McMillan Wealth Financial Literacy Series

Part One: Basic Financial Planning


The Foundation of Financial Planning

In this video, Kathy and Elese discuss the first steps you need to take on your financial planning journey.

Questions

Types of Investment Vehicles

In this video, Elese and Karla discuss the different types of accounts you can open at a wealth management firm.

Questions:

Thanks for joining us on our financial literacy journey.

Please reach out to us at McMillanWS@RichardsonWealth.com.


McMillan Wealth Financial Literacy Series: Building Literacy Skills on Education, Empowerment and Personal Growth

The Literacy Series” is a podcast dedicated to exploring the power of reading, writing, and education to transform lives. Each episode features conversations with experts, educators, and storytellers who share practical strategies, inspiring stories, and proven approaches to building strong literacy skills. Whether you’re an educator, parent, student, or lifelong learner, this series will help you discover new tools and insights to support literacy at every stage of life.