Insights

June 10, 2026

Setting Up Young Adults for Financial Success: An Ask the Expert Podcast

In Family Needs, Financial Planning, Wealth Strategy

What does it take to set up young adults for financial success? What is missing in the educational system, what are the most important fundamentals we can instill in kids, and how can we empower young people to be not just financially literate, but financially confident? Financial Beginnings has been empowering youth and adults to take control of their financial futures for more than 20 years, and we are very excited to have CEO Ronecca Norvell join us for this Ask the Expert podcast.

Financial Beginnings is a national nonprofit that provides accessible and unbiased financial education programming to youth and adults in schools and community-based organizations across the country. Coldstream Wealth Manager Becky Wilcox sits down with Ronecca to learn more about the state of financial education in schools, how parents can help their children become financially literate, and what tools help inspire young people to become engaged and interested in finance. Ronecca shares her insight gained over 25 years of working in nonprofits across education, healthcare, and other community organizations helping families access what they need to thrive. In this 30-minute videocast, they discuss:

  • Current financial education legislation in different states and what is missing in today’s educational system
  • The objectives of financial programming for young people
  • How to get the interest and attention of young people when it comes to finance and financial literacy
  • Advice for parents seeking to give their children a strong financial foundation
  • Resources for families

Watch or listen to the videocast below.

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This podcast is for informational purposes only and does not constitute investment advice. References to third-party sources and firms are based on self-reported information and are not verified by Coldstream. None of the information provided constitutes an opinion or a recommendation or a solicitation of an offer to buy or sell any particular security. Coldstream analyses are not intended to provide, and should not be construed to constitute, complete accounting, insurance, investment, legal, or tax advice. The investment strategies and securities shown may not be suitable to you. Past performance is no guarantee of future results.

© Coldstream Holdings Inc. May not be reproduced, republished, or distributed without prior written consent. Questions and comments may be directed to your wealth manager.

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