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Next Gen Personal Finance

Nov 29, 2020

This NGPF Podcast features an 11-year old student, Pranav, and his teacher, Carolyn Cooper. When you hear Pranav describe his investment philosophy, it becomes clear that he listened to his teacher. Carolyn shares her story coming to the U.S. as a middle-schooler, her career as a CPA and her passion for...


Nov 24, 2020

NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives of four awesome financial literacy leaders. Each one will share how they advocate for financial literacy and their teaching strategies through COVID. Like the last series, each one is from a different area of the country and a...


Nov 20, 2020

As founder of a wealth management firm, Bob Swift noticed that many of his clients asked him to also educate their children about money. That led he and his wife to start a foundation and a program specifically designed to work with clients who lacked access to high quality advisory services. It's an inspiring story and...


Nov 17, 2020

NGPF’s My Classroom is a 10-15 minute weekly podcast series that will follow the lives of four awesome financial literacy leaders. Each one will share how they advocate for financial literacy and their teaching strategies through COVID. Like the last series, each one is from a different area of the country and a...


Nov 13, 2020

Dina of Ritholtz Wealth Management and Scott of Meridian Wealth have a shared goal: for every teacher to have access to high quality vendors for their 403(b) and 457 retirement plans. At a recent NGPF Speaker Series event, they shared insights gained from working with scores of teachers and analyzing thousands of...