Next Gen Personal Finance

How are students leading the movement for financial education? Listen to this amazing panel of student advocates to find out.    Yanely leads this amazing panel discussion with student advocates who star in the NGPF documentary, Real World Class. You will hear how Neziah Osayi, Ella Gupta, Jakob Diepenbrock, and Jasper Carter channeled their passion for financial education and made a difference in their schools, their communities, their states and nationally. Enjoy!

Wondering what teachers learned after hearing Dana Miranda share her perspective on personal finance?  "Love the perspective of HEALTHY budget!" "The concept that there is not one right way to do things in terms of personal finance and how important it is to introduce nuance and discussion of other elements of well-being." "This brought more attention about the shame connected to money conversations." In this NGPF Podcast with Yanely, Dana shares her entrepreneurial journey to starting Healthy Rich, a platform for conversations that illuminate the diversity of our relationships with work and money. She explains why inclusive financial education is so important while also shining a light on the systemic forces that can hinder wealth creation. Enjoy! 

Dan and Scott are back for a repeat visit and they have big news about a new feature they have added to their website. Listen to find out more. 403bwise is on a mission to improve options for teacher retirement plans and to fix a broken system. In the spirit of "sunshine is the best disinfectant," they have added new data sets to their website to allow teachers to both find "good vendors" while also evaluating school district plans. They also discuss why investment costs are so important and share their favorite investing option for retirement accounts. Enjoy!   

In honor of Hispanic/Latinx Heritage Month Yanely spoke with author, actor, podcast host, and storyteller Christopher Rivas - who you may know him from his role as Oscar on the FOX sitcom “Call Me Kat.” Christopher talks about what motivated him to write his new book BROWN ENOUGH, why he wants more kids and teens to learn about money, and how his identity as a half-Dominican and half-Columbian kid from Queens has shaped his work and life. He also shares excerpts from his book about student loan debt which he refers to as the Ameri-CON Dream.  

The FiNRA Foundation is out with their National Financial Capability study, which they produce every three years. Gary Mottola leads FINRA's research efforts and shared the key insights from the study in this NGPF podcast. In addition, you will learn about how the pandemic impacted financial situations in the U.S., the limitations of data and Gary's dream research project. Enjoy! 

The team at Marketplace is always coming up with creative ideas to engage younger audiences on money issues. Their podcast, Million Bazillion, has been a huge hit with middle schoolers and now they are ready to take on the high school audience. In this podcast, Yanely and Hayley discuss a podcast in development called Dear Future Me. They each discuss their roles in developing the podcast, the topics they plan to cover and the expected launch date. You will also get the chance to hear the pilot episode with Yanely discussing budgeting approaches with Hey Berna, your financial hype woman. Enjoy! 

NOVA Financial Lab developed three games to teach students about the built-in biases that impact the decisions we make about money. In this podcast, you will get a behind-the-scenes look at what went into developing the games and what Becky and David hope students will learn from playing them. You will also learn about Yanely's role in the videos that precede the game play and explain the key behavioral concepts behind each of the games. Enjoy!  

Want to deepen your content knowledge of cryptocurrencies? Join this conversation that Yanely had with Araceliz Gomes.  As the founder and CEO of The Latina Investor, Araceliz Gomes is on a mission to help empower Latinas and women of color.  In her conversation with Yanely, Araceliz provides a master class to understanding cryptocurrencies. She explains the history, the mechanics of how it works, the key terms you should be familiar with and perhaps most importantly how to avoid getting scammed. Enjoy! 

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 funds, you have Jack Bogle to thank for driving down the costs of the industry and for popularizing the lowest cost mutual fund of them all, the index fund. Eric also shares his favorite personal finance resources and important investing lessons he would share with high school students. Enjoy!   

With Season 5 of FinCap Friday now underway, it only seemed appropriate to check in with Yanely to learn more about what it takes to produce this popular NGPF resource. For those unaware, FinCap Friday brings current events alive for your students every week during the school year. With more than 120 episodes and approaching 3 million student engagements, it's safe to say Yanely's quizzes + explainer videos have become a weekly ritual in classrooms across the country. In this podcast, Yanely shares why she is so passionate about financial education, the inspiration behind FinCap Friday and what you can look forward to in the upcoming season. Enjoy!   

Abby and Katie saw the power of a classroom economy as new teachers. They thought it was so powerful in building community and developing financial skills that they decided to create a company, ClassEquity. In this podcast, you will hear Abby and Katie's entrepreneurial journey, their approach to product development, the importance of listening to teachers and how their lifelong friendship has made them ideal co-founders. You will also learn about best practices to bring a classroom economy to your students. Enjoy!   

How can I make personal finance more engaging, more fun, more approachable for a wider audience?  Catie Hogan provides the answers in this NGPF Podcast with Yanely. In this converation, Catie describes what motivated her to combine comedy and personal finance, the ways that she uses humor to engage her audiences, her thoughts on cryptocurrencies and her fave personal finance books. Enjoy! 

This is part 2 of a conversation with Morgan Housel about his book, Psychology of Money. In this episode, Morgan shares his thoughts on the FIRE movement, how to build in room for error in our budgets and how to think about stock market volatility. Enjoy! 

Nika Booth is passionate about helping student loan borrowers. So passionate that she started Debt Free Gonna Be to share her student loan journey and find ways to help others manage their debt. In this podcast, Nika shares details about the Public Student Loan Forgiveness waiver which has created a temporary opportunity for student loan borrowers. Enjoy! 

Kyla Scanlon is incredibly skilled at explaining economics in 59 second TikToks that will entertain and educate. Whether it's recapping a Federal Reserve interest rate decision, explaining new data on CPI or making sense out of recent tech earnings, Kyla separates the signal from the noise. In this podcast, Kyla shares how she fell in love with Economics in college, her entrepreneurial journey post-college and her creative process to produce high quality educational content. Enjoy!   

A trained CPA, Krystal Todd took a chance by leaving her stable accounting job to follow her entrepreneurial dreams. In this NGPF Podcast, Yanely and Krystal discuss the mission of her company, Cash Compass, and how she has used TikTok and YouTube to educate and inform her audience about managing their money. Krystal also provides advice for educators on how to hook students and keep them engaged. Enjoy! 

How can we provide students with the skills they need in the careers of the future?  How can social-emotional learning help in that journey? How does a K-12 curriculum provider develop classroom experiences that answers the first two questions?   Listen to this conversation I had with Patrick Cook-Deegan, the CEO and founder of Wayfinder. We met over salads years ago and from that first experience, I felt I had found a kindred soul committed to creating innovative solutions to improve the lives of students. Enjoy! 

Featured in the The Bogle Effect, a book chronicling the life and legacy of Vanguard's founder Jack Bogle, Dina and Tony Isola are described as the "husband-and-wife team at Ritholtz Wealth Management (RWM) trying to save schoolteachers from losing hundreds of millions a year in fee-ridden, and arguably predatory, annuity products." In this conversation with Yanely, Dina and Tony share why they are so passionate about serving teachers through their work at RWM. They provide tips of what to look out for in 403(b) plans, how to suss out those hidden fees and how to ensure more of your wealth generated by your investments goes to YOU. Enjoy! 

Morgan Housel's first book, Psychology of Money, has now sold over 2 million copies. The NGPF certification course, the Psychology of Money, uses his book as its inspiration and foundation and has now been completed by more than 1,000 educators! In this NGPF Podcast, Morgan shares his own life experiences and how they have shaped his attitudes about money. He delves deeper into the first chapters of his best selling book including an explanation of why no one is crazy when it comes to money, why the hedonic treadmill can be so difficult to get off of and why it's important to understand the game you are playing as an investor. Enjoy!  Morgan will appear again on the NGPF Speaker Series on August 5th at 9am PT for part 2 of our conversation. Registration will be available on this page by late July. In addition, 50 copies of Psychology of Money will be raffled off at that live event in August.