Financial Tips for Young Families: Navigating the First Year and Beyond
Update: 2025-08-13
Description
Join host Kelly Mould as she discusses financial planning for new parents with VP Wealth Portfolio Analyst Manager Kelsey Ellsworth and SVP Wealth Advisor Greg King. Kelsey, a new mom to twin baby girls, shares her firsthand experience on the financial challenges and opportunities that come with parenthood. Greg, an expectant parent, discusses preparations for his upcoming new chapter and the financial responsibilities that come with it.
Check out our new parent checklist to make sure you’re well prepared for when your baby arrives.
Submit a question on Your Money. Your Mission.
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