In this conversation, Janet discusses the evolution of technology in the finance industry, highlighting the challenges and opportunities it presents for different generations. She emphasizes the importance of financial literacy across age groups and the need for personalized financial advice. The conversation also touches on the risks of elder fraud and the significance of building a supportive financial team. Janet shares valuable resources for financial literacy and stresses the importance of clear communication in financial matters.

In this conversation, financial planner Janet Gray shares her journey into financial planning, emphasizing the importance of understanding the elderly clientele and the challenges they face. She discusses the evolution of her practice, the significance of communication in financial discussions, and the responsibilities of executors. Janet also highlights the complexities of modern finance and the need for simplification, advocating for a team approach to financial management.

In this episode, Jodie Stauffer and Christine White explore the intricate relationship between behavioural finance and personal money management. Christine shares her journey from being a chemical engineer to a financial coach, emphasizing the importance of understanding clients' emotional connections to money. They discuss the impact of childhood experiences on financial behaviour, the significance of personalized financial advice, and the necessity of teaching financial literacy to the next generation. The conversation highlights the need for open discussions about money and the importance of recognizing that financial decisions are often influenced by emotions and societal pressures.