Trends with Benefits #98: Financial Literacy with Lisa Crafford
25 April 2023
Listen Time 33:41 MIN
April is Financial Literacy Month, and there’s no better way to celebrate than chatting with Lisa Crafford, Director and Head of Business Consulting at BNY Mellon, Pershing. Lisa talks about how market conditions may affect people’s approach to financial literacy and how both schools and financial advisors can help alleviate this problem. We discuss “finfluencers” (financial influencers) and social media’s impact on financial education, including the benefits and downsides. Lastly, Lisa shares her “hidden gem” when it comes to investment tools.
02:03 The Importance of Financial Literacy Today
05:38 Where Lisa’s Passion Began
08:18 The Impact of COVID-19 on Financial Literacy
14:48 The Role of Market Conditions
23:31 How Advisors Can Help
25:07 Lisa’s Investing “Hidden Gem”
26:50 Long-Term Trend
29:22 Trend or Fad
Trend or Fad
Listen for Lisa’s views on defined benefit pension plans, “buy now, pay later,” artificial intelligence, and the four-day work week.
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