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The Meaningful Money Personal Finance Podcast

Young Family Challenges, with Joe Okaly

The Meaningful Money Personal Finance Podcast

Pete Matthew

Business, Investing, Education

4.91.7K Ratings

🗓️ 2 June 2021

⏱️ 31 minutes

🧾️ Download transcript

Summary

Young families have lots of things to deal with. Even though my kids are 18 and 21, I still remember juggling childcare with work, making ends meet, wondering whether to move house and take on the extra mortgage. My guest today is an expert in this field, Joe Okaly of New Horizons Wealth Management in New Jersey. If you have a young family yourself or if you're a grandparent to a young family today's session will be both interesting and instructive.

Transcript

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0:00.0

Hi folks, and welcome to the Meaning for Money Podcast.

0:02.5

This is session number 421.

0:05.0

Now, young families have lots of things to deal with, right?

0:08.1

Even though my kids are 18 and 21 now,

0:10.6

I still remember juggling childcare with work,

0:13.3

making ends meet,

0:14.6

wondering whether the move house

0:15.7

take on the extra mortgage or all that stuff.

0:17.5

Now, my guest today is an expert in the field,

0:20.8

Joe Oakley of New Horizons,

0:22.4

wealth management in New Jersey.

0:25.1

This is the podcast dedicated to helping you put your finances in order.

0:37.2

My name is Pete Matthew,

0:38.2

and I'm going to share with you everything you need to know

0:40.2

and everything you need to do to secure your financial future.

0:43.7

I'm here to help you make sense of money.

0:46.1

Hello, hello, Grits. Have you with me?

0:55.6

Thank you so much for joining me.

0:57.4

As ever before we got any further,

0:58.9

don't forget this podcast is brought to you

1:00.4

with the help of my friends at seven investment management.

1:03.0

I'll put something about them down here,

...

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