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Conversations with Personal Finance Champions

Conversations with Personal Finance Champions

By: Vince Shorb
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In this series, host Vince Shorb engages with financial educators, coaches, content creators, and community leaders who are driving economic empowerment thro...All rights reserved Economics
Episodes
  • Building a Financial Education Legacy with Susan Doty
    Aug 8 2025

    In this episode, we’re joined by Susan Doty, Executive Director of the Center for Economic Education and Financial Literacy at the University of Texas at Tyler. With a career spanning over three decades, Susan brings a deep commitment to student outcomes and lasting systemic change.

    We explore her innovative First Responder Finance initiative—a three-tiered program offering for-credit certification to undergraduates, professional development for working adults, and community outreach through events like family nights and Girl Scout workshops. Susan shares how she built the program from scratch, highlighting the importance of stakeholder support, needs assessments, and strategic grant funding.

    What sets Susan apart is her use of economics as the foundation for teaching personal finance. Through her signature “Doty Mantra,” she frames financial decisions around opportunity cost and behavior change, helping learners build long-term financial wellness.

    The conversation also covers her efforts to influence legislation, strengthen teacher training, and support workforce development across fields like education, social work, law enforcement, and healthcare. Her goal: to embed personal finance into professional training nationwide.

    Whether you’re an educator, policymaker, or advocate, this episode delivers real-world strategies and inspiration. Susan’s message is powerful: “Education is the ultimate economic multiplier.” And she’s equipping a new generation to carry that mission forward.

    https://www.uttyler.edu/research/centers/economic-education-financial-literacy/

    https://www.uttyler.edu/research/centers/economic-education-financial-literacy/about-the-director/

    https://www.linkedin.com/in/susan-doty-947768125/

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    51 mins
  • Rachael Hanible – From Kitchen Table Talks to National Financial Educator Recognition
    Jun 17 2025

    In this inspiring episode, we sit down with Rachael Hanible—author, speaker, Certified Financial Education Instructor, and recipient of the NFEC’s Financial Education Instructor of the Year Award. What began as informal kitchen table conversations with friends’ parents has grown into a national movement to empower individuals—from age 3 to 73—with financial knowledge and confidence.

    Motivated by the lack of financial education in her childhood community, Rachael taught herself about money and spent two years offering free coaching to families. Over the past 12 years, she has educated thousands through her company, Missing Peace Financial Group, and launched Millionaires in Training, a program and curriculum designed to teach kids about budgeting, banking, credit, investing, and entrepreneurship.

    Rachael shares how she built trust in underserved communities, scaled from one-on-one coaching to leading sessions in over 140 schools and nonprofits, and authored the bestselling children’s book Amber’s Magical Savings Box, which led to a sold-out Barnes & Noble tour.

    Whether you’re just getting started or looking to expand your impact, Rachael’s journey offers real-world lessons, inspiration, and powerful takeaways.

    https://www.rachaelhanible.com/

    https://www.instagram.com/peptalks_/?hl=en

    https://www.linkedin.com/in/rachael-hanible-a43115192/

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    36 mins
  • Elevating Community Banking: Ben Joergens on Bridging the Financial Education Gap
    Mar 20 2025

    Ben Joergens is a nationally recognized financial literacy advocate, community leader, and the Executive Director of Financial Empowerment at Old National Bank. With a career dedicated to bridging the financial knowledge gap, Ben has spearheaded initiatives that empower individuals and families to achieve long-term financial stability and success.

    In this episode, Ben shares his personal journey from his early career in banking to becoming a champion for financial education. He discusses Old National Bank’s commitment to community outreach, highlighting innovative programs that provide accessible, practical financial skills to underserved populations. Ben also explores the role of financial institutions in fostering economic empowerment and the importance of partnerships in advancing financial literacy at scale. His passion and leadership offer valuable insights for listeners looking to drive positive change through education, collaboration, and community engagement.

    Guest Links

    https://www.tiktok.com/discover/old-national-bank

    https://www.instagram.com/oldnationalbancorp/

    https://www.oldnational.com/about-us/community/financial-education-courses/real-life-finance/

    https://www.facebook.com/OldNationalBancorp/

    https://rlf.buzzsprout.com/

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    35 mins
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