What if the person calling themselves your "financial advisor" is really just a salesperson in disguise? In this episode, Yanely sits down with Pam, an award-winning finance journalist, founder and CEO of WealthRamp, and 30-year champion of fee-only fiduciary advice, who shares how witnessing brokers target vulnerable elderly clients made her walk away from a lucrative Wall Street career. Pam pulls back the curtain on the industry's biggest secret: "fiduciary" isn't a credential or an exam, it's simply a choice that most advisors refuse to make. Teachers especially will want to hear her warning about the "helpful" reps who show up in the teachers' lounge with bagels and a benefits pitch, plus the one question you should ask before taking anyone's financial advice. And don't miss Pam's never-before-heard stories from her time with index fund legend John Bogle, including how his own company punished him for putting everyday investors first.

Jonathan Morales, Head of Community Banking at JPMorgan Chase, unpacks viral money trends reshaping how younger generations think about finances. Join the session to explore how transparency, accountability, and digital culture are redefining how families talk about, save, and spend money. Jonathan has extensive experience at JPMorgan Chase and will discuss both the promise and pitfalls of new trends. Also, he shares how they can inspire financial confidence and community connection, but also risk spreading oversimplified or performative advice. He goes beyond the hashtags to understand what these shifts mean for the future of personal finance and how families can adapt with purpose and confidence.

Tune into this live panel discussion of leading financial journalists for an engaging conversation on investing, money management, and the financial knowledge students need to build confident futures. This was live during the NYC FinCamp in August 2026! The panel features Gunjan Banerji of The Wall Street Journal, Oyin Adedoyin of The Wall Street Journal, Jacob Sonenshine of Barron's, and Genna Contino of MarketWatch, and the rich discussion explores how young people can make sense of markets, develop smart spending and saving habits, and approach investing with clarity rather than hype. You'll hear directly from journalists who cover personal finance and the economy every day in their work, with practical insights on the questions that matter most to students and what trends to look out for in our modern economic landscape.

Financial education isn't just something that happens to students—many are actively driving the movement forward. In this panel discussion, you'll hear directly from students who are passionate about making financial literacy accessible to their generation. They'll share what sparked their interest in personal finance, which topics matter most to them and their peers, and the creative ways they're taking action—whether through advocacy, teaching others, or building their own initiatives. You'll hear about the gaps they see between what adults think students need and what actually resonates, and why they believe their generation can't afford to graduate without these skills.

Jake Cousineau teaches personal finance at Viewpoint School, where what started as one trimester course now reaches nearly every eighth grader plus juniors and seniors. His first book "How to Adult: Personal Finance for the Real World" grew from a short guide for graduating seniors into a text adopted by schools and colleges nationwide. Now his second book "Face Your Financial Fears" tackles the myths and psychology that keep people from addressing money problems. In this session, Jake will share what he's learned from years in the classroom about making personal finance approachable rather than intimidating, why storytelling works better than traditional textbooks, and how he helps students shift from feeling hopeless about money to seeing a clear path forward. Perfect for teachers looking for practical ways to make financial concepts relatable and for anyone considering writing their own educational materials.

What if the most important thing you teach your students about money has nothing to do with budgets, credit scores, or compound interest? What if it starts with what they believe? In this special episode for teachers, Nir Eyal shares key ideas from his newest book, Beyond Belief. He connects these ideas to inner narratives students and teachers carry about money, time, and their own impact. Nir unpacks the science of how beliefs about money, potential, and about what's possible are formed early and shape everything that follows. Join us to explore how to help students notice and "stress-test" their beliefs against real-world examples, while also getting tools to examine assumptions about what's possible in your classroom and in your own financial life.

For over 12 years, Carly Urban has been researching one question: does financial education actually work? As a Professor of Economics at Montana State University, she's co-authored the most comprehensive meta-analysis of financial education ever conducted, examining 76 randomized controlled trials. Her findings debunk decades of faulty research and confirm what teachers want to hear—financial education improves financial behaviors in cost-effective ways. But the devil is in the details. Her research shows that standalone semester-long courses improve credit scores and financial well-being, while embedded approaches don't show the same effects. In this session, Carly will share what actually works in financial education, why quality implementation matters more than just having requirements on paper, and what her database of high school course offerings across America reveals about the state of financial literacy education nationwide.

Dr. Paris Woods is the bestselling author of The Black Girl's Guide to Financial Freedom. She is a lifelong educator and leading voice in economic mobility and financial empowerment who has been featured in Essence, CNN, and Insider, among others. Her forthcoming book The Student's Guide to Financial Freedom is a culturally grounded, peer-to-peer guide that empowers high school and college students to plan for lifelong financial independence. It especially speaks to first-gen, lower income students who are navigating systemic barriers and might not see themselves reflected in traditional money books. Dr. Woods shares how adults can be "money mentors" in their daily lives, help to set the next generation up for financial empowerment, and get better at building wealth themselves.

For decades, Pete Colhoun brought Wall Street to Main Street as a panelist on Wall Street Week with Louis Rukeyser, helping millions of Americans understand investing and the economy. With an MBA from Harvard and experience in senior management at T. Rowe Price and as a general partner at Emerging Growth Partners, he's spent a career making financial markets accessible to everyday investors. In this session, Pete will share lessons from his years helping democratize investment information, what he's learned about long-term investing through decades of market cycles, and why financial education matters for building wealth. He'll discuss his philanthropic work and what inspired his passion for ensuring everyone has access to quality financial knowledge—not just the wealthy. Perfect for teachers looking to connect students with the real-world perspective of someone who's lived through market history and believes everyone deserves to understand how money works.

Join us for a conversation with Christopher "Kit" Kauffman, NGPF Board Member and Adviser. He is a former attorney with a unique professional journey from corporate law to financial education advocacy. He will share insights on what motivates his passion for working with the NGPF Team on Mission2030 and why this is one of the top issues of concern to him in retirement. You'll gain perspective on how real-world financial experiences, whether in major court cases or everyday classrooms, can inspire students to think critically about saving, investing, and financial decision-making. Kit also offers advice for teachers seeking to connect personal finance to students' interests and real-world stories.