CFO Weekly

Greatest Hits: Financial Planning 101 for College Students with Stephen Heath


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This is a Greatest Hits re-release of one of our most beloved CFO Weekly episodes. Stephen Heath’s conversation on financial empowerment for college students struck a chord with listeners when it first aired and the lessons are just as essential today. From debunking myths about accounting to exposing the real cost of financial missteps in college, this episode is a timeless guide for students, educators, and finance leaders alike. If you missed it the first time, now’s your chance. If you loved it then, welcome back.
Stephen Heath, a full-time Accounting Professor at the College of San Mateo (CSM), joins Megan Weis on this episode of CFO Weekly to share why financial literacy is one of the most overlooked yet critical skills for college students. Stephen is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of experience in accounting. Before teaching full-time at CSM, he served as a director at the Berkeley Research Group for nearly a decade.
In this fan-favorite episode, Stephen shares why financial empowerment matters beyond the classroom, how students can position themselves for meaningful careers, and what practical steps every young adult can take to avoid the financial pitfalls that set so many back by a decade or more.

What You’ll Learn:
  • Why financial literacy is a missing pillar of college education
  • How community college students can break into accounting and finance careers
  • The real financial mistakes that cost students ten to fifteen years of recovery time
  • How to build pathways to meaningful employment through internships and mentorship
  • Why self-discipline, not secret strategies is the foundation of personal finance
  • What resources students can use to develop financial 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

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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

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