I Have a PhD in Business but Never Had a Personal Finance Class | Dr. Karen DeLong | 206
Catching Up to FI
How Jackie and Bill Joined the Classroom
Jackie and Bill describe how they were invited to give investing sessions and how they prepared using student questions.
APRIL IS FINANCIAL LITERACY MONTH!
What if one passionate professor, one classroom, and a few brave money questions could change hundreds of financial lives before graduation? We head to Knoxville for a special Financial Literacy Month episode with Dr. Karen DeLong, the University of Tennessee professor quietly doing the work most schools still don't: making sure students leave campus with more than a degree. Karen shares how three advanced degrees somehow included zero personal-finance education and how that gap pushed her to build an annual money session for her students. Bill and Jackie reflect on what it was like to teach these soon-to-be graduates and how any late starter can become a powerful financial literacy advocate in their own little corner of the world.
This episode covers:
➡️ Why Dr. Karen DeLong started bringing personal finance into her classroom
➡️ How someone can earn multiple degrees and still never take a money class
➡️ Why college students are hungry for practical money conversations
➡️ The kinds of personal finance questions students are asking before graduation
➡️ How Bill and Jackie prepare for live financial literacy teaching sessions
➡️ Why financial literacy fits into almost any curriculum, not just finance classes
➡️ How Farm Credit Mid-America helped support this student enrichment work
➡️ Why late starters can still become mentors and financial literacy advocates
➡️ A preview of the student follow-up episode answering unanswered questions
.
=== SUPPORT THE SHOW ===
🌐 Visit Catching Up to FI website
☕ Like what you hear on Catching Up to FI? Support the show at "Buy Me a Coffee"
🎙️We love hearing from you! Record a Voice Message with your feedback or question Record a Voice Message with your feedback or question
.
===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===
📈 Boldin (formerly NewRetirement): Retirement planning software that's like having a financial advisor at your fingertips. You can get started with the free version or choose the premium option (PlannerPlus) and get a 14-day free trial. 👉🏼 Be sure to use this link to get started: Go.boldin.com/catchingup
Personal Finance Club: Use code CUTOFI to get $30 OFF any investing course
Nectarine: Advice-Only and Flat-Fee Hourly Fiduciary Financial Advisors (Catching Up to FI will be compensated by Nectarine if you use our affiliate link, which creates an incentive and conflict of interest. We are not current clients or employees of Nectarine.)
For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners
.
RESOURCES MENTIONED ON THE SHOW
.
⏰ Related Episodes
Highlights from Bill and Jackie presenting at UT Knoxville (coming in April)
Questions from Students (coming in April)
If you enjoyed this episode, please follow the show on your podcast player and leave us a rating and review. If you want to watch, be sure to subscribe to our YouTube Channel. This helps others find the show and keeps us creating great content for you!
📌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.
The AI-powered Podcast Player
