The Money Moves Podcast

On today's episode, Matthew and Stephen sit down with Lule Demmissie, the U.S. CEO of eToro. eToro is a trading and investing platform that empowers individuals to grow their knowledge and wealth as part of a global community. Matthew, Stephen, and Lule discuss many topics, ranging from why personal finance should be taught in schools to the power of investing in shaping one's financial fu...

Matthew sits with David Zasada, the Vice President of Education & Consumer Responsibility at Intuit. David Zasada and the team over at Intuit recognize the importance of financial literacy and educating people on various topics at a young age. During Matthew’s conversation with David, they delve into the root of financial knowledge, what makes some generations seem more financially literate th...

In this episode, Matthew and Stephen talk with Rachel Gottlieb, an acclaimed financial advisor and managing director at UBS Wealth Management. At UBS, Rachel runs Gottlieb Rose Wealth Management, a family office overseeing over $1.6 billion in assets. Rachel’s years of experience in the wealth management industry allow for a productive conversation about a variety of personal finance topics — from...

Matthew sits down with Rod Griffin, the Senior Director of Consumer Education at Experian. Rod Griffin and the team over at Experian recognize the importance of financial literacy and educating people on credit at a young age. During Matthew’s conversation with Rod Griffin, they delve into the root of financial knowledge, what makes some generations seem more financially literate than others, and...

Malia speaks about her financial journey and how she persevered through challenges to reach a greater goal with more freedom. Matthew, Stephen, and Malia discuss how taking control of your finances can fuel other aspects of your life, like travel and leisure. She was empowered to the point that she decided to start her own financial education company and inspire thousands nationwide with her speak...

In this episode, Matthew Shadid and Stephen Lin sit down with Nikhil Behl, the Chief Marketing officer for FICO. In FICO's latest philanthropic venture, they partnered with the U.S. Soccer Federation and the Chelsea Football Club to target financial education in underserved communities. During Matthew and Stephen's conversation with Nikhil, they discuss FICO’s flagship "Score A Better...

Jake talks about his experience as a personal finance teacher and how that’s translated into his work as an author. He has important lessons to share that anyone interested in personal finance should listen to and understand. https://www.amazon.com/stores/Jake-Cousineau/author/B0917WJNHB?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true For more on Jake: http...

The absolute face of personal finance education and advocacy, Tim Ranzetta, sits down with the founders of Gen-Z for Financial Literacy to discuss personal finance class mandates at the high school level and other intricacies of personal finance education. He is a founding member of Next-Gen Personal Finance, an organization that works to integrate financial literacy into US high school programs....

In this Money Moves episode, Matthew, Stephen, and Douglas discuss managing your money, the importance of wealth management when you're young, and why financial literacy is so critical. To learn more about Douglas, visit  ⁠https://bonefidewealth.com/lang=en⁠⁠ . To learn more about Gen-Z for Financial Literacy, visit  ⁠⁠genzforfinlit.org⁠⁠ . Douglas has amassed a large following for making fina...

Nate is among the youngest Certified Financial Planner (CFP) practitioners in the world. He is the founder of Hoskin Capital, a Denver-based wealth management firm that manages assets for its clients located across the country. Nate is also passionate about teaching others about personal finance through his TikTok account, which has amassed more than 200,000 followers!  In this Money Moves ep...

Matthew sits down with Kelsa Dickey, the Founder of Fiscal Fitness Phoenix. She is a certified financial coach, businesswoman, and entrepreneur. Kelsa used diligent personal finance habits to empower her to start a business and achieve her goals. She’ll provide insight into current economic trends, core financial values, and business practices that propelled her to success. To learn more about Kel...

Stephen and Matthew, founders of Gen-Z for Financial Literacy, sit down with Robin Kahn, program director of the Babson Financial Literacy Project (BFPL). Together, the three of them discuss the BFPL's work, the importance of teaching adults personal finance, and how to improve financial literacy education outside of the traditional classroom setting. The BFPL is an initiative from Babson College...

Matthew sits down with Jason Howell, an author, adjunct professor at George Mason University, and owner of the Jason Howell Company. The Jason Howell Company is a wealth management firm that aims to use socially sustainable, Responsible & Impact Investing (SRI). He has been featured on ABC’s News Channel 8, US News & World Report, Yahoo Finance, CNBC.com, Readers Digest, and Nasdaq.com. Ja...

Stephen and Matthew sit down with Jully-Alma Taveras, a Plutus Award-winning personal finance expert, to discuss the difficulties of navigating finances as an immigrant. Often, immigrants face unique challenges, such as language barriers or unequal access to education. Having moved to the United States from the Dominican Republic, Jully also talks about how she achieved financial stability for her...

Stephen and Matthew sit down with Neale Godfrey to discuss her background in family financial literacy, personal finance, and business. As the preeminent thought leader for family financial literacy, Neale Godfrey has worked tirelessly over the last 35 years to connect the family around the topic of money.  For more background on Neale, visit https://nealegodfrey.com/, https://en.wikipedia.or...

Stephen and Matthew sit down with Laura Ann Moore, a successful personal finance educator, to discuss how she made money a source of happiness rather than a source of stress.  For more information on Laura Ann Moore, visit https://instagram.com/laura_ann_moore?igshid=YmMyMTA2M2Y= and https://stan.store/lauraannmoore.  To learn about Gen-Z for Financial Literacy, visit genzforfinlit.org.&...

Well, maybe not everything. In this episode, Stephen and Matthew sit down with Jeremy Schneider, an entrepreneur and founder of the Personal Finance Club. Jeremy's extensive experience in teaching and creating content on investing allows Matt and Stephen to really break down the nitty-gritty of investing and clear up some misconceptions. For more information on Jeremey and The Personal Finance Clu...

Stephen and Matthew talk about Apple's new "Pay Later" feature and the harmful effects of buy now, pay later. Companies like Affirm, Klarna, and AfterPay perpetuate the idea that young adults can simply pay in installments without any repercussions--this is far from the truth. Young adults should approach buy now and pay later with caution and intent. Frankly, Buy now, Pay Later instills the idea...

Stephen and Matthew sit down with Shauna Barfuss, an experienced teacher and the director of the Utah Jump$tart Coalition. Shauna's advanced knowledge, experience, and passion for teaching Financial Literacy allow Matthew and Stephen to get a deep dive into what it's actually like being an educator in the financial Literacy space. For more information on Shauna and Utah Jump$tart, visit https://ww...

Stephen and Matthew sit down with Shona Hamilton-Higgins, a CEO, business owner, and experienced HR consultant. Together, they discuss entrepreneurship, what it takes to start your own business, and the inevitable challenges that come along with doing so. To learn more about Shona, visit www.lilachr.co.uk , www.instagram.com/lilachrltd , and www.linkedin.com/company/lilachrltd . To learn more abou...

Stephen and Matthew sit down with Elizabeth Edmunds, a successful financial planner & coach. Together, they explore various topics, primarily discussing investing, how to rethink your budget, and how to live still your life (and enjoy it) while remaining fiscally responsible! To learn more about Elizabeth Edmunds, visit https://www.instagram.com/mytwocentsfinance/ and southcarolinavoyager.com/...

Stephen and Matthew sit down with Jacent Wamala, a Money Mindset Coach, CEO, and former therapist. Together, they explore various topics together, primarily discussing debt, financial planning, budgeting, and the intersection between mindset and money. To learn more about Jacent and grab her new book, visit https:// eztree.me/new-wealth-wellness-university and https:// instagram.com/jacentsgems/ ....