The Perfect RIA Podcast
What Works Wednesday – Financial Literacy with Daniele Beasley
Making finances fun through creativity.
Daniele was recently a guest on one of our industry's top thought leaders for our peers, where she shared her love of financial literacy, dance, and hip-hop music.
“Our job as parents is to be able to arm our children with a suit of armor and the confidence to be able to manage their financial lives. ”
On this What Works Wednesday, Matt is joined by CFP and author Daniele Beasley of Twenty Concierge Wealth Management. Daniele shares her background and experience that led her and her partner, Kelli, to create an adult coloring book for financial planning, Financial Wellness.
Listen in as Daniele shares how she took her past as a dancer and her love of music and combined it with her financial knowledge to create a book for young adults to help with their financial understanding. She’ll discuss how she hopes to give back to the younger generation and empower them to understand their finances.