Catching Up to FI

Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107


Listen Later

Our guest today is Jacqueline (Jack) Howard, head of Money Wellness at Ally Financial, a leading voice in financial health & wellness, and fierce change maker. We are thrilled to bring you this special episode recorded live from FinCon 2024 in Atlanta, GA! It's no secret that we love Ally and talk about them often on the podcast. From the high yield savings accounts to the cool buckets that are perfect for allocating your sinking funds, they're our favorite. But what really blew us away in this interview was Jack's money story and how it led to her incredible work as the face of financial wellness at Ally.

Jack blends personal finance and psychology to help people achieve holistic financial well-being that helps shift their perspective on money. She shares more about Ally's newest community initiative, Money Roots, a free financial education program designed to help people uncover the 'why' behind their money behaviors. Jack also gets vulnerable with us as she shares her own resilient story of the loss of her mother as a young girl and winning her heroic battle against breast cancer. With her giving spirit, she proudly served as chair of the Making Strides Against Breast Cancer of Detroit in 2023 and 2024.

Special thanks to LLC Attorney for sponsoring the Podcast booth at FinCon 2024.

šŸ”—Connect with us

Buy CUtFI a coffee

Record a message for CUtFI

Thank you to our sponsor:

DeleteMe: Your personal data is yours again. Hands-free subscription service that removes you from data broker sites. Enter the code Catchingup at checkout to get 20% off

Resources mentioned on the show:

🌐 Ally.com

Sign up for free Ally 'Money Roots' Virtual Workshop

5 steps to uncover your money story

Jack's appearance on the show 'Side Hustlers' (Episode 2)

Catching Up to FI Episode: Sinking Funds Are Sexy | Bill Yount & Becky Heptig | 003

Support Jack's favorite charity: Making Strides Against Breast Cancer of Detroit (Search on 'Jacqueline Howard')

If you enjoyed this episode, please follow the show on your podcast player and leave us a rating or review. This helps others find the show and keeps us creating great content for you!

Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.

...more
View all episodesView all episodes
Download on the App Store

Catching Up to FIBy Bill Yount & Jackie Cummings Koski

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

336 ratings


More shows like Catching Up to FI

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,565 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,987 Listeners

Financial Independence Podcast by The Mad Fientist

Financial Independence Podcast

1,651 Listeners

Your Money, Your Wealth by Joe Anderson, CFPĀ® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

Retirement Answer Man by Roger Whitney, CFPĀ®, CIMAĀ®, RMA, CPWAĀ®

Retirement Answer Man

1,283 Listeners

Retirement Starts Today by Benjamin Brandt CFPĀ®, RICPĀ®

Retirement Starts Today

538 Listeners

ChooseFI by ChooseFI

ChooseFI

5,159 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFPĀ®

Stay Wealthy Retirement Podcast

674 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,082 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

452 Listeners

Ready For Retirement by James Conole, CFPĀ®

Ready For Retirement

822 Listeners

All the Hacks: Money, Points & Life by Chris Hutchins

All the Hacks: Money, Points & Life

1,612 Listeners

Mile High FI Podcast by Doug Cunnington & Carl Jensen

Mile High FI Podcast

200 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,039 Listeners

Inside Out Money by Maggie Tucker

Inside Out Money

294 Listeners