Ann Lobos, CPA is our guest. 

She runs her own CPA firm and helps people save on taxes. 

Ann shares about how you can save on taxes as a student and get a bigger tax refund. She also gives some advice about being a female in the financial services industry. 

Click here to get more information about tax planning tips for students. 

We interview Matt Romney from Vitality Capital Management. 

In today's episode, we discuss: 

This is a great episode to dip your feet into the investing world and start learning more.  

For the PDF click here. 

Dr Jeremy S. Boden, PhD, LMFT, CFLE talks about money in relationships. He is a licensed marriage and family therapist and professor at UVU in the Family Studies Major. 

In this podcast you will learn about money and how it effects your relationships.  You will also learn about what things you should talk about before you get married and more. Jeremy also talks about what things you can do in your current relationship to manage your finances. 

Learn more about Jeremy here and his courses here.  

Why you might want to consider starting a business while you are still a student. 

Interview with Spencer Barclay, CEO and Founder of Savology.

We discuss 

We hope you enjoy!

Are you sick of not having enough money? Are you sick of your credit card balance continually growing? Are you worried about your next payment for school? Well an Emergency Fund is your answer. 

Sam Jones talks to students about how to successfully build an emergency fund.

In this episode you will learn Why you need an emergency fund, how to start one, and where to consider keeping it at. 

Jacob Johnson and Christian Aune discuss what an investment is and why we invest.

Get Help with budgeting, student loans, credit, and more.

Click Here to Schedule a FREE Appointment 

UVU WB-147, Orem, Utah

Jacob Johnson and Josh Scott talk about the habits that we have with money and how we can improve them. 

Get Help with budgeting, student loans, credit, and more.

Click Here to Schedule a FREE Appointment 

UVU WB-147, Orem, Utah

Jacob Johnson and Gerika Ballard talk about the importance of budgets and how to create one.

Get Help with budgeting, student loans, credit, and more.

Click Here to Schedule a FREE Appointment 

UVU WB-147, Orem, Utah

Jacob Johnson and Dan Patterson go over what a credit report is and the things you can do to change it.

Get Help with budgeting, student loans, credit, and more.

Click Here to Schedule a FREE Appointment 

UVU WB-147, Orem, Utah

Jacob Johnson and Brian Miller go over the topics of general credit, credit scores, what goes into a credit score, and why someone would want good credit.

Get Help with budgeting, student loans, credit, and more. 

Click Here to Schedule a FREE Appointment 

UVU WB-147, Orem, Utah