To close out Financial Literacy Month in April, Dr. Renée Baker joined the Disruptive Forces Podcast—a series by Neuberger Berman featuring top investors and thought leaders exploring the trends shaping the investment landscape and beyond.
In the episode titled “Making Dollars and Sense: The Critical Role of Financial Literacy,” Dr. Baker, a respected financial expert with decades of experience, breaks down the current state of financial literacy in America. She shares why understanding money isn’t just about budgeting, saving, or investing—it’s about navigating risk and building long-term stability.
💡 Key insights include:
- How to build and sustain emergency funds
- The impact of chronic debt on generational wealth
- Why financial literacy is essential for both personal and societal progress
Dr. Baker also dives into generational perspectives on finance:
– Are Gen Z the most disillusioned when it comes to money?
– Is digital innovation helping—or hurting—our financial planning?
– Which generation fears the future of Social Security the most, yet leads in financial literacy?
Tune in to this powerful 30-minute episode to hear Dr. Baker’s expert take on how financial literacy can transform lives.
🎧 Listen now on the Disruptive Forces Podcast.