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Episode 2 + Classes for 18-29 Yr Olds + Memory Lane

Hello Friends,

Here's what's new in our world!

In this episode, Mac tells us his inspiration for creating The Four Money Bears and what he's learned from being involved in financial education during his illustrious 20 year career.

Mac is also creator of "The FinTech Bullpen", a contest sponsored by eMoney Advisor to create a financial literacy app.

You can learn more about Mac and his book at his website,, or follow The Four Money Bears on Instagram (@FourMoneyBears), Facebook (@TheFourMoneyBears) and LinkedIn (@the-four-money-bears).

Mac is also active and great to follow on LinkedIn (@MacGardner).


Several people have reached out about doing classes (via Zoom) for young adults between age 18 and 29. Let us know if you or someone you know is interested, as we are still gauging interest.

Currently, we are finishing up our latest session of Personal Finance for Teens classes. We are taking names for the next session, dates TBD, likely later in the Autumn. Once again, let us know if you know someone who is interested.

For students that attended the four sessions of Personal Finance for Teens classes this summer, we recently held a 2 hour "Bonus Session" dedicated solely to investing in stocks. This class built on where we left off in the personal finance classes.

We are hoping to continue these sessions with the same group of students in the near future.


Lastly, we want to share a little bit of our personal story.

We are a husband and wife team that met as rookie financial advisors 19 years ago. (Check out the picture below from our old office in Kansas).

As you can see, a lot has changed in 19 years! Below is the updated photo for our investment advisory firm Wenrich Wealth.

One thing that hasn't changed, is that we truly love to help people. Our hope is that through our book, classes, podcast and social media, we are able to simplify the complexities of personal finance and investing in a fun and easy to consume manner.

That's it for now! Thanks for reading!

With gratitude,

Jodie and JJ

J. J. Wenrich CFP®

949.547.4313 (mobile)

Jodie Wenrich - Marketing Coordinator

913.687.6978 (mobile)

Buy the book or leave a review: Amazon | Barnes & Noble

Social media links for the book: Instagram | Facebook | Twitter | Linked-In | YouTube | Pinterest

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