Podcasts about Financial literacy

In this episode of Zero to CEO, entrepreneur and author Christopher Volk reveals why the key to wealth isn't just a high salary — it's ownership. Learn how becoming business rich by holding equity in the company you build or work for can dramatically increase your chances of becoming a multimillionaire. Christopher breaks down shareholder return hurdles, the five return components of wealth-building businesses, and the financial framework that sets high-growth companies apart. Whether you're a founder or an ambitious team member, this episode delivers a roadmap to financial freedom through ownership.

Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed.  Money can be a major point of shame, anxiety, guilt, and avoidance for a lot of us, so we're throwing it back to this deep dive with financial expert Jessica Moorhouse on the psychology of money and how to heal your relationship with it, so you can stop toxic financial habits and rewire your money mindset. Jessica is a millennial money expert, speaker, Accredited Financial Counsellor Canada®, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness. Listen to our full episode with Jessica here. Check out Jessica's book, Everything but Money. Follow Jessica on Instagram, YouTube, and her website. Tune in every Monday for an expert dose of life advice in under 10 minutes. For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Chris Corinthian, CEO of FinLit University, a financial literacy educator who helps high school and college students find money for school, avoid student loan debt, and build real financial skills that set them up for life.Through his workshops, curriculum development, speaking engagements, and his book Financial Literacy 101 for College Students, Chris teaches students and families how to make smarter money decisions and create better financial futures.Now, Chris's shift into full time entrepreneurship, driven by his commitment to being present for his child with special needs, demonstrates how purpose and responsibility can fuel meaningful impact.And while balancing a growing business, expanding opportunities, and the realities of parenting, he continues to build a mission shaped by service, flexibility, and genuine care for the people he teaches.Here's where to find more:Co-host of Emmy-Nominated PBS show, "My Money Mentors"https://www.pbs.org/show/my-money-mentorsInstagram: https://instagram.com/thefinlitguyLinkedIn:https://linkedin.com/in/thefinlitguy________________________________________________Welcome to The Unforget Yourself Show where we use the power of woo and the proof of science to help you identify your blind spots, and get over your own bullshit so that you can do the fucking thing you ACTUALLY want to do!We're Mark and Katie, the founders of Unforget Yourself and the creators of the Unforget Yourself System and on this podcast, we're here to share REAL conversations about what goes on inside the heart and minds of those brave and crazy enough to start their own business. From the accidental entrepreneur to the laser-focused CEO, we find out how they got to where they are today, not by hearing the go-to story of their success, but talking about how we all have our own BS to deal with and it's through facing ourselves that we find a way to do the fucking thing.Along the way, we hope to show you that YOU are the most important asset in your business (and your life - duh!). Being a business owner is tough! With vulnerability and humor, we get to the real story behind their success and show you that you're not alone._____________________Find all our links to all the things like the socials, how to work with us and how to apply to be on the podcast here: https://linktr.ee/unforgetyourself

This Women in History Mini-Series with Dr. Victoria Bateman explores the life and contributions of Priscilla Wakefield, a revolutionary figure in financial literacy and women's empowerment during the Industrial Revolution. Wakefield's work in establishing savings banks and community insurance schemes for women highlights her belief in the practical application of mathematics for everyday life. The discussion also addresses the challenges women faced in finance during her time and her lasting impact on feminist economics.TakeawaysPriscilla Wakefield taught ordinary people how to use numbers.She established England's first savings bank for women and children.Wakefield's work was pivotal during the British Industrial Revolution.She recognized the need for financial education among women.Her community insurance scheme empowered women financially.Wakefield's approach to mathematics was practical and accessible.She published influential works on women's rights and economics.Her philosophy emphasized the importance of financial literacy.Chapters00:00 Introduction to Priscilla Wakefield01:19 Priscilla Wakefield: A Revolutionary Mathematician04:28 The Financial Landscape of Georgian Britain06:34 Groundbreaking Contributions to Banking and Finance07:41 Fun Facts and Legacy of Priscilla WakefieldFollow Breaking Math on Substack (https://breakingmath.substack.com/) Twitter (https://x.com/breakingmathpod) Instagram (https://www.instagram.com/breakingmathmedia/) Bluesky (https://bsky.app/profile/breakingmath.bsky.social) Website (https://www.breakingmath.io/) YouTube (https://www.youtube.com/@BreakingMathPod) Follow Victoria on Website (http://www.vnbateman.com/)Instagram (https://www.instagram.com/women.wealth.power/) Twitter (https://x.com/vnbateman) Bluesky (https://bsky.app/profile/vnbateman.bsky.social) Follow Autumn on Twitter (https://x.com/1autumn_leaf) Bluesky (https://bsky.app/profile/1autumnleaf.bsky.social) Instagram (https://www.instagram.com/1autumnleaf/) Substack (https://substack.com/@1autumnleaf)

Financial literacy is not just a client issue; it is a national opportunity for CPA financial planners to lead. With only half of Americans understanding basic financial principles and many households living paycheck to paycheck, the profession is uniquely positioned to step beyond the conference room and into classrooms, community groups, and public conversations. In this episode, Host Cary Sinnett discusses with Julia Bush how CPAs can turn technical expertise into measurable impact. Julia explains why financial literacy remains one of the most critical life skills Americans are often expected to "teach themselves" and why that model continues to fall short, particularly for students. While 30 states now require personal finance education in high schools, funding and implementation gaps persist. The conversation explores: The behavioral gap between knowing and doing in personal finance Why accountability and small actionable steps matter How CPAs can partner with schools, nonprofits, and community groups The impact of organizations like Junior Achievement Practical first steps financial professionals can take to create measurable change For CPA financial planners, this episode is both a call to action and a roadmap for engagement. AICPA Resources: Financial Literacy Junior Achievement Volunteer Invest in girls Institute for Financial Education and Prosperity This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.  

Brian sits down with Dennis Gates, the head basketball coach for the University of Missouri. Coach Gates opens up about the rapidly changing landscape of college sports, shares his unique relationship-driven approach to recruiting, and imparts invaluable leadership advice on maintaining grace, having patience, and embracing the process. 1:46 - The NIL Era and Monetizing College Sports 05:20 - Financial Literacy for Student-Athletes 09:21 - Dennis Gates' Core Values and Recruiting 13:00 - Handling Pressure and Critics 16:16 - Why Coach Gates Chose Mizzou 20:20 - The Ultimate Goal 33:04 - Final Leadership Advice

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Dr. Monique Guillory is the President of Dillard University. Much of Dr. Guillory's career has been at Historically Black Colleges and Universities (HBCUs) and Minority Serving Institutions (MSIs). Her expertise includes academic program development, accreditation processes, STEM pipelines, and student success. Additionally, she has served on the cabinets of six university presidents. Prior to coming to Dillard, Dr. Guillory was chief of staff and senior vice president for the University of the District of Columbia (UDC), where she led the development of the institutional strategic plan and provided leadership for UDC's K-12 partnership with the Anacostia Feeder Pattern. She has also been among the executive leadership team at Jackson State University,  Xavier University of Louisiana, the Southern University System, and the University of the Virgin Islands. Dr. Guillory is a former member of the substantive change committee for the Middle States Commission for Higher Education (MSCHE), an experienced Middle States evaluator for regional accreditation, and previously served as member-elect for the Middle States Regional Council for the College Board.  She earned her Ph.D. in comparative literature and performance studies from New York University, where she was awarded the Arthur J. Schomburg Award for Excellence in the Humanities. She is the co-editor of “Soul: Black Power, Politics and Pleasure,” and is a former Mellon Fellow. Dr. Guillory is a fiercely proud New Orleanian who graduated from St. Mary's Academy and Tulane University.   ______________________________________________________________________ The Edupreneur: Your Blueprint To Jumpstart And Scale Your Education BusinessYou've spent years in the classroom, leading PD, designing curriculum, and transforming how students learn. Now, it's time to leverage that experience and build something for yourself. The Edupreneur isn't just another book; it's the playbook for educators who want to take their knowledge beyond the school walls and into a thriving business.I wrote this book because I've been where you are. I know what it's like to have the skills, the passion, and the drive but not know where to start. I break it all down: the mindset shifts, the business models, the pricing strategies, and the branding moves that will help you position yourself as a leader in this space.Inside, you'll learn how to:✅ Turn your expertise into income streams, without feeling like a sellout✅ Build a personal brand that commands respect (and top dollar)✅ Market your work in a way that feels natural and impactful✅ Navigate the business side of edupreneurship, from pricing to partnershipsWhether you want to consult, create courses, write books, or launch a podcast, this book will help you get there. Stop waiting for permission. Start building your own table.Grab your copy today and take control of your future.Buy it from EduMatch Publishing https://edumatch-publishing.myshopify.com/collections/new-releases/products/the-edupreneur-by-dr-will

In this conversation, Craig and Iro Xenidou-Dervou explore the emerging field of early financial literacy, discussing its significance in children's education. They delve into the distinct constructs of financial literacy and numeracy, the innovative assessment tool 'Arlo's Adventures', and the five key components of financial literacy for young children. The discussion also highlights the role of parents and educators in fostering financial understanding, the challenges posed by socioeconomic factors, and the importance of concrete experiences in teaching financial concepts. Iro emphasises the need for a curriculum that effectively addresses these components and the importance of early conversations about money. Access the show notes here: podcast.mrbartonmaths.com/214-research-in-action-31-early-years-financial-literacy-with-iro-xenidou-dervou

School taught trigonometry and the recorder—but skipped the money lessons that matter most. In this episode of Empower Your Retirement, Frank and Frankie Guida of A Better Way Financial talk about the financial basics many people were never taught and why that leads to uncertainty later in life. The conversation focuses on common retirement questions people feel embarrassed to ask, the value of slowing down complex financial topics, and how understanding income, taxes, and planning decisions can change how retirement is approached. It’s a practical discussion about learning what you don’t know and why asking questions matters. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Right Thinking with Steve Coplon | Guests: Jim StovallThis week's show is called "A Message from Jim Stovall" with guest Jim Stovall. Tune in and hear Steve interview Jim Stovall, internationally acclaimed author, motivational speaker, and International Humanitarian of the Year.  This interview is the fourth in a four-part series featuring four of the most inspirational, motivational people that Steve has the privilege to call his friends. Listen to Jim share his story and be inspired as you have never been before. “You change your life when you change your mind" – Jim Stovall.https://www.talknetworkradio.com/hosts/right-thinking

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Teri Williams. Thanks! The transcript from this episode of Money Making Conversations Masterclass features a powerful and informative interview with Teri Williams, President, COO, and owner of OneUnited Bank, the largest Black-owned bank in the United States. Here's a breakdown of the key highlights and takeaways:

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Teri Williams. Thanks! The transcript from this episode of Money Making Conversations Masterclass features a powerful and informative interview with Teri Williams, President, COO, and owner of OneUnited Bank, the largest Black-owned bank in the United States. Here's a breakdown of the key highlights and takeaways:

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Teri Williams. Thanks! The transcript from this episode of Money Making Conversations Masterclass features a powerful and informative interview with Teri Williams, President, COO, and owner of OneUnited Bank, the largest Black-owned bank in the United States. Here's a breakdown of the key highlights and takeaways:

Are you a high-earning dentist… living paycheck to paycheck? Do you ever feel financially stretched – despite earning well? Are you trapped in dentistry's “golden handcuffs”? And what would your life look like if you worked because you wanted to… not because you had to? In this rare solo episode, Jaz steps away from occlusion and restorative dentistry to talk about something just as important: personal finances and career security for dentists. After going deep down the money rabbit hole — reading books like Rich Dad Poor Dad, The Simple Path to Wealth, and I Will Teach You To Be Rich — Jaz shares how his upbringing, early career decisions, and financial education shaped his beliefs about wealth, freedom, and dentistry. This isn't financial advice.It's a mindset shift. And for many dentists, it might be the most important episode you hear this year. https://youtu.be/4OXruGIdb_g Watch IC068 on YouTube Your day list reflects your earning power. The work you do each day quietly sets the limits of what you can earn. Exams and single-surface composites create one kind of ceiling; comprehensive cases, ortho, rehab, sedation, and complex restorative work create another. Upskilling changes that ceiling and gives you far more control over your financial future. Want more mindset shifts like this?AskJaz — your on-demand dental brain — is built into the Protrusive App. Key Takeaways High income does not guarantee financial security. Dentistry can become “golden handcuffs” without asset building. Invest in yourself early — skill drives earning power. Lifestyle creep quietly erodes freedom. Financial independence means practicing because you want to. Define your rich life and align spending accordingly. Highlights of This Episode: 00:00 Why talk about money on a dental podcast?04:12 Perspective and gratitude as dentists10:45 The 45% paycheck-to-paycheck poll16:20 Associates vs principals — the reality22:34 Lifestyle creep explained27:18 Golden handcuffs in dentistry31:10 Growing up with financial scarcity40:02 Investing in yourself early in your career47:55 Index funds and financial resilience55:20 The 20% happiness illusion01:02:18 Defining your rich life01:08:42 Action steps and reflection #PersonalFinances  This episode isnot eligible for CPD/CE points, but never fear, there are hundreds of hours of CPD waiting for you on the Ultimate Education Plan. If you enjoyed this episode, check out IC022 – Income for Dentists and Jaz’s Top 10 Financial Literacy books inside Protrusive Guidance.

Financial literacy isn't just a skill — it's a lifelong advantage.On this month's Lunch & Learn episode, we sit down with Jake Falcon, Founder & Wealth Advisor at Falcon Wealth Advisors and proud Lambda Chi Brother, to break down the fundamentals of building wealth early.From budgeting and investing to career advice for finance majors, Jake shares practical insights every Brother can use.

John X hosts the third episode of “Born In Trouble” with guests Robert Brooks (in-studio) and Andrew Johnson (host of the Men Money and Marriage Podcast). The conversation ranges from reactions to a Spanish-language halftime performance and public discomfort with other cultures, to concerns that the U.S. is increasingly divided and “full of” contradictions. They discuss faith and the idea that there is only one God/Jesus, argue that protecting vulnerable children is a moral imperative, and condemn pedophilia while criticizing how high-profile cases and trials are drip-fed to distract the public. They talk about Jeffrey Epstein, Ghislaine Maxwell's alleged intelligence ties, and claim Epstein did not want Black people on the island, framing it as “white on white crime,” while cautioning against pulling Black people in as scapegoats. They revisit Michael Jackson, suggesting allegations were tied to power and music publishing, describing how he amassed catalogs (including the Beatles and Sony-related publishing) and used leverage in the industry, including returning Little Richard's rights. The episode also covers immigration and business incentives to exploit undocumented labor, including avoiding taxes/benefits, and connects this to broader U.S. history and Manifest Destiny, arguing people are “coming back” to land taken from Mexico. They speculate about hidden history, restricted sites like parts of the Grand Canyon, and debates over identity, criticizing tribalism and the use of slurs within communities. Andrew shares concerns about his daughter's future, rising costs, and the increasing age of first-time homebuyers; they discuss 50-year mortgages as “glorified renting” and how lack of equity could discourage divorce. They debate AI's impact on jobs, suggesting timelines are exaggerated but warning about motives, and they argue screen-based schooling and phone dependence reduce creativity and critical thinking in Gen Z. They briefly mention hypocrisy around anti-LGBTQ rhetoric (including Grindr spikes during Republican conventions) and insist people should be judged by character rather than group identity. The episode closes with a warning about scapegoating, references to “ghetto loans” from mortgage work, commentary on hypocrisy in politics and culture, and a sign-off framing the episode as “Devil Worshipers,” with plans for future episodes and a possible one-on-one with Grant Lancaster. 00:00 Cold Open and Guests 01:02 Valentine's Day Banter 02:49 Welcome to Born In Trouble 03:40 Super Bowl Halftime Debate 05:47 Do We Stand for Anything 06:19 Faith and Protecting Kids 08:40 Immigration and Business Incentives 10:57 Division and Distraction Politics 12:35 Michael Jackson Revisited 15:02 Publishing Power and Catalog Wars 18:06 Epstein Network and Race 23:01 Manifest Destiny and Hidden History 25:34 Identity Tribalism and Language 28:55 When Did It Get So Tribal 29:16 Tribal Cities Talk 31:18 Parenting and Housing Fears 32:25 Looking Rich Economy 33:22 Fifty Year Mortgages 36:16 Aging Out the Demo 37:32 AI Jobs Reality Check 42:02 Screen Age Kids 45:05 Tribalism and Community 49:19 LGBTQ and Hypocrisy 54:17 Closing Thoughts and Signoff

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Justin M. Lee. Purpose of the Interview To showcase Dr. Lee’s journey from a young real estate agent to a multi-industry entrepreneur. To inspire listeners with strategies for wealth-building through real estate, construction, and logistics. To encourage financial literacy, ownership, and collaboration within underserved communities. To issue a call to action for minorities to explore opportunities like Amazon DSP and real estate investment. Key Takeaways Early Career & Education Started young in real estate, embraced discomfort in rooms dominated by older professionals. Leveraged millennial tech skills (social media marketing) to help veteran brokers grow. Earned a doctorate degree and became a licensed real estate broker. Social Media as a Business Tool Built a strong presence on TikTok (90K followers) and other platforms. Helped older real estate firms thrive by creating digital visibility. Emphasized that “business must look as good online as in person.” Financial Literacy & Homeownership African-American communities often lack foundational financial knowledge. Key barriers: misunderstanding credit, fear of debt, and lack of exposure to ownership benefits. Advocates teaching the difference between good debt (real estate) and bad debt (consumer credit). Real Estate Process Initial onboarding: credit score, income, tax filing. Connect clients with lenders, secure pre-approval, then negotiate and close within 30–45 days. Uses property tours as motivation even for those not yet approved. Pooling Resources for Wealth Industry dominated by white men and foreign investors who use syndication. Dr. Lee created a private family fund with fraternity brothers and friends. Acquired 150+ apartment units and commercial properties by pooling resources and forming LLCs. Amazon DSP Opportunity Owns an Amazon Delivery Service Partner business (42 trucks, 200 employees). Offers minorities a chance to apply for DSP with $10K grant. Taught him true CEO skills: HR, payroll, compliance, and scaling operations. Construction Business Entered construction after experiencing exploitation in fix-and-flip projects. Learned the business side (permits, change orders) and got licensed. Built major projects like a 10,000 sq. ft. restaurant in Atlanta. Advocates for Black representation in construction, an industry dominated by whites and Hispanics. Personal Background Raised in New Orleans during Katrina by a single mother and grandparents. Mother invested FEMA checks into real estate, teaching him property management and renovation skills early. Believes knowledge is power and emphasizes planning and consistency. Notable Quotes On embracing discomfort:“I learned to embrace the uncomfort and make it one of my biggest strengths.” On social media:“You have to make your business look the same way online as in person.” On financial literacy:“Real estate is always going to be good debt. Bad debt is the Macy’s card.” On collaboration:“Pooling resources shows how far we can go and how fast we can go—but together.” On planning:“If you don’t plan, you plan to fail. All you have to do is stick to the plan.” #SHMS #STRAW #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Justin M. Lee. Purpose of the Interview To showcase Dr. Lee’s journey from a young real estate agent to a multi-industry entrepreneur. To inspire listeners with strategies for wealth-building through real estate, construction, and logistics. To encourage financial literacy, ownership, and collaboration within underserved communities. To issue a call to action for minorities to explore opportunities like Amazon DSP and real estate investment. Key Takeaways Early Career & Education Started young in real estate, embraced discomfort in rooms dominated by older professionals. Leveraged millennial tech skills (social media marketing) to help veteran brokers grow. Earned a doctorate degree and became a licensed real estate broker. Social Media as a Business Tool Built a strong presence on TikTok (90K followers) and other platforms. Helped older real estate firms thrive by creating digital visibility. Emphasized that “business must look as good online as in person.” Financial Literacy & Homeownership African-American communities often lack foundational financial knowledge. Key barriers: misunderstanding credit, fear of debt, and lack of exposure to ownership benefits. Advocates teaching the difference between good debt (real estate) and bad debt (consumer credit). Real Estate Process Initial onboarding: credit score, income, tax filing. Connect clients with lenders, secure pre-approval, then negotiate and close within 30–45 days. Uses property tours as motivation even for those not yet approved. Pooling Resources for Wealth Industry dominated by white men and foreign investors who use syndication. Dr. Lee created a private family fund with fraternity brothers and friends. Acquired 150+ apartment units and commercial properties by pooling resources and forming LLCs. Amazon DSP Opportunity Owns an Amazon Delivery Service Partner business (42 trucks, 200 employees). Offers minorities a chance to apply for DSP with $10K grant. Taught him true CEO skills: HR, payroll, compliance, and scaling operations. Construction Business Entered construction after experiencing exploitation in fix-and-flip projects. Learned the business side (permits, change orders) and got licensed. Built major projects like a 10,000 sq. ft. restaurant in Atlanta. Advocates for Black representation in construction, an industry dominated by whites and Hispanics. Personal Background Raised in New Orleans during Katrina by a single mother and grandparents. Mother invested FEMA checks into real estate, teaching him property management and renovation skills early. Believes knowledge is power and emphasizes planning and consistency. Notable Quotes On embracing discomfort:“I learned to embrace the uncomfort and make it one of my biggest strengths.” On social media:“You have to make your business look the same way online as in person.” On financial literacy:“Real estate is always going to be good debt. Bad debt is the Macy’s card.” On collaboration:“Pooling resources shows how far we can go and how fast we can go—but together.” On planning:“If you don’t plan, you plan to fail. All you have to do is stick to the plan.” #SHMS #STRAW #BESTSee omnystudio.com/listener for privacy information.

Heather and Douglas Boneparth dive into practical strategies for couples managing money together, covering crucial topics for both engaged partners and non-financial spouses. They discuss engaging the non-financial spouse, password management and legacy planning, knowing your numbers, emergency funds, long-term care considerations, and the importance of communication in financial partnerships. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the podcast. The Bogleheads® are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.  Since 2000, the Bogleheads® have held national conferences in major cities across the country. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.   Show Notes: Bogleheads® Live with Steve Ryder: Episode 43 Bogleheads® Live with Cameron Huddleston: Episode 34 Bogleheads on Investing with Steven Chen: Episode 62 Bogleheads on Investing with Rob Berger – Episode 48

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Justin M. Lee. Purpose of the Interview To showcase Dr. Lee’s journey from a young real estate agent to a multi-industry entrepreneur. To inspire listeners with strategies for wealth-building through real estate, construction, and logistics. To encourage financial literacy, ownership, and collaboration within underserved communities. To issue a call to action for minorities to explore opportunities like Amazon DSP and real estate investment. Key Takeaways Early Career & Education Started young in real estate, embraced discomfort in rooms dominated by older professionals. Leveraged millennial tech skills (social media marketing) to help veteran brokers grow. Earned a doctorate degree and became a licensed real estate broker. Social Media as a Business Tool Built a strong presence on TikTok (90K followers) and other platforms. Helped older real estate firms thrive by creating digital visibility. Emphasized that “business must look as good online as in person.” Financial Literacy & Homeownership African-American communities often lack foundational financial knowledge. Key barriers: misunderstanding credit, fear of debt, and lack of exposure to ownership benefits. Advocates teaching the difference between good debt (real estate) and bad debt (consumer credit). Real Estate Process Initial onboarding: credit score, income, tax filing. Connect clients with lenders, secure pre-approval, then negotiate and close within 30–45 days. Uses property tours as motivation even for those not yet approved. Pooling Resources for Wealth Industry dominated by white men and foreign investors who use syndication. Dr. Lee created a private family fund with fraternity brothers and friends. Acquired 150+ apartment units and commercial properties by pooling resources and forming LLCs. Amazon DSP Opportunity Owns an Amazon Delivery Service Partner business (42 trucks, 200 employees). Offers minorities a chance to apply for DSP with $10K grant. Taught him true CEO skills: HR, payroll, compliance, and scaling operations. Construction Business Entered construction after experiencing exploitation in fix-and-flip projects. Learned the business side (permits, change orders) and got licensed. Built major projects like a 10,000 sq. ft. restaurant in Atlanta. Advocates for Black representation in construction, an industry dominated by whites and Hispanics. Personal Background Raised in New Orleans during Katrina by a single mother and grandparents. Mother invested FEMA checks into real estate, teaching him property management and renovation skills early. Believes knowledge is power and emphasizes planning and consistency. Notable Quotes On embracing discomfort:“I learned to embrace the uncomfort and make it one of my biggest strengths.” On social media:“You have to make your business look the same way online as in person.” On financial literacy:“Real estate is always going to be good debt. Bad debt is the Macy’s card.” On collaboration:“Pooling resources shows how far we can go and how fast we can go—but together.” On planning:“If you don’t plan, you plan to fail. All you have to do is stick to the plan.” #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

In this episode, Megan and Erin dive into practical financial literacy topics students need to understand before and during college. Their discussion centers on managing money in an increasingly cashless world, avoiding common student loan mistakes, and building credit responsibly. Using real-life examples from their own families and experiences with students, they highlight how small financial decisions in college can have long-term consequences. Key Tips & Takeaways (with Examples) Know what student loan money can and cannot be used for Student loan funds can often cover living expenses such as rent, groceries, or transportation, and Erin notes that some students even use loan refunds to buy a car. However, these choices increase total debt, and student loans cannot be discharged in bankruptcy, making overspending especially risky. Understand 529 plan restrictions Erin explains that 529 money must be used for qualified education expenses and properly documented. Using a 529 account without matching receipts can cause reimbursement problems and potential tax issues. Be cautious with cashless payment apps Apps like Apple Pay, Venmo, and Cash App make spending feel frictionless, which can lead students to lose track of where their money is going. Erin points out that these platforms may not offer the same protections as credit cards if money is sent to the wrong person or a transaction is disputed. Local banks still serve a purpose Even in a cashless society, having a local bank can help students deposit cash, resolve account issues in person, or access short-term support. Erin mentions tools like Greenlight as a way parents can help students manage spending while learning financial independence. Debit cards vs. credit cards Debit cards pull directly from checking accounts, so overspending can immediately drain funds or trigger overdraft fees. Credit cards, when used carefully, offer more fraud protection and help establish a credit history. Build credit with small, intentional habits Erin recommends using a low-limit credit card for a recurring bill such as a streaming service or phone payment. Paying that balance in full each month builds credit without encouraging unnecessary spending. She shares a personal story about buying a house to illustrate how strong credit history impacts major life purchases. Set realistic expectations for spending money Megan shares that her son spent about $12 per week while on a campus food plan, showing how limited discretionary spending can still work. (This is not typical; her daughter definitely spent more!) They contrast this with examples of students overspending on food delivery services like DoorDash, emphasizing the need for clear budgeting conversations. This episode helps families understand how everyday financial choices—payment apps, loan usage, and credit cards—can shape a student's financial future, and sets the stage for deeper conversations around responsible money management in college. The post 618: Financial Literacy for College Students appeared first on The College Prep Podcast.

Right Thinking with Steve Coplon | Guests: Jim StovallThis week's show is called "Managing Expectations and Initiatives" with guest Jim Stovall. Tune in and hear Steve and Jim talk about how we control keeping our word by being more careful when we give our word.  Bestselling author, internationally renowned storyteller, Jim's wisdom has changed the lives of millions, and it will change your life too.https://www.talknetworkradio.com/hosts/right-thinking

Chris Murray discussed the most recent financial news around the country and Women’s Financial Literacy.See omnystudio.com/listener for privacy information.

What happens when fear—not ignorance—keeps people from building wealth?Tax expert and author Hannah Cole unpacks the real reasons so many people feel paralyzed around money, taxes, and financial decisions. We discuss how cultural conditioning and lack of education make taxes feel intimidating—especially for women and first-time founders—and why the system is often more flexible than people think.This conversation is about agency: understanding tax brackets, startup losses, and the difference between avoiding taxes and engaging strategically with them. At its core, it's a reframing of taxes—not as punishment, but as partnership. Because clarity, not fear, creates power.In this episode of Common Denominator with Moshe Popack, you'll learn: - Fear of numbers is a common issue that many face.- Tax literacy can empower individuals to take control of their finances.- The tax code is designed for humans, not robots.- There is a significant lack of tax education in schools.- Understanding tax brackets can prevent unnecessary fear.- The IRS is generally accommodating if approached honestly.- Business ownership offers significant tax advantages.- The government prioritizes economic growth through business support.- Many wealthy individuals evade taxes, creating a fairness issue.- Education is key to reducing fear and increasing tax compliance.Timestamps: 00:00 Understanding the Fear of Money02:48 The Importance of Tax Literacy06:03 Debunking Tax Myths and Fears09:10 Strategies for Tax Efficiency12:10 The Role of Government in Taxation15:06 Future of Work and Taxes18:07 Empowering Through Education21:01 The Fairness of the Tax SystemLike this episode? Leave a review here:https://ratethispodcast.com/commondenominator

Feb. 18, 2026- We consider the best way to implement a new personal finance education mandate from the state Board of Regents. Our guest is Next Gen Personal Finance Director of Educational Outreach Yanely Espinal, who calls for a standalone instruction on financial literacy.

Thirty states, including Ohio, require high school students to complete a personal finance course to graduate.In some cases, schools are taking creative approaches with real world consequences.We'll learn about one high school using endowment money to give each student $1,000 to invest and track throughout high school.We're talking about new ways of teaching teens about money on this hour of All Sides.Guests:Joann Lublin, regular contributor/former career columnist, Wall Street JournalJason Savage, business teacher, Worthington High SchoolJohn Pelletier, director, Center for Financial Literacy, Champlain CollegeIf you have a disability and would like a transcript or other accommodation you can request an alternative format.

Thirty states, including Ohio, require high school students to complete a personal finance course to graduate.In some cases, schools are taking creative approaches with real world consequences.We'll learn about one high school using endowment money to give each student $1,000 to invest and track throughout high school.We're talking about new ways of teaching teens about money on this hour of All Sides.Guests:Joann Lublin, regular contributor/former career columnist, Wall Street JournalJason Savage, business teacher, Worthington High SchoolJohn Pelletier, director, Center for Financial Literacy, Champlain CollegeIf you have a disability and would like a transcript or other accommodation you can request an alternative format.

Your RMD math: did you get it right this year? The IRS is watching. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

One spouse does the dishes, the other does the money—until retirement makes that division risky. On this episode Steve Anzuoni unpacks why both partners must understand the full financial picture. The conversation covers shared responsibility, Social Security’s role in retirement income, strategies that address longevity and market swings, and a simple “bucket” framework for organizing income, savings, and future goals. Along the way, real-life examples—from long marriages to pro athletes—highlight how preparation and clarity can ease stress and support long-term financial confidence. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.

Listen and Subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Listen and Subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Lisa Mulrain. CEO of Legacy Building LLC and founder of Mulrain Law, in a wide‑ranging conversation about financial literacy, credit repair, estate planning, community impact, and the mindset shifts required for long-term financial success. The discussion highlights her personal journey, her transition from federal service to entrepreneurship, and her mission to educate and empower individuals—especially in minority communities—to build and protect wealth.

Right Thinking with Steve Coplon | Guests: Sonny EnglishThis week's show is called "The Message in the Music - Part 2" with guest Sonny English. Tune in and hear Steve and Sonny offer wisdom and encouragement to those of us needing to change our environment. After listening to this show, you will realize that there is much you can do to help your situation that you haven't been able to see before.https://www.talknetworkradio.com/hosts/right-thinking

In this episode of #29DaysOfMagic Summer Hill, a business consultant with a rich career journey spanning various industries, shares her experiences transitioning from a successful career in insurance to becoming a financial consultant, emphasizing the importance of financial literacy, mentorship, and managing debt. She provides valuable insights for aspiring entrepreneurs, highlighting the significance of separating personal and business finances, and offers practical strategies for debt management. The conversation also touches on the importance of daily habits and gratitude in achieving success. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim welcomes Ted Daniels, whose work has helped empower thousands of students through HBCUs and peer-to-peer, student ambassador programs. Ted shares the personal moments that sparked his mission, from balancing a family checkbook in high school to advising federal coworkers who didn't understand basic investing. Together, they dig into the topics students most want: value-based budgeting, improving credit, and learning how to invest without falling for get-rich-quick schemes. The conversation also tackles modern challenges like gambling, cryptocurrency hype, and how AI is shaping money management—while emphasizing that foundational financial knowledge is still essential. You'll hear practical strategies for teaching investing patiently, building wealth over time, and making smart financial habits easier by designing the right environment. The chat ends with inspiring outcomes, including evidence of measurable impact, real career success stories, and Daniels' award-winning children's book that helps families start money conversations early!

 Ryan Strachan is back!

Women Business Voices of Central Florida: Kendra Cooke on Women's Empowerment & Financial Literacy in TampaJoin host Ariel in this episode of Women Business Voices of Central Florida as she sits down with Kendra Cooke, TEDx speaker, author, and founder of K Cooke Consulting in Tampa. After 30 years building a successful real estate business, Kendra now dedicates her work to empowering women entrepreneurs throughout Central Florida, Orlando, and beyond through retreats, coaching, and speaking events.Discover how Kendra creates safe spaces for women to address limiting beliefs, talk openly about money, and design lives on their own terms. She shares her journey from near bankruptcy to selling her brokerage at 50, the pivotal moment her husband gave her permission to follow her passion, and how therapy and journaling became her foundation for helping others.Learn about Kendra's book "Embrace, Empower, Evolve," The Daily Well planner she co-created with business partner Julie Davis, and her sold-out women's empowerment retreats at Evermore Resort near Disney in Orlando. She discusses the importance of filling your well, celebrating victories, investing in the right rooms, and why emotions are data worth acknowledging.Kendra also shares her mastermind coaching approach, upcoming speaking events across the country, and her involvement in Amberly Lago's Unstoppable community. Her work serves women in Tampa, Orlando, Lake Mary, and throughout Central Florida who are ready to become CEOs of their own lives.Perfect for Central Florida women entrepreneurs seeking authentic business wisdom, financial literacy education, and supportive community connections.Connect with Kendra Cooke: kendracooke.com | Tampa, Florida | TEDx Speaker | Author | LinkedIn & Instagram: @kendracookeAriel Faith, Visual Alignment Expert, I help women leaders align their brand messaging through commercial photography, bringing joyful growth to their business.Commercial Photographer | Speaker | Podcast HostService West Volusia and Central Florida.https://arieljoyfaith.com/LinkedIn -  https://www.linkedin.com/in/ariel-personalbranding

In this episode of Black Men Speak, we sit down with Sylvester K. Johnson, Senior Capital Access Manager of Propeller, to unpack the real money moves Black entrepreneurs must master to build businesses that last. Sylvester brings a grounded, no-nonsense perspective on financial literacy — breaking down why so many entrepreneurs struggle not because they lack hustle, but because they lack financial systems, strategy, and clarity. From managing cash flow and understanding the true cost of running a business, to separating personal and business finances, this conversation pulls back the curtain on the financial blind spots that quietly derail growth. Together, we explore how Propeller is helping entrepreneurs move from reactive decision-making to intentional financial leadership, and why mastering your numbers is about more than profit — it's about freedom, sustainability, and legacy. This episode is a must-listen for any brother who's tired of grinding without clarity and ready to make smarter, more strategic money moves.

Aubrey Masango speaks to Dr Frank Magwegwe, Faculty Member at GIBS on how to navigate making financial decisions in a time where there's so much information available to people. They touch on how information overload sometimes contributes to delays in decision making. Tags: 702, The Aubrey Masango Show, Aubrey Masango, Financial Matters, Financial Literacy, Money, Decision making, Information The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

What better way to learn the stock market then to jump right in … Click on the podcast as Dax Schieffer, Executive Director of the long-standing Montana Council for Economic Education talks about the Stock Market Game, one of the […] The post The Stock Market Game – Financial Literacy for Students first appeared on Voices of Montana.

Ep 214: Why Financial Literacy Is a Social Justice Issue

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereHave you ever felt pressured into a “sophisticated” financial strategy you didn't actually understand?As a Canadian incorporated business owner or high-net-worth professional, you're used to handling complexity — but financial decisions feel different when the stakes are personal and the explanations fall short. Too often, strategies like estate freezes, corporate insurance, or private investments are presented with urgency instead of clarity, leaving you overwhelmed, hesitant, or quietly unsure if you're making the right move. This episode challenges the idea that pressure equals progress and reframes what real sophistication in wealth planning actually looks like.In this episode, you'll discover:Why poor financial outcomes usually come from lack of understanding, not bad strategiesHow to spot pressure from financial advisors disguised as “best practices” or “what wealthy people do”What confident, flexible wealth planning looks like when every tool has clear purpose and contextPress play to learn how clarity — not urgency — becomes the foundation of a wealth plan you can trust and stand behind.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…leReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

On this episode of Millennial Millionaire, Steven Cohen sits down with Joey Miller of Westpac Wealth Partners for a grounded conversation on what real wealth and financial freedom actually look like. Joey shares lessons on delayed gratification, paying yourself first, compound interest, dollar-cost averaging, and smart leverage — while reflecting on how fatherhood reshaped his definition of success toward peace, family, and fulfillment over endless financial chasing. ⏱️ Chapter Markers: 00:00 – Joey Miller's Journey Into Financial Planning 06:40 – Financial Literacy, Spending Habits & the 20% Rule 11:15 – Mindset vs Numbers: Why Starting Early Wins 21:10 – Compound Interest & the Power of Consistency 34:00 – Fatherhood, Balance & Redefining Success 48:00 – Best Financial Advice & Joey's Message to His Younger Self If this episode challenged the way you think about money, success, or freedom, like, comment, and subscribe for more conversations with entrepreneurs, investors, and high-level thinkers. Connect with Joey Miller: https://www.westpacwealth.com/team/joseph-miller https://www.linkedin.com/in/joseph-miller-b561a2a2 #JoeyMiller #MillennialMillionaire #FinancialFreedom #WealthMindset #MoneyPsychology #CompoundInterest #InvestingBasics #Leverage #DelayedGratification #StevenCohen

In this episode of Boldin Your Money, host Steve Chen sits down with California State Treasurer Fiona Ma and CalSavers Executive Director David Teykaerts to explore how California is tackling the retirement savings gap through the CalSavers program. Fiona shares her personal journey from the private sector into public service and explains the treasurer's broader role as the state's banker, overseeing investments, bonds, and multiple savings initiatives. Together, Fiona and David walk through why CalSavers was created, how automatic payroll savings can dramatically increase participation, and why default design, low fees, and simplicity matter most for workers who've historically lacked access to retirement plans. The conversation highlights the program's scale and impact—hundreds of thousands of savers, billions saved, and growing along with lessons about behavioral finance, employer responsibility, and the power of “set it and forget it” systems to build long-term financial security for everyday Californians.

In this wide-ranging conversation, Sarah Jeanneault shares her unconventional journey from struggling with math in school to becoming a respected leader in fintech, trading education, and enterprise knowledge management. She and Dwayne Kerrigan explore the deep gaps in financial literacy, why traditional education often fails to prepare people for real-world decision-making, and how learning truly begins after formal schooling ends.Sarah explains how she applied adult learning theory to teach herself trading, why psychology matters more than numbers in the markets, and how curiosity, pattern recognition, and humility shaped her success. The discussion expands into the future of education, AI's role in learning, entrepreneurship, identity shifts after business exits, and the emotional reality of leadership transitions. This episode is a thoughtful examination of growth, risk, and why continuous learning is the most valuable skill anyone can develop.Episode Highlights:00:00 – Sarah opens by naming the gap in real-world financial literacy.02:00 – Dwayne introduces Sarah and frames the episode around learning and reinvention.05:00 – Sarah shares struggling with math and early assumptions about intelligence.09:00 – Losing her best friend and questioning the direction of her life.14:00 – Discovering trading and applying adult learning theory to self-education.18:00 – Why financial literacy is rarely taught despite its life-long impact.23:00 – Breaking down trading basics and removing unnecessary complexity.28:00 – Psychology, emotion, and why ego derails good financial decisions.33:00 – Risk, uncertainty, and learning to sit with discomfort.38:00 – Podcasts, curiosity, and self-directed learning as modern education.44:00 – Continuous learning as the foundation of entrepreneurship and leadership.49:00 – Gamifying learning to build confidence and consistency over time.54:00 – Building community through transparency and shared learning.59:00 – Scaling education-driven businesses and teaching at scale.64:00 – Identity shifts after acquisitions and redefining success.69:00 – Leadership, disagreement, and creating psychologically safe teams.74:00 – AI, critical thinking, and the future of learning.79:00 – Personal growth, reinvention, and staying curious long-term.84:00 – Reflections on learning, humility, and what truly creates confidence.88:00 – Closing thoughts, gratitude, and setting up Part 2.Key Takeaways:Financial literacy is rarely taught, yet deeply shapes life decisions.Learning accelerates when curiosity replaces fear of being “bad at math.”Real education often begins after formal schooling ends.Trading and business are driven as much by psychology as by data.Growth comes from pattern recognition, experimentation, and reflection.Entrepreneurship requires comfort with uncertainty and identity shifts.AI will amplify learning — but only if critical thinking is prioritized.Strong leaders create environments where disagreement is encouraged.Sustainable success comes from continuous learning and reinvention.Resources...

BIIE 234: Empowering Children, Families, and Educators with Financial Literacy featuring Dr. Darla BishopThis week, Ryan sits with Dr. Darla Bishop, a former high school educator and the creator of the multilingual financial literacy platform Piggy Bank Pathways. Dr. Bishop shares how she became interested in financial literacy, “Madeline's Money Adventure” (a children's book Dr. Bishop co-wrote with her daughter Madeline), teaching financial literacy to children, families, and educators via Piggy Bank Pathways, and lots more. Tune in! You can find out more about our guest's work by visiting darlabishop.com and piggybankpathways.org. Don't just listen, join the conversation! Tweet us at @AcademicaMedia or with the hashtag #BigIdeasInEducation with questions or new topics you want to see discussed. Host: Ryan Kairalla (@ryankair) Producer: Laura Blanco   

Financial security is about more than just building wealth: it's about resilience, preparation, and having the tools to weather whatever comes your way. And right now, with rising costs, market volatility, and evolving fraud risks, investors need that security more than ever.On this episode, FINRA Investor Education Foundation and Senior Vice President of Investor Education Gerri Walsh discusses what financial security really means in 2026, and how firms can help protect and empower their customers. This conversation that sits right at the heart of FINRA Forward, our commitment to evolving alongside the rapidly changing securities industry in support of our mission of protecting investors and market integrity.Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from FraudFINRA ForwardBlog Post: FINRA Forward's Rule Modernization—An UpdateBlog Post: Vendors, Intelligence Sharing and FINRA's MissionBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeEp. 168: Investing Wisely in 2025: Avoiding Scams and Achieving Your Financial GoalsEp. 183: Investors in the United States: Key Trends and Insights from the National Financial Capability Study Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

In this episode of The Vinney and Beau Show, Vinney and Beau dive into what really separates experienced investors from the rest—especially when markets feel uncertain. With stocks swinging, interest rates shifting, and headlines creating noise, they break down how seasoned investors stay calm, focused, and intentional.   This is an honest conversation about navigating cycles, avoiding emotional decisions, and understanding where real opportunity shows up when others hesitate.   They cover key ideas that are shaping today's investor mindset, including: