NGPF Podcast

Wisconsin Advocates on Advocating for Personal Finance

April 24, 2024 21:39

This week’s podcast delves into the compelling story of a determined group of advocates from Wisconsin. This diverse group, including four teachers, one administrator, and a proactive student, share their multi-year efforts to embed financial literacy in the high school curriculum. Their story not only showcases the power of persistent advocacy and community engagement but also sets a model for similar educational reforms in other states. The episode offers insights into the strategies and p...

Wisconsin Advocates on Advocating for Personal Finance

April 24, 2024 21:39 - 45 minutes - 41.6 MB

This week’s podcast delves into the compelling story of a determined group of advocates from Wisconsin. This diverse group, including four teachers, one administrator, and a proactive student, share their multi-year efforts to embed financial literacy in the high school curriculum. Their story not only showcases the power of persistent advocacy and community engagement but also sets a model for similar educational reforms in other states. The episode offers insights into the strategies and p...

Daniella Cardona, on Her Path to Investment Banking

April 18, 2024 13:59 - 46 minutes - 42.1 MB

Daniella Cardona, an undocumented high school student turned Vice President at the Royal Bank of Canada, shares an inspiring journey marked by resilience and an insightful dive into financial literacy. Daniela, who moved from Colombia to the U.S. at a young age, discusses her formative experiences with money, highlighting how early challenges shaped her savvy financial instincts and career trajectory. As the conversation unfolds, Daniela reflects on her path from being a lifeguard to breakin...

Rishi Vamdatt, Founder of Easy Peasy Finance

April 03, 2024 22:38

Rishi, Founder of East Peasy Finance, recounts his early fascination with finance at six years old, and how it led to the creation of Easy Peasy Finance. This platform, where Rishi has produced over 700 videos, aims to demystify finance for kids and beginners through engaging and simplified content. He shares his content creation process, emphasizing the importance of making finance accessible and interesting. Rishi also touches on his entrepreneurial journey, the use of AI in financial educ...

Rishi Vamdatt, Founder of Easy Peasy Finance

April 03, 2024 22:38 - 34 minutes - 31.3 MB

Rishi, Founder of East Peasy Finance, recounts his early fascination with finance at six years old, and how it led to the creation of Easy Peasy Finance. This platform, where Rishi has produced over 700 videos, aims to demystify finance for kids and beginners through engaging and simplified content. He shares his content creation process, emphasizing the importance of making finance accessible and interesting. Rishi also touches on his entrepreneurial journey, the use of AI in financial educ...

Sonia Castelan, Tax Professional

March 27, 2024 17:02 - 45 minutes - 41.7 MB

Sonia Castelan, a tax professional shares her journey from struggling with personal finances to becoming an expert in tax planning and preparation. Sonia details her transition from a corporate job to running her own tax business, emphasizing the importance of tax planning for entrepreneurs and individuals alike. She offers insights into common tax misconceptions, particularly around tax refunds and business expenses, and stresses the importance of education in navigating the tax system. Son...

JL Collins, on his new book, Pathfinders

March 20, 2024 15:32 - 44 minutes - 41 MB

JL Collins, a prominent figure in the Financial Independence, Retire Early (FIRE) movement, discusses the essence and appeal of financial independence (FI). Collins explains FI as living below one's means to achieve freedom from traditional employment, highlighting its growing popularity due to technological advancements and societal prosperity. He shares insights from his books, emphasizing the power of investing in low-cost index funds and the importance of a community in navigating the jo...

Nadia and Nicole, "The Wealth Twins", on Their Journey to Wall Street

March 13, 2024 18:05 - 45 minutes - 41.3 MB

Nadia and Nicole, The Wealth Twins, share their inspiring journey of growing up in a tough neighborhood in Queens, New York, and how they overcame financial struggles to pursue successful careers on Wall Street. They discuss their mission to teach personal finance and wealth-building principles to empower others, especially those from underprivileged backgrounds. The conversation covers topics such as savings strategies, investing fundamentals, overcoming financial obstacles, the importance ...

Val Chapman, Oakland School Volunteer and her Students

March 06, 2024 18:42 - 31 minutes - 29 MB

In this podcast episode, Val Chapman, a finance professional, discusses mentoring elementary school students in Oakland, California. Val and her students from Franklin Elementary showcase their entrepreneurial ventures, including a comic book business, soap-making enterprise, snack business, investment portfolio, and sewing business. Through their stories, they demonstrate creativity, determination, and teamwork, highlighting the potential of early financial education. As the podcast episode...

Jamila Souffrant, Host of the Journey To Launch Podcast

February 28, 2024 22:20 - 48 minutes - 44.4 MB

Jamila Souffrant, founder of Journey To Launch, joins us on the NGPF Podcast to discuss achieving financial independence. In this episode, Jamila shares her journey from corporate life to financial literacy advocate, offering actionable advice for managing finances, tackling debt, and pursuing financial freedom. Perfect for educators, students, and anyone aiming to improve their financial well-being, this talk is packed with strategies for balancing financial goals with life's joys. Tune in ...

Paul Merriman, Investor and Educator, on Investing for the Long-Term

February 21, 2024 23:07 - 40 minutes - 36.7 MB

This week we are joined by Paul Merriman, a nationally recognized expert on mutual funds, index investing, and asset allocation. In this conversation, Paul talks about investing with a long-term focus on retirement, the vital role of diversification in a healthy portfolio, and the concept of glide paths. Don’t miss out on this valuable conversation that will help you be more confident about Investing.

Zoe Saunders, Senior Producer at Marketplace, on Financially Inclined

February 16, 2024 15:30 - 28 minutes - 26.3 MB

Zoe Saunders from Marketplace by American Public Media delves into her journey on "Financially Inclined," a podcast tailored for high school audiences that merges financial literacy with engaging storytelling. Zoe shares her experiences from producing "This Is Uncomfortable" and the discussing the importance of breaking financial taboos and empowering youth with practical financial knowledge. The episode offers a glimpse into the creative process behind podcasting, with a special focus on an...

Ron Lieber, Author and NYT Columnist, on the Recent Changes to FAFSA

February 07, 2024 16:46 - 38 minutes - 35.3 MB

Ron Lieber, a renowned New York Times columnist and author of "The Price You Pay for College," joins us on the NGPF Podcast to explore the evolving landscape of college finance, particularly focusing on the significant changes to the FAFSA process. With personal stakes in the game as he prepares to send his own child off to college, Ron provides an insider’s look at the implications of these changes for families navigating college affordability. This episode delves into the complexities of f...

Gordon Stein, Author of The Cashflow Cookbook, on Money Strategies

January 31, 2024 19:56 - 41 minutes - 38.1 MB

Gordon Stein, author of "The Cashflow Cookbook", shares his journey from encountering a financial crisis at a senior position in his 40s to developing smart money-saving strategies without compromising lifestyle. His book, inspired by a unique blend of personal experiences and extensive reading, offers unconventional yet practical advice on financial management. Stein's approach, which focuses on optimizing rather than cutting expenses, is particularly compelling. He discusses everything fro...

Jason Brown, Author of It Is Possible, on Student Loan Debt

January 24, 2024 15:18 - 48 minutes - 44.1 MB

Jason Brown, author of "IT IS POSSIBLE!: How I Earned Two Debt-Free Degrees...and How You Can, Too," discusses the student loan debt crisis. The conversation delves into various topics, including the historical context of the crisis, its connection to the Space Race, the escalating costs of college, and the vital role of financial literacy education. Jason Brown shares his journey and insights on navigating college expenses without succumbing to student loan debt. He explores practical tips ...

Sheila Bair, Former Chair of the FDIC, on Getting Students Engaged about Money

January 17, 2024 22:37 - 36 minutes - 33.8 MB

Sheila Bair, former chair of the FDIC, discusses her career path, including her background as a civil rights attorney and her transition into financial services. Bair emphasizes the need for students to make informed choices about their education and careers, noting the potential income limitations associated with certain degrees. She advocates for a balanced approach, combining financial education with consumer protection regulations. The conversation delves into Bair's efforts to engage s...

Jim Wasserman, Former Business Litigation Attorney Turned Author-Educator

January 10, 2024 19:27 - 43 minutes - 40.3 MB

Jim Wasserman shares his journey from law to teaching economics and media literacy. Initially drawn to teaching to prevent problems rather than just solving them, Wasserman discusses his approach to making economics relatable to students, moving beyond traditional textbook examples. He delves into his experience in consumer economics, highlighting the importance of decision-making skills in both financial and digital realms. Jim, along with his wife, a retired banker, authored a three-book s...

John Pelletier on the 2023 National Report Card on High School Financial Literacy

January 08, 2024 17:59 - 42 minutes - 39.1 MB

John Pelletier, Director of the Center for Financial Literacy at Champlain College, delves into the current state of financial education in the United States, centering on Pelletier's recent research report that evaluates states based on their personal finance education policies. The discussion underscores the positive strides made by several states, with seven now earning an A grade, while highlighting the potential underestimation of progress as more states are in the process of implementi...

Daniel Hierbert and Aidan Ryan on the Financial Planning Program at Minnesota State University

January 03, 2024 20:29 - 39 minutes - 36.5 MB

In this podcast episode, Daniel Hiebert, Associate Professor of Financial Planning at Minnesota State University, and his student Aidan Ryan discuss core financial planning principles, effective teaching strategies, and Aidan's unique perspective. Both share personal money memories, emphasizing experiences with savings accounts and challenges tied to family finances. Daniel underscores the experiential education focus in their CFP Board-certified program, aiming to graduate well-rounded cand...

2023 Payback Challenge Winners : Priscilla Guerra and Yra Climaco

December 18, 2023 20:56 - 17 minutes - 15.9 MB

Priscilla Guerra of Impact Early College High School (Baytown, TX) and Yra Climaco of Castiac High School (Castiac, CA) joins us on the NGPF Podcast as the National Grand Prize Winners of the 2023 Payback Challenge. Both winners discuss their lessons from playing Payback, emphasizing the importance of education, work-life balance, and financial consciousness in college. Tune in for an inspiring conversation with these exceptional students!

Rachel Labi, College Student and Co-Founder of Building Financial Freedom

December 13, 2023 16:57 - 30 minutes - 28.2 MB

Rachel Labi, a student at Purdue University, entrepreneur, and Co-Founder of Building Financial Freedom, shares her journey through personal finance education, internships, and social entrepreneurship.

Caleb Silver, Editor in Chief of Investopedia on Financial Journalism

December 06, 2023 17:55 - 43 minutes - 40.1 MB

Caleb Silver, the editor-in-chief of Investopedia, leads the platform's adoption of a user-centric pull strategy, catering to 18 to 22 million monthly users actively seeking financial information. The platform houses a vast collection of continually updated content, with a focus on serving students and individuals with specific financial queries. Silver highlights the uniqueness of each user's search, emphasizing the platform's role in delivering an educational narrative about the world of m...

Hal Hershfield, Professor of Marketing, Behavioral Decision-Making and Psychology

November 29, 2023 23:20 - 40 minutes - 36.7 MB

Professor Hal Hershfield from UCLA's Anderson School of Management discusses key concepts from his book, "Your Future Self: How to Make Tomorrow Better Today." First, he recommends a departure from traditional goal-setting and the use of proxies. Instead, his primary focus is on narrowing the gap between our present and future selves, emphasizing health choices, prudent financial decisions for retirement, and commitment to financial and fitness goals. Hershfield addresses the challenge of fo...

Greg Ratliff on Working in the Field of Philanthropy

November 21, 2023 17:00 - 44 minutes - 40.7 MB

Today on the show, Yanley is joined by Greg Ratliff, a Vice President at the Rockefeller Philanthropy Advisor's New York Office with a main role of advising investors on portfolios to generate both social and financial returns. Working in the field of philanthropy for the last 35 years, he joins us on the show to talk about his passion for developing and executing coordinated grant and investment strategies that improve livelihoods for low-income and disadvantaged populations. Listen to this...

James Redelsheimer and Derek D'Angelo, Members of the Foundation for Economic Education

November 15, 2023 17:45 - 41 minutes - 37.8 MB

James Redelsheimer and Derek D'Angelo from the Foundation for Economic Education discuss their passion for and background in financial literacy as well as AI's role in teaching. Both educators turned curriculum developers begin by sharing their experiences advocating for personal finance education legislation in their respective states. They then emphasize the power of AI tools, particularly ChatGPT, in enhancing teaching efficiency. The educators showcase creative uses, like role-playing sc...

Cara Macksoud, the CEO of Money Habitudes, on Uncovering Financial Behavior Patterns

November 08, 2023 17:59 - 37 minutes - 34.7 MB

Cara Macksoud, the CEO of Money Habitudes, transitioned from being an ETF trader on Wall Street to becoming a passionate advocate for financial education. Her journey began when she worked with unbanked youth and discovered their mistrust of financial institutions, sparking her interest in financial literacy. Teaching these individuals the importance of banking and overcoming their resistance served as a valuable foundation for her work. Cara later acquired the Money Habitudes tool, aimed at...

Crystina Cardozo, Educator and Investor on Her Journey into Real Estate

October 30, 2023 18:08 - 41 minutes - 38.3 MB

In this podcast episode, Crystina Cardozo, an educator and real estate investor, shares her journey into real estate investing and offers valuable insights into the world of short-term rentals. She discusses her experiences buying properties in the Poconos and expanding into other areas, highlighting the importance of developing systems and networking with other investors. Crystina also emphasizes the need to create an open dialogue about money, both with students and her own children, to fo...

Chris Corinthian, Founder of FinLit University on Importance of Scholarships

October 24, 2023 14:57 - 44 minutes - 40.8 MB

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...

Ted Daniels, Founder of SFEPD, on the Impacts of Financial Literacy

October 11, 2023 20:17 - 32 minutes - 29.9 MB

This podcast features Ted Daniels, a former U.S. Department of Housing and Urban Development employee, who left his career to establish a nonprofit focused on financial education. His journey began with educating friends and family and expanded to colleges, where he observed improved student retention and graduation rates. Ted also touches on the Ambassador Program, which empowers college students to teach financial literacy, fostering a ripple effect of life skills improvement.

Chris Temple and Zach Ingrasci, Co-Directors of This Is Not Financial Advice

October 03, 2023 16:00 - 40 minutes - 36.9 MB

This week we are joined by Chris Temple and Zach Ingrasci, the co-directors of "This Is Not Financial Advice," to discuss their journey from accidental filmmakers to financial education advocates. Listen to this episode to learn their approach to spreading financial literacy, the challenges they faced in making the film, and the impact it has had on audiences.

Author Nick Magiulli's Take on Personal Finance and Investing

September 27, 2023 16:14 - 45 minutes - 41.2 MB

Nick Magiulli, author of the book "Just Keep Buying" and founder of the Of Dollars and Data blog, shares his insights on personal finance, investing, and the future of financial technology. You will hear Nick's advice on building wealth over the long-term, the importance of investing early and often, and his thoughts on the latest trends in personal finance.

Mastering Your Credit Score: Insights from Credit Guru Anthony Davenport

September 20, 2023 18:30 - 47 minutes - 43.6 MB

Anthony Davenport, a credit expert and founder of Regal Credit Management, shares his insights on credit repair, mortgages, and more. Listen to this week’s podcast to learn how to build and maintain strong credit scores and how to leverage credit to achieve financial freedom.

Julien and Kiersten Saunders, Founders of Rich & Regular, on Finding YOUR Path to Wealth

September 13, 2023 18:10 - 58 minutes - 53.5 MB

Are your students curious about how they can become financially independent? How can you make personal finance more culturally relevant? Listen to this week’s podcast to hear how Julien and Kiersten speak about their experience with money and how they found a platform with the mission of inspiring better conversations about money

Kevin Thompson, MLB Player Turned CEO, on his journey from Baseball to Investing

September 07, 2023 18:48 - 34 minutes - 31.9 MB

Former Minnesota Twins player Kevin Thompson joins us to talk about his experience as a profession baseball player and his career as the CEO and President of 9i Capital Group.

Nia Adams, Creator and Founder of Perspectives, on her Entrepreneurial Journey

August 31, 2023 18:50 - 49 minutes - 45 MB

Nia Adams comes on the show to talk about her experience as an entrepreneur, sharing the details of her personal journey in the field and what led her to it in the first place.

Amanda Volz on Back to School Tips and Tricks

August 24, 2023 14:56 - 42 minutes - 38.8 MB

In case you missed it: Amanda Volz was the first teacher to ever create an NGPF Teacher Account! For years she has used NGPF curriculum, given feedback to the NGPF team, and even joined the NGPF team! Who better to share the top ways to prepare for a new school year of financial education with all new students?

Dr. Lindsay Gold and Mike Houston from Texas Instruments

August 17, 2023 15:41 - 36 minutes - 33.1 MB

Dr. Lindsay Gold and Mike Houston from Texas Instruments join us on the NGPF podcast to talk about their career paths to joining TI, the resources they have, and their perspective on how math fits into financial literacy education.

Melissa Jean-Baptiste on her book So...This is Why I'm Broke!

August 10, 2023 17:14 - 40 minutes - 37.2 MB

Melissa Jean-Baptiste is a award-winning web series creator and author but before she was a teacher for 11 years! Melissa will share her own experiences as an educator and how you can get students to think about their relationship with money.

Roman Hardgrave and Matt Hill from Marginal Revolution University

August 03, 2023 17:07 - 43 minutes - 39.6 MB

Roman Hardgrave, Head of Learning Design, and Matt Hill, Curriculum Designer, from Marginal Revolution University, joins Yanely to speak about how you can use their resources, which are offered at no cost for everybody.

Paul Soucy, Editor at NerdWallet, on the World of Credit Cards

July 27, 2023 17:18 - 43 minutes - 39.6 MB

Paul, who has led the credit cards content team at NerdWallet since 2015, gives us an overview of the world of credit cards. Learn more about secured credit cards, how your credit score is impacted through credit card usage, and more!

Anmol Mittal, Founder of Climate and Money, on Keeping GenZ Engaged

July 20, 2023 15:21 - 27 minutes - 24.8 MB

Recent high school graduate Anmol Mittal shares about how he created a online board game that helps young students learn about budgeting and saving in a fun way. He offers insight on how to keep personal finance engaging for GenZ

Jonathan Clements on his new book, My Money Journey

July 13, 2023 15:09 - 42 minutes - 39 MB

Jonathan, the founder, and editor of HumbleDollar, joins us again on the NGPF Podcast to speak about his new book: My Money Journey, How 30 People Found Financial Freedom And You Can Too. Producer’s Note: This is a podcast episode you don’t want to miss!

(Classic): NY Times Columnist Ron Lieber on his book, The Price You Pay for College

July 06, 2023 14:46 - 1 hour - 86.7 MB

Ron Lieber was on the NGPF Podcast to discuss his book, The Price You Pay for College. This podcast is a must-listen for educators and counselors helping young people navigate the college and financial aid maze. Ron shares his insights into the current "merit aid" system, the emotional baggage many bring into the college decision-making process and also what to look for in a college. His advice will educate, empower and provide listeners with key questions they should be asking.

Joe Mahavuthivanij, Founder of Go Boldly, on Education and Technology

June 28, 2023 18:51 - 18 minutes - 17.2 MB

Joseph Mahavuthivanij, a FinTech entrepreneur, shares his thoughts about the role of artificial intelligence (AI) in personal finance education. Learn more about his new venture, Go Boldly, which brings gamification, AI, and financial literacy together.

Ken Rusk on Exploring Blue-Collar Opportunities

June 22, 2023 16:40 - 34 minutes - 31.6 MB

College isn’t for everybody. Ken Rusk, a renowned entrepreneur, and author of the book "Blue-Collar Cash," shares his insights on achieving success in blue-collar industries.

From the Archives: Eric Balchunas on Jack Bogle's Legacy

June 15, 2023 14:26 - 1 hour - 96.5 MB

This podcast episode was originally released in September 2022. Eric Balchunas got to know Jack Bogle through interviews with him and conversations with more than 50 people who worked with him over the years. The result is his new book, The Bogle Effect, where Eric chronicles the serendipity that marked Jack Bogle's career, from his ouster at Wellington to the creative approach he took to starting Vanguard and the unique way he structured it (as a mutual company). If you invest in mutual fun...

Jeff Desjardins, Founder of Visual Capitalist, on his book SIGNALS

June 08, 2023 22:17 - 32 minutes - 29.9 MB

If you use the NGPF curriculum, there’s a good chance you’ve seen one of Visual Capitalist’s infographics. Jeff Desjardins, Founder and Editor-in-Chief of Visual Capitalist joins Tim to talk about his book Signals: Charting the New Direction of the Global Economy.

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