More than Milestones
More than Milestones
Kaitlin Rickerd
38. Financial Literacy for Parents: Budgeting, Investing, and Raising Money-Smart Kids with Hannah Rein
40 minutes Posted May 12, 2026 at 9:00 am.
Introduction + Why We Were Never Taught Money
Where to Start with Finances (Budgeting Basics)
How to Create a Budget That Actually Works
Money Conversations + Financial Resets for Couples
Investing 101: 401(k), IRA, and Brokerage Accounts
Saving & Investing for Your Kids (529, UGMA, Custodial IRA)
Financial Planning for Families with Special Needs
Term Life vs Whole Life Insurance Explained
High-Yield Savings Accounts vs Traditional Savings
How to Start Investing in Your 30s (Million Dollar Plan)
Retirement Planning + Employer Match Explained
Paying Off Debt: Snowball vs Avalanche Method
What Is an Emergency Fund + How Much You Need
Step-by-Step Plan If You Feel Financially Overwhelmed
Teaching Kids About Money (Real-Life Strategies)
Talking to Kids About Money in a Digital World
The “When We Die” Folder Explained
Real-Life Example: Why This Matters for Families
Final Advice: Where to Start Without Overwhelm
Where to Find Hannah + Closing
0:00
40:42
Download MP3
Show notes
In this episode of More Than Milestones, I’m sitting down with Hannah Rein, CPA, mom of three, and co-founder of Financially Engaged, to talk about financial literacy in a way that actually feels doable for real life. Because the truth is, most of us were never taught this. We break down the foundational pieces of personal finance, including budgeting, investing, debt payoff, and long-term financial planning, and how to approach it all without overwhelm or shame. Hannah shares simple ways to ...