A Sit Down with Rachel Gottlieb — Managing Director at UBS, Financial Advisor

The Future of Equitable Investing — Lule Demmissie

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 future. They also discuss how eToro is advancing financial access and empowering people with the tools they need to learn how to invest.

How Intuit is Changing Personal Finance Education — David Zasada

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 than others, what the role of credit is in gaining wealth today, and Intuit's financial literacy endeavors. Learn more about Gen-Z for Financial Literacy & Intuit: * https://www.intuit.com/solutions/education/?cid=ppc_G_e_US_.SBG_US_GGL_Brand_Search_Mobile%26DesktopDE_tCPA._intuit%20education_txt&gad_source=1&gclid=CjwKCAjw57exBhAsEiwAaIxaZkGjq3x0U_hcHkBHjsqwFmUc1ypxLtiiOemkwo7pa0b778ItIDEt9hoCDOgQAvD_BwE&gclsrc=aw.ds [https://www.intuit.com/solutions/education/?cid=ppc_G_e_US_.SBG_US_GGL_Brand_Search_Mobile%26DesktopDE_tCPA._intuit%20education_txt&gad_source=1&gclid=CjwKCAjw57exBhAsEiwAaIxaZkGjq3x0U_hcHkBHjsqwFmUc1ypxLtiiOemkwo7pa0b778ItIDEt9hoCDOgQAvD_BwE&gclsrc=aw.ds] * ⁠https://www.genzforfinlit.org/⁠ [https://www.genzforfinlit.org/]

A Sit Down with Rachel Gottlieb — Managing Director at UBS, Financial Advisor

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 investing to how parents can teach their children about money. Rachel, Matthew, and Stephen discuss specific ways to educate today’s youth on financial literacy.

A Sit Down with Experian — Rod Griffin

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 what the role of credit is in gaining wealth today. Learn more about Gen-Z for Financial Literacy & Experian: * https://www.experian.com/ [https://www.experian.com/] * https://www.genzforfinlit.org/ [https://www.genzforfinlit.org/]

How To Take Control of Your Finances — Malia Gudenkauf, Founder of Little Miss Finance

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 speaking, books, and social media platforms. To learn more about Malia and Little Miss Finance, https://thelittlemissfinance.com/ [https://thelittlemissfinance.com/] To learn more about Gen-Z for Financial Literacy, visit ⁠⁠⁠genzforfinlit.org⁠⁠⁠ [https://genzforfinlit.org/].