The Money Jar - The Podcast about Kids, Families and Money

Categorized | The Money Jar

#84: Financial Planning Among Friends

coins-948603_640_0Common advice shared on “The Money JAR” is to save money early and save it often.  But how should you plan for you financial future?  As a young adult in his 20s, our producer Alex has a lot of money questions but not many answers.  In this episode, show hosts Evan and Todd provide friendly guidance to Alex in an attempt to improve his financial life now and in to the future.  They advise him how to best choose and use credit cards and how to set aside and invest money for retirement.

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Show Hosts

Your hosts

Todd Yuzuriha and Evan Wilson

Evan is a senior research analyst and principal at Pacific Crest, a top technology boutique investment bank. He leads the firm’s coverage of the Internet, social media and games. He was recognized in Institutional Investor‘s All-American Research Team in the leisure (2005, 2007-2010), software (2005, 2007-2011) and Internet (2011) categories. He frequently appears on CNBC and at industry conferences, and is often quoted in The New York Times, The Wall Street Journal and Bloomberg. Evan graduated from Linfield College, where he studied finance and computer science and was an Academic All-American.

Todd is passionate about personal finance and began investing at age 12. He retired as Vice President of Engi-neering for Logitech, where he led product development of the company's audio and video game products. Previously he was Senior Vice President of Engineering for Labtec, Senior Director at Sharp Microelectronics, and Engineering Manager at Tektronix. Todd has a bachelor's degree in engineering from Stanford, a master's degree in engineering from the University of California at Berkeley, and an M.B.A. from the University of Portland. Todd is married and has 3 children. He serves on the boards of Evergreen Public Schools in Vancouver, Washington and the Fort Vancouver Regional Library District and plays trumpet.