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 t…
What is a 529 plan and why do you need one? On this week's episode, Mary Morris, CEO of the Virginia 529 College Savings Plan, joins Gene to discuss the in’s and out’s of the plan and why everyone can, and should, have one! …
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 fi…
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 …
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 …
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 c…
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 i…
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 tack…
Only 15% of high school seniors will graduate with a financial plan, but 100% will make personal financial decisions.
Are your debt decisions helping or hurting your long-term financial goals? Gene talks about the importance…
Interest rates have been in the news recently. How does a change in the federal interest rate affect me? From students to homeowners, everyone can feel an impact. Gene covers the basics in this short episode about interest r…
You took out the student loans. Got the degree. What now?
Gene and Rachel discuss graduate school loans, planning for after graduation, and understanding repayment plans.
What types of student loans are there? How do you know what's best for you? Gene and Rachel discuss the thought process of applying for and taking out student loans for college.
Are you nervous about student loans? Unsure what questions to ask, where to ask them, and who to ask? In this episode, Gene chats with Sarah from Pitt's Panthers Forward who helps students just like you understand their pers…
Aruj Bhargava and Maggie Mayer join the podcast in a continuation of a multi-part series on credit cards. Neither Maggie nor Aruj have a credit card, but both are pondering the possibility of applying for one.
In this episode of Watching Trees Grow, Gene sits down with Mr. Craig Slaughter, CFA, CIMC, and Executive Director of the WVIMB, a fund with over $24 billion in assets under management, to discuss Craig's distinguished care…