Getting Them Out of Your Basement

This presentation discussed strategies for raising financially fit kids. He emphasized six core financial concepts: time, earn, choose, learn, track, and give. The presenter highlighted that 70% of wealth is lost in one generation and 90% in two. The presenter shared practical examples, like saving for a family sailboat and tuning skis, to teach kids the value of time and earning. The presenter also stressed the importance of tracking financial metrics and giving back to build empathy and resilience. The presenters methods aim to help parents and advisors guide their children to financial wellness and independence.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 10m

How to Earn Your CE Credit?

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CE Credits provided by this presentation:

* FP Canada - 1 General credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Getting Them Out of Your Basement
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Gordon Stein

Gordon Stein isn’t your typical financial expert—and thank goodness. With a career that’s spanned executive roles at Apple, Dell, and Rogers, he’s seen what drives real world change. It’s not budgets and guilt trips—it’s making change feel easy and rewarding. It’s a shift in how people see themselves, their money, and their potential. Today, Gordon is one of the most original voices in financial wellness. As the author of Cashflow Cookbook and a Certified Financial Education Instructor (CFEI), he’s helped thousands of people reduce financial stress and build real wealth—while still enjoying things like artisanal cheese boards and airline lounge access they probably didn’t pay for. The book features more than $13,000 in monthly savings ideas—yes, monthly—delivered through painless, practical tweaks that actually stick. His talks are smart, funny, and anything but expected. Whether he’s helping audiences discover hidden money in their everyday spending, reimagine retirement with joy and purpose, challenge the labels that limit them, or raise financially fluent kids in a world of $400 hoodies, Gordon brings a mix of wit, storytelling, and aha moments that stick. So yes, Gordon talks about money. But more than that, he talks about freedom. About transformation. And about how to start living the life you’ve always wanted—with or without budgeting apps.