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April 30, 2025 30 mins

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April is Financial Literacy Month, and to help us celebrate we brought in a returning guest, Paul Merriman. Paul has been on the show before to discuss investment portfolios, but today he talks with us about some extraordinary strides he's making as a financial literacy advocate through his nonprofit, The Merriman Financial Education Foundation. We also share some of our favorite financial literacy resources.


RESOURCES MENTIONED ON THE SHOW🌐 Visit Catching Up to FI website

https://catchinguptofi.comPaul's Website

https://www.paulmerriman.comMerriman Financial Literacy Program at Western Washington University

https://financialliteracy.wwu.eduIGrad

https://www.igrad.com/Next Gen Personal Finance

https://www.ngpf.orgWhite Coat Investor

https://www.whitecoatinvestor.comThe John C. Bogle Center for Financial Literacyhttps://boglecenter.net

TIMESTAMPS / CHAPTERS

00:00 📣 Introduction and Financial Literacy Impact

01:09 👋 Welcome and Guest Introduction

01:35 🤝 Paul Merriman's Nonprofit and Financial Literacy Story

02:33 💡 The Importance of Financial Literacy

06:59 🏫 Nonprofit Initiatives and University Programs

16:15 🏋️‍♀️ Bootcamp and Investment Decisions

18:07 🌐 Other Financial Literacy Organizations

22:09 🏛 State-Level Financial Literacy Education

25:55 ✨ Final Thoughts and Encouragement

31:27 🙏 Conclusion and Farewell

Mark as Played

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