For listeners of the Vital Wealth Strategies Podcast
You've optimized the entity. Have you optimized the heir?
You can hand a young adult a portfolio, a trust and a tax plan. None of it works if nobody ever had the conversation that makes them want to protect it. That conversation is what I do.
— Dale Alexander, CFP®
Free
The free resource kit
The full presentation video, the Get Started guide, the Money Chat conversation tool and the 70/20/10 calculator. Read it tonight, use it at dinner this week.
Get the kitThe book
"The Talk" (about money)
61 life-changing money topics, written for someone who hasn't cashed their first paycheck yet. Plain language. No lectures.
Get the bookBuying for a team or a graduating class? Order in bulk
For business owners
Put it in a school
Fund the book and the classroom program for students who will never sit in a room with a financial advisor. Your company gets named on the Wall of Champions.
Sponsor a schoolA registered 501(c)(3). Your contribution is tax-deductible.
“It's not magic, it's math.”
A classroom of thirty runs $180, deductible. Most of the companies that fund this spend more than that on a single client dinner.
- 350,000+ Students reached nationwide
- 2M+ People reached worldwide
- 61 Life-changing money topics
- 11 Video lessons any teacher can run
Dale Alexander, CFP®, known as the Young Adult Money Whisperer, has reached more than 350,000 students nationwide and over two million people worldwide. He has shared stages with John Maxwell and Nick Vujicic, and has been featured on Fox & Friends, Fox Business News and ABC affiliates. He serves on the boards of The John Maxwell Leadership Foundation, Camp Highland and Family First. His work starts from one idea: information without motivation produces nothing.
Go be great.