Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly.

Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade.

In this episode, we discuss:

  • The importance of financial empowerment among college students
  • How can college students build pathways to meaningful careers?
  • Making informed financial choices
  • What resources can students use to further develop their personal financial planning skills outside the classroom?

Learn more about Stephen:

  • Stephen Heath’s Website
  • Stephen Heath on LinkedIn
  • Stephen Heath’s Book
  • College of San Mateo Website

Episode resources:

  • Personiv's Website
  • Personiv on LinkedIn
  • Personiv on Facebook
  • Personiv on Twitter

If you enjoyed this episode, then please either:

  • Follow, rate, and review on Apple Podcasts
  • Follow on Spotify

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Previous guests include: Jack McCullough of The CFO Leadership Council, Sarah Spoja of Tipalti, Ken ''Mr. Biz'' Wentworth of Mr. Biz Solutions, Bryan Lapidus of Association for Financial Professionals, Jeremey Foster of Talroo, Ian Schnoor of Financial Modeling Institute, John Cappadona of School of Rock, Chris Caprio of Focus Technology and Amy Myrland of Capitol Bank.

Check out our three most downloaded episodes:

  • Strategic Planning and Forecasting for the Future w/ John Cappadona
  • Mastering Financial Modeling for Top Business Decisions w/ Ian Schnoor
  • Learning the Best Practices of an M&A Finance Process w/ Liz Hosman and Mark Miller

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