September 12th
Investing in Grandkids: One Woman's Inspiring Graduation Travel Tradition
In this episode, we sit down with Marti Richardson, a retired educator and long-time client, to explore how she chose to invest in her relationship with her grandchildren through unique, one-on-one high school graduation trips.
Marti shares the inspiration behind this tradition, her tips for grandparents considering similar experiences, and the lasting impact these trips have had on her family. Discover how aligning travel with family values can create powerful memories and strengthen bonds across generations.
This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv
Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.
Advisory services offered through Retirement Planning Services, LLC.
The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.