Financial Literacy 101: Live Inside the Classroom at University of Tennessee | Bill & Jackie | 207
Catching Up to FI
How to Manage an Individual Stock Portfolio
Jackie describes selling rules, holding periods, and limiting individual stocks to a small portfolio percentage.
APRIL IS FINANCIAL LITERACY MONTH! What happens when you hand a room full of almost-graduates a microphone, a few $2 bills, and permission to ask the money questions most adults still avoid? In this special on-the-road episode, we take you inside the financial literacy presentation at the University of Tennessee to share a few highlights of our recent talk. It's energetic, imperfect, and deeply encouraging. Financial literacy doesn't have to be stiff or scary. Sometimes it just looks like showing up, telling the truth about your mistakes, and helping the next person get a much earlier start than you did.
This episode covers:
➡️ Highlights from Bill and Jackie's live financial literacy presentation at UT Knoxville
➡️ Why young adults need practical money education before entering the workforce
➡️ The difference between being rich and being wealthy
➡️ Why savings rate matters so much for financial independence
➡️ How to think about 401(k)s, employer match, vesting, and job changes
➡️ Why index funds and simple investing often beat picking individual stocks
➡️ Jackie's $2 bill story and how tiny saving habits can shape a lifetime
➡️ Bill's "rich doctor syndrome" story and the danger of lifestyle inflation
➡️ How listeners can adapt this presentation for their own school, church, or community
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RESOURCES MENTIONED ON THE SHOW:
📘 If You Can: How Millennials Can Get Rich Slowly (free digital download)
📄 Copy of Our Presentation Slides to UT Students
⏰ Related Episodes
I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206
Questions from Students (coming in April)
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📌Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.
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