NGPF Podcast

A trained CPA, Krystal Todd took a chance by leaving her stable accounting job to follow her entrepreneurial dreams. In this NGPF Podcast, Yanely and Krystal discuss the mission of her company, Cash Compass, and how she has used TikTok and YouTube to educate and inform her audience about managing their money. Krystal also provides advice for educators on how to hook students and keep them engaged. Enjoy! 

Featured in the The Bogle Effect, a book chronicling the life and legacy of Vanguard's founder Jack Bogle, Dina and Tony Isola are described as the "husband-and-wife team at Ritholtz Wealth Management (RWM) trying to save schoolteachers from losing hundreds of millions a year in fee-ridden, and arguably predatory, annuity products." In this conversation with Yanely, Dina and Tony share why they are so passionate about serving teachers through their work at RWM. They provide tips of what to look out for in 403(b) plans, how to suss out those hidden fees and how to ensure more of your wealth generated by your investments goes to YOU. Enjoy! 

Morgan Housel's first book, Psychology of Money, has now sold over 2 million copies. The NGPF certification course, the Psychology of Money, uses his book as its inspiration and foundation and has now been completed by more than 1,000 educators! In this NGPF Podcast, Morgan shares his own life experiences and how they have shaped his attitudes about money. He delves deeper into the first chapters of his best selling book including an explanation of why no one is crazy when it comes to money, why the hedonic treadmill can be so difficult to get off of and why it's important to understand the game you are playing as an investor. Enjoy! 

Morgan will appear again on the NGPF Speaker Series on August 5th at 9am PT for part 2 of our conversation. Registration will be available on this page by late July. In addition, 50 copies of Psychology of Money will be raffled off at that live event in August. 

Today on the podcast, Yanely discusses financial trauma with Chantel Chapman, co-founder of The Trauma of Money and founder of What The Finances. Chantel shares her life experiences as a mortgage broker and financial literacy consultant and how they led to her focus on helping people overcome their financial traumas. Chantel discusses her "Trauma of Money" framework and the steps in the process that help people understand their relationship to money and how to improve it. Enjoy! 

Equity researcher by day and author by night, Nicolette DiMaggio is on a mission to write stories to inspire the next generation of investors. In this NGPF Podcast, Nicolette discusses the motivation behind her book, Stock Explore, how she assembled a team to turn her idea into reality and the key concepts she hopes young people learn from her book. Enjoy! 

Want to learn more about the challenges facing first gen students as they make decisions about higher education?  

As a Senior College Success Manager at the Boys and Girls Club of the Peninsula (SF Bay Area), Jaime Barrajas uses his own personal experiences to help his clients navigate the college-going process. Listen to this podcast to learn more about Jaime's approach, how he uses NGPF's Payback game and how he helps students overcome the myriad hurdles in their path. Enjoy! 

If you ever wondered what the state of financial education is in your county, state or nationally, then there is no better source than Dr. Carly Urban. If you have every taken a look at the Got Finance? map on the NGPF website, which tracks information on over 10,000 high schools, you have seen firsthand the handiwork of Dr. Urban and the team at NGPF. In this podcast, NGPF's Christian Sherrill  will discuss with Carly the 2022 edition of the State of Financial Education Report. She has lots of great news to share both on the access front as well as her recent research showing the positive impacts of financial education. She will also share what she learned from analyzing implementation practices of this essential course in three states. Enjoy! 

• 0:00~0:47 Introduction
• 0:47~4:50 The beginning of the Student Finance League
• 4:50~9:50 Amy’s experience in the classroom 
• 9:50~13:17 Barriers to learning about money
• 13:17~18:42 Being intentional about vocabulary
• 18:42~27:01 Engaging with the local community
• 27:01~27:19 A word from NGPF
• 27:19~32:06 Making students comfortable with money
• 32:06~34:32 Engaging parents and students at the same time
• 34:32~40:06 Teaching and not advising
• 40:06~41:15 Conclusion

Richard Ellis, Executive Director of my529, a 529 plan established by the State of Utah joins Yanely to talk college savings plans. Listen to this conversation and you will learn about Richard’s career leading up to his role at my529, the benefits of saving early and often, and how to analyze 529 plans. Richard also shared some great resources so you can learn more more about 529 plans. Enjoy!