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  • Post Archive: Sep 2014


    • WJPF Miller in the Morning

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      12/22/2014 Updated Post

      Wendy did appear on the Miller in The Morning Show to discuss MoneyBags, but sadly the audio for the show was lost.  Instead, here is a picture of Wendy getting ready for her on air debut.  We hope you enjoy!

      MillerInTheMoring

       

       

       

       


    • Book Signing: September 22, 2014, at Carterville Library

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      Carterville Library LogoOn September 22, 2014, from 4 PM until 7 PM, visit the Anne West Lindsey District Library in Carterville, IL,  for a MoneyBags book signing event.  Wendy Gillespie, MBA, CFP®,  and the MoneyBags staff will be on hand to sell and sign copies of MoneyBags: A Guide to Teaching Your Kids About Money.  Invite your friends and come share your favorite MoneyBags Moment!



    • Book Signing: September 20,2014 at the Junque Jamboree

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      bagOn September 20, 2014, come and say hello to Wendy and get your copy of MoneyBags: A Guide to Teaching Your Kids About Money autographed at the Johnson County Junque Jamboree!   Wendy and team will be on-hand from 12 pm until 2 pm at the Ned Shed Tent during the jamboree to discuss our favorite subject of teaching money.   Come and share your favorite MoneyBags Moment with the team!

      The Johnson County Junque Jamboree begins at 7 am in the Vienna public square.  Join more than 140 vendors that will be set up around the square, selling antiques, crafts, repurposed items, jewelry and more during the day-long event.  For specific information about the Junque Jamboree, call Gary Hacker at 618-771-6877.


    • Book Signing: Southern Illinois Women’s Health Conference

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      MoneyBags: A Guide to Teaching Kids About MoneyJoin Wendy on September 20, 2014, for a MoneyBags book signing event sponsored by John Forbes of Forbes Financial Group. Wendy will be signing copies of MoneyBags: A Guide to Teaching Your Kids About Money from 7:30 to 8:15 am at the Southern Illinois Women’s Health Conference on the John A. Logan College campus in Carterville, Illinois.

       

      For more information about the Women’s Health Conference or to register for the event, please visit www.w4hw.com.

      Forbes Financial Group LogoFor information on Forbes Financial Group , please visit www.ForbesFinancialOnline.com.



    • MoneyBags on the radio!

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      Wendy Gillespie, MBA, CFP®Hello MoneyBags Managers!  In case you missed the live radio broadcast of Wendy Gillespie, MBA, CFP® chatting about MoneyBags: A Guide to Teaching Your Kids About Money on David England’s Eye on the Market radio show, all is not lost.

      Our friends at Eye on the Market have posted the segments for your listening pleasure and convenience.  After speaking about MoneyBags, Wendy also has a discussion about retirement planning.  Take a listen to the segments below and don’t forget to share with your friends.  Click the title name of this blog post to enter the post and click one of the sharing options: Facebook, Twitter or Pinterest.

      SEOMegment 2
      Special guest-author Wendy Gillespie MBA, CPF answers questions about writing her book MoneyBags: A Guide to Teaching Your Kids About Money. http://goo.gl/AEmZuU

      Segment 3
      Wendy Gillespie answers a critical question-What is it that Investors  do not get when dealing with planning for retirement? http://goo.gl/sL2bHc

      Here’s to filling your MoneyBags!


    • Surviving Cancer and the Money Hierarchy Cake

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      Money CakeSince my book was published, much has happened as the months have ticked away.  You may have noticed that my blog posts have been rather sporadic.  It was my intent to at least connect with you monthly, but as we all know, life happens.  The day that I receive the first copy of MoneyBags in my hand, during my celebratory lunch, I received a call from my doctor who informed me that I had several worrisome abnormal lymph nodes in my chest.  This did not come as a large surprise, since the doctor had been running several test on me to find out what was causing my weak vocal cord, which in turn, caused my voice to drop down to a whisper.  As she ruled things out, it finally became clear that I had Lymphoma.

      After I was diagnosed, I took a step back and was grateful for all the insurance (ingredients) I purchased on myself for such a scenario.  Chapter 7 talks about the Money Hierarchy Cake.  Level 2 is the Ingredients Level, which is where you pick up insurance.  I immediately began taking an inventory of my insurance.  Not only did I look at medical, but also life, and disability insurance.  It should be no surprise to you, but I am also glad that I have my “old lady insurance” (i.e. long term care) in place too.  Working in the insurance industry, it is hard for me to comprehend that my health went from super preferred nonsmoker (the best health rating) to uninsurable (not eligible for coverage) over night.

      Like everyone else, I don’t like dishing out the money to pay for the insurance premiums, thinking I would never use it.  However, logically I knew it was better to pay the premiums than to have something happen and no coverage in place. 

      As I reviewed all of my policies in detail, I can tell you that I had peace of mind knowing that if I had to walk away from being a financial advisor and unknown author, that financially, I was going to be just fine.  Furthermore, I looked at what would happen if I were to die.  Sadly, I don’t have kids, it was not in the cards for me, but I do have a substantial amount of life insurance on me for many reasons.  I always joke with my clients that if I die young (when my insurance premiums are cheap) that someone should win the lottery.  When I review the beneficiary designation on my life insurance policies, I think about what an impact I can make on where I decide to distribute the money.  Even though my parents don’t need the money, I can ensure that they will not need money if I am gone.  I have some charities that I allocate to as well as people who are important to me. 

      Gratefully, I am happy to report that not only am I now cancer free after six rounds of chemo therapy, but I also have regained my voice.  Going forward I have a lot of ground to cover.   I am looking forward, with your help, in helping parents teach their kids about money, by spreading the word about MoneyBags!

      Here is to filling your MoneyBags!!!

      Wendy