Episode #98 “Bridging Financial Literacy and Technology to Increase Well-Being”

Mac Gardner CFP® | Founder and Chief Education Officer | Author |


Mac Gardner, CFP® – Founder and Chief Education Officer – has served in the Financial Services industry for over 20 years.  His passion for educating others led him to publish two books, “Motivate Your Money!” and “The Four Money Bears”. As the Founder and Chief Education Officer of FinLit Tech he works to build a bridge between Financial Literacy and Financial Technology.


  • The value of embracing/accepting course corrections in our money stories
  • How our families impact/influence our money stories
  • How children observe and learn to spend money from their parents
  • How our money mindsets shape our relationships with money
  • Mac explains his 5 steps to financial success
  • How to teach your kids about money in an effective and positive manner
  • Understanding the four “Rs” of our relationship with money
  • How to implement impactful money lessons for children
  • Why teaching our children about money is a generational gift


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