What shapes the financial mindset of the next generation?
How do young professionals balance money, work, faith, and purpose as they begin their careers?
In this episode, Jim Sumpter, CFP®, sits down with Margaret Easterling, Finance student at Samford University and intern at CMC Financial, to explore how young adults think about money and career choices today. Margaret shares her path from South Carolina to Samford, her experience helping manage the student-run Bulldog Investment Fund, and what she learned analyzing stocks and presenting investment ideas. She also talks about working during college, studying abroad in London, and how her generation connects money with purpose, experiences, and helping others.
Key takeaways:
- Choosing a small Christian university in a new state and building community through faith and campus life
- Managing real investment decisions through Samford’s student-run Bulldog Investment Fund portfolio
- Applying classroom finance concepts to real investment analysis and portfolio allocation
- How working during college shaped her view of spending, saving, and financial independence
- Why many Gen Z adults value experiences, purpose, and charitable giving in their financial choices
- And more!
Connect with Jim Sumpter:
- 205-510-9074
- CMC Financial
- LinkedIn: Jim Sumpter
- LinkedIn: CMC Financial
- Facebook: CMC Financial
- Instagram: CMC Financial
- YouTube: CMC Financial
Connect with Margaret Easterling:
About Our Guest:
Margaret Easterling is a senior at Samford University, where she studies finance and data analytics. Originally from Greenville, South Carolina, she has developed practical experience through her internship with CMC Financial, her work with Samford’s student-managed Bulldog Investment Fund, and prior experience at a CPA firm. Margaret also studied abroad in London through Samford’s business school and is active in campus organizations and faith-based communities.
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