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Kids are watching how money works, but that does not mean they understand it.

Join in as Ashley talks with Jamie Bossi, a financial planner, author, and mother of four, about helping kids build better money habits early.

Jamie shares how the idea for her children’s book series, Milton the Money Savvy Pup, started at home. After realizing her own child did not fully understand that online purchases still involved real money, Jamie began looking for simple ways to teach money basics in a way young kids could understand.

That idea became a children’s book series focused on concepts like earning, saving, spending, giving, waiting, making choices, and practicing gratitude. Jamie explains why money can feel invisible to kids today, especially when they mostly see adults using cards, apps, and online shopping instead of cash.

Ashley and Jamie also talk about how advisors can help clients bring money conversations into everyday family life. They discuss why parents often avoid these conversations, how shame or past money mistakes can get in the way, and why stories, vulnerability, and simple tools can make these talks easier.

Episode Highlights:

• How the Milton the Money Savvy Pup series began
• Why kids need direct money lessons, not just observation
• How technology has made money feel less visible to children
• Simple ways to teach earning, saving, spending, and giving
• Why gratitude matters in a child’s money education
• How advisors can help clients talk to their kids about money
• Why parents do not need to have everything figured out before teaching their kids
• How everyday moments, like grocery shopping or saving for a toy, can become money lessons

RESOURCES AND GUEST INFORMATION

Jamie Bossi is a financial planner, author, and mother of four. She helps clients work through life transitions, organize their financial lives, and make decisions that support their goals.

Jamie is passionate about mentoring and financial literacy. She is the author of Money Boss Mom: Helping Young Parents Be the “Boss” of Their Financial Future, the Milton the Money Savvy Pup children’s book series, and Investing for Tweens, a book designed for ages 10 to 14.

Connect with Jamie Bosse:

• Website: https://www.moneybossmom.com/
• Instagram: https://www.instagram.com/moneybossmom/
• LinkedIn: https://www.linkedin.com/in/jamiebosse/

Connect with Host Ashley Quamme:

• Podcast Website: https://www.planningandbeyond.com
• LinkedIn: https://www.linkedin.com/in/ashley-quamme
• Beyond the Plan®: https://www.beyondthefp.com
• Monthly Newsletter: https://www.beyondthefp.com