Podcasts about Financial Literacy Month

Chris Holman welcomes back Shelia Scott, Community Financial Education & Business Development Officer, West Lansing Branch, LAFCU Headquarters. Welcome back, Sheila. Remind us about April being Financial Literacy Month? You recently wrapped up an 8-month class with a graduation. Tell us about that? $2500 is to be awarded to teachers soon. Tell us about that? Congratulations, LAFCU, for winning the statewide innovation award for tackling financial instability at its roots? » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/ LAFCU to award $2,500 in grants to Michigan teachers Five $500 grants to support classroom needs; applications now open LANSING, Mich. — LAFCU is once again accepting applications for its Teachers Grant Contest, providing financial support to educators across Michigan to help enhance their classrooms and student learning experiences. The credit union will award five $500 grants, totaling $2,500, to Michigan teachers. The funds are intended to help cover the cost of classroom supplies, resources and other educational needs—reducing the out-of-pocket expenses many educators face. Michigan pre-K through 12th-grade teachers are encouraged to apply online at www.lafcu.com/teachersgrant through May 15. Applicants will be asked to briefly describe how the grant funds would benefit their classroom and students. Applicants do not need to be LAFCU members but must be legal residents of Michigan and actively teaching during the 2026-2027 school year. “Teachers consistently go above and beyond for their students, often purchasing supplies with their own money,” said Shelia Scott, LAFCU community financial education and business development officer. “Grants like this one help ease that burden by providing extra support for classroom tools and resources that enhance learning and student engagement.” Up to two grants may be awarded per school building. For more information or to apply, visit www.lafcu.com/teachersgrant. LAFCU also supports education through its Innovation for Education (LIFE) Grant, which awards $10,000 to one Michigan school annually for a project that enhances learning, creativity and student well-being. Schools have until May 1 to apply for the LIFE Grant here: www.lafcu.com/life. About LAFCU Founded in 1936, LAFCU (pronounced laugh-cue) is a not-for-profit, member-owned credit union open to all who live, work, worship or attend school in Michigan, and to Michigan businesses. LAFCU serves more than 74,000 members and holds over $1 billion in assets. With a particular focus on serving people of modest means, LAFCU is committed to enhancing its members' financial well-being and creating long-lasting positive change across generations. Awarded the prestigious Dora Maxwell Social Responsibility Community Service Award, LAFCU is known for its people-helping-people mission, which has led to award-winning financial literacy programs for all ages. A three-time honoree as a national ‘Best Credit Union to Work For,' LAFCU has also been recognized as a Best Place to Work for Women and an Inclusive Workplace and is recognized globally for its diversity, equity, and inclusion initiatives. Learn more at www.lafcu.com. # # #

Knowledge is power, and it's Financial Literacy Month. Jack Nick, Director of Marketing & eCommerce for Republic Bank of Chicago, joins Jon Hansen on Your Money Matters to talk about working towards your financial goals. Plus, the importance of giving yourself grace and how we can all learn something by starting small. For more info, visit […]

If you have ever looked at your life and wondered, "There has to be more than this," this episode is your invitation to step forward.   In this episode of She Shift, host Pamela Stone sits down with Chamie Townsend, CFP(r), AAMS(tm), CRPC(tm) -- Certified Financial Planner and CEO of Elevated Wealth Advisory Group -- for an honest, empowering conversation about financial planning for women over 40. Whether you are rebuilding after divorce or loss, launching a new business, or simply searching for the confidence to take control of your money, this conversation meets you exactly where you are.   Chamie brings rare candor and deep expertise to the topics women in midlife need most: overcoming money fears, building wealth after 40, late-start investing, and what real financial empowerment actually looks like when your life is changing. Together, they explore why aligning your finances with your values is more powerful than any investment strategy alone -- and why it is never too late to start.   This episode is part of She Shift's Financial Literacy Month series, designed to give women the practical wisdom and confidence to step fully into their financial what's next.   3 KEY TAKEAWAYS FOR YOUR TODAY: SEO NOTE: Your original takeaways preserved and lightly expanded for search context.   • Pause and Breathe: The unknown can feel overwhelming -- but it is also the doorway to clarity. Give yourself grace as you discover what truly moves you forward. • Start Small, But Start: Do not let fear or "too late" thinking keep you still. Even $25 a month invested, or one new healthy money habit, is real, meaningful progress. • Align With Your Values: Your financial journey is not just numbers on a page. Name what matters most -- and let your spending, saving, and planning reflect those values   Stay Connected:  Website: https://myelevatedwealth.com   I've been loving Audible because it makes it easy to keep learning while I'm driving, walking, or doing everyday tasks. If you want to try it, check out the link below https://amzn.to/4tD9kvq    

Getting a job in 2026 will require you to think outside the box. But sometimes, you also have to rely on tried and true methods, such as going to career fairs. In this episode, I share practical strategies for getting hired at career fairs. I talk both logistics and self-care.  Plus, a very special announcement for episode 150! Referenced Episodes:  115. A Quick start Guide to Networking Events 78. Three Types of Coffee Chats to Increase Your Income Resources:  In honor of Financial Literacy Month, I am bringing back one of my most impactful trainings: Get a Raise in Any Economy.  This training will show you the exact steps you need to take to understand how companies determine salary and what you need to do in order to maximize your salary.  Get instant access via thefirstgencoach.com/freetraining 6-Month 1:1 Coaching: https://calendly.com/thefirstgencoach/discovery-call Apply for On-Air Coaching: https://forms.gle/JshV6Z6TfUw6BBnk6 Download your⁠⁠⁠⁠⁠⁠ ⁠FREE Resume Guide and Template⁠⁠⁠⁠⁠⁠⁠ Follow @ ⁠⁠⁠⁠⁠⁠⁠CarlaTheFirstGenCoach⁠⁠⁠⁠⁠⁠⁠  on Instagram Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, Ronnika and Jeffrey head home - back to the block, the backyard, and the community that raised them. In honor of Financial Literacy Month and Earth Day, Episode 108 digs into what small, predominantly Black neighborhoods have always known: how to stretch a dollar, take care of the earth, and hold each other up long before it had a hashtag.Real stories. Real nostalgia. Real talk. Please, Do Tell, because every story deserves to be heard.Host: Ronnika W. & Jeffrey BMusic: Wallflowers by Bad SnacksConnect with Ronnika: ⁠⁠⁠⁠⁠⁠https://linktr.ee/ronnikawilliams⁠⁠⁠⁠⁠Connect with Jeffrey: @mrfantasticworld on IG

What if your money problems have nothing to do with money? What if it was actually about facing finances with faith instead of fear? Welcome to week four of the 2026 Money Matters series! We're closing out Financial Literacy Month with a conversation that ties everything together — and brings a fresh, deeply personal perspective to the table. Rachel Collins is a money coach who guides individuals, couples, and business owners to get unstuck with money so they can live with intention, purpose, and peace. She is the founder of Living Well Financial Coaching — a name inspired by Jesus' encounter with the Samaritan woman at the well — and she brings equal parts biblical wisdom, practical strategy, and genuine compassion to every client she serves. In This Episode: How a personal finance class during one of the busiest seasons of Rachel's life changed everything The emergency that proved God had already prepared the way — before Rachel even knew she needed it Why smart, capable, faith-filled women are privately overwhelmed by money The surprising truth: it's rarely about the numbers — it's about mindset, emotion, and identity Why fear of money can become just as much of an idol as the love of money The difference between the worldly money mindset and the biblical renewing of the mind Scripture References: 1 Timothy 6:10 Luke 16:10  Luke 14:28 James 1:17 Romans 12:2  Key Takeaway: Avoiding your finances doesn't make them go away — it just keeps you stuck. But when you get honest with yourself, your spouse, and God about where things actually stand, that's where transformation begins. You are not alone in this, and you were never meant to be. This Week's Reflection: Is there an area of your finances you've been avoiding? What would it look like to bring that to God — and to one trusted person — this week? Connect With Rachel: Website: https://coachrachelcollins.com  (take the free money personality quiz!) Facebook, YouTube & LinkedIn: Coach Rachel Collins Schedule a discovery call at her website — no sales pitch, just a conversation about where you are and where you want to go This is Part 4 — the finale — of the 2026 Money Matters series. Catch the full series: Part 1: The Mercedes Miracle Part 2: Michal Carro, Certified Financial Planner Part 3: Heather Oyez, Money Coach & Millionaire Net Worth Mentor God made you ambitious. He did not make you for business as usual. And sometimes business as usual looks like hiding from the dollars — or worse, hiding the dollars. Not anymore. INVITATION TO R.O.O.T.E.D.We have FOUR seats open for 2026 in the exclusive community where accountability, belonging, connection, and discernment await you! https://erinharrigan.com/rooted GOT BOOKS? Learn about my books and get your copies at https://erinharrigan.com/books For signed copies, please contact support@erinharrigan.com If you have the book, help us reach more readers by leaving a review on Amazon! LET'S BE FRIENDS ON SOCIAL LinkedIn: @erinharrigan IG: @erindharrigan SUBSCRIBE TO MY YOUTUBE CHANNEL https://youtube.com/@erinharrigan If this show brings you value, please give it a follow on  Apple Podcasts and leave a review. If you listen to Spotify, be sure to click the follow button and the notification bell so you don't miss an episode.

The right mindset and strategy will go a long way towards helping you land your next role. But sometimes, you can use a little divine intervention. In this episode, I go over eight spiritual practices that I have used throughout my career and that I am using to manifest a fully aligned job offer in 30 days. Some of these spiritual practices, like lighting a candleeeeeee and setting an intention, are things I've been doing for years and have mentioned on the podcast before. Others are new to me or new to sharing on the podcast. Plus, I share an extremely personal journal entry that encapsulates how I think about job searching and calling in your next role.  NEW RESOURCE ALERT!  In honor of Financial Literacy Month, I am bringing back one of my most impactful trainings: Get a Raise in Any Economy.  This training will show you the exact steps you need to take to understand how companies determine salary and what you need to do in order to maximize your salary.  Get instant access via thefirstgencoach.com/freetraining 6-Month 1:1 Coaching: https://calendly.com/thefirstgencoach/discovery-call Apply for On-Air Coaching: https://forms.gle/JshV6Z6TfUw6BBnk6 Download your⁠⁠⁠⁠⁠⁠ ⁠FREE Resume Guide and Template⁠⁠⁠⁠⁠⁠⁠ Follow @⁠⁠⁠⁠⁠⁠⁠CarlaTheFirstGenCoach⁠⁠⁠⁠⁠⁠⁠ on Instagram Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from Ashburton Investments joins us to discuss wealth beyond budgeting.

Is your retirement plan truly complete, or is it missing something critical? In honor of Financial Literacy Month, Brian Decker and Arrin Wray walk through the six elements every successful retirement plan must include. Whether you're interviewing a new advisor or evaluating your current one, this episode serves as your checklist. In this episode, you'll learn: Why a pie chart is not a retirement plan—and what a real income distribution plan looks like The three buckets every retiree needs: emergency cash, principal-guaranteed accounts, and a risk bucket Tax minimization strategies, including IRA-to-Roth conversions and charitable giving techniques Why having 60-70% of your portfolio in the market during retirement may be too risky How momentum, dividends, and stop losses can help protect your money in flat or declining markets The difference between the accumulation phase and the distribution phase of your financial life Why bond funds may not be the "safe" option you think they are in a rising rate environment How fee structures differ—and why you may be paying more than you need to Brian and Arrin also explain why the strategies that got you to retirement are not the same ones that will carry you through it, and how to build a mathematically-based plan designed to provide consistent income for life. If you'd like to talk with the Decker Retirement Planning team about your own situation, call 833-707-3030 or visit DeckerRetirementPlanning.com.

11:05 - 11:22 (17 mins) Chris Cooper, with his son AJ - Serenity Wealth Management In-Studio!! SerenityWealthNow.com (a lot of Fun with Finance) April is Financial Literacy Month so it's all about education. I figure we can talk about financial lessons we can teach the next generation. AJ will be my guest on The #SerenityWealthNow Show this weekend. It's going to be a great episode covering all kinds of valuable information. Does the high school curriculum provide a foundation of financial education? Lessons you can learn from a tax return Making wise financial decisions regarding college education The value of investing early 11:25 – 11:37 (17mins) Feature: “CHAT BOX 11:41 – 11:56 (15mins) Tony Short-Owner Shorty's Diner 12004 Lackland St. Louis, MO 63146 Shorty's Diner.com See omnystudio.com/listener for privacy information.

11:05 - 11:22 (17 mins) Chris Cooper, with his son AJ - Serenity Wealth Management In-Studio!! SerenityWealthNow.com (a lot of Fun with Finance) April is Financial Literacy Month so it's all about education. I figure we can talk about financial lessons we can teach the next generation. AJ will be my guest on The #SerenityWealthNow Show this weekend. It's going to be a great episode covering all kinds of valuable information. Does the high school curriculum provide a foundation of financial education? Lessons you can learn from a tax return Making wise financial decisions regarding college education The value of investing early See omnystudio.com/listener for privacy information.

11:05 - 11:22 (17 mins) Chris Cooper, with his son AJ - Serenity Wealth Management In-Studio!! SerenityWealthNow.com (a lot of Fun with Finance) April is Financial Literacy Month so it's all about education. I figure we can talk about financial lessons we can teach the next generation. AJ will be my guest on The #SerenityWealthNow Show this weekend. It's going to be a great episode covering all kinds of valuable information. Does the high school curriculum provide a foundation of financial education? Lessons you can learn from a tax return Making wise financial decisions regarding college education The value of investing early 11:25 – 11:37 (17mins) Feature: “CHAT BOX 11:41 – 11:56 (15mins) Tony Short-Owner Shorty's Diner 12004 Lackland St. Louis, MO 63146 Shorty's Diner.com See omnystudio.com/listener for privacy information.

11:05 - 11:22 (17 mins) Chris Cooper, with his son AJ - Serenity Wealth Management In-Studio!! SerenityWealthNow.com (a lot of Fun with Finance) April is Financial Literacy Month so it's all about education. I figure we can talk about financial lessons we can teach the next generation. AJ will be my guest on The #SerenityWealthNow Show this weekend. It's going to be a great episode covering all kinds of valuable information. Does the high school curriculum provide a foundation of financial education? Lessons you can learn from a tax return Making wise financial decisions regarding college education The value of investing early See omnystudio.com/listener for privacy information.

What are some confessions about money that you don't want to admit? What were you taught about money versus what is reality about money? If you could start over with money, or had to start over with money, what would you do? Financial literacy isn't about being "smart with money"… it's about unlearning bad habits we picked up growing up, on TikTok, or just by surviving life. April is Financial Literacy Month… so we're confessing all the things we should've known but didn't—and what to actually do about it. Let us know if you enjoy this episode and, if so, please share it with your friends! Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt   To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach   To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MyLegacy2026 

If there's one thing that can sabotage your money—it's debt. It doesn't matter what the credit card companies and student loan companies and department stores say, the bottom line is debt is dumb. But the good news is— no matter how far in debt you are, you can fix it. In Part 3 of this 4-Part Series honoring Financial Literacy Month, I will show you a proven technique on how to get out of debt and stay out. Tune in!Other things mentioned in this episode:#221: How to Become the Boss of Your Money—Part 1 of 4#222: How to Become a Budgeting Boss—Part 2 of 4

In recognition of April as Financial Literacy Month, this episode explores an important question: what happens when employees are given ownership but don't fully understand its value? Jason and Makenzie dive into the critical role financial literacy plays in helping employee-owners make the most of their ownership stake. From understanding equity to building confidence in financial decision-making, this conversation highlights how empowering employees with knowledge can unlock the full potential of employee ownership.

Summary In this episode, Adrian Nicholson and RoshanLoungani explore the importance of financial literacy, its current state in the US, and practical steps for all ages to improve financial understanding and decision-making. They discuss the impact of education, social media, and personal goals on financial success.Keywords Financial Literacy, Personal Finance,Investing, Risk Management, Financial Education, Retirement Planning, Money Management, Financial Goals, Youth Finance, Financial Literacy MonthSocial Media Description: Tax season may be over, butFinancial Literacy Month is still going. Do you really understand how your money decisions impact your financial future? Our latest episode breaks it all down — listen now!Chapters00:00 Introduction to Financial Literacy Month02:37 Understanding Financial Literacy and Its Importance09:12 The Role of Education in Financial Literacy13:53 Teaching Financial Concepts to Youth18:52 Financial Literacy for College Students23:18 Advanced Financial Topics for Adults28:09 Creating a Financial Plan32:06 Conclusion and Call to ActionAll opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

The fastest way to transition from one industry to another is to embody the identity of someone in your desired field. In this episode, I share two easy steps that you can take to transition from entrepreneurship to corporate life. These can be used by anyone who is looking to transition from one industry to another. Tune in for concrete examples of why and how you can embody your new identity, and how to grow your network in your chosen field.  If you're ready to pivot into a new industry, this episode is for you!  NEW RESOURCE ALERT!  In honor of Financial Literacy Month, I am bringing back one of my most impactful trainings: Get a Raise in Any Economy.  This training will show you the exact steps you need to take to understand how companies determine salary and what you need to do in order to maximize your salary.  Get instant access via thefirstgencoach.com/freetraining 6-Month 1:1 Coaching: https://calendly.com/thefirstgencoach/discovery-call Apply for On-Air Coaching: https://forms.gle/JshV6Z6TfUw6BBnk6 Download your⁠⁠⁠⁠⁠⁠ ⁠FREE Resume Guide and Template⁠⁠⁠⁠⁠⁠⁠ Follow @⁠⁠⁠⁠⁠⁠⁠CarlaTheFirstGenCoach⁠⁠⁠⁠⁠⁠⁠ on Instagram Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our ‘Money Masterclass' series for Financial Literacy Month continues with Anika Jackson, USC Annenberg Professor of Digital Media Management, founder of Your Brand Amplified, and co-host of Mediascape and Zen Power Hour. This entrepreneurship powerhouse shares how she went from club promoter to thriving brand-builder by teaching clients and students to first know themselves as a brand. Ms. Jackson breaks down her proven system and explains how she turned her ‘side hustle' into scalable success without hiring a team too quickly. If you're interested in entrepreneurship, learn how to amplify your authentic voice across niches and take advantage of her AI clone for instant branding tips!⁠ ⁠ Ms. Jackson is a MBA Candidate at Villanova School of Business specializing in AI/ML and Marketing. She received her Bachelor of Science in Public Administration at the University of San Francisco, and she is master-certified in Allan Knight's Zen Empowered program. Ms. Jackson creates ecosystems where technology, education, and philanthropy converge to address global challenges. As founder of Your Brand Amplified®, her business podcast ranks in the top 0.5% globally and top 10 on Apple Podcasts for US Marketing, charting across multiple countries. Her podcast production and consulting company, Your Branded Podcast, offers comprehensive podcast production services and online courses and coaching for entrepreneurs. At USC's Annenberg School, she shapes future communicators as faculty for both the MS in Digital Media Management and the MS in Digital Social Media programs, creator of the Podcasting for Brand Building elective, and co-host/producer of the Mediascape podcast. To learn more about Ms. Jackson, visit her at Annenberg.USC.edu/faculty/anika-jackson and connect with her on LinkedIn to access her free resources.

U.S. Immigration and Customs Enforcement is appealing orders that have basically stalled two detention centers planned in Pennsylvania. Part of the issue is the sites’ water and sewage capacity wouldn’t support the number of people who’d be there, should the facilities come to fruition. The continued detention of an asylum-seeker arrested in Central Pennsylvania highlights many of the Trump administration’s changes to immigration policy. The State Attorney General's Office is warning Pennsylvanians about the prevalence of fraudulent investment schemes on Meta social media platforms. And the deadline to file your taxes – April 15th – is coming up this week. It ties into April’s focus as Financial Literacy Month in Pennsylvania. The State Department of Banking and Securities is celebrating by offering financial education programs throughout the month. If you're already a member of WITF's Sustaining Circle, you know how convenient it is to support programs like The Morning Agenda. By increasing your monthly gift, you can help WITF close the budget gap left by the loss of federal funding. Visit us online at witf.org/increase or become a new Sustaining Circle member at www.witf.org/givenow. And thank you!Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

#155 Hidden Garden Escapes: Exclusive Open Days & Budget-Friendly Spring Adventures In this episode of Everyday Bucket List, we're stepping into a world that most people never get to see—private gardens, tucked behind gates and usually off-limits, now open to the public for a limited time. Here's what we get into: Exclusive private garden access Regional garden highlights nationwide Unique styles and landscapes Picture this: fresh blooms in the air, bees humming, and thoughtfully designed spaces that change with the seasons. These aren't your typical public gardens—these are deeply personal, creative environments that reflect years of passion and care. We also explore how the Garden Conservancy Open Days program unlocks hundreds of private gardens across the U.S., from Connecticut gems to Midwest design at the Turkel House and stunning West Coast landscapes. We also share practical tips to help you plan your visit, including what to expect, how to find locations near you, and why this can be a perfect low-cost weekend activity. With many budget-friendly tickets, it's an easy way to explore somewhere new without breaking the bank. Plus, in honor of Financial Literacy Month, we're talking about how gardening at home can actually save you money—from planting perennials to creating a low-maintenance, budget-friendly outdoor space that keeps blooming year after year. Whether you're looking for a peaceful day trip, seasonal inspiration, or a unique experience close to home, this episode will help you turn an ordinary weekend into something memorable.

Knowledge is power, and it's Financial Literacy Month. Jack Nick, Director of Marketing & eCommerce for Republic Bank of Chicago, joins Jon Hansen on Your Money Matters to discuss why saving money is so hard. The duo talks about compound interest, the stock market’s return, and how starting to save now can benefit you in the future. […]

You didn't do anything crazy… so why does your account always come up short?Most people think their money problems come from big mistakes. But the truth? It's the small, quiet habits you don't even notice — and they're adding up every single week.In this episode of The Education Evolution, host Lindsay Black (Ms. Black) breaks down 5 real, no-fluff money habits to cut right now — no spreadsheets required.What we cover:The "silent subscriptions" quietly charging you every monthWhy the mall is not a hobby (seriously, stop going)How to remix your closet instead of spending on new clothesThe grocery mistake that's costing you double every weekHow to hang out with your people without spending $80 every timeThis one is for the person who knows what they should be doing — but just hasn't done it yet.

We're back from Spring Break and we hope you had some time to rest! Financial Literacy Month is here and our ‘Money Masterclass' series of well-sought after financial educators and professionals are going to make you want to share them with all of your friends! This series opens with Patricia Kelly, University of California, Santa Cruz Lecturer, Speaker, and Financial Literacy Advocate, who is also the mastermind behind the popular course, COWL52 Personal Finance and Investing that is now available throughout the University of California system. From initially 30 students to now over 1,000 students enrolled, this former Wall Street Analyst shares the five pillars of finance and offers great tips from her course on how to start implementing them in your financial plan today. Don't miss the free financial templates and resources she offers as well. ⁠ Ms. Kelly completed her MBA at Harvard Business School in Boston, Massachusetts, and received her Bachelor of Arts in Economics at University of California, Santa Cruz. In 2019, prior to the pandemic, she received a grant from the Office of the President of the University of California to produce an online version for UC Systemwide. The course now reaches 1,000 students per term throughout the UC System. Ms. Kelly's professional career was spent in the financial industry, beginning as an investment banking analyst on Wall Street in the 1980s, to a partnership at a Palo Alto-based investment management firm responsible for managing $2.5 billion for institutional clients, including the Vanguard Equity Income Fund. She was a past President of the Harvard Business School Association of Northern California and is on the Harvard Business School Alumni Board. She also serves on the investment committee of the Community Foundation of Santa Cruz County. To learn more about Ms. Kelly and her work, visit her website at PatKelly.Sites.UCSC.edu or connect with her on LinkedIn.

#341: This month on She's So Lucky, we're kicking off Lucky Girls Invest — a full month of conversations dedicated to investing in our luck, and our futures.April is Financial Literacy Month, and I wanted to kick off the series with a candid conversation about investing that I genuinely wish someone had with me when I was younger.In this solo episode, I'm sharing my personal investing origin story — from growing up with a scarce mentality to accidentally opening a 401k at 20 years old as a college intern because someone said the words "employer match" and "free money." That one decision, that I barely even understood at the time, has been compounding for over 15 years and could potentially fund my retirement on its own.I'm also getting into the moment that changed how I think about money, power, and who gets to make the decisions — because there is a fundamental difference between being someone who's always chasing a deal and being someone who gets to write the check. That shift in perspective is why I'm so passionate about this series, why I made my first angel investment, and why I want more of us in these rooms.We're spending all of April talking about the different ways you can invest through conversations that will help redefine what generational wealth means to you. But first, I wanted to set the stage and give you the "why" behind all of it. Because investing isn't just a financial strategy. It's an act of hope. And right now, hope feels like a radical thing.This episode is for you if...You grew up without a lot of financial education and feel like you're playing catch-up.You've been told that a good job is enough — and you're starting to wonder if that's actually true.You don't have a ton of money right now, but you want to understand investing before you do.You feel like certain opportunities — angel investing, venture capital, real estate — are for "other people" and not for you.You've been in rooms where other people were making the big decisions, and you're ready to be the one calling the shots.You want to understand the difference between investing in yourself and investing your money — and why you need both.You're ready to stop begging for someone to give you a shot and start thinking about how to be the one who gives shots.You believe in a future worth building toward — even when it's hard to see right now.Keep in Touch with Les:Ready to apply what you hear? Subscribe to the She's So Lucky Newsletter to get weekly episode guides and journal prompts: https://shessolucky.kit.com/newsletterSubscribe to The Lucky Playbook on Substack: https://lesalfred.substack.com/Follow Les on IG @lesalfredFollow She's So Lucky on IG @shessoluckypodFollow Les on TikTok @theluckylesFollow She's So Lucky on TikTokVisit our website at shessoluckypodcast.comSponsors:IM8: IM8's Daily Ultimate Essentials gives you the benefits of 16 different supplements in one. Go to im8health.com/lucky and use code LUCKY for a Free Welcome Kit, five free travel sachets plus ten percent off your order.Shopify: Visit shopify.com/balancedblackgirl for your $1 per month trial.NOBULL: Visit www.nobullproject.com and use code DMLUCKY for 35% off your entire first order.Bask & Lather: Go to baskandlatherco.com and use code LUCKY for 20% off.UnF*ck Your Brain Podcast: If you're ready to take control of your thoughts – listen to UnF*ck Your Brain, wherever you get your podcasts.This episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct, or indirect financial interest in products, or services referred to in this episode.Produced by Dear Media See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Financial Literacy Month is the perfect opportunity to pause, reflect, and take meaningful steps toward a healthier relationship with money. In this tip, we'll share five goals that outline simple, actionable steps that help you build financial stability, reduce money stress, and make smarter financial decisions.  Links: Watch our Budgeting 101 Webinar Learn more about saving with Triangle's Goal Builder tool Listen to our tip for some great financial books Learn more about Triangle's Better Checking account with identity theft protection and to view your credit report and score Check out TCU University for financial education tips and resources! Follow us on Facebook, Instagram and Twitter! Learn more about Triangle Credit Union Transcript: Welcome to Money Tip Tuesday from the Making Money Personal podcast.  Financial literacy isn't about having a high income or being an expert in investing—it's about understanding the basics well enough to make confident, intentional decisions with your finances. Small, consistent actions can create powerful momentum over time, no matter where you're starting from.   This Financial Literacy Month, try one or all of these goals for a stronger financial future.   Develop your budget system. A budget isn't about restriction—it's about awareness and intention. Having a clear system for tracking income and expenses allows you to tell your money where to go instead of wondering where it went. Whether you prefer a spreadsheet, an app, or the envelope method, the “best” budget is the one you'll actually use consistently. A solid budget forms the foundation for every other financial goal, from saving to debt payoff. This month, choose one budgeting method today and hold your first budge meeting. Not sure where to start? Check out our budgeting basics webinar on YouTube for actionable steps and a workable budget sheet.  Start that emergency fundand add your first deposit.   An emergency fund protects you from life's surprises—car repairs, medical bills, or sudden income changes—without relying on credit cards. Even a small cushion can reduce financial stress and prevent debt from spiraling. The goal isn't to save everything at once but to build the habit of saving consistently. Starting is the hardest part, and momentum builds from there.  This month, open a dedicated savings account and deposit your first $25–$100. Consider using a tool like Triangle's Goal Builder to select the account and track the saving.  Read at least on personal finance book. Financial literacy grows with knowledge, and books provide structured guidance that social media often can't. Reading just one solid personal finance book can shift how you think about money, risk, and long-term planning. Learning from experts helps you avoid costly mistakes and adopt proven strategies. Education is one of the highest-return investments you can make.  Pick one reputable personal finance book and commit to reading it over the course of the month. We have some past tips with a list of a few good ones if you're looking for a little inspiration. Not a reader? Try an audio book or a financial-themed webinar on YouTube.  Put an extra payment towards one debt. Debt can quietly drain your future income through interest, especially on high-interest balances. Making an extra payment—even a small one—reduces both your balance and the total interest you'll pay over time. This step also builds confidence by proving you can actively make progress. Psychological wins matter just as much as mathematical ones.  Choose one debt and make one additional payment toward the principal this month.  Check your credit score and report. Your credit score affects everything from loan approvals to interest rates and housing options. Regularly reviewing your credit report helps you catch errors, spot fraud early, and understand what factors influence your score. Many people avoid checking their credit due to fear, but knowledge is empowering. Awareness gives you the opportunity to improve.  Pull your free credit report and score this month and review it for accuracy. There are a few well-known websites out there you can use, or if you have a Better Checking account at Triangle, you can access it through the Better Checking app.   So, to recap, your goals to try this month are, choose a budget method, set up an emergency fund, read a personal finance book, put one extra payment towards a debt, check your credit score and report.  Take charge this financial literacy month, and start out on the right track to a better financial future.   If there are any other tips or topics you would like us to cover, let us know at tcupodcast@trianglecu.org. Like and follow our Making Money Personal FB and IG page and look for our sponsor, Triangle Credit Union on social media to share your thoughts.   Thanks for listening to today's Money Tip Tuesday and check out our other tips and episodes on the Making Money Personal podcast.   Have a great day! 

What does a white Ford Fusion with 150,000 miles have to do with your money mindset? Tune in for this lesson on money, idols, and obedience. Welcome to the 2026 Money Matters series! Every April for Financial Literacy Month, we dig into how high-achieving Christian women think about money — the stories we carry, the lids we put on our businesses, and what God's word actually says about wealth, possessions, and stewardship. This episode, we're kicking things off with a deeply personal story — the Mercedes Miracle. In This Episode: The surprising moment that inspired this episode — and what an odometer reading revealed How a luxury car became an idol representing worldly success and self-made identity Why every attempt to get rid of the car failed — and what God was doing in the waiting The Holy Spirit nudge at a networking event that changed everything What Matthew 6:19-24 says about treasure, money, and serving two masters Why even seven and eight-figure earners struggle with money mindset The Parable of the Talents — and whether fear is keeping your gifts from growing Scripture References: Matthew 6:19-24 — Treasures in heaven, the lamp of the body, serving two masters 1 Kings 17 — The widow's oil that never ran out Matthew 25:14-30 — The Parable of the Talents Key Takeaway: Money isn't the issue — it's the pedestal we put it on. When we get our hearts and minds into right alignment with what God wants us to do with money, he doesn't just provide — he multiplies. The question is whether fear, your money story, or the idols you're holding onto are blocking the flow. This Week's Reflection: What are you storing up where moth and rust can destroy? What is the Lord impressing upon you about how you steward what he's given you? This is Part 1 of the 2026 Money Matters series. Stay tuned this month for conversations with three incredible sisters in Christ — including two financial planners and a money coach — who will help you heal your money story through the Holy Spirit. God made you ambitious. He did not make you for business as usual. INVITATION TO R.O.O.T.E.D.We have three seats open for 2026 in the exclusive community where accountability, belonging, connection, and discernment await you! https://erinharrigan.com/rooted GOT BOOKS? Learn about my books and get your copies at https://erinharrigan.com/books For signed copies, please contact support@erinharrigan.com If you have the book, help us reach more readers by leaving a review on Amazon! LET'S BE FRIENDS ON SOCIAL LinkedIn: @erinharrigan IG: @erindharrigan SUBSCRIBE TO MY YOUTUBE CHANNEL https://youtube.com/@erinharrigan If this show brings you value, please give it a follow on Apple Podcasts and leave a review. If you listen to Spotify, be sure to click the follow button and the notification bell so you don't miss an episode.

APRIL IS FINANCIAL LITERACY MONTH! What if one passionate professor, one classroom, and a few brave money questions could change hundreds of financial lives before graduation? We head to Knoxville for a special Financial Literacy Month episode with Dr. Karen DeLong, the University of Tennessee professor quietly doing the work most schools still don't: making sure students leave campus with more than a degree. Karen shares how three advanced degrees somehow included zero personal-finance education and how that gap pushed her to build an annual money session for her students. Bill and Jackie reflect on what it was like to teach these soon-to-be graduates and how any late starter can become a powerful financial literacy advocate in their own little corner of the world.   This episode covers: ➡️ Why Dr. Karen DeLong started bringing personal finance into her classroom ➡️ How someone can earn multiple degrees and still never take a money class ➡️ Why college students are hungry for practical money conversations ➡️ The kinds of personal finance questions students are asking before graduation ➡️ How Bill and Jackie prepare for live financial literacy teaching sessions ➡️ Why financial literacy fits into almost any curriculum, not just finance classes ➡️ How Farm Credit Mid-America helped support this student enrichment work ➡️ Why late starters can still become mentors and financial literacy advocates ➡️ A preview of the student follow-up episode answering unanswered questions . === SUPPORT  THE  SHOW ===

April is Financial Literacy Month.In this episode of the Social Work Rants Podcast, host Bas Moreno discussed ways to use tax refunds wisely, particularly for social workers and mental health professionals. He emphasized building an emergency fund with 3-6 months of living expenses in a high-yield savings account, paying down high-interest debt, obtaining life insurance, and starting retirement accounts like IRAs or 403Bs. Moreno also highlighted current economic challenges, including rising inflation and gas prices, and encouraged listeners to prioritize financial stability despite limited resources. He announced upcoming projects, including a workshop on April 21st and a presentation at the National Association of Social Work conference in Maryland in May, as well as focusing writing a new book based on intersectionality in mental health and finances.Follow the podcast on Instagram at https://www.instagram.com/thesocialworkrantspodcast#financialliteracymonth #socialwork

Nicole Pedersen-McKinnon is a financial educator, commentator and author and host of the Minted Kids podcastSee omnystudio.com/listener for privacy information.

In honor of Financial Literacy Month we'll be dedicating April to your finances! Follow this 4-part series and by the end of April, you will have a clear plan for your money and finally feel like you're the badass boss of your cash! Each episode builds on the next so set your reminders for every Wednesday this month to tune in!Links to check out:My Coaching WebsiteThe Organized Actor® Online! I'm launching the app for my book that has been a trusted industry resource for more than 30 years. Be sure to sign up to get updates on when we launch and be the first to become a founding member.

Community and Business Spotlight: The Friends of CASA have a gala event coming up to support critical advocacy for children in Hancock County (at 14:02) --- April is Financial Literacy Month... Time for a money check to improve your spending and saving habits, and boost your overall money management confidence (at 20:46) --- What's Happening: The celebration of America's 250th birthday really kicks into high gear during the month of April at the Hancock Historical Museum (at 39:57)

April is Financial Literacy Month and we're starting a little early! That's because we are so excited to launch a new project called "The Great 401(k) Cleanup." What if the easiest way to boost your retirement odds this year isn't reducing your spending or a side hustle, but cleaning up that messy, confusing 401(k) you've been ignoring? We are using Financial Literacy Month to launch a full-on 401(k) intervention with a step-by-step guide including: Access From Home  Contributions  Beneficiaries  Investments  Rate of Return  What's Next    401(k)s and similar workplace plans like the TSP, 403(b), and 457 have become the backbone of retirement for most Americans. Yet they are often confusing and complicated to the average employee. No wonder so many accounts get neglected and become messy over time. The good news is that 2026 can be the year you clean it all up. This friendly and straightforward guide was created independent of any employer or plan provider, and will help you get going. By the time you're done you'll better understand your 401(k) and feel more empowered to use it as a real tool to build wealth and support your money goals. This episode covers:  ➡️ How to clean up a messy 401(k) in less than an hour ➡️ Why year-to-date returns can mislead and longer time frames matter more  ➡️ How contribution rate and savings rate shape your retirement timeline ➡️ Employer match, vesting schedules, and why "free money" still confuses people ➡️ Target date funds and simple one- to three-fund strategies  ➡️ How to spot low-cost index funds inside an ugly 401(k) menu ➡️ What to do with old 401(k)s when you change jobs ➡️ How AI can help decode plan documents and confusing fund lists ➡️ Why forgotten 401(k)s now total a jaw-dropping $2.1 trillion   ====================   DOWNLOAD GUIDE & EDITABLE CHECKLIST

In this episode of the Social Work Rants Podcast, Basiliso discussed financial stress among social workers, particularly in the current economic climate with rising inflation, gas prices, and housing costs. He highlighted challenges facing social workers including low salaries despite having advanced degrees, increasing student loan burdens, and the impact of COVID-19 on both workers and clients. Basiliso provided financial advice including budgeting tips, recommendations to use high-yield savings accounts, and suggested using tax refunds to pay down debt or save for essentials. He also mentioned plans to interview a financial expert for Financial Literacy Month and writing a book on the intersection of mental health and finances in Latino communities.Follow the podcast on Instagram at https://www.instagram.com/thesocialworkrantspodcast

We all make day-to-day decisions about money. While most decisions are small – buying coffee on the way to work, going out for lunch or hitting the vending machine for an afternoon snack – the choices we make impact our financial success. April is Financial Literacy Month and K-State Research and Extension family resource management specialist Elizabeth Kiss (kish) shares five tips to promote financial success, as well as how parents can help children understand finances by discussing the family's short, medium and long-term goals. Sound Living is a weekly public affairs program addressing issues related to families and consumers. It is hosted by Jeff Wichman. Each episode shares the expertise of K-State specialists in fields such as child nutrition, food safety, adult development and aging, youth development, family resource management, physical fitness and more. Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu. K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan.

Nov 22, 2025 - Financial literacy month - youth financial advice & planning by VOCM

Nov 1, 2025 - Financial literacy month with financial consumer agency of canada commissioner Shereen Benzvy Miller by VOCM

Nov 1, 2025 - Financial literacy month with financial consumer agency of canada commissioner Shereen Benzvy Miller by VOCM

Laura Levine - President & CEO - JumpStart Coalition for Personal Financial Literacy. This is episode 775 of Teaching Learning Leading K12, an audio podcast. Laura Levine has devoted her career to helping people of all ages better understand financial services through marketing and outreach, communications, and most recently, through education. In 2004, she became executive director of the Jump$tart Coalition for Personal Financial Literacy, a Washington DC-based nonprofit organization committed to “financial smarts for students,” and was named President and CEO in 2011.   Since taking over at Jump$tart, Laura has continued to raise awareness about the importance of financial literacy and the need for effective financial education. Under her leadership, Jump$tart launched the Jump$tart National Educator Conference, Jump$tart Financial Foundations for Educators and J$FFE Online, Project Groundswell/Check Your School and the Jump$tart Teen Teach-In, as well as the coalition's social media efforts. Laura guided the expansion of Financial Literacy for Youth Month to the broader Financial Literacy Month (sometimes called National Financial Capability Month) observed today. While growing the coalition at both the state and national levels, she led the enhancement of legacy programs including the Jump$tart Clearinghouse and National Standards for Personal Financial Education.   In 2008, Laura was appointed to the President's Advisory Council on Financial Literacy by President George W. Bush and chaired the Council's Youth Committee. She is currently a member of the Experian Consumer Council, the Forbes Nonprofit Council, CNBC Financial Wellness Council, the Community Advisory Forum for Fifth Third Bank, and has held many voluntary appointments, including having served on the Parent Cabinet for DCPS Chancellor Kaya Henderson. Laura speaks and writes on financial literacy topics, especially guidance for parents and family members, and the important role that classroom-based financial education can have in advancing financial equity and inclusion. Laura began her career in credit unions and was a credentialed, Capitol Hill correspondent before moving into the securities industry. She served as Director of Editorial Services for the National Association of Securities Dealers (now FINRA) and, later, as Director of Education and Information for the NASD Office of Individual Investor Services. From 1999-2004, Laura was Director of the NASDAQ Educational Foundation. A native of Los Angeles, Laura holds a degree in Broadcast Journalism from the University of Southern California. She does not consider herself a financial expert, but rather, a staunch advocate for financial education and information and – she hopes – she has raised a financially literate son. Our focus today is the need for financial education, the impact of financial education, and mobilizing passionate advocates nationwide. Awesome conversation! So much to learn! So much to do! Thanks for listening! Thanks for sharing! Before you go... You could help support this podcast by Buying Me A Coffee. Not really buying me something to drink but clicking on the link on my home page at https://stevenmiletto.com for Buy Me a Coffee or by going to this link Buy Me a Coffee. This would allow you to donate to help the show address the costs associated with producing the podcast from upgrading gear to the fees associated with producing the show. That would be cool. Thanks for thinking about it.  Hey, I've got another favor...could you share the podcast with one of your friends, colleagues, and family members? Hmmm? What do you think? Thank you! You are AWESOME! Connect & Learn More: laura.levine@jumpstart.org https://www.jumpstart.org https://x.com/JumpStart1995/ https://www.facebook.com/Jumpstart1995/ https://www.linkedin.com/company/jumpstart1995/ Length - 47:22

Watch Video hereApril is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources.RESOURCES MENTIONED ON THE SHOW

In this Financial Literacy Month edition of the Verbally Effective Podcast, we're diving deep into smart money moves, digital banking trends, and everyday financial empowerment. Ena Esco is joined by Brody Wamble of Simmons Bank and Karen Madlock of the Greater Memphis Financial Empowerment Center for a powerful conversation on FINTECH, budgeting, credit, and how to build wealth in a digital world. Whether you're just starting your financial journey or ready to level up, this episode is packed with insight and practical advice you can bank on. 

Tuesday, April 29, 2025 Our own Liberty McArtor will host. In the first hour, she talks with Hallie Dye and Joe Beckler. Hallie will share her book, You're Still a Good Mom. And then she speaks with Joe about April's “Financial Literacy Month.” Connect with us on Facebook at facebook.com/pointofviewradio and on Twitter @PointofViewRTS with your opinions […]

In this solo episode, Dramos recaps everything we uncovered during Financial Literacy Month—from building wealth without generational money to healing from financial trauma and learning how to shift from survival mode to long-term stability. Whether you’re just starting your money journey or trying to level up, this one’s all about the real talk they don’t teach us: mindset shifts, money mistakes, and what financial freedom actually looks like for our community.See omnystudio.com/listener for privacy information.

It's the last Monday of Financial Literacy Month 2025, and unless you've been living under a rock or blissfully disconnected, you've probably heard the noise about tariffs lately. U.S. tariffs on Chinese imports are climbing as high as 145%, with threats to go even higher. And while it's tempting to think that's a political issue, the truth is tariffs effect your wallet and budget. In this episode, we're breaking down what tariffs actually are, how they distort prices, and why understanding how prices are shaped has never been more important. Because if you don't understand how prices are set, you don't really understand how money moves, and in a world where price tags lie, shrink, surge, and shapeshift every few months, that's not just an economic problem. That's a literacy problem.We cover:Why it's so hard to  just "make everything in America", even if you want toHow companies quietly pass tariff costs onto you and how to spot itReal-world tools to build price literacy and become a sharper consumer and investorWhat it means to see yourself as part of the global exchange, and why that gives you more financial power, not less.Links: Kim Lewis reel on luxury prices (bonus: watch our interview with Kim here) CamelCamelCamel - Amazon Price TrackerGoogle Chrome Price Tracker  Connect with Julien and Kiersten on our website, Instagram, Twitter, and YouTube.Join our email list to get updates from us, opportunities for discounts, freebies and a quick rundown on the relevant financial and career news impacting your life. Get our book Cashing Out: Win the Wealth Game by Walking Away, named 2023 best overall book about investing by Business Insider and one of the best personal finance books by ForbesIf you would like to learn more about investing, check out our newest class, Making Money Grow

Part 2 is here!! In celebration of Financial Literacy Month we are chatting with Jessica Hudson, CEO of Wealthy Employees (IG: @wealthyemployees) to share 'wealth' of information on how to master your money in your career journey! #FinancialLiteracy #Career #Faith If you're in Charlotte, NC meet me at the Candles &  Brunch Tour on May 3rd! Click the link for more details: https://bit.ly/brunchandcandleevent Join the #CareerDailyBread text message list by texting the word BREAD to (201) 357-3218 When you join you will receive uplifting messages that will elevate your work week!   ***Download the Peculiar Career Chit Chat playlist on Apple Music: https://apple.co/3DoUwHN P.S. If you have any prayer requests simply send them to hello@theyoubrandacademy.com Need help elevating to the next level in your career journey??? Simply book a complimentary consultation: http://bit.ly/elevatemycareer Additionally, follow Crystal on social media: IG- @career_elev8her, FB-The YOU Brand Academy, https://www.linkedin.com/in/crystalclearcareercoaching/

It's Financial Literacy Month, and my annual money matters series kicks off with bookkeeper extraordinaire, Gala McCray, founder of Two Arrows, on Christian women and money!   In this episode we're discussing a bookkeeper's perspective on the challenges Christian women face with money and business finances, in particular overcoming the enemy's lies about shame and condemnation. We delve into the significance of having solid financial systems, understanding the true value and purpose of money, and aligning business goals with the Lord's plans. We also talk about navigating financial growth with Jesus in the lead, and encourage our high-achieving sisters in Christ to:   - view money as a tool provided by God - maintain a relationship-focused business approach - seek the Lord's divine guidance in their financial decisions.   Key highlights: 01:44 Challenges Christian Women Face with Money 03:09 Building Financial Systems for Growth 04:41 Biblical Perspective on Money 07:31 Setting Financial Goals and Intentions 11:24 Overcoming Growth Hesitations RESOURCES FROM TODAY'S EPISODE Connect with Gala at https://twoarrows.co/ IG: https://www.instagram.com/twoarrows.co/ LI: https://www.linkedin.com/in/galamccray/ YOUR CALL TO ACTION The ROOTED Group Coaching Membership has spots available for a limited time! Get your visitor pass at https://erinharrigan.com/ROOTEDvisitor Jump on my email list with the 5-Day Audio Devotional! https://erinharrigan.com/Devotional WORK WITH ME Schedule your FREE discovery call to explore working with me: https://erinharrigan.com/discoverycall LET'S BE FRIENDS ON SOCIAL LinkedIn: @erinharrigan IG: @erindharrigan SUBSCRIBE TO MY YOUTUBE CHANNEL https://youtube.com/@erinharrigan If this show brings you value, please give it a follow on Apple Podcasts and leave a review. If you listen on Spotify, be sure to click the "follow" button and the notification bell so you don't miss an episode.

April is Financial Literacy Month, and in this episode of the Journey to Launch Podcast, I'm celebrating by sharing how you can take control of your financial future and start your journey toward financial independence today. Financial literacy can feel overwhelming, but I'm here to guide you through simple steps to help you build wealth and reach your goals. I talk about my FIRE CALC tool, which I created to make financial planning easier and more accessible, plus I touch on the significance of generational wealth, mindset shifts, how to take control of your finances and much more. I also cover some key questions from the free discussion guides for my book “Your Journey to Financial Freedom”, giving you even more ways to reflect on and take action in your financial journey. In this episode, you'll learn: The importance of financial literacy and why taking small, actionable steps toward financial freedom matters. How to shift your money mindset, overcome limiting beliefs, and start building wealth. The FIRE CALC tool and how it can help you map out your financial independence goals. How to engage with the discussion guides from my book, Your Journey to Financial Freedom, and how they can help you apply these concepts in your life. The importance of understanding your current financial stage and how it impacts your progress. Other Links Mentioned in episode:  Get the FIRE Calc Tool For Yourself Here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here! Get your copy of my book: Your Journey To Financial Freedom! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide

April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources.  

First Level Thinking and how we got into this mess. A few market thoughts while sipping on tea. Financial Literacy Month – getting ready. Guest, Steve Sanders, EVP at Interactive Brokers.  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers' low commissions, advanced trading technology and breadth of product worldwide to advanced individual and institutional investors globally. Steve joined Interactive Brokers in 2001 to establish the company's platform for financial advisors. Since that time, he has been responsible for many key initiatives including building a direct / digital marketing program, developing a new account structure and registration process for institutional investor clients and contributing to the deployment of the company's Integrated Investment Account.  During his over twenty-year tenure with the company, Steve has remained focused on providing IBKR clients with the products, tools and resources necessary to meet a wide variety of trading and investing objectives, which he believes has contributed to the company's extraordinary growth over the years. Prior to joining Interactive Brokers, Steve spent fifteen years at Citibank in a variety of positions including Managing Director and Chief Technology Officer of Cybic, a “Request for Quote” exchange to facilitate the distribution of OTC derivative products to retail investors, which he developed. Before that, he held diverse roles throughout the organization in credit & risk management, marketing, financial planning, and product structuring functions. Steve holds an MBA in Finance from the University of Chicago and an undergraduate degree from SUNY at Albany in Accounting and Computer Science. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (PLTR), (SPY), GLD), (TOST), (IWM)