Watching Trees Grow

Troutwood
  • 5.0 (7)
  • INVESTING
  • UPDATED DAILY

A personal finance podcast for Gen Z. Hosted by Troutwood CEO and Co-Founder, Gene Natali. Gene is a CFA charter-holder and an award winning author (The Missing Semester) with 20 years of experience in the financial industry, 8 years teaching collegiate personal finance at the University of Pittsburgh, and a passion for financial literacy education and empowerment. Each episode answers YOUR money questions! Guests on the podcast include industry experts from finance, investing, academic, advocacy, and the non-profit space. Find us on your favorite podcast platform and subscribe to Watching Trees Grow (because what if growing your money works the same way . . .)

  1. 10/17/2022

    3 Steps to Take When Building Your First Budget

    Join Troutwood CEO Gene Natali for a quick episode on how to build a budget and build it well - in 3 steps! Wondering how to get started on this easy 3-step budget? Listen to this episode of the Watching Trees Grow podcast to find out.  Don’t be intimidated by finance lingo. A budget is a plan for saving and spending money, and it doesn’t need to be overly complex for it to work. A simple budget shows your income and your expenses. The BIG goal is for your expenses to be less than your income.

    5 min

  2. 04/11/2022

    How to Save for College: With Virginia529 CEO

    What is a 529 plan and why do you need one? On this week’s episode, Gene calls on the Mary Morris, CEO of the Virginia 529, to discuss the in’s and out’s of the plan and why everyone can, and should, have one! A four year college might not be for everyone, but that doesn’t mean you can’t have a plan. Apprenticeships, living expenses, certifications… the list goes on. Listen to hear why Mary and Gene agree that a 529 plan is a great investment into your, and your family’s, futures!    Read more on the blog: https://blog.troutwood.com/2022/04/11/what-is-a-529/

    48 min

  3. 03/29/2022

    Speaker Series: Greg McBride, Chief Financial Advisor at Bankrate.com

    In this Speaker Series episode, Greg McBride, Chief Financial Analyst for bankrate.com, joins the podcast. Greg is an advocate for financial literacy and education and has made it his life work to help bring resources and financial tools to young people. Greg talks about his favorite Bankrate: Guiding you through life's financial journey tools, tips for opening your first credit card, maintaining a good credit score and the importance of saving. Nervous about credit, debt, and how to get started? This episode is for you!   Did you know? You will also see Greg’s name on the back cover of Gene’s award winning book, The Missing Semester. First published in 2013, and updated in 2020, Greg provided an editorial review for the book.   Learn more at https://www.bankrate.com

    53 min

  4. 03/23/2022

    Emergency Preparedness: Understanding Liquidity

    Gene continues last week’s conversation on the importance of emergency preparedness. Rachel joins Gene on the podcast to talk more in depth about accessing your assets in an emergency. When does liquidity and easy access to your money become too tempting and too accessible?

    16 min

  5. 03/16/2022

    Mailbag Series: Emergency Preparedness for your Finances

    What is Emergency preparedness? Maybe you’re prepared for an environmental emergency, but what about a health emergency or job loss? Gene and Jeff were inspired by the student questions while teaching a course at Grove City College. Gene answers some of those questions in this episode and how YOU can be prepared for anything!   0:26 Welcome 0:40 What is emergency preparedness? 1:05 – What inspired this episode 2:05 – Two most common emergency situations 2:32 – Two categories 2:45 – Financial capital and human capital 3:10 – Question to students: How do I even know where to start? 3:23 – Nine categories for the financial capital portion 4:46 – 401k 5:29 – Roth IRA 5:47 – Asset Allocation 6:17 – Sources of income 6:59 – Reducing and prioritizing debt 7:37 – Mandatory bills and expenses 8:17 – Recap of 9 Catagories for Financial Capital 9:00 – Human Capital 9:06 – What is human capital? 9:17 – Why human capital maters 10:53 – Certifications, job training, higher education 11:43 – Recap human capital 12:39 – End

    13 min

  6. 03/10/2022

    The ABCs of Investment Consulting with Kweku Obed

    Gene and Kweku discuss the ABC’s of investment Consulting, and share lessons that individual investors can learn from investment consultants. Marquette Associates is an investment consultant based in Chicago, Illinois. The company consults on 255 billion dollars of client assets. Kweku is a managing director for Marquette Associates and serves on the firm’s board of directors. Individuals can learn a great deal from the institutional investment model, and the approach that investment consultants apply to client portfolios. Gene and Kweku are uniquely positioned to have this important conversation.   In addition to a combined nearly 40 years of institutional experience, both have authored financial literacy books for students, and are passionate about helping individuals better understand their money choices. Kweku’s book, “Talking about the ABC’s of Financial Literacy” served as inspiration for the episode title.

    1 hr

  7. 03/08/2022

    Why We Built an Investment Simulation Game

    Becoming a life-long investor doesn't happen over night. We know that. That's why we made a simulation for you to practice! In this episode, Gene and Jeff talk about the inspiration behind Buy Sell Hold and how you can use it to up your investing game!   Download the game here! https://apps.apple.com/gb/app/buy-sell-hold/id1530137002   Timestamps 0:29 - Intro 0:58 - Jeff explaining Buy Sell Hold 1:39 - Data points that helped build BSH 2:21 - Learning about investing in the class, this game is for you 2:41 - Can you beat Finn? 3:17 - It takes 30-60 seconds to play a single game 3:43 - Only 2% of players beat Finn 3:54 - Over 100 years worth of data 4:11 - Educators, parents, grandparents, and kids 4:34 - Prior to Troutwood, Gene and Jeff share their history 5:22 - Why aren't individuals getting ahead like institutional investors with their money? 5:56 - This isn't your typical influencer bragging about a 10% return on a stock  7:09 - Gene has students play BSH in the classroom every week 7:53 - Challenge to educators 8:20 - You can start the game at $1, $5, or $10 per day 9:33 - two most powerful lessons from BSH 10:15 - end

    10 min

  8. 03/01/2022

    Students Owning Their Financial Future

    What are the right financial questions to ask as you start your first job? How do you start to file your own taxes for the very first time? And more importantly, to whom do you ask these questions? In this episode, Gene tackles an email from a student that includes a lot of the "right questions" to ask about being an adult! Listen in to hear Gene's insights. Have questions of your own? Email Gene at gene.natali@troutwood.com

    10 min
See All (44)

Ratings & Reviews

5
out of 5
7 Ratings

About

A personal finance podcast for Gen Z. Hosted by Troutwood CEO and Co-Founder, Gene Natali. Gene is a CFA charter-holder and an award winning author (The Missing Semester) with 20 years of experience in the financial industry, 8 years teaching collegiate personal finance at the University of Pittsburgh, and a passion for financial literacy education and empowerment. Each episode answers YOUR money questions! Guests on the podcast include industry experts from finance, investing, academic, advocacy, and the non-profit space. Find us on your favorite podcast platform and subscribe to Watching Trees Grow (because what if growing your money works the same way . . .)

Information

  • Creator
    Troutwood
  • Years Active
    2020 - 2022
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    Watching Trees Grow