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Educational Content for Consumers +
FinLit Interview Series with Fiduciary Advisors in the Hot Seat

Unlocking Financial Confidence in Teens with Alex Markowitz: Fiduciary Voices Kids and Money #FinLit Series

9/13/2024

 
In this episode of Fiduciary Voices Kids and Money #FinLit Series, host Derrick Kinney speaks with Alex Markowitz, Founder and Managing Partner of Alteri Wealth, to discuss practical, down-to-earth advice for young adult wage earners, budding investors, and teens learning the ropes of money management.
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Markowitz emphasizes the importance of patience and starting early in building a secure financial future, sharing his strategy of “living on three quarters and saving one.” He highlights the importance of building credit from a young age, explaining how his own experience as a 14-year-old with a parent-monitored credit card helped him build an 800+ credit score by his early 20s.
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For parents teaching their teens about managing money, Markowitz highlights the value of turning financial mistakes into teachable moments and using simple tools like Investopedia to build financial literacy. This episode is packed with valuable lessons on saving, investing, and building lifelong financial independence.

Learn more about Alex Markowitz and Alteri Wealth at: AlteriWealth.com.

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Utilizing Travel Resources to Maximize Your Travel Experience with Michelle Gruber: Fiduciary Voices Summer #FinLit Series

6/14/2024

 
Summer FinLit host Rebekah Law is joined by Michelle Gruber, CFP®, CRPC™, Founder and Managing Partner of Alteri Wealth, to discuss vacation planning, budgeting, and traveling financial tips.
Gruber discusses how to craft a spending plan for your dream vacation, optimize the use of credit card rewards, and effectively leverage the expertise of a travel advisor.
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She also shares her travel experiences, including a well-planned trip to Morocco, and offers practical advice for integrating travel into your financial plans.

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