New Podcast + New Role for J. J.

Updated: Jul 8

Hello Friends,


We hope you are having a great week! Here’s what's going on in our world:

J. J. was a guest on The Gifters Podcast with best-selling author Christopher Kai. They had a great 10 minute chat about the inspiration behind JJ’s book, Teaching Kids to Buy Stocks: Stories and Lessons for Grown Ups. You can check it out by CLICKING HERE.


Our Personal Finance for Teens classes are off to a good start. We have two separate classes running via Zoom Video, and the feedback has been great! We are so happy to finally be doing these classes. If you are interested in learning more or signing up your student for a future class, you can CLICK HERE to visit our site or reply to this email.


After a LONG wait, we are stoked to announce that J. J. has joined his good friend and former client James Haug of Haug Wealth as a Vice President and Wealth Manager. We couldn't be more excited for the future!


Thanks for reading! Have a great week!


With gratitude,


Jodie and JJ


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The information on this website is for information and education only and is NOT advice.