This episode is sponsored by AC Creative Collective. Based in Charlotte, N.C., and founded by sisters Amoura and Avery Carter, AC Creative Collective specializes in end-to-end marketing and learning and development services. They are dedicated to helping businesses and organizations streamline their operations and achieve their goals with creativity and precision. From social media strategies to workshops and brand launches, they’ve got you covered. Visit www.accreativecollective.com to learn more.
Most people don’t learn about money in school — yet nearly every adult is expected to juggle budgets, debt, savings, taxes and investing. For many, that gap creates stress, shame or a sense that finance is “for other people.” But what if understanding your money wasn’t about getting rich — but about gaining freedom?
In this episode of The Charlotte Ledger Podcast, host Steve Dunn explores the real meaning of financial literacy with Brian Li, a longtime Providence Day School teacher and finance coach. Li argues that financial literacy isn’t an elite skill set — it’s an achievable toolkit for anyone, regardless of income, background or math ability.
Through workshops with students, teachers and underserved communities, he focuses on building confidence, removing jargon and breaking the myth that investing is “only for the wealthy.”
In this conversation:
How to start building financial stability at any age — even if you’ve never taken a finance class
The “financial order of operations”: emergency funds, debt payoff, retirement matches, Roth IRAs, HSAs and more
Why automation is the real stress-reliever in personal finance
How inflation forces all of us to become investors — and why that’s not as scary as it sounds
The trap of “get rich quick” advice on social media
How historical mistrust and scarcity mindsets shape financial behavior in many communities
Why teaching money skills early can change entire families — and generations
We hope you enjoy the conversation with Brian Li. To learn more about him or to browse his financial resources, visit BLiFinanceCoach.com.
This episode of The Charlotte Ledger Podcast was produced by Lindsey Banks.
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