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    Episode 2: One big happy family plan

    Finance 101

    On this episode... 

    Bob, Gari, and their two grown children, Leslie and Jack discuss the highs and lows of family finances. What can kids learn about finances from their parents and vice versa? How does our upbringing affect our financial literacy and values? And are you ever too old to be on your parents’ cell phone plan?
     

    This episode’s expert is Priya Malani, a Millennial money expert and founder and CEO of Stash Wealth, a financial firm for HENRYs™ [High Earners, Not Rich Yet].

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    The views and opinions expressed in this podcast are those of the speakers at the time of recording and are subject to change as market and other conditions warrant. This podcast is for informational purposes only and is not intended to be, nor shall it be interpreted or construed as, a recommendation or providing advice, impartial or otherwise, regarding any specific product or security.

    Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – MayLose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss.Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment.

    Unless otherwise noted, the speakers are not affiliated with John Hancock and they may have been compensated for their time.

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