209. 5 Pillars to Build Your Own Financial Plan with Patricia Kelly

About this episode

In this episode, Patricia Kelly shares the five pillars of finance and tips for building a personal financial plan.

We’re back from Spring Break and we hope you had some time to rest! Financial Literacy Month is here and our ‘Money Masterclass’ series of well-sought after financial educators and professionals are going to make you want to share them with all of your friends! This series opens with Patricia Kelly, University of California, Santa Cruz Lecturer, Speaker, and Financial Literacy Advocate, who is also the mastermind behind the popular course, COWL52 Personal Finance and Investing that is now available throughout the University of California system. From initially 30 students to now over 1,000 students enrolled, this former Wall Street Analyst shares the five pillars of finance and offers great tips from her course on how to start implementing them in your financial plan today. Don’t miss the free financial templates and resources she offers as well. ⁠ Ms. Kelly completed her MBA at Harvard Business School in Boston, Massachusetts, and received her Bachelor of Arts in Economics at University of California, Santa Cruz. In 2019, prior to the pandemic, she received a grant from the Office of the President of the University of California to produce an online version for UC Systemwide…

People in this episode

Host: Yoli Tamu

Guest: Patricia Kelly

Topics covered

• financial literacy
• personal finance
• financial planning
• education
• investing

Keywords

• financial plan
• financial literacy
• money masterclass
• personal finance
• investing tips

Mentioned in this episode

Organizations: University of California, Santa Cruz, Harvard Business School, Office of the President of the University of California

Places: Boston, Massachusetts, Palo Alto

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