Each fall, the NGPF Payback Challenge provides students across the country with the opportunity to earn $70,000 in college scholarships. This week, you will hear from our two National Winners, Caleigh Hurley of Brighton High School (MI) and Dhruv Bansal of De Pere High School (WI). They will share what they learned from the NGPF Arcade game, PAYBACK, and how it has influenced their college plans in the future. 

Next Gen Personal Finance

NGPF Podcast: 2021 Payback Challenge Winners

In this NGPF Podcast, Patrick Geddes shares insights from a career in the world of investments. After a stint as the first research manager at Morningstar, he co-founded Aperio, a firm focused on customized indexing, which he recently sold to BlackRock. For the next chapter in his life, Patrick has written a book, Transparent Investing, designed to empower people with the information they need to make better investment decisions. Patrick and I discuss highlights from his book, including the difference between broccoli and chocolate cake investing and what Buddhism and Stoicism can teach us about investing. Patrick has so kindly made an electronic version of his book available (click here) for FREE! for three days from January 25-27th. Please leave a review if you are so inclined. Enjoy!

NGPF Podcast: Patrick Geddes discusses his book Transparent Investing

It was awesome to catch up with NGPF Fellow Kerri Herrild who discussed her Giving Project with us. Kerri shares her story on why this concept of "giving back" is so important to her. We go in-depth to learn how she brings philanthropy to her students in a tangible way. You will learn how her students react to this opportunity to research and donate to a cause that matters to them. You will not only walk away inspired by Kerri but with a concrete set of resources so you can bring this Giving Project to your classroom. 

NGPF Podcast: Kerri Herrild on the Giving Project

As high school seniors prepare to receive their award letters letters later this spring, we thought this popular podcast from Mark Salisbury in 2020 would prepare educators and counselors for the conversations and questions. In addition to listening to this podcast, you will want to participate in an upcoming 3-part PD series that Mark will be hosting, College Pricing Explained: Reality Behind the Curtain. Find out more about this series which starts on January 26th and register here. 

CLASSIC: Mark Salisbury of TuitionFit on on increasing transparency of college pricing

I had fun reconnecting with Ted Benna, the Father of the 401(k), four years after his last guest appearance on the NGPF Podcast. He's been a busy guy since then, writing a book (401(k): 40 Years Later), updated another (401(k) for Dummies), advised start-ups and worked with small businesses to help them develop high quality, low-cost retirement plans for their employees. In this podcast, you will hear Ted's fascinating perspective on the 401(k) market as it has grown to $15 trillion in assets. Enjoy! 

NGPF Podcast: Ted Benna on the past, present and future of the 401(k)

As has been said before, the pandemic has brought the future forward and accelerated trends in so many industries, including philanthropy. In this NGPF podcast, you will hear from Soraya Alexander, the COO of Classy. She shares insights from their recent 2021 report on Why America Gives. Listen and learn more about how individuals shifted more of their giving online which makes it important for non-profits to make that checkout process as frictionless as possible (sound familiar to those who shop online?) In addition, she shares the generational differences on where individuals find causes to donate to, the type of organizations they donate to and the reasons behind their charity. Enjoy!   

Soraya Alexander of Classy on how the pandemic changed how Americans give to charity

Mary Rossi brings an enthusiasm and passion to her role as Director of Financial Inclusion and U.S. Partnerships at the Global Thinking Foundation (GTF). Her financial empowerment workshops focus on students in fields such as acting, education, architecture, or social work. She also shares her plans to bring creative concepts that have worked in GTF's European offices to the United States. Enjoy!  Details: 0:00~1:13 Introduction 1:13~3:03 Role at Global Thinking USA 3:03~5:24 Experience growing up in the Cayman Islands 5:24~8:57 The start of Global Thinking 8:57~11:46 Offering financial empowerment workshops 11:46~16:05 Personal finance for artists and creatives 16:05~16:34 A word from NGPF 16:34~19:15 Entrepreneurship topics for GenZ 19:15~22:45  Incorporating art pieces to teach about money 22:45~28:48 Gender inequalities in personal finance 28:48~31:26 Materials to use in the classroom 31:26~33:31 Recommended books 33:31~34:48 Conclusion 

Mary Rossi on creative approaches to financial empowerment

Enjoy this conversation with Rick Ferri who shares his experience in financial services over the past 30 years. Rick started as a stock broker then went on to an asset management firm and now is a financial consultant (with a 6 month waiting list!) He discusses the motivation behind these moves and why he thinks providing financial advice on an hourly basis is the optimal model. You will also learn about a popular personal finance Q&A forum at Bogleheads.org where Rick plays a leadership role. 

NGPF Podcast: Rick Ferri on his journey from stock broker to financial consultant

Dan Sheeks is a busy guy. As if being a high school personal teacher isn't all consuming enough, he is both a real estate investor and a founder of an online community. That community, SheeksFreaks, is made up of young people interested in strategies to gain financial independence. Dan is also an author of a new book, First to a Million. Listen to the podcast and complete this form and could be one of the first 100 educators to receive a FREE copy of his book. Enjoy! 

NGPF Podcast: Dan Sheeks on using Financial Independence (FI) as hook to engage students

My Classroom is a short NGPF podcast series devoted to supporting the efforts of teachers. Each week we will speak with different teachers who will share timely tips, resources, and teaching strategies that can be implemented immediately into the classroom.   This week, we welcome Dr. Greenfeld, who teaches Aerospace Engineering, Principles of Engineering, and Personal Finance in New York. She will share how she uses the Modern Classroom Project approach to engage students with the NGPF curriculum.

My Classroom: Dr. Greenfeld and the Modern Classroom

Robin Wigglesworth has done the impossible...he's written a book about index funds that, once you get started, you won't be able to put down. The index fund product itself may not be compelling, but the characters that Wigglesworth describes certainly are. He traces the growth of index funds and how they moved from a concept developed by academics to how they became the leading investment choice for mutual fund investors. Enjoy! 

Robin Wigglesworth, author of Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever

My Classroom is a short NGPF podcast series devoted to supporting the efforts of teachers. Each week we will speak with different teachers who will share timely tips, resources, and teaching strategies that can be implemented immediately into the classroom.   This week, we welcome Shawn Healy, Jim O’Connor, and Kimberly Huffman. They will share the approach they take, and the approach of other social studies educators when teaching personal finance. And they do a great job sharing the importance of personal finance for every high school student.

My Classroom: The Personal Finance Advocacy and Education Efforts of Social Studies Teachers

With more than three decades at Morningstar, John Rekenthaler has had a front row seat to the tectonic shifts in the mutual fund business. During his career, John has seen the industry go from one dominated by actively managed funds (e.g., Fidelity's Magellan fund) to one where index funds (e.g., Vanguard Total Stock Market Fund) now hold more than 50% of fund assets. We reminisce about John's early days of Morningstar where one could leaf through binders with information on hundreds of funds (yes, I relied on these reports for my earliest investments in mutual funds). Please be sure to check out John's thought pieces in his Morningstar column after listening to the podcast. Enjoy! 

John Rekenthaler on how mutual fund investing has changed in past three decades

Welcome to a Special Edition of My Classroom, a short NGPF podcast series devoted to supporting the efforts of teachers. We typically speak with different teachers who will share timely tips, resources, and teaching strategies that can be implemented immediately into the classroom. For this week, we decided to share a recording of our Speaker Series with Philip Olson and Julia Lorenz-Olson, the Two Cents couple. Hear their story, the inspiration for the Two Cents videos, some of their favorites, and much more. Enjoy the show!

My Classroom: Two Cents

I met today's guest, Patrick Geddes, almost a decade ago when I was "kicking the tires" at Aperio, the investment management he co-founded. He was kind enough to sit down with me for more than an hour explain the "Aperio approach" to investing and I've been a happy client since. Today, you get the benefit of Patrick's wisdom gleaned from his decades of taking a research-based approach to investing. In this podcast, we explore his entrepreneurial journey from start-up to being acquired by BlackRock for $1.05 billion. As you listen, what will become clear is how energized Patrick is for this next chapter of his career. He will be bringing his passion and commitment to improving investor education. We will discuss his forthcoming book, Transparent Investing, which may be available to teachers in the NGPF community in December (logistics still being worked out). Patrick will also be appearing at an NGPF Speaker Series event on January 20, 2022 and the general release of his book will be on January 25, 2022. Enjoy!  

NGPF Podcast: Patrick Geddes on his entrepreneurial journey and his forthcoming book, Transparent Investing

Next Gen Personal Finance (NGPF) is a free blended-learning personal finance curriculum to engage and empower students to make informed financial decisions. In our podcasts we interview educators and other experts in the field of Personal Finance.

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Next Gen Personal Finance

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