Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching p...
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Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching p...
Learning Beyond the Lecture: Teaching Real-Life Financial Lessons with Dr. Jessica Limbrick, AFC®️
Real Money, Real Experts
35 minutes
5 months ago
Learning Beyond the Lecture: Teaching Real-Life Financial Lessons with Dr. Jessica Limbrick, AFC®️
In this episode of Real Money, Real Experts, we sit down with Dr. Jessica Limbrick, an Accredited Financial Counselor®, researcher, and Assistant Professor at Nevada State University — and yes, she’s also the woman who throws full-blown birthday parties for 59½. Jessica shares how her early fascination with personal finance, her own lived experiences, and a pivotal poverty simulation shaped her teaching philosophy. She talks about using metaphors, milestones, and empathy to bring financial co...
Real Money, Real Experts
Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong passion for personal finance, and how a transformative college class sparked her commitment to helping families build savings and stability. We dive into her decade at Compass Working Capital, where she scaled financial coaching p...
