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NGPF Podcast: Tim Talks To Vince Roeshink, Educator, Entrepreneur and Former Financial Advisor

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Vince Roeshink has worn several “different hats” in his career. His current role as director of the Academy of Finance at University High School in Orange City, Florida seems the perfect culmination of a career path which has included stints as a stock broker and founder of a martial arts school (oh, and he has a black belt classification too). Vince is all about bringing the “real world” into his classroom. Learn how he does it in this entertaining conversation.

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  • 0:00~1:14 – Introduction
  • 1:14~4:14 – Vince’s job and background
  • 4:14~5:53 – Financial advising
  • 5:53~7:13 – Saving for retirement
  • 7:13~10:04 – Passion for personal finance
  • 10:04~15:48 – Field trips
  • 15:48~17:18 – Student feedback
  • 17:18~21:27 – Background of students in his class
  • 21:27~27:16 – Career advising
  • 27:16~29:48 – Role of technology in the classroom
  • 29:48~33:57 – Favorite online resources
  • 33:57~34:16 – A word from our sponsor, Next Gen Personal Finance
  • 34:16~37:46 – Favorite class to teach
  • 37:46~40:52 – Favorite thing bought for under $10
  • 40:52~42:38
By |April 23rd, 2017|Entrepreneurship, Investing, Podcasts|

NGPF Podcast: Tim Talks To Prof. Meir Statman About Behavioral Finance

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I enjoyed my recent conversation with Finance professor Meir Statman of Santa Clara University, which is just down the street from the NGPF offices. Meir conducted some of the earliest research in what we now know as behavioral finance. He discusses his book, Finance for Normal People, and shares his insights about how investing should be taught in school (spoiler alert: Keep It Simple!). He also describes his approach to playing the stock market game and why fees matter so much when comparing investment options. You will know more about investing after you listen to Prof. Statman. Enjoy!
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NGPF Podcast: Tim Talks To Greg Hock About What Teens Need to Know About Taxes

Thanks to Greg Hock for taking time out during this busy tax season to join me on the NGPF podcast. I have been a client of Greg’s for a few years now and appreciate the value-added services that he provides that go well beyond just filing a tax return. I enjoy exchanging ideas and getting his perspective about building financial capability in young people, which come from years of experience of being a trusted parter with his clients.  I enjoyed our wide-ranging conversation in this podcast, which went from discussing the career path of an accountant to why he took the leap of faith to start his own firm and into specific teen tax tips and common myths when it comes to filing taxes. So, just in time for tax season, here’s Greg Hock…enjoy!

Details:

  • 0:00~1:29 – Introduction
  • 1:29~2:29 – How does one become a tax expert?
  • 2:29~3:46 – Experience of working at a Big 4 accounting firm
  • 3:46~5:22 – The entrepreneurial journey: starting his own accounting firm
  • 5:22~8:03
By |April 12th, 2017|Podcasts, Taxes, Uncategorized|

NGPF Podcast: Tim Talks With Carmen Tall of Mercy Connections About Financial Empowerment

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It was great having Carmen Tall on the NGPF podcast recently to discuss her financial literacy work at a non-profit, Mercy Connections, located in Burlington, Vermont. Carmen is the director of the Women’s Small Business program. It was through that work that Carmen identified the need for a Financial Empowerment class to improve her clients’ financial skills. We had a great conversation covering a variety of topics; from Carmen’s experience as an entrepreneur and how that shapes her program to how she creates a safe and open environment so difficult conversations about money can happen. What is clear throughout the podcast is Carmen’s passion for her work and how impactful that work has been in creating a thriving start-up ecosystem in Burlington. I can’t wait to try the cupcakes when I am in town next!

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By |April 6th, 2017|Podcasts|

NGPF Podcast: Tim Talks To NGPF Fellow Amy McCabe of Culpeper High School (Virginia)

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Thanks to Amy McCabe for taking the time to participate in this recent NGPF Podcast. I got to know Amy during our inaugural Summer Institute in 2016 and was struck by her passion for teaching and for ensuring her students get the skills they need to succeed in their financial lives. In this podcast, you will learn from Amy what it’s like to teach in a state with a personal finance mandate. She discusses her approach to teaching challenging topics, such as investing and insurance and how she injects story-telling into her lessons. You will also discover what Amy bought for $10 recently that brought great joy into her life. Enjoy!

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NGPF Podcast: Tim Talks to Passionate and Creative Educator, Andrea Stemper of Palmer High School (CO)

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Thanks to Andrea Stemper of Palmer High School in Colorado Springs for the great conversation that we had recently. I got to know Andrea last summer at the inaugural NGPF Summer Institute. I was impressed by her passion and creativity as she shared lots of great activity ideas that she developed for her students. In fact, we turned one of those ideas into an activity “Let’s Make A Mutual Fund” for our new Teach Investing in Two Hours lesson (see Resource #7 for the activity). In this podcast, you will hear Andrea’s process for developing new projects, how she has advocated for financial education in her community and the message she would like for her all of her students to walk away with after taking her course. Enjoy!

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By |March 27th, 2017|Advocacy, Current Events, NGPF Fellows, Podcasts|

Top NGPF Podcasts

Looking for a great opportunity to deepen your knowledge on a topic that has been vexing you for weeks, months or maybe even years? Well, the NGPF podcast is a great place to turn. I interview experts including educators, NY Times bestselling authors, columnists at leading newspapers, researchers and academics. I thought I would share with you our top 10 podcasts over the past 12 months, based on data from Soundcloud:

By |March 14th, 2017|Credit Cards, Credit Reports, Credit Scores, Investing, Podcasts|

NGPF Podcast: Tim Talks To NGPF’s Jessica Endlich About How To Teach Investing In 2 Hours

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We like to try different things at NGPF so this week we decided to take a new tack with the podcast and use it to discuss a recent lesson we created, “Teach Investing in 2 Hours.” The lesson’s title matches its goal to teach students in a compressed time frame enough so that they could confidently make a wise choice for their 401(k) (or other retirement) plan. We have heard time and again from educators that investing is the most difficult topic for them to teach their students. The seemingly innumerable investing options (where do I start and end?), the confusing jargon (how do I explain a P/E ratio to a novice investor?) and the lack of experience (I need to be able to manage my own investments before I can teach others) all hinder their performance. With the world moving away from defined benefit plans (pensions) toward DIY  or defined contribution plans, young people need to understand that their investment choices will impact their options, such as when they will be able to retire. We had fun developing this lesson and hope this podcast piques your interest enough to try

By |March 7th, 2017|Investing, Lesson Idea, Podcasts|