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YouNancial
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Tip Jar
Patrick Mandiraatmadja: Open Doors For Others
In the tenth episode of Tip Jar, our guest is Patrick Mandiraatmadja. He is a private equity analyst at Search Fund Accelerator and LinkedIn content creator who shares insights on professional and personal development. As an international student from Indonesia, Patrick moved to the U.S. to study at Boston University where he earned his Bachelor's in Finance and MIS with a minor in Econ. We discuss Patrick's origin story, money habits learned early on, key learnings from transitioning to the U.S., networking best practices, mindfulness, and the importance of mentors. Connect with Pa...
2021-11-20
42 min
The Get Ready Money Podcast
The Tony Steuer Podcast with Josh Fontanilla: The Need for Financial Literacy in College
Send us a textOn the latest episode of The Tony Steuer Podcast, I spoke with Josh Fontanilla, host of the Tip Jar Podcast about how financial literacy can be introduced into the educational system. Josh Fontanilla is the host of the Tip Jar Podcast to promote financial literacy and professional/personal development. Josh was a member of the YouNancial financial literacy platform and served as the Chief Investment Officer of the Spartan Fund. Josh is currently also a business development representative at LivePerson.In this episode we discussed:- YouNancial a...
2021-09-24
28 min
Tip Jar
Branden Bedoya: Small Steps In The Right Direction
In the ninth episode of Tip Jar, our guest is Branden Bedoya. He is an Associate Financial Analyst at Google and junior studying business analytics and MIS at Florida International University. As a first-gen Hispanic student, Branden leveraged his curiosity to navigate and learn about topics ranging from personal finance to self-improvement. We discuss Branden's personal finance journey, a unique experience involving Robert Kiyosaki, habit building, lessons from mentors, and the impact of daily gratitude.Branden's Medium Blog: https://brandenbedoya.medium.com/YouNancial is a financial literacy platform for students. We offer free courses to...
2021-07-30
36 min
Tip Jar
Harsimran Chohan: Be The Change You Want To See
In the eighth episode of Tip Jar, our guest is Harsimran Chohan. She is a senior at Sacred Heart Preparatory in Atherton and is actively involved within her school community. An advocate of financial literacy, Harsimran has given two TEDx Talks on the subject and continues to give back by partnering with the Sammy Rabbit platform as a guest writer. In the future, Harsimran aspires to pursue a career in psychology or law. We discuss what inspires her to advocate for financial literacy, lessons learned from a special mentor, and ways to cultivate mindfulness in our everyday lives.
2021-06-22
40 min
Tip Jar
Will Rainey of Blue Tree Savings: Planting Seeds For A Better Future
In the seventh episode of Tip Jar, our guest is Will Rainey. He is the founder of Blue Tree Savings where he creates video lessons, workshops, and writings with the aim to help parents teach their kids about money. Before starting Blue Tree Savings, Will worked internationally in the financial services industry where he was the Head of Investment Strategy in Asia at Towers Watson. His inspiration for Blue Tree Savings came from hearing those around him feel uneasy about the thought of taking time off work while still maintaining financial freedom. We discuss the differences between being rich...
2021-05-20
47 min
Declassified College Podcast | College Advice That Isn't Boring
what is the stock market? | declassified personal finances
Do you actually know what the stock market it or have you just been throwing money into stonks because everyone else is? We're going to be breaking down the basics of what the stock market it and the general concept of why stocks move up and down. In this episode you will hear from: Minh Luu - host of the Youtube Channel Money with Minh Josh Fontanilla - content creator at YouNancial, Chief Investment Officer at San Jose State Investment Fund Judy Zhu - CEO and Founder of Money Girls, Ex...
2021-04-30
11 min
Tip Jar
Sam X Renick of Sammy Rabbit: Leverage Your Curiosity
In the sixth episode of Tip Jar, our guest is Sam X Renick. He is the founder and author of Sammy Rabbit, a book series for kids to teach them important money habits early in their development. After graduating from Loyola Marymount University with a Bachelors degree in business, Sam got his start in the aerospace industry and later transitioned into the financial services sector where he had a chance encounter with a salesman that inspired him with a purpose to teach and spread financial literacy to others. We discuss delayed gratification during a time of TikTok/IG reels...
2021-04-30
1h 06
Tip Jar
Wendy Rowatt of Cisco: Leaning Into Your Strengths
In the fifth episode of Tip Jar, our guest is Wendy Rowatt. She is the Program Manager of Cisco's Leaders in Finance & Technology Program (LIFT), a rotational program to help grow the next-generation of finance leaders. Having earned a B.S. in Accounting from the University of Maryland and a M.A. in Counseling Psychology from Santa Clara University, Wendy started off her journey as an accountant before pivoting into tech. Before arriving to her current role as Program Manager, Wendy held previous roles as a Chief of Staff for EVP of Human Resources at Verisign and later transitioned...
2021-04-15
32 min
Tip Jar
Mac Gardner of FinLit Tech: The Financial Literacy Journey Continues
In the fourth episode of Tip Jar, our guest is Mac Gardner. He is the founder and Chief Education Officer of FinLit Tech, an organization whose mission is to "build a bridge between financial literacy and financial technology." A proud alumni of the University of Maryland, Mac wears many hats by being both a Certified Financial Planner and an author. He has written two books titled Motivate Your Money and The Four Money Bears with the latter being geared towards helping children understand the why and how behind their financial decisions. We discuss how he got his start in...
2021-03-25
36 min
Tip Jar
Patricia Driver of Hummingbird: Leading Yourself to Financial Independence
In the third episode of Tip Jar, our guest is Patricia Driver. She is an executive coach and the owner of her own coaching practice called Hummingbird Consulting. Previously an academic researcher in social psychology, Patricia has held various leadership roles in the corporate world as VP of International Marketplace Insights at American Express and as Managing Director of London and Singapore at Millward Brown. We discuss leading under uncertainty, lessons learned early on from interviewing high-net-worth individuals and what makes her optimistic about the future being spearheaded by resilient women leaders.To learn...
2021-03-08
39 min
Tip Jar
Jason Vitug of Phroogal: Health, Wealth and Financial Wellness
In the second episode of Tip Jar, our guest is Jason Vitug. He is the founder of Phroogal, a personal finance website that shares information about different financial products/services and author of award-winning book, "You Only Live Once: The Road to Financial Wellness and a Purposeful Life." Jason started his professional career as a bank teller to eventually making his way up to become VP of Marketing & Business Development until taking a different route to self-reflect on his purpose and mission through travel. We discuss financial lessons learned early on with a $5,000 frisbee story, how talking about our...
2021-02-09
54 min
Tip Jar
Kate Viray of YouNancial: Grow Outside the Comfort Zone
In the first episode of Tip Jar, our guest is Kate Viray of YouNancial which is an upcoming financial literacy platform for students. Kate is a senior studying corporate accounting & finance at San Jose State University. She discusses her role at YouNancial, what motivates her to promote financial literacy, and how getting outside one's comfort zone allowed her to grow as an individual. Kate's LinkedIn: linkedin.com/in/kate-virayThanks for checking out the Tip Jar. We appreciate your support!
2021-01-23
28 min