Donalies Financial Planning

View Original

Take Our Daughters (and Sons) to Work Day Yields Interesting Ideas About What I Do

We started the day with what I believed was going to be an exciting discussion about financial planning, budgeting, stock ownership, and dividends.


My youngest burst my bubble by asking, "When's lunch?".


This year's National Take Our Daughters and Sons to Work Day fell on Thursday, April 27th. I was pleasantly surprised when both of my daughters (and my youngest's BFF!) wanted to spend the day at work with me.


The girls enjoyed the budgeting exercise. I was amused when they wanted to earmark only $100/month for groceries.


The girls quickly took to creating a budget, even if some of their estimates were unrealistic. I think they enjoyed showing off their math skills.


Apparently, the girls think my job would be a lot more interesting if I traded socks rather than stocks.


What Does a Financial Planner Do?

I posed this question to the girls and had some surprising responses. Apparently, my job entails:

  • Counting people's money

  • Using a calculator to count people's money

  • Working on a computer

  • Buying stocks (not socks!)

  • Earning money

  • Going to bank accounts to see how much money people have (this is my favorite because I envision myself actually going up to people and asking to look at their bank accounts)

  • Teaching people how to spend wisely

These are all true statements. Especially the one about not buying socks.


I think lunchtime was the highlight of their day.


Listening / Reading / Watching

Here's what has my attention right now:

  • The Tipping Point: How Little Things Can Make a Big Difference by Malcolm Gladwell. I have yet to find a book written by Malcolm Gladwell that I didn't like.

  • Catastrophe, Season three on Amazon Prime. Amazon just dropped all six episodes of season three onto Prime. Seasons one and two were hilarious, so I hope the trend continues.