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Beyond The Balance Sheet Podcast

Dec 22, 2021

Courtney Pullen is the President of the Pullen Consulting Group with more than 25 years of experience in individual and family coaching. In this episode, Courtney joins us  to explain the importance of teaching financial literacy as early as possible to your children. He says that it would help if you were intentional when talking about wealth and finances with your family. Plus, Courtney explains how to pass on the proper values to your children around wealth. Tune in as we chat about grit, teachable money moments, and dealing with your own money issues.




  • [01:50] When are kids ready to hear about how much money is in your family?  
  • [04:20] You need to be intentional when it comes to talking about money. 
  • [09:30] How wealth can hinder the process of instilling values to your children. 
  • [12:30] We need to not deprive our children of the opportunity to earn. 
  • [21:20] An example of how Courtney promotes grit into his children. 




  • You need to teach your kids financial literacy from a young age; the sooner, the better! 
  • Let your kids make money mistakes; anything can be a great teachable moment.
  • Define the purpose of your wealth; that way, you can pass on the proper values in your children. 
  • Parents need to deal with their own money issues before teaching their children about money. 











Courtney Pullen M.A. is the President of the Pullen Consulting Group.  He has more than 25 years of experience in individual and family coaching, business and management consulting, leadership development, communication, and team building.


Courtney received his graduate degree in Psychology from the University of Northern Colorado in 1983.  He was a Clinical Associate at the School of Professional Psychology at the University of Denver and an Adjunct Professor at the University of Colorado at Denver.  Courtney also spent 17 years as a Senior Consultant with Conversant Solutions, a Communication and Collaboration Consulting firm to Fortune 100 Companies. 


Courtney has lectured frequently, conducted numerous workshops, and been published in the areas of individual and organizational change, behavioral finance, communication, and family wealth dynamics.  He is a former contributing editor to the Journal of Financial Planning and the Journal of Practical Estate Planning and is a faculty member of the Sudden Money Institute.  He also holds Fellow status in the Purposeful Planning Institute and is a graduate of the Newfield coaching program. 


He has spoken at regional and national conference of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Investment Management Consultants Association, (IMCA), and Young Presidents’ Organization (YPO), as well as estate planning symposiums and family foundation conferences.


His primary focus is as a consultant to financial services firms and affluent families.  He is the author of Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health.  He is also on CPWA faculty at the University of Chicago Booth School of Business.