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Finding the Sweet Spot: Financial Literacy Meets Psychology | Jack Howard From Ally at FinCon | 107

Catching Up to FI: Financial Independence for Late Starters

Release Date: 11/24/2024

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Catching Up to FI: Financial Independence for Late Starters

We love games so today we're bringing you a podcast takeover and having some fun with 'Money Jeopardy'! This was recorded live at FinCon 2024 (a conference for personal finance content creators) with 'The Struggle is Real' podcast, hosted by our friend Justin Peters. Heโ€™s joined by Jackie Cummings Koski (your co-host on 'Catching Up to FI'), Joel Larsgaard from 'How to Money' and Justin Brown-Woods from 'Price of Avocado Toast' to play!  The contestants will be choosing questions from 4 categories: Binge or Cringe - are you in or out on this personal finance topic History of Money - a...

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Catching Up to FI: Financial Independence for Late Starters

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Catching Up to FI: Financial Independence for Late Starters

Our guest today is Jacqueline (Jack) Howard, head of Money Wellness at Ally Financial, a leading voice in financial health & wellness, and fierce change maker. We are thrilled to bring you this special episode recorded live from FinCon 2024 in Atlanta, GA! It's no secret that we love Ally and talk about them often on the podcast. From the high yield savings accounts to the cool buckets that are perfect for allocating your sinking funds, they're our favorite. But what really blew us away in this interview was Jack's money story and how it led to her incredible work as the face of financial...

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Catching Up to FI: Financial Independence for Late Starters

Karsten Jeske also known as โ€œBig ERNโ€ is the founder and genius behind . He writes on all topics related to personal finance but is best known for his comprehensive .  In this episode he dives deep into the intricacies of safe withdrawal rates, sequence of return risk, the importance of market valuations for retirees and the 'one more year' syndrome often discussed in the Financial Independence community. Karsten also shares his personal journey from a modest upbringing in Germany to early retirement in the U.S.   ๐Ÿ”—       Thank you to our sponsor:   ...

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Catching Up to FI: Financial Independence for Late Starters

By day, Dr. Disha Spath is an internist caring for her patientโ€™s physical and mental health.  By night, my she's known as The Frugal Physician and hosts the Finding Financial Freedom podcast. In this episode, Disha shares her personal journey from financial struggles to becoming an advocate for frugality and financial independence. She also discusses the differences between frugal and cheap, the gender wage gap, and strategies to manage income disparities in relationships.  *Trigger warning: There are brief mentions of suicide in this episode.   ๐Ÿ”—       Thank...

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More Episodes

Our guest today is Jacqueline (Jack) Howard, head of Money Wellness at Ally Financial, a leading voice in financial health & wellness, and fierce change maker. We are thrilled to bring you this special episode recorded live from FinCon 2024 in Atlanta, GA! It's no secret that we love Ally and talk about them often on the podcast. From the high yield savings accounts to the cool buckets that are perfect for allocating your sinking funds, they're our favorite. But what really blew us away in this interview was Jack's money story and how it led to her incredible work as the face of financial wellness at Ally. 

Jack blends personal finance and psychology to help people achieve holistic financial well-being that helps shift their perspective on money. She shares more about Ally's newest community initiative, Money Roots, a free financial education program designed to help people uncover the 'why' behind their money behaviors. Jack also gets vulnerable with us as she shares her own resilient story of the loss of her mother as a young girl and winning her heroic battle against breast cancer. With her giving spirit, she proudly served as chair of the Making Strides Against Breast Cancer of Detroit in 2023 and 2024.

Special thanks to LLC Attorney for sponsoring the Podcast booth at FinCon 2024.

 

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Resources mentioned on the show:

๐ŸŒ Ally.com

Sign up for free Ally โ€˜Money Rootsโ€™ Virtual Workshop

5 steps to uncover your money story

Jack's appearance on the show 'Side Hustlers' (Episode 2)

Catching Up to FI Episode: Sinking Funds Are Sexy | Bill Yount & Becky Heptig | 003

Support Jackโ€™s favorite charity: Making Strides Against Breast Cancer of Detroit (Search on 'Jacqueline Howard')

 

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Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.