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April 23, 2025 29 mins

Wealth Harmony with April Turch, Episode 16

In this episode of Wealth Harmony, April Turch speaks with Stefani Tueme, Certified Financial Planner™ (CFP) with Wolf Group Capital Advisors and an IRS Enrolled Agent (EA).

Tune in to the episode to hear about:

- Stefani ‘s book "My Very First Cash," which aims to teach financial literacy to children, emphasizing the importance of saving and the excitement around money management

- The difference between being rich and being wealthy, focusing on the mindset and fulfillment aspects of financial planning and education

- Tips for parents on teaching children about financial priorities, delayed gratification, and creating a healthy relationship with money, stressing the importance of evolving fulfillment throughout life

Learn more about Stefani Tueme:

- Read Stefani’s bio on Wolf Group Capital Advisors’ website: https://wolfgroupcapital.com/stefani-tueme

- Consider buying Stefani’s book, “My Very First Cash:” https://www.amazon.com/Very-First-Cash-Stefani-Tueme/dp/B0BJYGK8C3

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch or listen to more episodes of Wealth Harmony:

* YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

* Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

* Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D

* iHeart Radio: https://iheart.com/podcast/214975574

* Website: https://wolfgroupcapital.com/podcast


Connect and learn more from your host, April Turch:

* Website: https://wolfgroupcapital.com/

* LinkedIn: https://www.linkedin.com/in/aprilturch/

* Email: aturch@wolfgroupcapital.com

* Facebook: ​​https://www.facebook.com/wolfgroupcapital


DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

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