Are you accidentally protecting your kids out of becoming financially capable adults? In this episode, Priya sits down with financial planner, author, and mom of four, Jamie Bosse, to talk about the messy overlap of money, parenting, and raising financially confident humans. From the dangers of over-rescuing to the right way to use allowances, Jamie breaks down how your everyday language, habits, and even guilt-driven parenting moments shape your kids’ lifelong relationship with money. This one hits home for parents who want emotionally safe kids and financially competent adults.

And for those of you wondering, this episode’s Best “Bite” features the Carrot Ginger Mule from Linden’s in Tribeca.

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Takeaways:

• Kids form money beliefs by age 10. More is caught than taught
• Gentle parenting can backfire with money
• Your kids pick up on how you and your partner talk (or don’t talk) about money
• Allowance isn’t about paying for chores, it’s about giving kids hands-on practice making decisions

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Guest Bio:

Jamie Bosse is a Financial Planner, Author, and mom of four who helps families navigate life’s transitions and build a financial foundation they can feel confident about. At CGN Advisors, she guides clients through organizing their money, maximizing their human capital, and moving closer to their long-term goals.

A longtime advocate for financial literacy, Jamie wrote Money Boss Mom and the Milton the Money Savvy Pup children’s series. Her next book, Investing for Tweens, arrives January 2026. She also creates free resources—games, worksheets, templates, and more—to help parents and teachers raise money-savvy kids.

Jamie was named to InvestmentNews’ 40 Under 40 list in 2020 for her leadership and contributions to the profession. Her work has appeared in the Kansas City Star, KC Parent, the Journal of Financial Planning, Investment Advisor Magazine, Kansas City PBS, and more. She is a graduate of Kansas State University’s Personal Financial Planning Program.

Guest Links:

Book: Investing For Tweens

Book: Milton The Money Savvy Pup

Book: Money Boss Mom

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Financial problems contribute to 20–40% of U.S. divorces, but the real issue often isn’t the money itself, it’s how couples talk (or don’t talk) about it. In this episode, Priya sits down with power couple Doug & Heather Boneparth, co-authors of Money Together, to unpack the real dynamics behind financial conflict, partnership, resentment, “the Bermuda Triangle” of early parenting, and the habits that either make couples unstoppable… or quietly blow up their finances.

Whether you’re merging lives, managing uneven incomes, or trying to get back on the same team, this episode pulls back the curtain on what truly makes (or breaks) financial partnership, the subtle ways couples undermine each other’s autonomy, and the single biggest red flag most couples miss.

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Takeaways:

• The #1 financial red flag isn’t debt.
• Risk-takers and savers can thrive together when they understand each other’s money stories.
• Many couples get stuck trying to split everything 50/50. The healthier (and more realistic) goal is equity, not equality.
• Your financial plan won’t work if only one person knows what’s going on. True partnership requires shared visibility, even if you divide responsibilities.

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Guest Bio:

Heather and Douglas Boneparth are the co-authors of Money Together: How to find fairness in your relationship and become an unstoppable financial team. By day, Douglas Boneparth is the founder of Bone Fide Wealth in New York City. Heather spent more than a decade as a lawyer in the commercial insurance industry before joining the firm as the director of business and legal affairs. They also co-write a weekly newsletter, The Joint Account, which helps couples talk about money.

Guest Links:

• Firm: BoneFideWealth.com
• Book: DoMoneyTogether.com
• Newsletter: ReadTheJointAccount.com

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.

Gen Z isn’t waiting around for the old rules of wealth building and maybe millennials shouldn’t either. In this episode, Priya sits down with Taylor Price (aka Priceless Tay), the Gen Z money expert who turned a blog into a financial education movement. They dig into why buying a home isn’t Gen Z’s first wealth move, how younger investors think about risk and liquidity, why “investing without goals” is basically gambling, and the foundational habits every twenty- and thirty-something needs to master before chasing returns. If you want a fresh, modern take on money, you’ve arrived.

Takeaways:

• Gen Z isn’t waiting for the white-picket-fence moment.
• You can’t skip the foundation just because “investing feels sexy.”
• PricelessTay’s Foundation First Framework.
• Your habits scale with your income. Your paycheck doesn’t “fix” them.

  
  

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Guest Bio:

Taylor Price is the founder of @PricelessTay, a financial education platform transforming how Gen Z learns about money. After a medical setback ended her neurosurgery ambitions, she shifted her passion to financial empowerment - quickly becoming a pioneer in the financial literacy movement on TikTok. Her content has reached millions and earned features in Good Morning America, The Wall Street Journal, Fortune, The New York Times, CNBC, and more. Named BankRate's Best Financial Activist and GoBankingRates' Most Influential Financial Expert, she has spoken at Google, Nasdaq, and partners with Shark Tank Global on YouTube. Today, she travels the world teaching Gen Z how to build wealth with confidence and clarity.

The Stuff Our Lawyers Want Us to Say

Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.