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 No 01:15 Weaving Values into Parenting and Money Conversations 07:26 Navigating Delayed Gratification and Money Stories 12:37 Allowance, Saving, and Spending Decisions 18:53 Teaching Financial Literacy and Critical Thinking

Guest Bio |

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.

Guest Resources |

https://www.linkedin.com/in/deborah-goldstein-48b31119/

https://www.instagram.com/enlightenedphilanthropy/

https://www.facebook.com/enlightenedphilanthropy

https://www.youtube.com/@EnlightenedPhilanthropy

Emily's Resources |

https://emilybouchard.com/

https://blendedfamiliesflourishing.com/

Heart*Brain*Horse*Coherence Retreats: https://emilybouchard.com/retreat/