Jodi's Story: How Can You Prepare for a Career Change? | Summary and Q&A

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December 5, 2023
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Charles Schwab
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Jodi's Story: How Can You Prepare for a Career Change?

TL;DR

Jody Morris, a former finance professional, shares her journey from a stable job in New York to starting her own business focused on making a difference in girls' education through travel.

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Questions & Answers

Q: What influenced Jody Morris to prioritize education and financial independence?

Jody's single mom going back to college to improve her job prospects and her own realization that education and financial independence were essential for empowerment.

Q: How did Jody's career in finance prepare her for her second career?

Jody's experience in finance gave her the financial stability to pursue her passion, allowed her to travel extensively, and taught her about investing, which she utilized in her new ventures.

Q: What led Jody to start her own business focused on girls' education?

Jody's experiences traveling internationally opened her eyes to the barriers girls face in accessing education, leading her to found a non-profit organization that supports girls' education through travel experiences.

Q: How did Jody plan financially for her career switch?

Jody saved and invested early, maintained a frugal lifestyle, and utilized investment strategies such as donor-advised funds to maximize her giving and support her new ventures.

Summary & Key Takeaways

  • Jody Morris grew up with a single mom who emphasized the importance of education and financial independence.

  • She pursued a career in finance and traveled extensively for her job, but felt a sense of dissatisfaction and a desire for a change.

  • Jody planned for a career switch by saving and investing early, and eventually started her own business focused on providing travel experiences that contribute to girls' education.

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