Julie Beckham | Source | Financial Education Officer at Rockland Trust
Julie Beckham
Not everyone thinks personal finance is a topic to sing and dance about but I've made a career out of it! When I'm not singing about money in my green dress, I'm developing and implementing engaging and entertaining financial educational programming for everyone from students to seniors. The No Shame in this Money Game Podcast is my newest creative endeavor where I play host and educator to financial experts and bring serious financial topics to light in a "no shame zone."
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Rockland Trust
AVP/Financial Education, Development & Strategy Officer -
Rockland Trust
Financial Education Officer
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Ms. Money & the Coins teach Canton students about saving, spending
Rockland Trust’s Financial Education Officer Julie Beckham hosted three performances as part of her Ms. Money & the Coins Unmuted virtual shows in February and March at the Hansen and John F. Kennedy schools in Canton.
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No Shame in this Money Game Podcast series
The No Shame in this Money Game podcast addresses important financial topics in a "no shame zone." Not everyone is an expert on personal finance but our financial education officer, Julie Beckham, interviews experts so that you can listen and learn from them.
Podcast
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Impulse Buying: The Addictive Cycle and How to Break Free
Julie explains impulse buying offers a dopamine rush, providing instant gratification. To curb this habit, she suggests removing credit cards from apps, finding an accountability buddy, and replacing shopping with healthier activities. For those feeling shame, she advises seeking help through hotlines or trusted individuals. Social media's influence exacerbates this cycle, making awareness crucial. -
Newlyweds: Smart Ways to Use Cash Wedding Gifts
Julie suggests discussing financial priorities with your spouse. Options include an emergency fund, house downpayment, or honeymoon. For older couples, "saving just one percent or $20 a week toward your retirement" is vital. Each choice has pros and cons, but aligning with shared goals is key. Remember, a honeymoon should reflect your desires, not external pressures. -
Creative College Savings: Beyond 529 Plans
Julie suggests setting up a dedicated savings account with automatic transfers as a motivator. She also recommends AP classes for early college credits. For grandparents, "paying tuition directly" avoids gift tax issues. Adults returning to school should seek grants and scholarships. Families should discuss affordable college options and financial priorities openly to balance education costs with other obligations.
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By providing engaging and fun education to students, we can get them excited about saving at a young age. Children are curious about money and want to be invited into the conversation. By introducing age-appropriate concepts about saving, sharing and spending money, we have the opportunity to set a solid foundation for financial education through singing, dancing and laughing.
