The Fiscal Feminist

Financial wellness isn’t just for adults! In fact, educating kids and teens about personal finance while they’re still in school is extremely helpful for financial success later in life. In this episode, Kimberlee talks with financial educator and advocate Yanely Espinal about the importance of personal finance education and the work she’s doing to make sure it’s accessible to as many kids as possible. Yanely shares tips for talking to your own children about money and also explains how you can advocate for personal finance requirements in your own state. Whether you’re a parent or teacher or just want to learn a few personal finance tips for yourself, you won’t want to miss this episode!

Episode Recap:
  • Today we’re talking with Yanely Espinal about financial wellness and much more (1:03)
  • How did you get interested in financial education? (4:23)
  • Knowledge isn’t everything; you need to have the right mindset, too (9:18)
  • What is the NGPF Mission 2030 Fund, and why is it important? (15:42)
  • Kids need education on topics like crypto and retirement (22:11)
  • How to advocate for personal finance education (29:10)
  • There’s no reason not to support financial education for kids (36:44)
  • Budget is a verb, not just a noun! (43:29)
  • What advice do you have about financial education for girls? (47:08)
  • What’s next after we make financial education accessible? (52:14)
  • Where to learn more from Yanely (57:22)

Resources:

Creators & Guests

Host
Kimberlee Davis
Kimberlee Davis is founder of the Fiscal Feminist and a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst.
Editor
Podcircle
Premium podcast services for busy people and organizations. Visit Podcircle.com to learn more.

What is The Fiscal Feminist?

Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.