How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)
Can understanding financial literacy reshape your future?
Tune into the Financial Puzzle Playbook, where Jim Sumpter, CFP®, and returning guest Victoria O’Tool, Wealth Manager Intern at Mercer Advisors, explore the vital role of financial smarts in everyday life. This episode dives deep into the six essential financial puzzle pieces and why grasping them is crucial for personal and professional growth. Engage with stories that make money matters accessible and discover ways to enhance your financial literacy arsenal.
Jim and Victoria discuss:
- (03:42) The significance of financial literacy for modern living
- (10:36) National movements towards financial education
- (12:01) Initiatives at the University of Alabama: A financial literacy book club
- (13:19) Insights into credit understanding among college students
- (24:36) The real-world importance of financial literacy beyond textbooks
- And more
Resources:
- A College Student’s Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)
- The Millionaire Next Door by Thomas J. Stanley and William D. Danko
- Rich Dad, Poor Dad by Robert T. Kiyosaki
- Atomic Habits by James Clear
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 Victoria O’Tool:
About our Guest:
Victoria O’Tool is a dynamic and driven finance major at the University of Alabama, set to graduate in December 2025. Known for her determination, leadership, and adaptability, she has a passion for embracing diverse cultures and fostering collaborative innovation. Inspired by her father’s financial wisdom and her mother’s dedication to service, Victoria is committed to a career in financial services, with a focus on making a lasting impact through continuous learning and growth.
Upon graduation, she plans to relocate to New York City, where she will actively pursue a client-facing role in wealth management or financial advising. Victoria’s goal is to build strong, trusting relationships with clients and guide them toward financial security and success. With a relentless focus on excellence in every endeavor, she is eager to contribute to a dynamic team and leverage her unique skills to make a meaningful impact in the financial industry.
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