Dollars & Degrees

In this episode of Dollars and Degrees, I sit down with Joe Rulison, Co-Founder and CEO of three+one, the firm behind the CashVest® liquidity management platform. Joe shares the story of how three+one identified a major gap in public finance, built a data-driven cash management solution, and transformed how entities across the country manage and optimize their cash.

Public or municipal finance is an area of finance that often gets overlooked by college curriculum.On this week's episode, Chris sits down with Marty Margolis, former Chief Investment Officer at PFM Asset Management, to discuss his multi-decade career in the industry. Marty shares his story of creating the first grassroots Local Government Investment Pool in Pennsylvania, what core principles have driven him to find success, and much more.

On this week's episode of Dollars and Degrees, Chris sits down with Robby Hicks, a former SDR intern on Google's Public Sector team. The two talk about Robby's internship experience, his lessons/thoughts on college, division III hoops, and early career success.

On this week's episode, Chris sits down with Noah Kann, Co-CEO of Venari Asset Management. Noah has an impressive resume of startups and experiences many people don't get until a much later age. In 2024, his first hedge fund did over 35% return in just 1 quarter, and now he is in the process of launching his second fund. He has lots of stories and lessons to share with our audience of fellow Gen - Z students.

Season 2 of Dollars and Degrees is finally here, and today we get to hear from Cooper Swartwout. Cooper started his career in the Big 4 of accounting, but couldn't see himself there his whole career so he pivoted to sales. He is glad he made the switch, and has stories and advice to share with our audience about how to find early career success with sales!Please follow the podcast on whatever streaming service you prefer, and share this episode with a friend. It means a lot!

Why do so many Americans fail to answer basic questions on financial literacy? What are some good resources to check out as I begin my financial education? In this week's show, Chris answers these questions and more as we close out financial literacy month for 2024. The broader message is simple, we need to continue improving our skills and assisting others, not just in April but for all 12 months out of the year.

In this episode, Chris sits down with Rocky Lalvani, host of Richer Soul-Life Beyond Money, and Profit Answer Man-Implementing the Profit First System. The two discuss Rocky's thoughts on how young people can set themselves up for future financial freedom, how to put profit first, why money should be viewed as a tool and not the ultimate goal in life, and much more. Be sure to follow Rocky's podcasts and read more by checking out his bio linked below! https://profitcomesfirst.com/about-rocky/

In this week's show, we welcome on Peter Cuneo, former CEO of Marvel and Alfred University alumnus. Chris and Peter discuss how young people today are failing to learn leadership, and how they can take charge and fix this generational flaw. Also, the two discuss Peter's professional career as a turnaround specialist, how he was able to lead businesses out of troubled times and much more!

In this week's episode, Chris brings on the personal finance YouTuber Tae Kim - Financial Tortoise. With over 187K subscribers on the platform, Tae has attracted a following of people who love his main principle, get rich slowly. Throughout the podcast, Chris and Tae discuss the process of breaking into the YouTube scene, along with a detailed conversation on personal finance tips for college students, how to achieve success in the professional world, and much more!

Today, Chris discusses his thoughts on financial literacy programs in high school, and more specifically NY. Right now NY high schools are only required to provide 15 hours of financial literacy training as a part of a 12th grade economics course, but Chris has seen, first hand, the problems with this current program.

In this first installment of "Careers in Finance" Chris sits down with Rick Campbell who is a financial advisor and certified financial planner. The two discuss Rick's career in the financial advising industry, the job satisfaction he gets from helping people reach their financial goals, his volunteer efforts to improve financial literacy in his community, and much more!

On this week's episode, Chris interviews fellow Alfred University student Dylan Dyn. Dylan is a soon-to-be graduate of AU where he is majoring in accounting. He has a lot to share about the benefits of an education at Alfred University, ways to get involved on campus, his thoughts on investing and much more!

On today's episode, Chris interviews Judge John Ninfo. Judge Ninfo is a former bankruptcy judge from the Western District of New York. He is now a personal finance expert and shares his advice to students through his presentations with the CARE program and his weekly articles in the Rochester news. He has a straight forward, digestible approach to understanding one's personal finances, that we all can learn from.

Today we welcome our first guest, Luke Fasso. Luke is a Business Administration major at UB, and he has a wealth of knowledge to share when it comes to starting a side hustle. He has been able to generate over $500 a month, all while working a primary job on weekdays. Listen in as Luke and Chris discuss finding a side hustle while in college.