Grow Your Balance

The College Success Playbook

While there is no such thing as a “set it and forget it” approach to personal finance, there are strategies you can use to develop healthy and sustainable financial habits. Whether you are a current college student, a recent graduate, or someone reminiscing on your college years, personal finance fundamentals are an essential element of creating a strong financial foundation during your college years. In this month’s podcast, Ben and Kyle break down how college students can use budgeting, savings strategies, and credit cards to help them create their own personal finance college success playbook.

Untangling Economic Uncertainty

In this conversation, Kyle and Ben discuss the impact of economic volatility on personal finance with expert Ethan Jiang. They explore how tariffs and inflation affect financial habits, the importance of maintaining an emergency fund, and strategies for investing during uncertain times. The discussion emphasizes the need for financial prioritization, diversification, and the significance of consistent investing to weather economic storms.

Mental Health x Personal Finance - Finding Your Balance

This conversation explores the critical intersection of mental health and personal finance. Kyle and Ben are joined by Russ Jackson, co-founder of Fluid Sports Tech, a startup that helps connect collegiate student-athletes to mental health resources. They discuss the impact of NIL (Name, Image, Likeness) deals on student athletes’ mental health and the importance of budgeting and financial literacy. Overall, the conversation aims to provide insights and strategies for navigating the complexities of personal finance while maintaining mental well-being.

Making Taxes Less Taxing

Tax season is here, and as we (quickly) approach the April 15th filing deadline, we break down the basics of filing a tax return to help you conquer the process. Personal finance expert Xuefeng Liu joins us to offer valuable tips and insights for using critical resources and avoiding common mistakes so you can confidently file your taxes!

Give Yourself Some Credit!

Credit can be a powerful financial tool—if you know how to use it wisely. In this webinar, we’ll break down the essentials of building credit from the ground up. Learn how to establish a strong credit history, maximize rewards, and sidestep the common pitfalls that many people face.Whether you're just getting your first credit card or looking to boost your credit score, this session will give you the knowledge and confidence to make smart financial decisions.