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Gene Natali, CFA, joins us to discuss his mission to solve America's financial literacy crisis through his innovative platform Troutwood and his bestselling book "The Missing Semester." We explore how technology can scale financial education and planning to reach millions of Americans who lack basic financial knowledge despite good jobs and education.

• Gene's journey from institutional asset management to becoming a financial literacy champion
• The inspiration behind "The Missing Semester" which has reached over one million readers
• How Troutwood's platform connects planning, engagement and incentives in one unified system
• The $14 trillion retirement shortfall in America and how the finance industry has failed average Americans
• Why financial education must focus on action rather than just knowledge
• The importance of secure AI in maintaining trust in financial guidance
• Community connection to investing makes financial markets more relatable
• The need for financial habits to become as automatic as brushing your teeth
• Why the "delta" (taking action vs doing nothing) matters more than "alpha" (investment outperformance)
• Creating centers of excellence for financial literacy across institutions

Help someone you know who's having financial challenges by sharing Troutwood's tools with them. If everyone reaches out to two or three people, we can start to make a real difference!

https://www.troutwood.com/troutwood-basic

Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.