey on Facebook

About Brett Ramsey:

Brett is committed to educating others—especially his clients—to become confident in their own financial decisions. As co-owner and LPL financial advisors at Artisan Wealth Strategies, he specializes in retirement, income planning, as well as comprehensive financial planning. Brett has been in the financial industry for 20 years. 

Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. He received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. 

In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. 

Brett now lives in Carmel, Indiana, with his family which is his favorite pastime, but he’s also an avid athlete. An active member of his community, Brett has organized many educational classes on financial topics and taught classes for many non-profit organizations. 

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