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By Ted Williams |
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Hello Thursday. Last night was my 10-year-old son’s first Mannerly etiquette class hosted at Myers Park Country Club!
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I should have done a trade deal with my friend Elizabeth Anne, but instead I paid the full $570 for 5 classes. Credit to her for leaving her cushy Wells Fargo job and going all in.
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“Dad, I had to box step dance with a girl,” my son told me as he loosed his tie and ill-fitting blazer. I LOLed.
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Will he continue to greet adult males with a bro handshake and casual “Sup dude?” Only time will tell! Anyways.
đź’ĽÂ Hot Job:Â Franchise Advisor at Franzy ($100K – $115K base, 15% commission). Startup dubbed the "Zillow of Franchising." Work with CEO Alex Smereczniak, who previously founded 2ULaundry.
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💰 Number: $300M. Target size of ex-NFL player Muhsin Muhammad’s new PE fund focused on health and wellness-centric food and beverage brands.
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👨 Shout-out: Kristina and AJ Sankofa, owners of the new Eso Pasta food stall in Optimist Hall, for going through 80 pounds of chicken each day making their viral $14 Sicilian Fried Chicken Nuggets. Tasty!
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MARKETS: YEAR-TO-DATE
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S&P 500 |
6,638 |
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Nasdaq |
22,494 |
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PIONEER TEACHER
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Thousands of educators nationwide turn to Brian Li to teach middle schoolers money
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Badass 45-year-old teacher Brian Li at Providence Day
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How it started: Obsessed with the positive impacts of financial literacy, Providence Day teacher Brian Li piloted a middle school Personal Finance class 5 years ago.
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Feedback was "overwhelmingly positive" and Brian switched from math teacher to personal finance teacher.
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Now dozens of schools across the country and thousands of educators use his free curriculums, guides, and tools.
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Start early: "If kids can learn the Pythagorean theorem in grade school, they can certainly understand compound interest and the power of a diversified, low-cost investment portfolio."
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Classes: Brian teaches 8th grade Personal Finance (budgeting, credit, saving, investing, insurance, taxes) and high school Financial Analytics (asset classes, equities, securities).
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Important: "Financial literacy is as essential as reading or math, because today’s students face financial choices earlier and with higher stakes than ever."
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Favorite tool: "Roth IRA. Every dollar grows tax-free. It’s one of the simplest and most powerful ways to build generational wealth."
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Giving back: Brian posts his 183-page course packets, PowerPoint lessons, and course workbooks online — for free 🤯
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PRESENTED BY BRANDON LAWN REAL ESTATE
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Updated Foxcroft home on over half an acre asks $1.85M
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4 beds 3 baths stunner on Valencia Terrace in Foxcroft East
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For sale: This move-in ready home with desirable floor plan just hit the market in Foxcroft East (already hit 125 saves on Zillow).
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Chef’s kitchen with island and walk-in pantry.
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Monster backyard deck for entertaining sunset cocktails.
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Attached two-car garage with workshop space.
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Agent: Brandon Lawn. “Off the charts curb appeal and just around the corner from Foxcroft Swim and Racquet Club!”
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SO HOT RIGHT NOW
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Sala off to hot start, serving 150 guests on its first Friday night
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$16 Classic Negroni and $17 Sunset Pome at Sala
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Hot take:Â Sala is the new spot for the Myers Park crowd to see and be seen. Cozy, bougie vibes. Tasty small bites. Delicious cocktails.
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Backstory: Sala opened last Thursday. It’s Stagioni’s sister cocktail bar. Located across the courtyard. 36 seats. $600K build out by veteran restaurateur Bruce Moffett.
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Instructions: Sit at the 9-seat bar. Order the $17 Mezcal Negroni and the $10 Smoked Red Onion Ricotta.
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Charcuterie boards are flying off the shelves, but at $40, I just couldn't do it. Hearing good things about the $18 Shrimp & Calamari Ceviche too.
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On Tuesday at 4:30pm, I saw a 40ish-year-old couple sipping champagne and nibbling on $150 caviar. Power move!!
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Power ranking: I’m officially anointing “Sala X Stagioni” the No. 1 drink and dinner date night combo in Charlotte 🏆
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MONEY TALKS
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32-year-old accounting manager making $239K saves for engagement ring, portfolio up 31%
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The Health Club ($259/mo) this guy’s No. 1 favorite expense
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Money Talks is a weekly series showcasing how real people in Charlotte approach money. Participate.
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Job: “Accounting and operations manager. I make $183K base with a 25% bonus and $10K in annual RSUs.”
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Work-life balance: “When I was a consultant at a Big 4 firm, it was completely unmanageable. I honestly didn’t like my career and I didn’t like myself for a while. Now, it's normal.”
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Restaurant pick: “Customshop never disappoints. I don’t even like duck, but the duck here is chef’s kiss ($60 Rohan Duck Breast with sweet potato puree).”
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Net worth: “$1.04M. No inheritance, no business sale, just hard work. I manage my own portfolio. Up 31% over the last 3 years. Shout out to tech stocks bouncing back!”
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Rich in Charlotte: “Having a great relationship with God, family, and friends — while taking care of themselves and providing to the best of their ability.”
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On my mind: “Proposing to my girlfriend with a ring she deserves. Her family has some business interests, so I don’t know if there’s prenup agreement expectations.”
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Full story: 32-year-old making $239K believes "budgets are kind of a myth"
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MONEY SNACKS
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5 other financial headlines I’m snacking on
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Wake Forest offers free tuition for admitted students from North Carolina families earning less than $200K.
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EDIT Sale opens with over 7,000 designer deals. Valentino, Chanel, and Zimmermann. Shared dressing room, so be smart with undies.
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Truist Championship debuts upgraded 2026 hospitality packages. The Green Mile Club, historically starting at about $6K, gets more exclusive.
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Pumpkin concierge offers $275 – $950 packages to deliver, design, and style your front porch with pumpkins and seasonal decor.
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Swansboro boat tour for sale asking $405K. $165K revenue. 1-2 daily cruises. 12 years old. 42-passenger Sightseer boat included.
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HOUSEKEEPING
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South End’s newest beer hall serving up $17 sushi rolls
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$17 Jalapeño Inferno roll at Distro Beer Hub
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Now open:Â Distro Beer Hub opened in South End last Wednesday. It's a 350-person beer hall. Beer garden opens tomorrow.
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Beer stalls include Heist, Divine Barrel, Winston-Salem's Incendiary Brewing, and Asheville's DSSOLVR. Cocktails available too.
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Food includes a classic bar menu ($16 Caesar wrap most popular item) and a separate sushi menu.
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Wild combo: Beer hall that serves sushi?! I had to try it. Go with these two rolls 👇
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$14 Crimson Wave – spicy salmon, avocado with tuna
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$17 Jalapeño Inferno – spicy tuna, cream cheese, fried jalapeño, blaze sauce (not as spicy as it sounds)
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Programming note: No newsletter next week! It’s my kids’ fall break. I’m teeing it up with my 10-year-old at Mountain Air Country Club, which has a runway between holes 5 and 6.
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– Ted
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MONEY POLL
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Should personal finance be taught in middle school?
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Last week’s poll results: Is the merger of Elon University and Queens University a good idea? (11,129 subscribers)
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