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 Cullen, Director of Panthers Forward and Maggie Mayer, Panthers Forward alum. They discuss: • Common questions about debt • The importance of having a…

Is it better to give your time or your money when it comes to charitable giving? In this episode of the Troutwood Mailbag Series, Simone Quinerly, Troutwood CFO joins the podcast to talk taxes and philanthropy with Gene. Members of the Troutwood team are fact checking and asking questions behind…

As a student or young professional, how can you best support the organizations and social causes you care most about? While there is no right or wrong answer, when you are young, it is typically easier to give time than money - and doing so can be extremely helpful to…

What are the long-term affects of using your credit card the WRONG way? In this episode, Gene is joined by Christen Malone, Troutwood Brand and Marketing Officer. Christen DID NOT have a personal finance course in high school or college. Like many of us, she learned about Credit Cards the…

Have you ever considered what happens behind the scenes AFTER you apply for a credit card? Troutwood Co-founder & Chief Strategist, Jeff Davidek joins the podcast to share the difference between a hard and soft credit inquiry. Listen in, this conversation isn't just for first time applicants! Members of the…

We left off with Maggie & Aruj applying for their first Credit Card. Listen in as both share results from their recent Credit applications. Will they be approved? Do either Maggie or Aruj NOW have their first credit card? What factors determine Credit eligibility? Join Aruj and Maggie on a…

Troutwood Mailbag Series - Credit Cards Part 2 Ready for your first Credit Card! Where do you start? Two Troutwood team members join Gene for a multi part series. Join Aruj and Maggie as they embark on the research and application process of “getting” their first credit card. Will both…

Are you nervous about credit cards? If yes, you aren’t alone! Troutwood intern, Aruj Bhargava, a college junior majoring in Finance and Accounting, joins the podcast. Aruj has a self-professed knowledge about credit cards of 2, with 10 being most knowledgeable. Listen and learn from Aruj’s questions and join us…

For an 18-year old high school senior, what is the opportunity cost of buying a $13,000 car instead of a $10,000 car? In this episode, Gene and Rachel discuss that first big money purchase many of us make - our first car. What happens if that senior chooses to buy…

Troutwood was established with a dream to bring financial independence to all those willing to work for it. Founded out of Carnegie Mellon University’s Swartz Center for Entrepreneurship, the company designs and develops financial applications and educational tools. The company’s founders have presented and key-noted investment and education conferences across…

Watching Trees Grow Podcast Host: Gene Natali, Troutwood CEO Guest: Craig Slaughter, Executive Director of the West Virginia Investment Management Board Topic: In this episode of Watching Trees Grow, Gene sits down with Mr. Craig Slaughter, CFA, CIMC, and Executive Director of the WVIMB, a pension fund with over $24…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Jackie Cummings Koski, FIRE expert Topic: The Journey to Financial Freedom Troutwood sits down with nationally recognized FIRE expert, Jackie Cummings Koski, to learn about her journey to financial freedom. Jackie came from an underprivileged single parent household in rural South…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Naomi Boyd, Ph.D. Company: West Virginia University Topic: Finance University's Impact on Students Dr. Naomi Boyd is the Fred T. Tattersall Chair of Finance and the Associate Dean for Innovation, Outreach, and Engagement at the West Virginia University John Chambers College…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Gregory A. Furer, CFP®, CRPC®, Chief Executive Officer of Beratung Advisors Topic: What Aspiring Leaders Need to Know About Personal Finance In this episode of Troutwood's Speaker Series, Gene sits down with Mr. Gregory A. Furer, CFP®, CRPC®, Chief Executive Officer…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Vince Barfield, Chairman of the nearly $20 billion Hawaii ERS, Investment Committee Topic: What It Means to Be a Trustee Have you ever wondered how institutions manage billions of dollars? What type of approach they use and the philosophy that they…

Troutwood Speaker Series Host: Gene Natali, Troutwood CEO Guest: Tim Ranzetta, NGPF Co-Founder Company: Next Gen Personal Finance Topic: The Path to Mission 2030 Tim Ranzetta is the co-founder of Next Gen Personal Finance (NGPF), an organization that is revolutionizing financial literacy education across the United States. Learn more about…

Troutwood Live Host: Gene Natali Guest: Bruce Gray Company: Bank of America Topic: Your Career is a Journey Bruce Gray, a retired Senior Vice President from Bank of America, shares his career journey. Bruce graduated from college into the double dip economic recession from the early 80s. He emphasizes the…

Troutwood Live Host: Gene Natali, Troutwood CEO Guest: Nishan Williams, Director of Strategy Planning - Cisco Company: Cisco Systems Inc. Topic: Diversity and Inclusion Nishan Williams joins Troutwood Live to talk about his career at Cisco Systems Inc., an American multinational technology conglomerate headquartered in San Jose, California. Cisco develops,…

Troutwood Live: Speaker Series Host: Gene Natali, Guest: Kweku Obed, CFA, CAIA, Managing Director Organization: Marquette Associates Title: The ABC’s of Investment Consulting 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…

Troutwood Live Host: Gene Natali Guest: Philip Moslener, Corporate Vice President of Advanced Technologies Company: Wabtec Corporation Topic: Decarbonizing Global Transport In this episode of Troutwood LIVE, we spotlight S&P 500 Company Wabtec Corporation and have a conversation about decarbonizing global transportation with Philip Moslener, Vice President of Advanced Technologies…

Troutwood Live Host: Gene Natali, Troutwood CEO Guest: Kevin Hu, Commercial Leadership Program Company: Amgen Inc. Topic: Self Awareness as a Core Competency In this episode of Troutwood LIVE, Troutwood CEO Gene Natali spotlights S&P 500 Company Amgen and discusses the importance of self awareness as a core competency with…

Troutwood Live: Speaker Series Host: Gene Natali Guest: Dr. Audrey Murrell, Professor of Business Administration, Psychology, Public and international Affairs at the University of Pittsburgh Organization: University of Pittsburgh Title: The Power of Collaboration Gene Natali and Dr. Audrey Murrell discuss the power of collaboration and its impact on individuals…

Troutwood Live Host: Gene Natali Guest: Kristi Jancar, Associate Manager of Business Systems Company: Progressive Topic: Insurance basics and my career journey In this episode of Troutwood LIVE we spotlight S&P 500 Company Progressive Corporation and have a conversation on the basics of insurance with Kristi Jancar, Associate Manager of…

Troutwood Live Host: Gene Natali Guest: Amanda Hall, Senior Pricing Analyst Organization: Advance Auto Parts Title: Growing up in a small town Troutwood CEO Gene Natali has a conversation about the road to success while growing up in a small town with Amanda Hall, Senior Pricing Analyst for Advance Auto…