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Episode Summary
In this episode of Wealth Coherence, Emily Bouchard and Deborah Goldstein discuss the importance of aligning financial decisions with personal values, particularly in the context of parenting. They explore how to teach children about money, the significance of delayed gratification, and the role of critical thinking in financial literacy. Through personal anecdotes, Deborah shares her experiences with her son, emphasizing the lessons learned in navigating money conversations and instilling values around giving and spending.
Chapters
00:00 The Journey of Philanthropy and Saying No01:15 Weaving Values into Parenting and Money Conversations07:26 Navigating Delayed Gratification and Money Stories12:37 Allowance, Saving, and Spending Decisions18:53 Teaching Financial Literacy and Critical Thinking
guest bio and resource links
Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding philanthropists in giving. Drawing from more than 25 years of experience in the nonprofit field, she supports clients on their philanthropic journey helping them align their values with their giving so they can give with clarity and confidence. Goldstein particularly enjoys helping families give collaboratively and experience meaningful moments together as the next generation engages in this process. She is also the creator of Philanthropy Camp for Women, an opportunity for women to explore their giving and learn in community.
Goldstein holds a BA in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She has worked for Oregon State University, the Oregon Museum of Science and Industry, and the Monterey Bay Aquarium. Goldstein is a 21/64-certified consultant. She is also co-Dean of Philanthropy for the Purposeful Planning Institute.
https://www.linkedin.com/in/deborah-goldstein-48b31119/
https://www.instagram.com/enlightenedphilanthropy/
https://www.facebook.com/enlightenedphilanthropy
https://www.youtube.com/@EnlightenedPhilanthropy
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Resource Articles
Estate Planning
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Parenting
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