Episode 11: Unraveling the Power of Financial Literacy: Stories from the Frontlines
11/13/23 • 43 min
Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests - Professor Atif Ikram, Elena Zee, and Yanely Espinal- who each bring their unique insights and experiences to the table. Listen in as we unravel the mysteries of financial education and how it impacts every aspect of our lives.
Our dialogue starts with Atif Ikram, who has breathed new life into Arizona State University's personal finance course, FIN:123. Elena Zee, a tireless champion of financial education, recounts her organization’s efforts in making personal finance lessons accessible to over 300,000 Arizona students. We then switch gears, hearing from Yanely Espinal, the author of 'Mind your Money', as she candidly shares her financial journey, highlighting the critical role of financial education in her life.
We round up our discussion with a focus on the future - discussing the innovative initiative of Mission 2030 and its goal to make personal finance a high school graduation requirement in all 50 states. So, tune in to this episode of Finance Roundtable and embark on a journey to financial liberation.
Professor Atif Ikram, Elena Zee, and Yanely Espinal are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals are provided entirely on behalf of themselves and are not related to Cetera Advisor Networks LLC or its registered representatives.
Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Registered address is 14850 North Scottsdale Road #255, Scottsdale, Arizona 85254.
The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks nor any of its representatives may give legal or tax advice.
Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests - Professor Atif Ikram, Elena Zee, and Yanely Espinal- who each bring their unique insights and experiences to the table. Listen in as we unravel the mysteries of financial education and how it impacts every aspect of our lives.
Our dialogue starts with Atif Ikram, who has breathed new life into Arizona State University's personal finance course, FIN:123. Elena Zee, a tireless champion of financial education, recounts her organization’s efforts in making personal finance lessons accessible to over 300,000 Arizona students. We then switch gears, hearing from Yanely Espinal, the author of 'Mind your Money', as she candidly shares her financial journey, highlighting the critical role of financial education in her life.
We round up our discussion with a focus on the future - discussing the innovative initiative of Mission 2030 and its goal to make personal finance a high school graduation requirement in all 50 states. So, tune in to this episode of Finance Roundtable and embark on a journey to financial liberation.
Professor Atif Ikram, Elena Zee, and Yanely Espinal are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals are provided entirely on behalf of themselves and are not related to Cetera Advisor Networks LLC or its registered representatives.
Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Registered address is 14850 North Scottsdale Road #255, Scottsdale, Arizona 85254.
The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks nor any of its representatives may give legal or tax advice.
Previous Episode
Episode 10: Savvy Women, Smart Investors
How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment Management, to shed light on this pressing matter.
Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force.
Liz, a working mother, walks us through her personal journey, sharing invaluable tips for financial security.
Brace yourself for some staggering statistics! Did you know that just a third of Americans budget their earnings, and a shocking 63% are unequipped to handle a $500 emergency?
Our discussion with Liz delves into the significance of budgeting, compounding, and
disciplined saving. We reveal how this trifecta can lead to financial stability and independence.
Ever wondered about the intricacies of Social Security benefits and the "Pink Tax"? Our chat with Liz unravels these concepts with personal anecdotes and real-life examples.
We speak about the longevity gap between genders and its financial implications.
The episode wraps up with a profound discourse on the transfer of generational wealth, the resources for managing caregiving, and the immense power of financial literacy and knowledge.
Remember, it's never too late to seek help from an expert. Join us for this enlightening conversation.
Next Episode
Episode 12: Former Arizona State University student, Nabia Kheshtchin-Kamel, shares her powerful story
Ever felt humbled by the sheer resilience of the human spirit? I had the privilege of catching up with one of my former students, Nabia Kheshtchin-Kamel, who embodies that spirit in every sense. Nabia's captivating story spans her family's immigration journey from Iran and Egypt to her endeavor of navigating medical school. Their united front and love for each other forged an unbreakable bond that's been instrumental in shaping her life. Join us as she reveals how her parents met, their subsequent struggles, and the strength she has derived from their resilience.
Nabia Kheshtchin-Kamel is not affiliated or registered with Cetera Advisor Networks LLC. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual.
Finance Roundtable Podcast - Episode 11: Unraveling the Power of Financial Literacy: Stories from the Frontlines
Transcript
You're listening to Finance Roundtable , a podcast that focuses on demystifying your money .
Speaker 1Your hosts , professor Jacob Gold , michael Koshell and Kelvin Gold , will educate and entertain you on all areas related to personal finance .
Speaker 1Get back , relax and enjoy the show .
Speaker 2If you like this episode you’ll love
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