We are pleased to present Financially Free Ducks, a podcast for the University of Oregon community. Each episode is geared towards redefining what a conversation around personal finance can be. Our mission is to empower UO students, faculty, staff, and others to gain confidence and knowledge through shared stories and experiences. We are helping the Duck community move closer to having the awareness to make smart financial decisions during and after college.
Ep.16 Starting a Financial Journey with Jessica Patel
Jessica Patel is the Creator of Groove Money and Head of Content and Learning Resources at the Singleton Foundation for Financial Literacy and Entrepreneurship. Groove is a financial wellness platform that uses habit building and educational resources to help its users.
In this episode, Jessica shares why she and the Singleton Foundation created Groove, where the platform is going, and important aspects of financial wellness. She chats about budgeting and using financial planning to alleviate stress.
19 Apr 2024
Ep.14 Investing Part 3: What's a Mutual Fund Anyways?
The Financially Free Ducks are celebrating Financial Literacy Month with a four-part series on investing. This week, Alex Hooks, a Peer Financial Coach at the Financial Wellness Center, breaks down what stocks, mutual funds, and bonds are. He gives listeners guidance on figuring out what kind of investment is right for them and shares a bit of his own experience.
12 Apr 2024
Ep.13 Investing Part 2: Retirement?
April is National Financial Literacy Month, and we're celebrating here at the Financially Free Ducks with a four-part series on investing. Join us as Eliza Black, a Peer Financial Coach at the Financial Wellness Center, explains the difference between retirement accounts and regular brokerage accounts. In this episode, Eliza covers the meaning of tax-deferred, how to feel confident in investing, and more on how to get started.
5 Apr 2024
Ep.12 Investing Part 1: The Basics
April is National Financial Literacy Month, and we're celebrating here at the Financially Free Ducks with a four-part series on investing. Join us as Solomon Bandy, a Peer Financial Coach at the Financial Wellness Center, to learn about investing. In this episode, Solomon covers the basics of investing and transitioning from just saving to launching your investment journey. Plus, he shares practical tips on budgeting for investing.
12 Feb 2024
Ep.11 Community Credit Unions with Tiffany Washington
Tiffany Washington has over 30 years of experience at SELCO Community Credit Union, where she is currently the Executive Vice President of Finance and Operations. Tiffany has worked her way up at SELCO and has watched the credit union grow in locations and impact. In this episode, she breaks down how credit unions work, and how students can be utilizing them. She shares her experience as a woman in the industry, and what shifts she has seen in credit unions in the past few decades.
22 Nov 2023
Ep.10 Home Ownership and Financial Freedom with Brad Unger
Brad Unger, a branch manager at OnPoint Community Credit Union, has seen every aspect of banking during his 23 years in the industry. If you’re interested in learning more about mortgages and working in the finance industry, this podcast is for you! Brad talks about his journey to his current position at OnPoint as well as his home ownership story. This episode wraps up with Brad urging students to not feel alone in their path to financial freedom. “If you feel overwhelmed, there are people there who can help you,” Brad says, citing the Financial Wellness Center and local credit unions as places to go for help.
1 Nov 2023
Ep.09 Financial Education After College with Hannah Taylor
Hannah Taylor, a Project Cost Accountant at KPFF Consulting Engineers, graduated from the University of Oregon in 2021. She became a part of the Financial Wellness Center during its inaugural year as a Peer Financial Coach. She stayed involved with the center after graduating, and financial wellness is still important to Hannah in all aspects of her life. She tells us how she started taking advantage of her benefits package and discusses how she built the healthy finance habits she has today. This episode closes out with Hannah sharing that financial success is more than just the money you have.
1 Sept 2023
Ep.08 "What is Finance?" with John Chalmers
John Chalmers, Abbott Keller Professor of Finance and Head of the Department of Finance at the University of Oregon Lundquist College of Business, shares why he believes finance is fundamentally about decision-making. John then shares advice for those thinking about entering a career in finance, while providing a few tips on navigating career options. John also discusses the power of compound interest and why it should be working for you and not against you. The episode wraps up with a discussion of financial success and what exactly that means to John.
22 Jul 2023
Ep.07 Financial Wellness Education with Phil Schuman
Phil Schumann shares his journey in co-founding the Financial Wellness initiative at Indiana University as well as the Higher Education Financial Wellness Alliance (HEFWA). If you are curious about the work HEFWA is doing, this podcast is for you. The conversation moves towards Phil’s targeted passions within financial wellness such as basic needs security, the importance of benefits, and the common misconceptions of credit.
13 Jul 2023
Ep.06 The Power of Being a Peer Financial Coach
Logan Gierke and Felix Gladwell, two Peer Financial Coaches a part of the 2023 graduating class share an inside view as to what it is like to be a part of the Financial Wellness Center. Logan and Felix share their why behind their passion for financial wellness, what they have learned as a Peer Financial Coach, and what their next steps are as they enter a career.
5 Jun 2023
Ep.05 Money Mindset with Mark Patterson
Mark Patterson brings experience from an over 35-year career in Wealth Management and shares with us the value of having a “money mindset.” Mark explores the power of compounding and breaks down the Rule of 72. He leaves those listening encouraged to take a simplified approach to investing and shares why he believes education is just beginning for your financial journey post-graduation. Mark wraps up the episode sharing a few quotes he has gained inspiration from along his financial and life journey.
8 May 2023
Ep.04 "What is Wealth Management?" with Greg Erwin
Greg Erwin, Co-Founder and CEO of Sapient Private Wealth Management, has over 40 years of wealth management experience and enjoys mentoring students as they navigate the path to becoming a wealth management professional. In this episode, Greg openly shares in depth insight as to how the industry has evolved over time and the opportunities that these changes present to young people looking to explore careers in wealth management. Greg provides an example of how a career transition into the field may occur and then educates us all on the difference between Investment Management and Wealth Management. The episode wraps up with a discussion of the power of time in the market.
10 Apr 2023
Ep.03 Holistic Wellness with Katie Harbert
Katie Harbert, an Assistant Athletic Director who leads University of Oregon's Student-Athlete Development, shares her insight into the dimensions of holistic wellness and the role finances can play in overall wellness. Katie discusses emerging adulthood and how awareness is the first step when it comes to finding your identity and understanding your financial situation. She will leave you wondering how you can establish Plan A’s in multiple areas of life.
15 Mar 2023
Ep.02 Professor Peel's Financial Journey
Stephanie Peel, a University of Oregon Professor of Practice in the School of Accounting shares lessons learned in her 30-year career in public accounting at PricewaterhouseCoopers. Professor Peel explores three of the most important moments in her financial journey that has led to where she is today. This episode emphasizes the importance of the work the Financial Wellness Center is doing and how finding a community you can trust to discuss finances can greatly impact everyone's financial journey.
10 Feb 2023
Ep.01 Foundations of Financial Wellness
Dr. Gilbert Rogers kicks off the Financially Free Ducks podcast by defining what financial literacy is, why it is important, and what the University of Oregon is doing to create a campus of financially literate Ducks. Dr. Rogers shares why a budget is the foundation for money management and how it can be seen as the headlights when driving in the dark.
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