In this episode, host Dina Sargeant is joined by financial planner Liz Frazier Peck to discuss the financial literacy within families and the impact of effective communication on financial decision-making processes.
Liz Frazier Peck, a Fee-Only Financial Planner, discovered her passion for financial planning early on, influenced by her parent’s profession as a financial planner. Motivated by the need to secure her family’s financial future after becoming a parent herself, Liz obtained her CFP certification and joined Frazier Financial Consultants. With an MBA and affiliations with top financial associations like NAPFA, Liz advocates for financial literacy through writing for Forbes.com and various media platforms.
Recognizing the importance of financial education, Liz authored Beyond Piggy Banks and Lemonade Stands and serves as the Executive Director of Financial Literacy at Copper, focusing on teen financial education. Through her work, she aims to simplify financial concepts, providing accessible resources to empower individuals to make informed financial decisions and realize their dreams for a more secure and prosperous future.
Liz Frazier Peck, a seasoned financial planner, dissects the elements crucial for enhancing financial literacy in contemporary family settings. She sheds light on the significance of transparent financial communication and its influence on decision-making outcomes. Additionally, Liz gives tips on achieving a balance between personal financial autonomy and collaborative decision-making within families.
Key takeaways from the podcast include how effective financial communication is pivotal in navigating joint financial decisions within families, and how a balance between individual financial autonomy and collective decision-making can lead to more favorable financial outcomes. This episode is a thought-provoking discussion enriched with expert perspectives that can positively impact any family’s financial journey.
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