April 19 2021
Episode 12: Margaritas with Marguerita — Rita interviews author and Certified Financial Planner practitioner Mac Gardner
A Note from Marguerita Cheng, CFP® Pro — Welcome to my weekly radio show where each Friday at 5pm EST my guests and I share insight into how women will learn how to flex their financial muscles so they can build wealth and feel more secure about their futures.
On tonight’s show: You’ll meet Mac Gardner, a Certified Financial Planner practitioner who has served in the financial services industry for more than 20 years. Mac’s passion for financial literacy led him to publish his first book, Motivate Your Money! in 2013, which served as a tool to share his extensive experiences in the field of Personal Financial Planning.
Through the book, his ability to simplify complex financial concepts through stories and his series, “Mac Nuggets,” helps his clients with their financial planning journey.
As his family grew and his clients began to ask him for ways to teach their kids about managing money, Mac decided to use elements from his first book to develop a financial literacy platform for young children: The Four Money Bears, which represent the four basic functions of money.
“When children gain exposure to money management skills at an early age, they are likely to develop healthy financial planning habits as adults,” realizes Mac, who is also the founder and Chief Education Officer of FinLit Tech: Building a Bridge Between Financial Literacy and Financial Technology. In 2020, he partnered with eMoney Advisor to develop their financial education and wellness platform.
Rita talks with Mac about:
- What started Mac’s interest in financial literacy
- Why he decided to write books on the topic
- What the response has been to his book for kids about money
- His thoughts on diversity and inclusion in the financial services industry
- And, his insight into financial trends that will impact the industry
Be sure to listen to our podcast now!