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AFO WEALTH MANAGEMENT FORWARD PODCAST
Goalsetter - Getting 1 Million Kids on the Path to Financial Freedom
In this episode, Rory and Rob are joined by Tanya Van Court, a former ESPN, and Nickelodeon executive and the founder of Goalsetter. Goalsetter is an educational-based financial literacy app that teaches kids and teens finance through games, memes, and pop culture. This episode focuses on Tanya’s passion for teaching children and students of all ages how to invest and how she strives to close the wealth gap in America through her educational-based fintech platform. Tanya begins her discussion by highlighting how 90% of wealthy families lose their wealth by the third generation and asserts that all families should create an environment at home where the children are continuously learning about money. Tanya also discusses how Goalsetter has been working with schools, educational providers, and large corporations to promote early financial education and expose children to the concept of investing in a fun and more child-friendly way. Tanya also speaks on Goalsetter’s partnership with the NBA Players Association to draft kids across America to create Goalsetter accounts and to inspire a million African American and Latino kids to start saving. Listen to hear how Tanya used her background in gamification, multimedia, entertainment, and education and past experiences to create a financial education platform that will teach parents and kids how to better manage their finances.
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FIRM ARE YOU?
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
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