Tag: Money Mindset
Gen Z, Investing, and Purpose with Margaret Easterling (Ep. 45)

Gen Z, Investing, and Purpose with Margaret Easterling (Ep. 45)

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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: 

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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Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

Why Money Choices Get Easier When You Start With Values with Brendan Frazier – Part 1 (Ep. 38)

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It is easy to think financial planning is all about numbers, but this episode pulls back the curtain to show why the human side matters just as much. 

In this episode, Jim Sumpter, CFP®, sits down with returning guest Brendan Frazier, Chief Behavioral Officer at RFG Advisory, to explore the Golden Circle framework and how understanding your why can shape every financial decision you make. From cash flow to retirement to caring for aging parents, your deeper motivations can either move you forward or keep you stuck. 

This conversation brings clarity to an area most people never slow down long enough to examine.

What to expect:

  • Why your values influence your financial habits
  • How to uncover what really drives your decisions
  • The role of mindset in budgeting and long-term planning
  • How life changes can shift your priorities over time
  • And more!

Resources:

Connect with Jim Sumpter: 

Connect with Brendan Frazier:

About Our Guest: 

Brendan Frazier is the Chief Behavioral Officer at RFG, the host of The Human Side of Money podcast, and a nationally recognized voice on behavioral finance. After starting his career as a consultant to financial advisors around the country, he started his own financial advisory business and was twice named one of Investopedia’s Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform to help financial advisors and their clients better understand the behavioral, psychological, and emotional sides of money. When he’s not diving into the latest behavior and psychology research, he is spending time with his wife Shannon and three kids, Brooks, Shepherd, and Merritt. And, he welcomes all unsolicited advice on how to successfully raise three kids.

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