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Mama Knows

Family Financial Planning for Dummies w/Matt Krueger of KF Wealth Management

Mama Knows

Cloud10

Parenting, Kids & Family

5.01K Ratings

🗓️ 18 April 2023

⏱️ 37 minutes

🧾️ Download transcript

Summary

Let's talk MONEY. Ew. For real though, are you and your kiddos set financially or do you you not know?Mention BALKANINA when you email Matt to get $3,000 off aka a FREE financial life plan. Matthew.Krueger@nm.com Website: https://www.kfwealthmanagement.com/Matt lives in Janesville, WI. He is married to Carrie, who is his rock and he is also blessed to have 3 daughters, Riese -22, Addison, 17, and Gibsen, 16. Matt is PASSIONATE about serving people and his community and currently serves as the President of NAMI Rock County, which helps people with mental illness. He has been in the financial business for 20 years and is the founder and Wealth Management Advisor for kf. Wealth Management, which is part ofNorthwestern Mutual. He has a team of 10 people and works with professionals, people nearing retirement or in retirement and family business owners and works in 13 states across the country.Notables*Their team is in the top 1% of all Financial Advisors in the country.*He is a top 250 Forbes Top Financial Security Professional for 2022 which ranks advisors on wholistic financial planning, not just investments.________________________________________________________________Did you love this episode? BUY ME A COFFEE for support!Find me on Instagram@balkanina@mamaknowspodcastFind me on TikTokBalkaninaSubscribe to my NewsletterPrivate Facebook Motherhood-Podcast CommunityMama Knows FBDisclaimer: This podcast does not provide any medical advice, it is for informational purposes only! ______________________________Did you love this episode? BUY ME A COFFEE for support!Find me on Instagram@balkanina@mamaknowspodcastFind me on TikTokBalkaninaSubscribe to my NewsletterPrivate Facebook Motherhood-Podcast CommunityMama Knows FBDisclaimer: This podcast does not provide any medical advice, it is for informational purposes only! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Hey guys you're listening to m Knows Podcast with your host

0:13.4

Nina Kavagiola aka Balconina.

0:19.6

Join in weekly as she walks alongside you to navigate topics around motherhood, mental health, self-love, and relationships.

0:27.0

The good, bad, and funny. Today we are talking about financial planners and planning for your future.

0:37.7

This is a topic that I despise because I'm so not knowledgeable in this department.

0:44.4

I hate talking about money, it makes me uncomfortable.

0:47.2

I grew up very poor.

0:50.8

I lived at a refugee camp, never had money, never had to worry about what to do with my money.

0:55.0

So now that I'm in my 30s, I have two kids and I'm married and we're making money and I don't know what to do with it.

1:02.0

I don't know how to plan for my future or for my children and it is extremely stressful.

1:07.0

I've been putting off getting a financial planner for years.

1:12.0

Like I literally should have gotten one when I first

1:14.3

started my nursing job however that was like 12 years ago. I didn't but

1:19.7

recently like a few months ago Tom and I were like okay we need to figure out what we're

1:24.6

doing for our kids savings and like we need to start investing some of this money and

1:28.4

we got the Fidelity app and started like and this is not an ad by any means

1:34.8

we started like putting money in it and it was growing and we're like oh shit this is

1:39.1

working and then we wanted more we wanted to figure out what to do for our kids. I wanted to put money away for our

1:45.2

kids that didn't have to be used for college. I wanted to be able to retire and

1:49.3

not worry about money when I'm in my 60s. So we still didn't know what to do and I

1:56.5

accidentally ran into Matt Krieger who happens to work out at the same gym as

2:02.2

me and that rest is history.

...

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