Obermeyer Wood’s Dollars and Sense podcast provides young adults with foundational personal finance discussions intended to educate and empower the next generation. The topics covered within the podcast range from the basics of budgeting to an introduction to the stock market. Each bite-sized episode is approximately ten minutes or less and features a variety of our team members who present their expertise and personal experience on the topic at hand.
Throughout Obermeyer Wood’s decades of financial advising, we have noticed a desire among our clients to pass successful habits along to their children. To provide them with a helpful resource they can use and share with their adult children, we created a podcast that aims to relay basic financial literacy principles in an engaging, informative way.
Episode 6: College
Starting your college journey is one of the most exciting times of your life. As you select your major and make the equally hard decision of picking out a color scheme for your dorm room, consider the weight of the financial decisions you make during this time. How can we make informed decisions on how to pay for college?
In this episode, we talk about the different options we have when it comes to financing a college degree and take note of the ways our lifestyle in college might affect our future.
Episode 5: Credit Score
In this episode, we talk about the importance of a credit score and how we can use financial products, such as credit cards, to further improve that score.
Episode 4: Taxes
In this episode, we provide an overview of personal taxes and how we can go about filing our own taxes.
Episode 3: Investing
In this episode, we talk about investing: what it is and how we can get started.
Episode 2: Budgeting
In this episode, we introduce a few methods on how to create a budget that works for you and how we can reframe our view on budgeting.
Episode 1: Bank Accounts and Emergency Funds
In this episode, we talk about the difference between a checking and savings account and the importance of an emergency fund.