Making Dollars and Sense: The Critical Role of Financial Literacy

Disruptive Forces in Investing

As April marks Financial Literacy month, we recognize that budding investors are facing a backdrop of economic uncertainties and the ever-growing complexities of financial markets. With a staggering 78% of Americans living paycheck-to-paycheck and a significant portion of the population unable to cover unexpected expenses, understanding the basics of money management is essential for making informed decisions. But what are some steps our industry can take to help consumers be more financially literate? How are different generations impacted by this issue? What are the impacts of digital innovations on this topic? On this episode of Disruptive Forces, Dr. Renée Baker, founder of the RBI Group sits with host Anu Rajakumar to share her extensive experience and passion for empowering individuals through financial knowledge, and to showcase why this is a topic not just for April, but for all year round.

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