Getting To Know You: Favorite Thing To Do As A Kid

This week, we’re taking a break from taxes and market talk to ask the real question: What was your favorite thing to do as a kid? Get ready for a trip down memory lane with Tad, Toni, and Tyler, complete with coat-rack microphones and backyard army battles. Toni spills the tea on how she got her brother in trouble every single night, Tyler confesses to using Shannon as his personal roadie, and Tad? Let’s just say one busted Led Zeppelin record nearly got him banned from his sister’s room forever. 

This episode is a reminder that behind every retirement plan is a real person who once lip-synced to Hannah Montana or launched a full-scale attack on a platoon of plastic soldiers. If you’ve ever wondered what your financial planning team was like before 401(k)s and Roth IRAs, this episode gives you a front-row seat. It’s a lighthearted look at the childhood roots that shape how this team shows up today, with humor, heart, and a deep love for helping families.

Here’s what we discuss in today’s show:

🥾 Tad’s backyard army man warfare tactics

🧸 Tyler and Shannon’s pop star performances

🤐 How Toni kept her brother in trouble (and her halo intact)

👨‍👩‍👧‍👦 The heart behind the retirement planning team

🏰 Imagination > iPads: growing up without screens

Key Takeaway

"My favorite thing was listening to music and dancing around the room singing into the coat rack."

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