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

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


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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Key Insights

  • πŸ€’ Education and financial independence were important values instilled in Jody by her single mom.
  • πŸ—ΊοΈ Jody's career in finance provided her with financial stability and extensive travel opportunities.
  • πŸ₯Ί Jody's passion for girls' education and travel led her to start her own business focused on making a difference.
  • ❓ Planning and financial preparedness were crucial in enabling Jody to make a successful career transition.
  • πŸ‘Ά Jody's approach to her new career is like a diversified portfolio, combining various activities that align with her values and strengths.
  • πŸ’¦ Jody challenges the notion of traditional retirement and believes in working in different ways throughout life.
  • 🀳 Starting a second career requires self-reflection, understanding of personal values and strengths, and long-term planning.
  • πŸ’± Financial planning should be flexible to accommodate career changes and calculated risks.


I'm Mark reepy and this is financial decoder an original podcast from Char Schwab it's a show about financial decisions and the cognitive and emotional biases that can Cloud our judgment have you ever thought about what job you would want if money were No Object do you have a side project that you wish were your primary job J on this episode we're ... Read More

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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