Podcasts:

BWD IN THE KNOW | EPISODE 15

Posted on
June 6, 2024
Posted by
James Walker

In the Know - Protecting Your Family's Future with Liz Frazier-Peck CFP

We're excited to share the latest episode of BWD In The Know, featuring a fascinating conversation with Liz Frazier-Peck, a fee-only Certified Financial Planner and author of "Beyond Piggybanks and Lemonade Stands."

In this episode, Liz delves into her unique career in financial services and her passion for financial education for kids. Key topics include:

  • Career Path: From growing up with a financial planner mom to becoming a leading financial expert herself.
  • Financial Education for Kids: The importance of teaching finance at a young age and practical tips for parents.
  • Commission vs. Fees: An amusing story about Liz's early passion for fee-only financial planning.
  • Client Trends: Observations on changing client needs and the impact of COVID-19 on financial planning.
  • Technology: The impact of digital transactions on children's understanding of money.

Listen now on your preferred platform:

A special thanks to Liz for sharing her insights and passion! This episode is packed with valuable information for parents and financial professionals alike.

BWD IN THE KNOW | EPISODE 15

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