TFO Life Academy series, Career Day where our guests share their experiences and discuss the education and skills required to obtain their dream job! We will welcome a new visitor each quarter so be sure to come and tune in.

Our guest this quarter is Charlie Adkins, the Manager of Football Analytics and Research for the AZ Cardinals. Listen to his career journey as he tells us how he turned his love of sports into his dream job!

TFO Life Academy introduces a new series, Career Day, where our guests share their experiences and discuss the education and skills required to obtain their dream job! We will welcome a new visitor each quarter so be sure to come and tune in.

Our first guest is Katey McPherson who has spoken at past TFO Life Academy bootcamps.  She explains how she started out in education which eventually led to her to career in public speaking as a youth advocate.

We are kicking off our charity series on National Giving Day by highlighting an innovative and impactful nonprofit organization, Old Skool Café. Old Skool Café is a social enterprise and a youth run supper club focused on giving youth a second chance. Founder and CEO, Teresa Goines, describes her motivations to make a social change, the steps she took to make her vision come to life and the challenges along the way.  In this podcast, not only will you learn about a remarkable organization, but you will also learn what it takes to start your own nonprofit.

It’s never too early to prepare for life after high school.  Don’t wait until the last minute to plan for college as there is a lot to do. In this College Planning Series, Karin Moffitt (aka College Karin), a private college counselor, explains how to narrow down your school choices, navigate through the admissions process and maximize scholarship opportunities.

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Tabitha Daly joined TFO Phoenix as a Family Wealth Associate in June 2020. We are excited to welcome Tabitha with her fresh voice and perspective to our TFO Life Academy team. Learn more about Tabitha and her passion for financial literacy.


What interested you in joining our TFO Life Academy team?

Financial literacy is a major learning gap for most people. I’m so excited to be a part of a team that’s helping close that gap for so many people!


What excites you about being part of TFO Life Academy?

Helping more people be better prepared for financial success!


What is your earliest money memory?

In 5th grade, my class ran a weekly cupcake sale at our school. I remember the project started with an “investment” from our teacher and we had to pay for supplies and run the sale during lunches. At the end of the year, we made enough money to pay our teacher back the investment and take a trip to the zoo!


What is the best money advice you had been given?

A teacher of mine once told me “it’s not a budget until it’s in writing.” Knowing what your expected expenses are and having a budget are two different things. Having a budget in writing helps me to account for all my spending and actually stick to what I say I will do.


What was the most difficult money lesson you learned?

Sometimes you have to say “no” (I’m still learning this one!)


What is something you enjoy doing that does not cost a lot of money?

My favorite things to do that don’t cost a lot of money are meeting friends for coffee, hiking, and running. My friends and I also love to take road trips or go camping as a less expensive travel alternative.


What is something unique we should know about you?

I was the first in my family to graduate from college, and I did it in just two years!

The college admissions process can be stressful and overwhelming. We consulted with a few experts to discuss how to navigate the process. We are pleased to kick off our College Planning Series with Erin Goodwin, Co-founder and CEO of Going Ivy. In this video, she explains how students can standout to their top choice college.

Check back for our podcasts with College Karin who guides students through how to:

  • Choose the right school
  • Manage the application process
  • Maximize scholarship opportunities

Today, TFO Life Academy is proud to introduce the launch of its newest learning initiative for our client families – RightTrak. RightTrak is a fully digital financial education program designed to teach our client families’ high school students, college students, and young adults the fundamental foundations of managing, growing, protecting, and sharing wealth. Complete with video lessons, infographics, games, quizzes, assignments, real-life scenarios, and more, RightTrak makes financial learning fun. Challenge the next-gen learner in your family to complete RightTrak over the summer break.

If you’re interested in enrolling your next-gen learner in RightTrak, contact your TFO Phoenix advisor today or visit our RightTrak page.

© 2021 RightTrak, LLC. All rights reserved. RightTrak, LLC is a wholly owned subsidiary of TFO Marketing Group, an affiliated company of TFO Phoenix, Inc. Advisory services provided by TFO Phoenix, Inc. This communication has been professionally produced for education and marketing purposes. It has been prepared by third party sources and is being provided for informational purposes only, does not constitute investment, tax, estate, or legal advice and does not necessarily represent the opinions of TFO Phoenix, Inc. Content should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion are subject to change. 144-2021-07

Our TFO Life Academy initiative was established to provide the rising generation with the tools and skills necessary to create financial independence and success. As part of this mission, we are excited to announce the development of a new fully online financial learning curriculum, RightTrak. A fun and engaging learning experience complete with games, assignments, video lessons, real-life scenarios and more, RightTrak will offer a new learning experience that can be taken anytime, anywhere. We are working towards releasing this program later this spring so stay tuned!

Chuck Carroll, TFO Phoenix’s Chief Investment Officer, describes why effective investing isn’t as complicated or intimidating as it might seem. Simple actions like understanding your purpose, diversifying, controlling your costs, and managing your behavior can go a long way toward creating a successful investment experience.

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For the 3rd week of Financial Literacy Month, Director of TFO Life Academy Kim Llumiquinga breaks down the factors utilized to calculate credit scores and the actions that have the greatest impact. She reminds us that maintaining a high credit score is essential to good financial health and can have long-term benefits.

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