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In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul’s journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.
Paul’s involvement with the SDFLC is explored, highlighting the center’s mission to enhance financial literacy. The hosts discuss the inadequacies of the public school system in teaching financial concepts and the need for accessible financial education for all age groups. Paul’s dedication to breaking down financial barriers and his unique teaching approach make this episode a valuable resource for those seeking financial literacy.
Watch Full Interview:
Story Notes:
- Getting to Know Paul Lim
- Financial Literacy and Teaching
- San Diego Financial Literacy Center (SDFLC)
- Communication Strategies
Learn more about Paul Lim here:
https://www.sdflc.org/about/staff-board/
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