Wealthy Whiz Kids
“The earlier we teach financial wisdom, the longer it grows.”
The program introduces age-appropriate money concepts:
Grades 1–5: Learn the 4 Jars (Save, Spend, Share, Invest)
Grades 6–8: Practice decision-making, goal-setting, and earning
Grades 9–12: Explore entrepreneurship, credit, and compound growth
Each level connects classroom learning to real family conversations, helping parents and students see how money choices today shape future freedom.
Presented by
Stacey Sue Perez, Ed.D
Creator, Wealthy Whiz Kids™
Ginger Wright
Wealthy Whiz Kids™
“Educating families today to protect their tomorrow.”
Why We Started Wealthy Whiz Kids™
As homeschool parents and educators, we noticed something missing in traditional education: children were learning math, reading, and science, but not how money actually works in real life.
We saw families working hard, yet feeling unprepared to talk about budgeting, saving, or long-term planning with their children. We also saw kids curious about money, asking big questions, and wanting responsibility, but lacking age-appropriate guidance.
So we created Wealthy Whiz Kids™ to bridge that gap.
Our goal was simple: make financial literacy clear, engaging, and family-centered. We wanted lessons that spark conversation at the kitchen table, build confidence instead of fear, and teach children that money is a tool; one that can be used wisely, generously, and intentionally.
Wealthy Whiz Kids™ - Creators
Educators and parents with over 20 years experience.
Ginger Wright
Licensed Life Insurance Agent – CA License #4404286
Stacey Perez
Licensed Life Insurance Agent – CA License #4485464
5055 Avenida Encinas Suite 210 Carlsbad, CA 92008
Why We Started Wealthy Whiz Kids™
As homeschool parents and educators, we noticed something missing in traditional education: children were learning math, reading, and science, but not how money actually works in real life.
We saw families working hard, yet feeling unprepared to talk about budgeting, saving, or long-term planning with their children. We also saw kids curious about money, asking big questions, and wanting responsibility, but lacking age-appropriate guidance.
So we created Wealthy Whiz Kids™ to bridge that gap.
Our goal was simple: make financial literacy clear, engaging, and family-centered. We wanted lessons that spark conversation at the kitchen table, build confidence instead of fear, and teach children that money is a tool; one that can be used wisely, generously, and intentionally.
Wealthy Whiz Kids™ - Creators
Educators and parents with over 20 years experience.
Ginger Wright
Licensed Life Insurance Agent – CA License #4404286
Stacey Perez
Licensed Life Insurance Agent – CA License #4485464
5055 Avenida Encinas Suite 210 Carlsbad, CA 92008
Workshops & Presentations
Family Financial Literacy
Our Wealthy Whiz Kids™ workshops are designed for educators, parents, all family members and children to learn together in a fun, engaging, and practical way. These interactive sessions introduce core financial literacy concepts using age-appropriate language, hands-on activities, and real-life examples that families can immediately apply at home.
During each workshop, families explore topics such as budgeting, saving, smart spending, and goal-setting through games, discussion, and simple tools that make money feel approachable - not overwhelming. Parents gain strategies for continuing the conversation at home, while kids build confidence in making thoughtful money choices.
These workshops are perfect for homeschool groups, schools, community organizations, and family events - providing a meaningful foundation for lifelong financial confidence.
Why We Started Wealthy Whiz Kids™
As homeschool parents and educators, we noticed something missing in traditional education: children were learning math, reading, and science, but not how money actually works in real life.
We saw families working hard, yet feeling unprepared to talk about budgeting, saving, or long-term planning with their children. We also saw kids curious about money, asking big questions, and wanting responsibility, but lacking age-appropriate guidance.
So we created Wealthy Whiz Kids™ to bridge that gap.
Our goal was simple: make financial literacy clear, engaging, and family-centered. We wanted lessons that spark conversation at the kitchen table, build confidence instead of fear, and teach children that money is a tool; one that can be used wisely, generously, and intentionally.
Wealthy Whiz Kids™ - Creators
Educators and parents with over 20 years experience.
Ginger Wright
Licensed Life Insurance Agent – CA License #4404286
Stacey Perez
Licensed Life Insurance Agent – CA License #4485464
5055 Avenida Encinas Suite 210 Carlsbad, CA 92008
Workshops & Presentations
Family Financial Literacy
Our Wealthy Whiz Kids™ workshops are designed for educators, parents, all family members and children to learn together in a fun, engaging, and practical way. These interactive sessions introduce core financial literacy concepts using age-appropriate language, hands-on activities, and real-life examples that families can immediately apply at home.
During each workshop, families explore topics such as budgeting, saving, smart spending, and goal-setting through games, discussion, and simple tools that make money feel approachable - not overwhelming. Parents gain strategies for continuing the conversation at home, while kids build confidence in making thoughtful money choices.
These workshops are perfect for homeschool groups, schools, community organizations, and family events - providing a meaningful foundation for lifelong financial confidence.
Frequently Asked Questions
What is Wealthy Whiz Kids?
Wealthy Whiz Kids is a financial literacy learning brand created to help kids and teens build real-life money skills.
We offer fun, age-appropriate lessons, printables, challenges, and workshops focused on saving, spending, budgeting, earning, and smart decision-making.
Our end result is to support you in any way that we can to make future decisions and overall education.
Who are your programs for?
Our resources are designed for:
Kids (Grades 1–5) learning money basics
Middle school students (Grades 6–8) building strong money habits
Teens (Grades 9–12) preparing for real-world financial independence
Families who want to teach money lessons at home
Schools, youth programs, and community organizations
Anyone who can gain knowledge and education towards being financial sounds
Do I need any finance background to use these materials?
Not at all. Wealthy Whiz Kids is designed to be simple, clear, and easy to teach - no experience required.
Parents, teachers, and mentors can follow along with confidence. Grandparents seeking this information is an added bonus!
What topics do Wealthy Whiz Kids cover?
Topics may include:
Budgeting and spending choices
Saving and goal setting
Needs vs. wants
Banking basics
Credit and debt awareness (for teens)
Entrepreneurship and earning income
Investing basics
Giving and community impact
Money mindset and healthy financial habits
Are the courses self-paced or live?
Most Wealthy Whiz Kids resources are self-paced so students can learn anytime.
We also offer live workshops and group sessions for schools, organizations, and special events. Please, invite us to your next event, absolutely free of charge. Our end goal is to provide financial education.
How long do the lessons take?
Lesson length depends on the resource. Many activities are designed for:
15–30 minute quick lessons
45–60 minute learning/classroom sessions
multi-week units for deeper learning
You can complete lessons in short sessions or combine them into a full program.
Can parents use this at home?
Yes! Many families use Wealthy Whiz Kids for:
weekly family money nights
allowance routines
goal tracking
real conversations about spending and saving
Everything is created to be practical learning.
Can teachers use Wealthy Whiz Kids in the classroom?
Absolutely. Our materials work well for:
advisory / homeroom
math connections
life skills / SEL
enrichment
entrepreneurship clubs
after-school programs
Do you need another option? Contact us!
How do I add a question and answer to my FAQ section?
What age is best to start teaching financial literacy?
It’s never too early. Kids can start learning money basics as young as age 5–6, and the skills grow with them:
younger kids learn saving and spending choices
middle schoolers build habits and decision-making skills
teens learn real-world money strategy and independence
Can I share the resources with friends or other teachers?
Purchases are for individual use only unless the product includes a classroom/school license.
If you’d like to use Wealthy Whiz Kids for a grade level, school, or organization, reach out for group access pricing.
Do you offer school workshops or in-person events?
Yes! Wealthy Whiz Kids offers workshops for:
schools
youth organizations
community groups
special events
Workshops can be delivered in-person or virtual, depending on location and availability.
How do I book a workshop?
You can book a workshop by:
Visiting our Workshops page
Submitting the booking form
Selecting your grade level and preferred dates
What if my child learns differently or needs support?
We believe every child can learn financial confidence. Our resources are built to support different learning styles through:
simple instructions
visuals and structured steps
hands-on activities
real-life examples
student-friendly language