From Playground to Portfolio: Financial Wisdom for Families w/Neil Short

In this episode that may just save you from the financial burnout EVERY parent feels, Neil shares his journey from a traditional farmer upbringing to his passion for the financial world and the stock market. Along with being Senior Portfolio Manager for UBS Short Sharpe Wealth Management, Neil is a father to two young kids. He has so many awesome lived tactics and insights to share. We tackle essential topics for families, including

• Saving for college
• Practical budgeting tactics
• Importance of choosing the right financial advisor
• How to budget when every dollar is already going out the door
• How to educate your children about the stock market and instill in them the value of money and savings.

Learn creative ways to make saving enjoyable for the whole family and navigate important conversations with your partner about finances. Plus, we explore the ins and outs of saving for college, 401(k)s, and 529 plans. Tune in for expert insights and actionable advice to empower your family's financial future.

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Neil Short, is the Senior Portfolio Manager for Short Sharpe Wealth Management, at UBS Financial Services, located in Austin, Texas. His team is in the business of ensuring that their clients are properly positioned to achieve their financial goals throughout their lives. They accomplish this by aligning the wealth management services of their firm with a personalized financial plan for each one of our clients, tailored to fit their individual needs. Plus Neil is a father to two young kids and has so many lived experiences to share that have worked for his family. 

FIND NEIL HERE: https://advisors.ubs.com/shortsharpe/