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[HTFF FAVORITE] Trade or Treat & Gifting Stock Shares with Chuck Jaffe (Money Life) - Hustle to Financial Freedom

[HTFF FAVORITE] Trade or Treat & Gifting Stock Shares with Chuck Jaffe (Money Life)

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[HTFF FAVORITE] Trade or Treat & Gifting Stock Shares with Chuck Jaffe (Money Life)

Episode Originally Posted:
October 27, 2021

We are hanging out with Chuck Jaffe.

He’s an award winning journalist and is the author of three books including “Getting Started In Finding a Financial Advisor”, “The Right Way to Hire Financial Help” and “Chuck Jaffe’s Lifetime Guide to Mutual Funds”.

Chuck can also be heard as the host of the Money Life Podcast.

But today we are here to talk about his very cool twist on Trick-Or-Treating.

Timeline:

00:58 – Intro
01:37 – Chuck’s Trade or Treat Tradition
15:00 – Lasting Memories of Trade or Treat
16:39 – Alternative Version of Trade or Treat
18:11 – Reasons to Host a Trade or Treat
21:37 – Trade or Treat’s Cost
24:27 – Money Lessons of Trade or Treat
31:24 – Do You Ever Get Pushback From Parents?
41:08 – Contacting Chuck
43:44 – Gifting Stock Shares
59:07 – Taking Children to Shareholder’s Meetings

Resources & Links:

*Intro and outro music is provided by Michael Cat Audio

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