Podcasts about finlit

In this episode of Real Money, Real Experts, we sit down with Dr. Tiffany Murray, AFC®️ the Managing Director of the Society for Financial Education and Professional Development, Inc. (SFEPD). Tiffany shares her journey from leading Red to Black®️ Peer Financial Coaching at Texas Tech University to becoming a driving force behind SFEPD's financial literacy programs. We explore how her core purpose and mission align with empowering the next generation to make informed money decisions. Tiffany discusses the innovative use of Money Management Essentials (MME) to train student ambassadors, offering insights into bridging the gap between old and new financial knowledge. Tune in to learn how Tiffany is paving the way for financial education that transcends generations and empowers youth to take control of their financial futures.Show Notes:02:12 Catching up with Tiffany!07:01 The impact & power of student ambassadors 16:03 Why the future of financial coaching is bright 19:35 Insight into the AFCPE Archives Project21:54 What led Tiffany to the AFC24:33 Tiffany's go-to FinLit resources25:36 Tiffany's 2 centsShow Note Links:Tiffany's Linkedin: linkedin.com/in/tiffany-murray-ph-d-afc®️-a975b325   Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

In der neuesten Folge von “What your Bank doesn't tell you” für unsere Miniserie «FinLit Contest» tauchen wir mit einem besonderen Gast, Florence Schnydrig Moser von der Zürcher Kantonalbank, in die Welt der finanziellen Bildung ein. Sei dabei, wenn wir unseren laufenden Investitions-Wettbewerb “Switzerland for Financial Literacy” erkunden, und macht dich bereit, deine Investitionen unter Florence' fachkundiger Anleitung zu verbessern. Von der Festlegung klarer Anlageziele bis hin zum Verständnis der Risiken des spekulativen Handels diskutieren Florence und unsere Co-Founderin Tonia über wichtige Strategien für den finanziellen Erfolg. Erfahre mehr über die massgeschneiderten Finanzdienstleistungen der Zürcher Kantonalbank, einschliesslich Anlageprodukte und Private Banking, für Privatpersonen und Unternehmen. Gewinne Einblicke in Portfoliodiversifikation, langfristige Anlageansätze und die Bedeutung von praktischer Finanzbildung. Die Zürcher Kantonalbank  sponsert grosszügig einer unserer Hauptgewinne; Ein Fondsportfolio im Wert von CHF 10'000 bei der Zürcher Kantonalbank inklusive Beratung. Wenn du wissen willst, wie du das Fondsportfolio gewinnen kannst, dann hör dir nun die Podcastepisode an! Du bist noch kein*e Teilnehmer*in? Kein Problem, der Contest läuft vom 1. Februar bis zum 24. April und du kannst dich jederzeit anmelden. Es ist nie zu spät, um mit dem Investieren anzufangen! Melde dich hier an und sei dabei! In the latest episode of "What Your Bank Doesn't Tell You," we delve into the world of financial literacy with a special guest, Florence Schnydrig Moser, from The Zürcher Kantonalbank. Join us as we explore the ongoing investment contest Switzerland for Financial Literacy and get ready to elevate your investment under Florence's expert guidance. From setting clear investment goals to understanding the risks of speculative trading, Florence and our Tonia Zimmermann discuss essential strategies for financial success. Learn about the tailored financial services provided by Zürcher Kantonalbank, including investment products and private banking, to both individuals and businesses. Gain insights into portfolio diversification, long-term investment approaches, and the importance of practical financial education.  The Zürcher Kantonalbank is the generous sponsor of one of our main prizes: A fund portfolio worth CHF 10,000 at the Zürcher Kantonalbank including consultation, if you are interested in how to win it, tune in now!

In unserer heutigen Podcast-Episode lädt UMushroom zum ersten Switzerland For Financial Literacy Investment Contest ein. Unser Ziel ist es, Finanzwissen zu verbreiten und unseren Zuhörer*innen dabei zu helfen, ihre finanzielle Kompetenz zu verbessern. Als besonderen Gast begrüssen wir Professor Thorsten Hens von der Universität Zürich, der als Jury-Mitglied an diesem spannenden Contest teilnehmen wird. Er teilt seine umfangreichen Erfahrungen im Anlagebereich und erklärt uns, dass es sage und schreibe 1000 Möglichkeiten gibt, an der Börse den falschen Weg einzuschlagen. Doch zum Glück gibt es auch eine Handvoll, vielleicht 6 oder 7 Strategien, die wirklich gut funktionieren. Als Professor gibt er uns spannende Einblicke und teilt uns wertvolle Tipps für den Wettbewerb mit. Diese Folge solltest du auf keinen Fall verpassen, wenn du dir einen Vorteil im Contest sichern möchtest! In today's podcast episode, UMushroom invites you to the first Switzerland For Financial Literacy Investment Contest. Our goal is to spread financial knowledge and help our listeners improve their financial literacy. As a special guest, we welcome Professor Thorsten Hens from the University of Zurich, who will participate as a jury member in this exciting competition. He shares his extensive experience in the field of investing and tells us that there are as many as 1000 ways to take the wrong path in the stock market. But luckily there are also a handful, maybe 6 or 7 strategies that work well. As a professor, he gives us exciting insights and shares valuable tips for the competition. You don't want to miss this episode if you want to secure an advantage in the contest! As this is an exclusive episode in German we prepared the English transcript right here.

I really enjoyed my conversation with Adam around the impact of financial literacy training on organizations and individuals. We dove into finding product market fit, the challenges of measuring impact within economic development, and unexpected applications of Finlit software and training. Adam also shared some incredible stories about specific individuals he's been able to work with to help change the trajectory of their lives. If you're interested in this space and looking for some inspiration, check this one out!

#049.  Today's guests are Aziz and Mariyah Kaderbhai.  We discuss their “More To Give” initiative, which they started and  implemented in every part of their business.  They give back not only dollars, but also give back generously with their time.  They have a launched a free program called Beyond Success that delivers financial literacy education, targeting kids in schools that are most in need. We talk about their investing journey, how it has evolved while they continue to work full-time, and the importance of building a team.  We share how we have gotten our kids discussing or involved in our real estate.  We talk about their partnership with Canada's first education bank and the financial literacy workshops they run for them.Show notes and more at:https://moneydadpodcast.com/session049

Wed, 15 Nov 2023 05:00:00 +0000 https://fortunalista-der-finanzpodcast.podigee.io/37-finlit-foundation-interview fb1b98f647a3b2a108a406f19a516846 In dieser Episode diskutiert Margarethe mit Jana und Sebastian von der FinLit Foundation. Mit ihrer Initiative "ManoMoneta" wollen die beiden Kinder im Alter von drei bis dreizehn Jahren durch ihre gemeinnützige FinLit Foundation, mit Manomoneta und Oh-Money, auf das spätere Leben in den Bereichen Geld und Finanzen vorbereiten. Außerdem teilen Jana und Sebastian ihre persönlichen Erfahrungen darüber, wie sie ihren eigenen Kindern finanzielle Bildung vermitteln. Höre rein und erfahre, wie du deinen Kindern den verantwortungsvollen Umgang mit Geld beibringen kannst und welche Ansätze besonders effektiv sind. [Für Kinder zwischen drei und sechs Jahren](https://www.manomoneta.de/ ) Für Kinder zwischen sieben und dreizehn Jahren Entdecke das ⁠Fortunalista Bootcamp⁠! Hier bekommst du aktuelles Wissen an die Hand, um endlich ins Handeln zu kommen. Noch mehr hilfreiches Finanzwissen findest du auf https://fortunalista.de. Folge uns auch auf Instagram. Die Publikationen von Margarethe Honisch: Easy Money: Wie du deine Finanzen regelst, endlich vorsorgst und trotzdem gut lebst | Das Finanzbuch für Einsteiger (Piper Verlag) So wirst du finanziell frei: 13 clevere Geldstrategien erfolgreicher Frauen | Tipps finanziell erfolgreicher Frauen (Piper Verlag) Entdecke auch die Finanz-Kolumne „Aus Geld mehr machen“ von Margarethe bei Business Insider Impressum full no finlit foundation,ManoMoneta,finlit foundation interview,Finanzen kinderleicht,Finanzsicher durchstarten,finanzen für Kinder,OhMoney,Jana Titov,Sebastian Richter,EOS Group Margarethe Honisch, Jana Titov, Sebastian Richter

Chris Corinthian's framework for minimizing student loan debt involves using tools like the Common App, College Board Scholarship Search, Scholly, and Google to discover scholarships tailored to one's interests and deadlines. He suggests students take advantage of local resources, such as alumni associations, to find scholarships that are often less competitive for local applicants. Chris also emphasizes the importance of continuously applying for scholarships throughout college, not just in high school, to maintain financial support and minimize the need for loans.

In today's episode of The Wantrepreneur to Entrepreneur Podcast, we are joined by the amazing Max Martinez. Max is not your average entrepreneur. From breaking records on the football field and starting successful companies, to designing professional soccer jerseys and running for mayor, Max has done it all. In this episode, Max shares his unique and powerful advice for aspiring entrepreneurs. He emphasizes the importance of jotting down ideas and nurturing them over time, comparing it to planting and growing a tree. Max's transparent journey and determination to keep taking steps forward, even without a clear path, is truly inspiring. Whether it's the hours put in, the mindset challenges faced, or the obstacles overcome, Max reminds us that entrepreneurs deserve credit for their hard work. Join us as we dive deep into Max's entrepreneurial journey and learn from his invaluable insights.ABOUT MAXMax Martínez is an entrepreneur, activist, producer, strategist, athlete, and creator from Miami, FL. After breaking Michael Vick's Nike SPARQ Combine record as a 16-year-old, he was recruited to play football at Cornell University, where he played cornerback, running back, and kick returner for 4 seasons. Not just an athlete, he started and sold his first company, a pickup and delivery laundry service, and discovered his passion for entrepreneurship and risks. After graduating with a BA in Government from Cornell's College of Arts & Sciences in 2013, Max moved to San Francisco, where he co-founded a FinLit startup called Phroogal.After a brief stint at Instagram, he moved to New York City to become Managing Director of Venture Capital and Business Development at a private equity firm. He then moved to Madrid, where he began his independently-operated agency working cross-functionally with clients across industries. He built the ‘Miami Legacy' MLS team brand concept for David Beckham's franchise and was endorsed by AS.com & The Miami New Times in 2016.At just 29, Max made history by submitting his paperwork to become the first candidate in the 2021 Miami Mayoral Election and challenge the incumbent. Inspired to create tangible change in his hometown, he ran on a platform of fighting to protect the City of Miami's most vulnerable residents from the immediate effects of climate gentrification & solving Miami's longest-running issue, traffic. The only challenger to secure a double-digit percentage of the vote, outpacing all the other challengers combined, Max finished a clear runner-up for Mayor of the City of Miami in November 2021. LINKS & RESOURCES- Visit Max's website- Find Max on Instagram- Find Max on LinkedIn

FRIENDS AND ENEMIES This week we're joined by Mark Molder and Anthony DeGazon of FinLit Advantage. These men are working with young people in the GTA to educate and build a foundation of financial literacy where traditional education falls short. You can also check out more on @BTCForKids on Instagram. #Bitcoin #BTC #Investing #education Please press that like button and don't forget to subscribe :) From a couple of Canucks who like to talk about how Bitcoin will impact Canada. As always, none of the info is financial advice. _______________________________________________ Looking for merch? We got ya covered https://my-store-c2aae1.creator-sprin... _______________________________________________ This show is sponsored by: easyDNS - https://easydns.com/ EasyDNS is the best spot for Anycast DNS, domain name registrations, web and email services. They are fast, reliable and privacy focused. You can even pay for your services with Bitcoin! Apply coupon code 'CBPMEDIA' for 50% off initial purchase Bull Bitcoin - https://mission.bullbitcoin.com/cbp The CBP recommends Bull Bitcoin for all your BTC needs. With their new kyc-free options, there's never been a quicker, simpler, more private and (most importantly) cheaper way to acquire private Bitcoin. Use the link above for $20 bones, and take advantage of all Bull Bitcoin has to offer. --- Send in a voice message: https://podcasters.spotify.com/pod/show/canadian-bitcoiners/message

Today's episode is very special – we have a guest on that is well known in the financial world from a national media stage -- and we are unpacking everything about a new, highly valuable Filene member benefit offered through a new partnership between Filene and HerMoney. Jean Chatzky is a former financial editor of NBC's TODAY Show, bestselling author, award-winning personal finance journalist and advisor to major media companies & financial firms across the country. The company Jean founded, called HerMoney, makes one of the country's leading taboos – talking about money-- more accessible, educational and fun, because of how they have figured out how to meet people where they are with the financial content they want. Helping people connect, learn and take action on their finances with confidence is the winning strategy that enabled the company to gain more than 550,000 followers on social media, more than 250,000 podcast listens a month, 2 million annual website visitors, and more than 100,000 newsletter subscribers. By partnering with Filene, HerMoney is bringing that same high-quality financial education content and customizing it for credit unions to personalize and share directly with their members every month. The goal of this effort is twofold – make life easier for every credit union marketing professional with a full plate, and to enable credit unions to engage members where they are while being more effective in their work to improve consumer financial well-being.

FYI FLI is back talking all things money, entrepreneurship, and investing!  The first FYI FLI podcast guest of the year will be author, speaker, and financial coach: Chris Corinthian aka The FinLit Guy!  In this episode, Hassan and Chris talk about:  - Advice for high school and college students to get the most scholarship money  - The biggest issue that college students are facing in school  - Tips on self-improvement and providing value  If you're looking to be motivated, educated, and entertained…this podcast is for you!

Tune in to hear:- What life experiences gave rise to Mac Gardner's mission to improve financial literacy particularly among children?- What is Mac's book, The Four Money Bears, all about and how has his experience been when sharing it with others all over the globe?- Does Mac have any particularly memorable anecdotes about sharing the book in a classroom setting, or elsewhere, where he learned something unique from kids' reactions? - Where are we falling short as a society and industry that's allowing people to have such a huge gap in their financial education?- Financial literacy education efforts often show lackluster results. How can we make financial literacy work for us in practice and not just in theory?- What does Mac think the future of gamification will look like with respect to financial literacy?- How can we properly use allowance to better teach our kids about the value of a dollar?- How can parents with privilege help their kids gain some perspective on things?https://www.thefourmoneybears.comhttps://finlittech.comCompliance Code: 0915-OAS-3/31/2023

Investor Education in the spotlight – Fin Literacy Month comes early. March – a month to take notice of. The Fed is not kidding around... Stocks and bonds sending mixed signals - no memory day to day. 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. IBKR CAMPUS 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: (N/A)

Episode 217: NEFE in November. Part 5 Financial shame is one of the most debilitating and personal forms of pressure that an individual can feel. It can prevent people from making critical decisions about their financial future which leaves them feeling hopeless about their ability to ever improve their situation. While there are certainly personal choices that can contribute to financial shame, it's important to remember that there are also outside forces at play. For example, the way that financial institutions are structured creates a built-in disadvantage for consumers. These companies invest millions of dollars to develop systems that ensure profits continue to flow in ways that best serve them. As a result, people who are struggling to make ends meet often find themselves up against an insurmountable force. By taking the time to learn about the external factors that may be outside of your control, you can begin to make choices that best serve you. You don't have to like the game but if you don't know the rules, you certainly won't be able to play the game to your advantage. This month we're celebrating the 30th anniversary of the National Endowment for Financial Education. I've invited some of the staff from NEFE to discuss some of the most recent topics and statistics from polls they have conducted that are impacting the personal finance space.   In the fifth and final part of our "NEFE in NOVEMBER” Series I welcome back President and CEO of NEFE, Dr. Billy Hensley to discuss Financial Shame and the impact in the personal finance space and how NEFE is proactively shining a much needed light on FinLit and financial education for all. To learn more about NEFE's article “Understanding Racial Trauma's Impact on Financial Literacy” visit nefe.org.

This is the story behind the infamous Bubble Taurus (as referenced in Chapter 9 of our book Simple Money, Rich Life) and 3 life-changing lessons that I learned and are valuable for everyone to learn.   Links Mentioned: Our Book: Simple Money, Rich Life   These are a few of the topics we cover: They key to getting ahead financially Why it is necessary to learn humility Where do you put your identity Find out more at: https://seedtime.com/bubble-taurus/

How can parents help their children build wealth over time? Life and personal finance coach Randell Tiongson joins Helen to discuss Our Legal Eagle Ludmila Yamalova is back answering your legal questions, including the fresh reminders about hotel pools In our Money Diaries, we speak to a lady Group CEO- Mary Jane Alvero-Al Mahdi who heads the Prime Group Companies, a quality and compliance solutions provider in Asia, Middle East and Africa. Dubai's F&B scene is always adding more restaurants and cafes on its long list. But what do businessmen and foodie lovers need to consider if they want to enter the industry? CEO and Founder of Restaurant Secrets Inc. and Cornerstone 61 Consultancy Gabrielle Mather shares the do's and dont's.See omnystudio.com/listener for privacy information.

Tune in to hear:- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space? - Knowing what we know about behavior, what does effective financial literacy education look like?- Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people's poor financial decisions?- If Alex had to do it all over again, with two decades of experience behind him, what would he do differently as an advisor?- What is Alex's niche and how does he differentiate himself from 300,000 peers? - Where does Alex think the financial service industry will be in 25 years from now?- How has Alex's relationship with his clients changed him for the better?https://www.lakeavefinancial.comhttps://www.futurvest.comCompliance Code: 1358-OAS-8/1/2022

In this episode,  We talk to Mac Gardner who is the CEO of FinLit Tech.  We go through technology, teaching our kids about finance, what makes advisors stand out, and the evolution of firms and advisors.  Mac has tons of great knowledge and experience that he shares with us on what it takes today to make advisors shine and how advisors should incorporate technology to start educating the younger generation!  Check it out!  Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at info@fortunawealth.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

We got a question from a listener asking what we are doing (and recommend) doing with our cash right now. Should we be pulling it all out of the banks? Should we be holding cash at home? In Bonds? In crypto? We talk about all of that and more.   Links Mentioned: Our Book: Simple Money, Rich Life Our 10X Investing Course   These are a few of the topics we cover: Erosion of money value  The diversification component What are iBonds Find out more at: https://seedtime.com/

Patricia O'Connell interviews Mac Gardner, CFP®, Founder and Chief Education Officer at FinLit Tech about teaching children financial literacy to help eliminate the wealth gap. Mac shares his vision of financial literacy for elementary school students, and how parents can teach it in the home. He describes new technology parents can use with their children. Mac shares what he learned growing up with a father with an MBA in Finance.   Listen in to learn more about the link between financial literacy and financial wellness. Key Takeaways:   [:25] April is Financial Literacy Month in the United States. Fewer than half the states require any economics or financial literacy. According to Mac Gardner, we are missing a huge opportunity to help close the wealth gap. [:45] Patricia O'Connell introduces Mac Gardner, CFP®, Founder and Chief Education Officer at FinLit Tech. Mac joins the podcast to talk about why financial literacy matters, how to increase awareness in children about the power of money, and the relationship between financial knowledge and financial wellness. [:56] Patricia welcomes Mac to the podcast.[1:11] Financial literacy plus financial capability — the tools — equals financial wellness. [1:50] Mac founded FinLit Tech to build a bridge between financial literacy and financial technology. Financial technology tools allow people to utilize financial education to achieve financial wellness. [2:23] Florida has just announced a requirement for a half-credit in economics or financial literacy for high school seniors to graduate. [3:29] There are 23 states that offer or require a class in financial literacy by the senior year in high school. According to a Cambridge study, a child's connectivity with money starts as early as age seven. That leaves ten years without teaching financial literacy. [4:24] If a child has no access to financial literacy technology, most of their financial education comes from what they observe among their family members and peers. [4:42] If parents never learned financial literacy, how do they teach their children to use money? This is why Mac wrote the book, The Four Money Bears. Mac teaches about three “Rs” of money: First, you realize what money is; second, you recognize the function of money in your life; and third, you rationalize how to use this tool in your life. [5:34] If your only awareness of the function of money is about spending and saving, you're limited in what you believe it can do for you. The idea behind The Four Money Bears is to open up the minds of young people that you have four options: you can spend it, save it, invest it, or give it away. [6:16] Children often identify with one type of Money Bear, more spending, saving, or giving than investing. Mac tells about an Investing Bear kid. If we start kids thinking about investing and growing their money long-term, we can see good things happen. [8:18] Will children resonate more with their parents' behaviors with money or with what they read in The Four Money Bears? Mac gives his thoughts on the new Berryville app. It uses the TAT method to teach, analyze, and track.[9:03] Financial wellness is developed over time by things you do regularly. Most young people absorb how their parents talk about money. They see how they shop at the grocery store. Are they looking for the better price? [10:04] Our society shies away from talking about finances. You need to be intentional about having the conversation. We live in one of the strongest economies. We need to teach our children how to use the tools that got us here. [10:38] Mac addresses parents who have different money personas. One may be a Spender Bear but the other is a Saver Bear. The important principle of The Four Money Bears is making young people aware they have options. When you invest, your money works for you. Giving harnesses the power of altruism. [12:04] The four rules of The Four Money Bears are Spend Cautiously, Save Diligently, Invest Wisely, and Give Generously. Mac explains. The big issue in our country is overspending! [13:14] Do parents have to agree in terms of teaching their children about money? Who teaches children about money? Why isn't financial literacy talked about in society? [14:58] How do you teach young people about money in a digital world where they may not even hold physical money? Most elementary school children still get money, because they don't have credit. Mac's older children use a Greenlight account for their allowance, debit card spending, and more. [16:00] It's so important to start the educational process early. If you have a debit card instead of cash, you'd better know how to use it! With the technology, young people can even buy fractional shares of stocks. [17:39] Mac talks about FinLit Tech's Berryville app in development. It will provide an on-ramp to a child's ongoing financial education journey into the four options they have with money. What if we could get children to start investing at age seven? [19:37] Mac shares what he learned about money at home. Mac grew up in Antigua. His grandmother didn't have a lot but she was able to make the dollar stretch. His dad had an MBA in Finance and taught him young about assets, liabilities, and balance sheets.[20:51] Where's the Earning Bear? Mac hears that question a lot. The Berryville app teaches both sides of the personal finance fence, including how to earn money and run a business. Look at TheFourMoneyBears.com to learn more about the mission to teach kids money. You can download the demo of the app from Apple or Android. [22:03] Patricia thanks Mac for joining This is Capitalism, the podcast, during Financial Literacy Month.   Mentioned in This Episode: National Financial Literacy Month FinLit Tech Mac Gardner The Four Money Bears Greenlight

OH it is hot – A scorcher – Inflation that is. Earnings season gets underway – Airlines up – banks down. What do we know about money? Its Financial Literacy month - let's give some stuff away - listen in. Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - https://thedisciplinedinvestor.com/blog/tdi-strategy/ eNVESTOLOGY Info - https://envestology.com/ Friday Pre-Market Run-Down Webinar Registration - https://www.triggercharts.com/webinar-pre-market-rundown-fridays/ Stocks mentioned in this episode: (TWTR), (F), (GM), (TSLA), (WFC), (JPM), (SPY), (QQQ)

Fintech Takes on Financial Literacy Episode 154 Can a phone app really teach kids about money? Mac Gardner, founder of FinLit, thinks so. In this episode, I talk to Mac about how technology can teach young kids about money and help them develop better financial habits. His firm, FinLit Tech, is developing an app based on his book, The Four Money Bears that makes learning about money fun and engaging. Listen to this podcast and discover: How the idea for the book, The Four Money Bears, was born Why apps are the next frontier of financial literacy How your zip code is correlated with your financial success Why it's vital for young people to have diverse financial role models The role parents, educators, and advisors play in making sure financial literacy education is equitable Help Mac bring his app to life:  The Four Money Bears Kickstarter Want to connect with Mac? Here's how:  Website: FinTech Lit The Four Money Bears LinkedIn, Twitter     A special thank you to our episode sponsor, Life Transitions by Dr. Amyl.   This episode is sponsored by Life Transitions by Dr Amy. When it comes to life's changes, there are two types of people: those experiencing the change and the professionals advising them. Life Transitions by Dr Amy walks beside both, helping financial professionals and individuals navigate more gracefully through any life change. To find out more, click here. Our Sponsor's Special Offer for Advisors: 20% off our listeners' choice of Dr. Amy's Advisor Programs with the discount code of DrAmy20     Let me know what you think of this episode. Leave a review on your iTunes or your favorite podcast app.  OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com Recent Posts Fintech Takes on Financial Literacy | Episode 154 Be a Financial Literacy Changemaker | Episode 153 Teaching Teens About Money | Episode 152 Entrepreneurship: A Leap of Faith | Episode 151 Being Well-Behaved Might Hurt Your Career | Episode 150 #BreaktheBias | Episode 149 Men and Retirement | Episode 148 Take Control of the Purse Strings | Episode 147 Money, Will You be My Valentine? | Episode 146 Life as a Digital Nomad | Episode 145 Your Money Blueprint | Episode 144

Be a Financial Literacy Changemaker Episode 153 Did you know that only 24 states in the United States require a high school personal finance course to be offered to its students? Most school systems that do require it don't make it mandatory for graduation. The result is many young people are not adequately prepared to manage money responsibly as adults. Today's guest, Michelle Arpin Begina, CFP®, CIMA®, is an advisor and changemaker who decided to take action in her home state of New Jersey. She contacted her local legislators, joined a task force charged with updating the financial literacy standards and was instrumental in getting behavioral finance added to the curriculum. This podcast is about how she went from being curious about the financial literacy problem in our country to being an agent of change. Listen to this podcast and discover: Why personal finance education should be offered in schools throughout the United States How some parents may not be equipped to teach their kids how to responsibly manage money Why behavioral finance should be included in the financial literacy standards The steps you need to take to advocate for change in financial education in your state Resources on financial literacy:  NCSL: National Conference of State Legislations (pending FinLit legislation) Council for Economic Education - Survey of States Council for Economic Education - Advocacy Special Offer for our listeners: Michelle has a “Success Formula Guide” for our listeners. Click here!  Want to connect with Michelle? Here's how:  Website: MichelleAB LinkedIn    A special thank you to our episode sponsor, Life Transitions by Dr. Amy.   This episode is sponsored by Life Transitions by Dr Amy. When it comes to life's changes, there are two types of people: those experiencing the change and the professionals advising them. Life Transitions by Dr Amy walks beside both, helping financial professionals and individuals navigate more gracefully through any life change. To find out more, click here.    Our Sponsor's Special Offer for Advisors: 20% off our listeners' choice of Dr. Amy's Advisor Programs with the discount code of DrAmy20 Let me know what you think of this episode. Leave a review on your itune or your favorite podcast app.  OTHER WAYS TO ENJOY THIS POST: Listen on Google Listen on Amazon Listen on Stitcher Subscribe on iTunes Listen on Spotify Join Breaking Money Silence on Facebook KBK Connection, Inc., is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com Recent Posts Be a Financial Literacy Changemaker | Episode 153 Teaching Teens About Money | Episode 152

The firm built an education and wellness platform for Fidelity's eMoney, and it's rolling out a new app this year.  

Patricia O'Connell interviews Mac Gardner about FinLit Tech. They discuss Mac's two books, and how his career in financial planning led him to write these educational books and start FinLit Tech to promote financial literacy for children. Mac discusses the lack of financial education in the American education system, the tremendous cost to society of financial illiteracy, and the role parents can play in providing financial literacy for their children. He explains the educational offerings he has in place and planned roll-outs for children and adults.   Listen in to learn more about FinLit Tech and teaching financial literacy. Key Takeaways: [:22] Patricia O'Connell introduces Mac Gardner, Founder of FinLit Tech, a company that uses the four money bears (Save, Spend, Invest, and Give), to teach children financial literacy. [:50] Mac Gardner's first book was Motivate Your Money! The book shared wisdom Mac had gathered in over 20 years in the financial industry. One of Mac's clients then asked him to write a similar book for elementary school children. He did so and called it The Four Money Bears, using bears to teach about spending, saving, investing, and giving. [2:28] The book is about a family of bears, Papa, Mama, and the Baby Bears, with Papa teaching his children the four functions of money. It is the story of Mac teaching his children to manage money. [4:40] To introduce investment to students, Mac holds up a $100 bill and asks how they would use it. After the students talk about what they would buy, Mac asks if they knew they could use it to buy the companies that make the things they buy. He introduces the concept of reward and risk and the potential of growth by investing in stocks. [6:38] A child's first concept of giving may be of giving to a family member. Parents may teach children about giving to a church. Mac placed worksheets in the back of the book giving examples of giving money to different places and people. There will always be someone in need, and we can give money or give time to help them. [7:39] Mac talks about the example his businessman father was to him growing up, and how he learned about the uses of money. Mac has worked with many people who had plenty of money but little understanding of personal finance, including the difference between permanent insurance and term insurance.[8:44] Only 22 states require students to be taught financial literacy by high school. Mac saw a lot more could be done and wrote The Money Bears to help meet that need. The curriculum requirements vary by state. [9:28] A Cambridge study shows that a child's connectivity with money starts by age seven. A child of seven can understand the conversations Mom and Dad are having about money. The first habit a child picks up is their parents' spending habit. If schools aren't teaching financial literacy until late in high school, that's a 10-year gap. [10:32] It has been very challenging trying to get this book into public schools. Most of Mac's success with the book has come from grassroots efforts. A few years ago, eMoney, a large fintech company, connected with Mac to collaborate on CFP® CE courses for financial advisors across the country. [12:01] Elementary teachers and students are using technology. There is tech available to help you use your money, but not a lot of tech that teaches you what to do with your money. FinLit Tech builds a bridge between financial literacy and financial technology. They consult with different fintech companies interested in educating their clients. [13:09] Mac is working on developing a multimedia financial education platform from his book, Motivate Your Money, incorporating videos, interviews with fintech and financial services leaders, and gamified options for financial education for adults. [14:42] Mac is working on The Four Money Bears Go to Bank, introducing additional characters and principles of banking, credit, and the hierarchy of financial needs. [16:23] A 2018 statistic showed that the cost of financial illiteracy to our society is in the billions. There are so many people in our society that aren't getting this education, and it perpetuates their sad financial states. If a parent never learned financial literacy, how can they teach their child? The Four Money Bears is a way to start the conversation. [18:25] Mac likes to hear about children starting to connect with specific bears because of their own habits with money. Parents tell Mac they like the worksheets and how they help teach the principles. [20:00] Mac expects to have the children's app with the Bearberry Farms entrepreneurism platform, online by the end of 2021. [20:35] Mac shares links for more information. [21:03] Patricia thanks Mac for joining This is Capitalism: CEO Stories.   Mentioned in This Episode: Mac GardnerFinLit Tech Motivate Your Money!: Plan, Spend, Save, Invest, Gift, by Mac Gardner The Four Money Bears, by Mac Gardner TheFourMoneyBears.comHabit Formation and Learning in Young Children, by Dr. David Whitebread and Dr. Sue Bingham, University of Cambridge eMoney

“Good financial habits become good financial behaviors which inevitably become good financial traits.” Mac GardnerFinancial literacy educational resources are needed more than ever. Financial technology (fintech) continues to impact our lives. Mac Gardner, Founder of FinLit Tech joined me to talk about the combination of FinLit & FinTech. We talked about how families will benefit from his latest book “The Four Money Bears”. Mac also discussed how we can increase diversity and inclusion in the financial services industry. Bio: Mac Gardner, is a Certified Financial Planner, Speaker, Founder and Chief Education Officer of FinLit Tech along with being the author of “Motivate Your Money” and “The Four Money Bears”. Mac also serves as Founder and Chief Education Officer of FinLit Tech. FinLit Tech is on a mission to "Build a Bridge Between Financial Literacy & Financial Technology". As Chief Education Officer, he works to develop financial education content, provide research & market data, and connect FinTech resources to create digital platforms that are used to increase Financial Literacy and promote Financial Wellness.

Kedās Raidījuma vadītājs: Sintija Beitāne, kristīgi jaunieši Kur gūt zināšanas par sava budžeta plānošanu? Kā rīkoties, kad šķiet, ka nauda vienkārši pazūd? Kad vispār būtu jāsāk interesēties par savām finansēm? Ekonomika, budžets, finanses... Vairumam jauniešu šie vārdi ikdienas sarunās izskan ļoti reti. Vai tas tādēļ, ka jauniešiem tas vienkārši nav aktuāli? Vai varbūt tā ir tabu tēma, par kuru ar draugiem nerunā? Varbūt tas viss liekas pārāk sarežģīts un svešs? Lai kliedētu maldus, ka finanšu plānošana skar tikai strādājošus pieaugušos, uz sarunu esam aicinājuši RTU asociēto profesori Gunu Ciemleju un finanšu profesionāli un finanšu pratības projekta FinLit pārstāvi Kasparu Silu. Sarunā viņi dalās gan savos novērojumos par jauniešu finanšu pratību, gan sniedz noderīgus ieteikumus. Raidījumā dzirdami arī divu vidusskolēnu - Hannas un Niklāva - viedokļi par to, vai ikdienā jauniešiem tiek sniegtas pietiekamas zināšanas par finanšu plānošanu. Raidījumu veidojam mēs, "Kedās" komanda: Sintija, Brigita, Katrīna, Krista, Anastasija un Dāvids.

In this episode, you'll hear aboutThe rise of free trading apps and gamification of investing.Can financial education be gamified?The power of saving and budgeting.'Nudges' vs 'Sludge.'Does TikTok provide an important clue to unlocking financial education?The role of advisers.Nicole and Sean's takeaways.This episode is sponsored by:CoinDesk is the media platform for the next generation of investors exploring how cryptocurrencies and digital assets are contributing to the evolution of the global financial system. Its mandate is to inform, educate, and connect the global investment community through news, data, events and education.Founded in May 2013, CoinDesk reaches millions interested in digital assets and blockchain technology through its website, social media, newsletters, podcasts, video, research and live events. CoinDesk created the original price reference rate known as the Bitcoin Price Index in 2013 which is widely sourced in the media including The Wall Street Journal, Financial Times, CNBC, and many others on a daily basis.Register for Consensus here!Guest Bios: Dani Fava:  Leading strategy and delivering products to future-proof the RIA industry.Evaluating market trends related to asset management and technology, conceiving and developing new businesses and leading execution efforts on key institutional initiatives.Skills and Interests: Disruptive technologies, blockchain, conversational AI, RIA, financial advice, digital advice, ROBO, Cryptocurrency, data, rebalancing, trading, Separately Managed Accounts, UX, strategy, problem solving #Intrapraneur #FuturistSarah Newcomb, Ph.D., is a behavioral economist for Morningstar and author of Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Follow Sarah on Twitter: @finance_therapy.

Sometimes, the best business ideas are right in front of you. That was the case for Ashley Clark, who pivoted from being a banker to an entrepreneur and creator of old-school board games and flashcards that teach financial literacy — going against the current trend of online gaming with six-figure success during a pandemic.   A decade as a banker underscored that too many people didn’t understand their own finances. Clark began to write down common customer questions — using this as her initial “market research.” Next was her tough focus group: her children. Her passion for teaching people about money flourished, and today Clark is CEO and founder of Sense 2 Cents, a financial literacy–based game company.   Sense 2 Cents aims to take the chore out of learning and foster a solid financial foundation by making the flashcards and board games a family activity, in which parents can learn alongside their children. Clark has also developed active communities on Instagram and Facebook.   But it wasn’t all smooth sailing: Three months into starting this venture, Clark was diagnosed with multiple sclerosis and, being so ill, she understandably wanted to quit. Advice from her entrepreneurial mom helped her stay focused, and now she has tips for those starting their own business.   On this episode of SheVentures, discover why financial literacy is so important in establishing generational wealth in under-served communities, what financial institutions can do to help, and Clark’s top tips for success.

Filipinos love free stuff, even in getting financial advice. But is free advice really for free? If not, then how much does free advice cost? Also, why would you pay for a piece of financial advice if you can watch YouTube videos and a lot of Financial Advisors offer it for free? Here's the thing…. Consumers need to understand that Financial Advisers who offer free advice are intermediaries and are not doing charity. They are are compensated by financial companies via commissions. If they are giving "advice", they get something out of the products sold. It is still fine if the product sold is suitable, but sometimes, it is not. There lies the catch. There is always that angle of conflict of interest that one needs to be aware of. You really don't know whether what they are selling to you is really good for you or good for them as a commission-generating sale. On the other hand… There are those who are fee-only advisers or “fiduciaries” who are legally obliged to act in your best interest. They usually charge a flat salary or fee or receive a cut (1 percent is typical) of the assets under management. Because of the compensation structure, these advisers are seen as having fewer conflicts of interest than commission-based advisers. Fee-only advisers are rare in the Philippines, and I know that there are still a lot of commission-based advisers who truly have the heart to help their clients. So in this somewhat controversial topic in the Financial Services Industry, I have invited Mr. Aya Laraya. He instantly became one of my FinLit heroes when I first watched his Pesos and Sense program. He's been involved in different financial industries in the Philippines since 1989. He is a Certified Securities Representative, a Registered Financial Planner, a Certified Investment Company Representative, a Realtor, a writer with an MBA from University of Western Australia and the Founder of Ronin TVM App, a mobile app for financial advisers to efficiently engage clients and prospects. In this episode we'll tackle the REAL cost of free advice, what you need to be careful of when getting a free advice, how to find the right adviser, and more! --- Jay Adrian Tolentino AKA “Kuya Jay” is a Financial Literacy Evangelist and an Independent Financial Coach based in Dubai. He holds certifications from the Chartered Insurance Institute UK (CII) - Award in Financial Planning and Award in Investment Planning, and from the Registered Financial Philippines - Associate Financial Planner (AFP) and Registered Financial Planner (RFP). He worked as a Consultant in one of the top brokerage firms in the UAE and a Yaman Coach under the Personal Finance Advisers (PFA) in the Philippines. He got featured in ABS CBN Balitang Global in April of 2019 for the Empowered Expats vlog along with Seigmond Abad. June 2020, he was given the Excellence Award in Insurance & Other Financial Services by the Filipino Social Club as part of the celebration of the Philippine Independence Day. Also last August 2020, he was invited to speak in Congress to represented the sentiments of many OF's regarding the mandatory 3% contribution being asked by Philhealth. He also hosts Business Mondays, Finance Fridays, and Real Talk On Real Estate thru his Purpose Driven Finance FB page & YT channel, which can also be listened to on Pera & Purpose Podcast available on Spotify, Apple Podcast and other major podcast platforms. --- Send in a voice message: https://anchor.fm/perapurposepodcast/message

I'm super happy to have the head of growth at FINTech startup "STEP" Tyler Doremus on the podcast today. A specific issue that STEP is trying to solve is a lack of financial literacy in teenagers and young adults. They've created an innovative banking app for teens plus a visa card designed for the GenZ population. Some of you might be thinking, "Hey, this company sounds very familiar." And that's probably because STEP has had many influencers that partner with the brand such as Charli D'amelio, as well as investors back up the brand like Will Smith. So you may have seen this company pop up on your social media page from time to timeToday we will talk about Tyler's career path, STEP's values and the importance of financial literacy for teens, what it means to build good credit, and why having celebrities supporting the company is important. To read the transcript & for links to this episode: https://www.whyfimatters.com/post/step-banking-for-teens-how-fintech-is-making-financial-literacy-teen-friendlySupport the show (https://www.patreon.com/whyfimatters)

Thema des Monats: Finanzielle Bildung In dieser Folge spricht Nina mit Leonie und Sebastian von der Finlit foundation über finanzielle Bildung für Kinder und ihre Finanzbildungsinitiative "Manomoneta", die bereits Kindern ab der 3. Klasse anschaulich und spannend zu finanzieller Kompetenz verhilft. Lass uns gerne bei iTunes eine Rezension da, 5 Sterne und sag uns wie dir die Folge gefallen hat, das bedeutet uns sehr viel. Lass uns Bildung gemeinsam anders denken - hin zu mehr Achtsamkeit und Wertschätzung! Wir danken dir, dass du dabei warst und freuen uns wenn du das nächste Mal wieder dabei bist! Bis dann! Links zur Folge: Homepage von Manomoneta: https://www.manomoneta.de Manomoneta auf Instagram: https://www.instagram.com/manomoneta/ Instagram von Bildung mal anders: https://instagram.com/bildung.mal.anders?igshid=19zgtpyewhr3n Facebook von Bildung mal anders: https://www.facebook.com/schulbildung.mal.anders/; Intro/Outro: ‚Follow your Dreams‘ by scottholmesmusic.com.

At WhyFI Matter$, we believe one of the ways to achieve financial independence is by understanding the economy. Today I am so excited because we will be hearing from Dr. Carly Urban, an Associate Professor of Economics at Montana State University and a Research Fellow at the Institute for the Study of Labor (IZA). She is also a Faculty Affiliate of the Center for Financial Security at the University of Wisconsin-Madison. She has also been a visiting scholar at the Federal Reserve Board and the Consumer Financial Protection Bureau. As you can see she has dedicated a lot of her career to teaching others about economics! A lot of her work and research focuses on the effects of policies designed to improve financial education. Dr. Urban's work has appeared in many academic channel such as the Economic Journal, the Journal of Human Resources, and the Journal of Public Economics. Her work has received the attention of many media outlets such as the Wall Street Journal, The Boston Globe, TIME and Vox! Listen as we talk about her various research papers, the importance of financial education, and the state of the economy right now. Dr. Urban: https://www.montana.edu/econ/directory/1524694/carly-urbanSupport the show (https://www.patreon.com/whyfimatters)

Dr. Pat Page, a current classroom teacher, NGPF Fellow, and former State Teacher of the Year, recently completed her Ph.D. and studied the parents’ perceptions of financial technology to support financial socialization and literacy levels. Together, with FamZoo owner Bill Dwight, they shared what they learned, why it should matter to teachers, and how we can apply it to support our own students. They discuss family socialization examples such as students teaching parents and boiling down what parents can teach their kids into one 4x6 index card.  Should parents pay an allowance? Should they pay for chores? Should parents assess fines to their kids for misbehaving? Find out what Dr. Page and Bill have to say!

Innovative high school personal finance teacher and newest member of Next Gen Personal Finance, Brian Page, talks teaching personal finance, NGPF, and luggage choices.   NGPF Find a Good Vendor 403bwise Events What is a 403(b)? (video) Meridian Wealth Management 403bwise.org

Host J. J. Wenrich's interview with Sam Renick. Sam has been actively advocating for teaching kids about money for over 20 years. We affectionately call him "The Godfather of Youth Financial Education" for his status as a father figure in the #FinLit movement. His character, Sammy Rabbit, makes it easy for anyone to teach kids about great money habits though story books, songs, and other tools. In this episode, Sam tells us his inspiration for creating Sammy Rabbit, shares great advice for how to teach kids about money, and gives his opinion on the current state of youth financial education in America. Follow Sammy Rabbit on Twitter (@SammyRabbit1), Instagram (@OfficialSammyRabbit), and Facebook (@OfficialSammyRabbit). Sam is also very active on Linked In (@SamXRenick). Learn more about Sam's two books, It's a Habit Sammy Rabbit and Sammy's Big Dream, as well as his songs, tools and "Dream Big" educational events at www.SammyRabbit.com. Host J. J. Wenrich is a wealth manager, financial literacy advocate, and author of the book Teaching Kids to Buy Stocks: Stories and Lessons for Grown Ups. Learn more about his book at www.TeachingKidsToBuyStocks.com. He is also founder of the investment advisory firm Wenrich Wealth, learn more at www.WenrichWealth.com. --- Send in a voice message: https://podcasters.spotify.com/pod/show/j-j-wenrich/message

Hello and welcome to another amazing episode! So for this episode I am doing the most; more specifically I am combining a book review and money diary together in one! Ill be talking about the next challenge as well as how to keep a balance between assets and cash. I also share 7 mantras from the book : Spend Well, Live Rich by Michelle Singletary as well as some games to boost prosperity from the book : Ask and It is Given. Thank you so much for listening! These are all the links for the episodes I have on credit: https://anchor.fm/paris-grant/episodes/Credit-e3nqt5 https://anchor.fm/paris-grant/episodes/Financial-Fitness-Workshop-Series-CreditDebt-Solutions-e5cs57 https://anchor.fm/paris-grant/episodes/Financial-Fitness-Workshop-Series-Credit-e5gsd3 #keepitonemillion --- Support this podcast: https://anchor.fm/paris-grant/support

Talk about Stocks,Options,Cryptos with Finlit Dating Founder Phil Engel

RESP details and how to use it to fund a post-secondary education!  Simple Money Podcast - Canada's own personal finance podcast info@ffcoach.ca F_FCOACH

If you aren't familiar with the name Philip Taylor, you should be. "PT" as he's called, is the Founder of FinCon, a financial literacy conference that helps influencers create better content, reach their audience and make more money. In this episode, PT discusses his blog, PT Money, part-time entrepreneurship and how his growing conference was born. You're in for a treat. You are #YoungMoney. Enjoy!

It's never been easier to do your own taxes! This week we look at the basics behind doing your own taxes. Still not comfortable doing your own taxes? Tax clinics are an option available to qualifying households! Twitter: ffcoach Email: info@ffcoach.ca

Today we explore one of the biggest budgeting myths around! One that I lovingly call "Passive Budgeting". Please don't forget to subscribe. You can find me on Twitter at ffcoach or email me directly at info@ffcoach.ca

In this episode, we look at how banks use sales targets and how this can affect your personal finance choices. Thanks again for listening and please don't forget to subscribe!

Welcome to the second episode of the How To Money podcast! Join Kate and Susan as they take on the task of demystifying the confusing world of money, and help kick-start your financial education journey.Today's episode focuses on credit cards and debit cards. Check out the ASIC Moneysmart website for more information.Send your questions, topic suggestions and feedback to us @HowToMoneyAUS or leave them here on iTunes.

Welcome to our first episode of the How To Money podcast! Remember all that stuff that they didn’t teach you in school? No? Well, How To Money is here to discuss everything from taxes to first jobs, superannuation to credit cards.Join Kate and Susan as they take on the task of demystifying the confusing world of money, and help kick-start your financial education journey. Today's episode focuses on savings and transaction accounts. Please check out the following links for more information.List of Australian ADI's (Authorised Deposit-Taking Institutions) ASIC MoneySmart - Savings Accounts​Send your questions, topic suggestions and feedback to us @HowToMoneyAUS or leave them here on iTunes.

Welcome to our introductory episode for the How To Money podcast!Remember all that stuff that they didn’t teach you in school? No? Well, How To Money is here to discuss everything from taxes to first jobs, superannuation to credit cards.Join Kate and Susan as they take on the task of demystifying the confusing world of money, and help kick-start your financial education journey.Send your questions, topic suggestions and feedback to us @HowToMoneyAUS or leave them here on iTunes.