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The Money Moves Podcast

The Money Moves Podcast

By Gen-Z for Financial Literacy

Let's talk about investing, budgeting, saving, and everything in between! Hosted by Gen-Z for Financial Literacy's founders, Stephen Lin and Matthew Shadid, Money Moves is your podcast for easy-to-understand episodes on financial literacy topics. Every month, Stephen and Matthew speak with different experts in business, education, or personal finance. Tune in!
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A Sit Down with Rachel Gottlieb — Managing Director at UBS, Financial Advisor

The Money Moves PodcastFeb 20, 2024

00:00
40:51
A Sit Down with Rachel Gottlieb — Managing Director at UBS, Financial Advisor

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. 

Feb 20, 202440:51
A Sit Down with Experian — Rod Griffin
Jan 26, 202444:02
How To Take Control of Your Finances — Malia Gudenkauf, Founder of Little Miss Finance
Dec 08, 202332:19
Talking Finance With FICO — Nikhil Behl, CMO of FICO
Sep 15, 202354:45
Let's Talk Teaching — Jake Cousineau, Author & Personal Finance Educator
Sep 09, 202337:10
A Conversation with Next Gen Personal Finance — Tim Ranzetta, Founder of NGPF
Jul 26, 202350:38
A Sit Down with Douglas Boneparth
Jul 01, 202340:37
A Deep Dive Into Wealth Management — Nate Hoskin
Mar 13, 202343:36
Why Personal Finance Matters for Everyone — Kelsa Dickey
Dec 11, 202242:40
Partner Conversation: Babson Financial Literacy Project — Robin Kahn
Dec 04, 202229:11
Socially Responsible and Sustainable Investing — Jason Howell

Socially Responsible and Sustainable Investing — Jason Howell

Matthew sits down with Jason Howell, an author, adjunct professor at George Mason University, and owner of the Jason Howell Company. The Jason Howell Company is a wealth management firm that aims to use socially sustainable, Responsible & Impact Investing (SRI). He has been featured on ABC’s News Channel 8, US News & World Report, Yahoo Finance, CNBC.com, Readers Digest, and Nasdaq.com. Jason's experience helps him explain the steps to gain financial independence and dive into what makes socially responsible investing so powerful. To learn more about Jason Howell, visit https://www.jasonhowell.com/, https://www.linkedin.com/in/jasonhowell/, https://www.amazon.com/Joy-Financial-Planning-Strategies-Transforming/dp/1645430596. We're giving away one free copy of Joy of Financial Planning: 7 Strategies for Transforming Your Finances and Reclaiming Your American Dream, Jason's book, to the first listener to email team@genzforfinlit.org.  To learn more about Gen-Z for Financial Literacy, visit genzforfinlit.org.

Nov 15, 202225:52
Navigating Finances as an Immigrant — Jully-Alma Taveras

Navigating Finances as an Immigrant — Jully-Alma Taveras

Stephen and Matthew sit down with Jully-Alma Taveras, a Plutus Award-winning personal finance expert, to discuss the difficulties of navigating finances as an immigrant. Often, immigrants face unique challenges, such as language barriers or unequal access to education. Having moved to the United States from the Dominican Republic, Jully also talks about how she achieved financial stability for herself and her family. For more information on Jully-Alma Taveras, visit https://www.instagram.com/investinglatina/?hl=en and https://www.investinglatina.com/. To learn more about Gen-Z for Financial Literacy, visit genzforfinlit.org.

Oct 15, 202245:51
Teaching Personal Finance to the Next Generation — Neale Godfrey

Teaching Personal Finance to the Next Generation — Neale Godfrey

Stephen and Matthew sit down with Neale Godfrey to discuss her background in family financial literacy, personal finance, and business. As the preeminent thought leader for family financial literacy, Neale Godfrey has worked tirelessly over the last 35 years to connect the family around the topic of money. 

For more background on Neale, visit https://nealegodfrey.com/, https://en.wikipedia.org/wiki/Neale_Godfrey, and https://www.kiplinger.com/authors/neale-godfrey-financial-literacy-expert. 

To learn about Gen-Z for Financial Literacy, visit genzforfinlit.org. 

Sep 15, 202237:17
Building a Positive Mindset Around Money — Laura Ann-Moore

Building a Positive Mindset Around Money — Laura Ann-Moore

Stephen and Matthew sit down with Laura Ann Moore, a successful personal finance educator, to discuss how she made money a source of happiness rather than a source of stress. 

For more information on Laura Ann Moore, visit https://instagram.com/laura_ann_moore?igshid=YmMyMTA2M2Y= and https://stan.store/lauraannmoore. 

To learn about Gen-Z for Financial Literacy, visit genzforfinlit.org. 

Aug 15, 202228:51
Everything You Possibly Want to Know About Investing — Jeremy Schneider

Everything You Possibly Want to Know About Investing — Jeremy Schneider

Well, maybe not everything. In this episode, Stephen and Matthew sit down with Jeremy Schneider, an entrepreneur and founder of the Personal Finance Club. Jeremy's extensive experience in teaching and creating content on investing allows Matt and Stephen to really break down the nitty-gritty of investing and clear up some misconceptions.

For more information on Jeremey and The Personal Finance Club, visit https://www.linkedin.com/in/jerschneid/, https://www.personalfinanceclub.com/, https://www.youtube.com/c/PersonalFinanceClub, and https://instagram.com/personalfinanceclub?igshid=YmMyMTA2M2Y=. 

To learn more about Gen-Z for Financial Literacy, visit genzforfinlit.org.


Jul 15, 202245:31
Money Minutes: Apple's "Pay Later" is No Useful Tool
Jul 03, 202205:37
Why We Teach Financial Literacy | Shauna Barfuss
Jun 15, 202226:36
Being a Badass Business Owner | Shona Hamilton-Higgins
May 15, 202238:58
How to Stop Hating Your Budget | Elizabeth Edmunds
Apr 15, 202235:60
The Intersection Between Mental Health & Money | Jacent Wamala
Mar 15, 202246:01