Jackie Cummings Koski, Cfp®, Mspfp, Afc®

Jackie Cummings Koski, Cfp®, Mspfp, Afc® Email and Phone Number

Financial Educator that holds the CFP® and AFC® credentials. My superpower is sprinkling money smarts & 💵 $2 bills wherever I go! ✅ Author of “F.I.R.E. for Dummies” book✅ Co-host of “Catching Up to FI” podcast @ Catching Up to FI
Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s Location
Cincinnati, Ohio, United States, United States
Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s Contact Details

Jackie Cummings Koski, Cfp®, Mspfp, Afc® work email

Jackie Cummings Koski, Cfp®, Mspfp, Afc® personal email

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About Jackie Cummings Koski, Cfp®, Mspfp, Afc®

Available for media quotes and interviews that fit within my areas of expertise. Open to board of director opportunities. I'm author of the newly released book "F.I.R.E. for Dummies” with Wiley Publishing.I’m also co-host of the fast growing “Catching Up to FI” podcast and community along with an emergency room physician. When he’s not saving lives at the hospital, he’s creating personal finance content for our audience! Together, we help late starters catch up on their journey to financial independence,After overcoming poverty, divorce and single motherhood, I still reached Financial Independence and Retired Early (F.I.R.E.) in my 40s, making less than six figures. Even with a late start, I officially retired from my corporate job in 2019. I was very early to the F.I.R.E. Movement, which rethinks the approach and time it takes to gain the freedom of time that we all want. It’s a journey of departing from the norm that I embraced even before it became a thing. I am dedicated to financial literacy and love seeing others win with money. My why for retiring early was to follow my big dream of creating a financially literate society. One of my proudest moments was being honored with a Congressional Commendation for my accomplishments in the field of financial literacy from the U.S. House of Representatives. Oh, one last thing... what do those letters behind my name mean? In addition to knowing my money story, I think it’s helpful for you to know my credentials without having to guess, so here are the big ones…1. CFP® = CERTIFIED FINANCIAL PLANNER™ This is the gold standard in the field of financial planning services and requires a rigorous, multi-year process that includes education, exam, experience, and ethics. As a CFP® professional, I am required to act as a fiduciary (in your best interest) at all times.cfp.net/get-certified/certification-process2. MSPFP = Masters of Science in Personal Financial PlanningThis is a masters degree from Kansas State University with a concentration on the emerging field Financial Therapy (the interplay between psychology, relationships and money). https://online.k-state.edu/programs/personal-financial-planning-masters/3. AFC® = Accredited Financial Counselor® This is the most well respected credential in the field of financial counseling, coaching and education. This certification also requires me to act as a fiduciary (in your best interest) at all times. afcpe.org/certification/accredited-financial-counselor/linktr.ee/MoneyLetters

Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s Current Company Details
Catching Up to FI

Catching Up To Fi

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Financial Educator that holds the CFP® and AFC® credentials. My superpower is sprinkling money smarts & 💵 $2 bills wherever I go! ✅ Author of “F.I.R.E. for Dummies” book✅ Co-host of “Catching Up to FI” podcast
Jackie Cummings Koski, Cfp®, Mspfp, Afc® Work Experience Details
  • Catching Up To Fi
    Co-Host
    Catching Up To Fi Feb 2024 - Present
    Catching Up to FI is a fast growing podcast and community that focuses on helping those that have gotten a late start to financial independence and tying to catch up. We see you!Along with my co-host (emergency room physician, Bill Yount), we interview experts, geniuses when it comes to money, and everyday people sharing their fascinating late starter money stories.Our past guests have been thought leaders in the FI community and in the world of personal finance such as JL Collins (Simple Path to Wealth & Pathfinders), Brad Barrett (Choose FI), Paula Pant (Afford Anything), Mindy Jensen & Scott Trench (BiggerPockets), Jeremy Schneider (Personal Finance Club & Necatrine), Jonathan Clements (HumbleDollar), Mike Piper (Oblivious Investor) and more.
  • Wiley
    Author-"F.I.R.E. For Dummies"
    Wiley Aug 2023 - Present
    Hoboken, Nj, Us
  • Financial Planning Association (Fpa)
    President
    Financial Planning Association (Fpa) Dec 2024 - Present
    Denver, Colorado, Us
    Southwestern Ohio Chapter
  • Financial Planning Association (Fpa)
    President Elect
    Financial Planning Association (Fpa) 2021 - Dec 2024
    Denver, Colorado, Us
    Southwestern Ohio Chapter
  • The University Of Akron
    Advisory Board Member- Barker Center For Economic Education
    The University Of Akron Dec 2023 - Present
    Akron, Oh, Us
    The Barker Center is a nonprofit partnership of leaders from the education and business communities dedicated to economic literacy.
  • Money Letters, Llc
    Founder And Ceo
    Money Letters, Llc 2010 - Present
    Develop and present personal finance content for groups and individuals with an emphasis on transparency, empathy and unbiased education. Provide consulting services to organizations to help them find ways to inspire their employees or members move closer to financial independence.
  • Betterinvesting
    National Board Of Directors, Vice-Chair
    Betterinvesting Oct 2017 - Present
    Troy, Michigan, Us
  • Betterinvesting
    Member Board Of Directors--Ohio Chapter
    Betterinvesting Jun 2009 - Present
    Troy, Michigan, Us
  • Betterinvesting
    Instructor For National Conference
    Betterinvesting Jun 2013 - Present
    Troy, Michigan, Us
    Teaching and leading presentations on personal finance and stock analysis for retail investors at both the regional and national level. BetterInvesting is the world’s largest individual investor education organization.
  • Afcpe® (Association For Financial Counseling And Planning Education®)
    Investment Task Force
    Afcpe® (Association For Financial Counseling And Planning Education®) Jan 2023 - Present
    Westerville, Oh, Us
  • Money
    Expert Reviewer- Personal Finance Content
    Money Dec 2022 - Present
    New York, Us
    Applying my many years of personal finance expertise to review financial education articles for accuracy and clarity. I chose to work with Money because they are one of the most respected names in personal finance media and adhere to principles of editorial independence that support our shared mission of helping consumers make smart decisions about their money.
  • Modern Husbands
    Advisory Board Member
    Modern Husbands Jun 2022 - Present
    Peachtree City, Georgia, Us
  • Snowball Wealth
    Financial Educator & Consultant
    Snowball Wealth Jul 2023 - Dec 2024
    San Francisco, California, Us
    Snowball Wealth is a Silicon Valley based startup founded by two amazing women who are both first generation college grads like myself. I’m enamored at what they have built and thrilled to be a part of the Snowball team. In my role, I get to follow my dream of creating a financially literate society by facilitating financial education and planning conversations. My approach includes a strategic focus on financial psychology and money mindset which often get ignored when discussing finances. I also develop courses that serve people at the beginning of their wealth building journey.
  • Kansas State University
    Powercat Financial- Counselor, Advisory Board
    Kansas State University 2021 - Jan 2022
    Manhattan, Ks, Us
    Powercat Financial is a Kansas State University financial wellness center for students. The program provides financial planning, counseling and education to help set students up for financial success while in school and as they begin their professional journey.
  • Lexisnexis Risk Solutions
    Regional Account Manager
    Lexisnexis Risk Solutions 2000 - 2019
    Alpharetta, Ga, Us
    Educating state and local government agencies on our consumer and business identity solutions that help them tackle the growing challenges around fraud, waste and abuse. Agencies have an obligation to serve and protect their communities fiscally and physically and we help them with both. Types of agencies we serve include: tax, revenue, consumer protection, regulatory, health and human services, law enforcement and others.
  • Council For Economic Education
    Member, Ohio Board Of Directors
    Council For Economic Education 2014 - 2018
    New York, Ny, Us
    Member of Board of Directors leading the vision and direction of the organization. Championing for financial literacy in Ohio through training, tools, and resources for teachers, schools and other stakeholders.
  • The Shriver Report
    Contributing Writer
    The Shriver Report May 2014 - Dec 2016
    Writer of personal finance articles. Link here for more information: http://shriverreport.org/people/jackie-cummings-koski/
  • Inclusion Magazine
    Contributing Writer
    Inclusion Magazine 2011 - 2015
    Writer of articles for magazine. Link here for more information: http://www.inclusionmagazine.com/uncategorized/why-this-107-year-old-is-doing-better-than-most-people-her-age-jackie-cummings-koski
  • Cincinnati Model Investment Club (Cinmic)
    President (2011) And Vice President( 2009)
    Cincinnati Model Investment Club (Cinmic) Jan 2009 - Dec 2012
    CinMIC is an affiliate of BetterInvesting.org. As President and Vice President , I lead the club in it's investor education efforts, modeling the BetterInvesting four core principals:1. Invest a set amount regularly2. Reinvest earnings dividends and profits3. Invest in quality growth stocks and equity mutual funds4. Diversify your investmentsOur club meetings are open to the public. Please visit www.betterinvesting.org/okitri.
  • Walmart Headquarters, Bentonville, Ar
    Corporate Communications
    Walmart Headquarters, Bentonville, Ar 1992 - 1996
    Bentonville, Arkansas, Us

Jackie Cummings Koski, Cfp®, Mspfp, Afc® Skills

Sales Process Business Development Leadership Account Management Strategic Partnerships Public Speaking Strategic Planning Lead Generation Solution Selling Investments Contract Negotiation Marketing New Business Development B2b Sales Presentations Team Building Training Team Leadership Sales Management Financial Education Money Management Personal Financial Planning Key Account Management Leadership Development Non Fiction Writer Published Author Financial Literacy Training Personal Finance Teacher Training Blogging Workshop Development Workshop Facilitation Workshop Leadership Powerpoint Microsoft Excel Microsoft Word Health Savings Accounts High Deductible Health Plans

Jackie Cummings Koski, Cfp®, Mspfp, Afc® Education Details

  • Kansas State University
    Kansas State University
    Personal Financial Planning & Financial Therapy
  • Kansas State University
    Kansas State University
    Financial Therapy
  • Kansas State University
    Kansas State University
    Cfp Board Registered Program
  • Augusta University
    Augusta University
    And Related Programs

Frequently Asked Questions about Jackie Cummings Koski, Cfp®, Mspfp, Afc®

What company does Jackie Cummings Koski, Cfp®, Mspfp, Afc® work for?

Jackie Cummings Koski, Cfp®, Mspfp, Afc® works for Catching Up To Fi

What is Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s role at the current company?

Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s current role is Financial Educator that holds the CFP® and AFC® credentials. My superpower is sprinkling money smarts & 💵 $2 bills wherever I go! ✅ Author of “F.I.R.E. for Dummies” book✅ Co-host of “Catching Up to FI” podcast.

What is Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s email address?

Jackie Cummings Koski, Cfp®, Mspfp, Afc®'s email address is ja****@****ing.org

What schools did Jackie Cummings Koski, Cfp®, Mspfp, Afc® attend?

Jackie Cummings Koski, Cfp®, Mspfp, Afc® attended Kansas State University, Kansas State University, Kansas State University, Augusta University.

What skills is Jackie Cummings Koski, Cfp®, Mspfp, Afc® known for?

Jackie Cummings Koski, Cfp®, Mspfp, Afc® has skills like Sales Process, Business Development, Leadership, Account Management, Strategic Partnerships, Public Speaking, Strategic Planning, Lead Generation, Solution Selling, Investments, Contract Negotiation, Marketing.

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