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National Financial Capability Study: Key Trends and Insights

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Manage episode 498418825 series 2309258
Content provided by FINRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FINRA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In 2009, the FINRA Investor Education Foundation launched the first national study of financial capability of adults in the United States. Since its start, the National Financial Capability Study has provided data on multiple indicators of capability, including financial behaviors, attitudes, and knowledge.

National Financial Capability Study survey data is collected every three years. The 2024 survey, which was published in July, represents the sixth wave of data. This report serves as an important barometer of Americans financial health, and it continues to be an essential resource for policymakers, researchers, financial firms, educators, and other stakeholders seeking to better understand and address the financial capability needs of Americans.

On this episode of FINRA Unscripted, FINRA Foundation President Gerri Walsh, the Foundation's research director, Gary Mottola, and senior researcher Olivia Valdes discuss the study's findings and implications.

Resources mentioned in this episode:

National Financial Capability Study (Sixth Wave)

National Financial Capability Study: 2024 State-Level Insights

Financial Knowledge Quiz

National Financial Capability Study (Fifth Wave)

The machines are coming (with personal finance information). Do we trust them?

Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mail
Subscribe to our show on Apple Podcasts, Google Play and by RSS.

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 498418825 series 2309258
Content provided by FINRA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FINRA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In 2009, the FINRA Investor Education Foundation launched the first national study of financial capability of adults in the United States. Since its start, the National Financial Capability Study has provided data on multiple indicators of capability, including financial behaviors, attitudes, and knowledge.

National Financial Capability Study survey data is collected every three years. The 2024 survey, which was published in July, represents the sixth wave of data. This report serves as an important barometer of Americans financial health, and it continues to be an essential resource for policymakers, researchers, financial firms, educators, and other stakeholders seeking to better understand and address the financial capability needs of Americans.

On this episode of FINRA Unscripted, FINRA Foundation President Gerri Walsh, the Foundation's research director, Gary Mottola, and senior researcher Olivia Valdes discuss the study's findings and implications.

Resources mentioned in this episode:

National Financial Capability Study (Sixth Wave)

National Financial Capability Study: 2024 State-Level Insights

Financial Knowledge Quiz

National Financial Capability Study (Fifth Wave)

The machines are coming (with personal finance information). Do we trust them?

Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mail
Subscribe to our show on Apple Podcasts, Google Play and by RSS.

  continue reading

63 episodes

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