8/5/2023 0 Comments Youtubers life 2 mentorSure let me highlight something Alex said is that some of the stuff that we’ll talk about today, it’s fairly basic. Now, what are some statistics around financial literacy that listeners might find interesting? Joey Smith So, Professor Smith, taking your corporate finance background and shifting gears a little bit. Learn more about topics related to finance and personal finance. And then, I saw this organization as an opportunity to kind of help the student body around me. So I was always interested in finance topics. So for me, in high school, we actually had an investment club at my school, and we had the opportunity to work in teams and learn about different stocks and investment choices. So how did your passion kind of come about to get involved with this? Alex Sadid And really, these topics are important to learn from a young age because these are the decisions that steer you in the right direction throughout the rest of your life. And it’s using these skills that you have learned about personal finance to make informed decisions about budgeting, investing, some basic loans that you’ll take on throughout your life. You don’t have to be a corporate finance wizard to understand these topics. I look at it like just having a baseline understanding of basic financial principles. So for me, defining financial literacy is pretty simple. Why don’t you tell us about how you define financial literacy and why it’s so important? Alex Sadid So again, our topic today is prepared for success, personal financial planning, and financial literacy. ![]() But we’re really blessed to have you here and welcome. So Alex and Professor Smith will continue to work together. He volunteered to oversee our Finance Academy. And I will say to our listeners, Professor Smith has come in and hit the ground running. I’ve just seen where people don’t know enough, and I think that there’s a lot of value in teaching that and promoting it, and so excited that the Boehly Center takes that on. And personal finance is actually a really big interest of mine and just a lot of the spheres of life that I’ve been in. And I couldn’t be more excited to teach at William & Mary. After graduating from the law school, I was in the Air Force as a Jag core officer for about eight years, and after leaving active duty, I got my MBA and an LLM in securities regulation and worked in corporate finance for Walmart at their headquarters in northwest Arkansas before transitioning to teaching about three or four years ago. But in a way, it’s a bit of a homecoming for me because I graduated from William & Mary Law School in 2009. Yes, Morgan, this is my first year teaching at the William & Mary and the Mason School of Business. So we’d love to hear more about your background. So, Professor Smith, I know you’re new to the Mason community. Well, welcome fun to see that even in your second year here and kind of first-year probably really back on campus with things really moving after COVID that you’re getting incredibly involved. It’s kind of fun, but that’s what makes up what I’m into here at college. So I’m basically like a glorified secretary. And then the other organization that I got into this year was the Entrepreneurship Center, and one other organization that I’m a part of is the Kappa Sigma fraternity here on campus. So I’m on the club golf team here at William & Mary. The first club that I really got involved with at the business school was the Finance Academy. I’m involved in some other clubs and organizations on campus. So I am a sophomore here at the College of William & Mary. ![]() So I’m going to go ahead and start with you, Alex. So to kick us off today, I’m going to start and ask each of you to introduce yourself and just tell a little bit more about yourself and maybe your passion for financial literacy and our topic today on personal financial planning and financial literacy. ![]() ![]() Mason School of Business finance Professor Joey Smith, and second, our coordinator of our William & Mary’s financial literacy program, Alex Sadid. This is something that I hope everybody will have a takeaway on. I love all of our topics, but today, I think, is definitely a topic that everyone can find value in no matter where you are in your career or your life. Well, thank you, listeners, for tuning back into the Career in Finance podcast. Be sure to subscribe to the podcast and catch future episodes as we explore the field of finance. This podcast will explore various areas of the financial services industry, career paths in finance, and other practical insights that will help students better understand and prepare for professional success in the field of finance. Welcome to Careers in Finance, presented by the Boehly Center for Excellence in Finance at William & Mary’s Raymond A.
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