Financially Free Ducks Podcast
We are pleased to present Financially Free Ducks, a podcast for the University of Oregon community. Each episode is geared toward redefining what a conversation around personal finance can be. Our mission is to empower UO students, faculty members, 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.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.
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.
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.
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.
Subscribe to Financially Free Ducks
The best way to listen is by subscribing in your podcast app of choice. We're listed in Apple Podcasts and Spotify. You can also stream or download each episode right here on our website by using the built-in player. However, we recommend getting a podcast app and using one of the buttons below to subscribe.