How The Middle Class Can Become Millionaires with Clark Kendall
The His and Her Money Show
Talaat and Tai McNeely
4.9 • 1.2K Ratings
🗓️ 9 January 2020
⏱️ 32 minutes
🧾️ Download transcript
Summary
In this episode of the His & Her Money, Clark Kendall shares how it's possible for everyday, middle-class people like your janitors, hair salon owners, and teachers have the potential to become millionaires through smart, strategic investing.
Clark Kendall is the President of Kendall Capital Management and author of the fantastic book Middle-Class Millionaire. Furthermore, Clark has 30 years of experience in investment and wealth management with the academic knowledge obtained from the Chartered Financial Analyst® (CFA), Accredited Estate Planner (AEP®), and CERTIFIED FINANCIAL PLANNER (CFP®) programs.
WHAT YOU WILL LEARN
- How his childhood & passion for working with the middle class led him to write "Middle-Class Millionaire"
- Biggest misconceptions about retirement
- How to set yourself up for smart investing...even if you don't have a million dollars in the bank
- Why you should adopt a saver's mindset to become a better investor
- Why Clark says we need to rethink retirement
- Teaching financial literacy to your kids
- The unique way Clark taught his kids financial literacy
- How can someone get started in investing?
- What is tax diversification?
RESOURCES
- Middle-Class Millionaire: Surprisingly Simple Strategies to Grow and Enjoy Your Wealth
- 40% of Americans can't cover a $400 emergency expense (CNN Money)
- Rule of 72 (Investopedia)
- Uniform Gifts to Minors Act (Investopedia)
- Qualified Charitable Deductions (TheBalance)
THANKS FOR LISTENING!
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Transcript
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| 0:00.0 | This is the His and Her Money Show, where we show you how to have better money, be a better couple, and live a better life. |
| 0:11.0 | Now, here are your hosts. Talent and Time McNeely. |
| 0:15.0 | Welcome back to the His and Her Money show. I'm Tally. And I'm Ty and we're from His and |
| 0:19.8 | Her Money.com where we're teaching you how to have better money. Become a better couple and live a better life. |
| 0:25.0 | We're glad to have you guys here with us. |
| 0:27.0 | We enjoy doing this work because we want to help you get to the place where you want to be and we considered an honor to |
| 0:35.0 | help you on your particular journey and I think today we're gonna help you a |
| 0:39.7 | little bit more we have a fantastic guest on tap. His name is Clark Kendall and he's |
| 0:45.9 | been helping people with their finances and investing for quite a long time and |
| 0:50.5 | he wrote a brand new book called Middle Class Millionaire and he's here to talk to us about |
| 0:57.0 | how to become one. |
| 0:58.0 | That's right, I'm so excited for you guys to take a listen. |
| 1:02.0 | Hey Clark, welcome to the His and Her Money Show. |
| 1:05.0 | Hello Clark. |
| 1:06.0 | Hey, it's an honor to be on your show. |
| 1:08.0 | I've listened to many of your podcasts before and you guys have a great show. |
| 1:12.0 | I'm honored to be here today. |
| 1:14.0 | And we are honored to have you here as well. |
| 1:16.2 | You have a wealth of knowledge. |
| 1:17.6 | You've been helping people with their finances for quite a while now. |
| 1:21.1 | We're super glad to have you here to help the listeners on their road as well. |
| 1:25.8 | For those who are unfamiliar with who you are and what you do, can you just say hello to everyone that's |
... |
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