What is a Financial Educator?

December 05, 2013

A few weeks ago, I wrote about my journey towards a career in financial education. But now whenever people ask me what I do, I always prepare for a longer conversation than if I were to say I’m a lawyer or I work for Google. If I say I’m a financial planner, people assume I’m selling something. If I say I’m a financial educator, people assume I teach at a school or university. To understand financial education, let’s take a look at how it relates to financial media, sales, and advice since I have some experience with each of them: Continue reading “What is a Financial Educator?”

Why I Gave Up My Securities Licenses

November 01, 2013

One of the things I wrestled with prior to making the decision to join Financial Finesse was the fact that they wanted, no….REQUIRED, that I give up my securities licenses. I had studied HARD to pass the Series 7, 63, 65, 24, 8, and 31 at various points along my path. I had to give serious thought to this particular decision. Continue reading “Why I Gave Up My Securities Licenses”

Yes, I’m A Finance Geek

October 08, 2013

I’ve just returned from a girl’s weekend vacation with a group of 5 friends who I have known for ages, a few going back as far as elementary school. Now we share pictures of grandkids who are about the same age as when some of us first met. Since I’m the number cruncher, I got the task of tallying up the tip and dividing the bill when we went out for a meal, and when the conversation turned to buying new homes or college costs, I was always asked to weigh in with my “professional opinion.” Continue reading “Yes, I’m A Finance Geek”