Tag: Financial Literacy
Teaching Kids Financial Literacy Through Everyday Money Conversations with Brian Meisner (Ep. 130)

Teaching Kids Financial Literacy Through Everyday Money Conversations with Brian Meisner (Ep. 130)

By |

Teaching kids about money can feel surprisingly difficult, especially when parents aren’t sure where to begin or how much their children will understand.

In this episode, Evan Wohl and Iván Watanabe welcome Brian Meisner, Founder of Cash For Cubs, to explore how families can make financial literacy easier to understand and talk about. Brian shares how Cash For Cubs grew from his classroom experience and private tutoring into a self-paced family program. They also explore budgeting, investing, inflation, credit, cash flow, and why developing comfort with money conversations early can carry into adulthood.

Brian discusses:

  • How demand for financial literacy tutoring led him to create the self-paced Cash For Cubs learning program
  • Ways parents can use videos, worksheets, and quizzes to reinforce financial concepts with their children
  • How relatable stories can help children understand concepts such as investing, inflation, credit, and budgeting
  • Why introducing financial literacy at a young age can make money conversations feel more familiar over time
  • Why many adults still struggle to understand their spending, savings, cash flow, retirement accounts, and taxes
  • And more!

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Our Guest:

About Our Guest:

Brian is the Founder of Cash For Cubs, an educational platform designed to help children build lifelong financial confidence through engaging, age-accessible lessons, activities, and storytelling.

He created Cash For Cubs because financial literacy is one of the most important life skills we can teach — yet many children grow up without a strong foundation in money management. His goal is to make conversations about money simple, approachable, and fun for families, educators, and young learners.

Through a bear-themed learning journey, Cash For Cubs teaches foundational concepts like saving, budgeting, investing, banking, credit, retirement planning and more through interactive videos, hands-on worksheets, and comprehensive quizzes designed to turn financial education into an experience kids enjoy.

Brian believes the earlier we start conversations about money, the more confident and prepared the next generation will be.

Beyond building Cash For Cubs, he’s a father to two amazing boys and a husband to his beautiful wife. He’s always looking for a challenge and enjoys the little things in life. 🧸 Come on, let’s talk about money!

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)

Raising Financially Literate Kids with Dr. Michele Cho Dorado (Ep. 109)

By |

What if your child could say “investment” before they could spell it?

In this heartfelt and deeply practical episode, Iván Watanabe and Evan Wohl welcome Dr. Michele Cho Dorado, a pediatric gastroenterologist turned financial literacy advocate for kids. Michele shares how her own lack of financial education, despite years of medical training, led her to write a series of children’s books that teach money concepts through stories and play.

Together, they explore how families can normalize money conversations, build values-driven wealth legacies, and raise empowered, financially confident children. It’s not about raising rich kids, it’s about raising capable ones.

Here’s what you can expect from the episode:

  • How financial confidence begins with vocabulary (yes, even at age 3)
  • Why gamifying money works and how to start with bedtime stories
  • The role of family values in building generational wealth
  • Navigating tough conversations about inheritance and entitlement
  • And more!

Previous Episodes of Interest: 

Connect with Iván Watanabe:

Connect with Evan Wohl:

Connect with Dr. Michele Cho Dorado:

About Our Guest:

Dr. Michele Cho Dorado is a physician, author, entrepreneur, and advocate for empowering children through financial literacy. As the founder of Bright Futures EDG (Empower Develop Grow), she inspires through storytelling and actionable strategies that connect wealth building with family values, leadership, and legacy. She is the author of Mimi’s Money Book series, which introduces core money concepts to kids.

She has hosted the Prosperous Kids Summit for the past 2 years, an annual event that brings together experts to help parents raise financially grounded and confident children. She has had numerous publications and speaking engagements, cofounded the Physician Entrepreneur Exchange, and is also an active real estate investor. 

However, her most important role is that of mom to her two young kids and wife to her husband. Through it all, Michele’s mission remains the same – to empower young minds and build wealthy futures.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More
How to Protect What Matters Most with Mike Silverman (Ep. 107)

How to Protect What Matters Most with Mike Silverman (Ep. 107)

By |

Most people think insurance is a checkbox. But the truth is, it’s one of the most overlooked and misunderstood tools in protecting your wealth.

In this episode, Evan Wohl sits down with Mike Silverman, President and CEO of Silver Lining Insurance Agency, to explore the hidden risks in property and casualty insurance and why calling an 800 number might leave you dangerously exposed. 

With nearly 40 years in the industry, Mike unpacks why relationships matter, what umbrella policies really cover, and how your insurance strategy should evolve as your life does.

What to expect:

  • Why most people don’t actually know what insurance they have
  • The big red flags of calling the wrong person for coverage
  • Hidden geographic risks in CA, FL, NJ, and TX
  • How to use insurance to protect not just property, but future income
  • And more!

Connect with Evan Wohl:

Connect with Mike Silverman:

About Our Guest:

Michael has spent his entire career in the insurance field. He began his career in 1988 with Guardian’s S&W Agency (now known as Strategies for Wealth). Over the past 30+ years, he has earned a reputation for his industry knowledge and expertise, his commitment to his clients, and his overall passion for his life’s work.

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

Michael holds a bachelor’s degree from George Washington University and Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Insurance Counselor (CIC) designations. Michael was raised in Livingston, New Jersey, and returned to raise his family. In 2019, Michael and his wife of 30 years, Daena, moved to West Orange, NJ. 

Through the years, Michael has been an active member of numerous township committees and has sat on the Board of his local synagogue, where he served two terms as President. In 2012, Michael was elected Councilmember to the Township of Livingston, and in 2014 and 2015, he served as both Mayor & Deputy Mayor. Michael is also active in several other philanthropic endeavors.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More