CFO Weekly

Financial Planning 101 for College Students with Stephen Heath


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Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly.

Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade.

In this episode, we discuss:

  • The importance of financial empowerment among college students
  • How can college students build pathways to meaningful careers?
  • Making informed financial choices
  • What resources can students use to further develop their personal financial planning skills outside the classroom?

Learn more about Stephen:

  • Stephen Heath’s Website
  • Stephen Heath on LinkedIn
  • Stephen Heath’s Book
  • College of San Mateo Website

Episode resources:

  • Personiv's Website
  • Personiv on LinkedIn
  • Personiv on Facebook
  • Personiv on Twitter

If you enjoyed this episode, then please either:

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Instructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:
  • Personiv's Website
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If you enjoyed this episode, then please either:
  • Follow, rate, and review on Apple Podcasts
  • Follow on Spotify

Instructions on following, rating, and reviewing CFO Weekly are here.
Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

Check out some of our most recent episodes:
  • Driving Value Beyond Finance with Tom McDermott
  • Why CFOs Are the Chief Everything Officers with Claire Bramley
  • Why Traditional Financial Advice Fails and What To Do Instead with Chris Miles
  • NGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilva
  • What Lights You Up? with Jordan Grumet
  • Become a Lean Six Sigma Master Black Belt with William Washington

If you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guest

CFO Weekly is handcrafted by our friends over at: fame.so
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