After her husband died, a mother taught her teenage twins financial literacy through bi-weekly dining table sessions. Her son, now a U.S. Marine in Japan, earned a quarter-million dollars by following her advice. She's turning the story into a book, finding that sharing her family's real life resonates more than traditional investing lessons.
Chapters
My webinars had nothing to do with my deals. They were literally like, I told a story about a webinar I did was after my husband died, my twins were 14, and when they were 15, I realized they were going to leave home one day and they needed financial literacy, communication skills, and relationship skills. So the school wasn't going to teach it. My husband wasn't. So it was up to me. So I just started a family financial mastermind, you know, with their Darth Vader breathing, the You know, the eye rolling, all of it. And I made them show up every second Friday at my dining room table with their homework done on time, and we're going to do this. And they did, and they hated it, and they told me how awful it was and how stupid I was and, you know, all the things. Fast forward, my twins are now 20, and my son's a US Marine serving over in Japan, and my daughter is here floating around living her best life. And my son called me when he was 19. This was last May, and he said, Mom, I got myself into a bunch of trouble. I'm like, What did you do? And he's like, I got a really big tax bill. I'm like, buddy, you make $3 an hour. Like, how big can this tax bill be? He goes, no, Mom, I did what you told me how to do, and I made a quarter of a million dollars.
Nice.
US Marine in Japan at 19 years old.
Wow.
So that was what my webinar was about and all the things that I did that I, you know, all the things I taught my kids. So now I'm writing a book on it, all that. But literally, that was what the webinar was about. It had nothing to do with investing, but it's—
yeah.
It's— it let people into my home.
Yeah, they got to connect with you and relate to you, and which is, uh, which is what investing is about. It's about the emotional decision rather than the analytical decision. They want to know, I like Steve, I
