Skip to content
  • Home
  • Essentials
        • ESSENTIALS
        • Goals and Budgeting
          • Overview
          • Organizing Your Financial Life
          • Budgeting
          • Your Personal Net Worth
          • Setting Goals
          • Financial Planning
          • Planning Your Charitable Giving
          • 30-Day Financial Cleanse
        • Credit and Debit
          • Overview
          • Good Debt versus Bad Debt
          • How Credit Can Help—and Hurt
          • Understanding Your Credit Score
          • Preventing Identity Theft
          • Paying Off Student Debt
        • Estate Planning
          • Overview
          • Estate Plan Basics
          • Creating an Estate Plan
        • Types of Accounts
          • Overview
          • Choosing the Right Accounts
          • Individual Retirement Accounts
          • Employer Sponsored Retirement Accounts
          • Small Business Retirement Accounts
          • College Savings Accounts
          • Custodial Accounts
          • Understanding FDIC and SIPC Insurance
        • Saving
          • Overview
          • Why You Should Save and How Much
          • Making the Most of Your Paycheck
          • Saving for an Emergency
          • Eight Savings Fundamentals
        • Investing
          • Overview
          • Getting Started with Investing
          • Stocks, Bonds, and Cash
          • Fractional Shares
          • Socially Responsible Investing
          • Understanding Mutual Funds and ETFs
          • Creating an Investment Plan
          • Finding the Right Asset Allocation
          • The Advantages of Diversification
          • Benefits of Compound Growth
          • Tax-Smart Investing
          • The Importance of Monitoring and Rebalancing
        • Taxes
          • Overview
          • Income Taxes
          • Income Taxes for Children
          • Calculate Taxes
          • Payroll Taxes
        • Insurance
          • Overview
          • Insurance You Need
          • Individual Health Insurance
          • Group Health Insurance
          • Understanding Medicare
          • Disability Insurance
          • Life Insurance
          • Long-Term Care Insurance
          • Auto Insurance
  • My Life
        • MY LIFE
        • STARTING OUT
        • BUYING A CAR
        • MILITARY COMMUNITY
        • Buying a Home
          • Overview
          • Buy or Rent?
          • How Much House Can You Afford?
          • Mortgage Basics
          • Beyond Mortgage Costs
        • Jobs
          • Overview
          • Changing Jobs
          • What to Do If You Lose Your Job
          • Managing Your Finances as You Change Jobs
          • Protecting Your 401(k)
        • Getting Married
          • Overview
          • Planning and Paying for a Wedding
          • Marrying Your Finances
          • Prenups: Do You Need One?
        • Starting a Family
          • Overview
          • Budgeting for a Child
          • Insurance and Estate Planning Needs
          • Planning for a Child's Education
        • Divorce
          • Overview
          • Preparing Your Finances for Divorce
          • Protecting Yourself During a Divorce
          • Managing Money After a Divorce
        • Helping Aging Parents
          • Overview
          • Talking Money with Aging Parents
          • Insurance Needs
          • Managing Income and Investments
          • Knowing Their Wishes
          • Social Services
        • Losing a Loved One
          • Overview
          • Handling Finances After Loss
          • Special Guidelines for Loss of a Spouse
        • Retirement
          • Overview
          • Starting Retirement
          • Nearing Retirement
          • Enjoying Retirement
  • Ask Carrie
        • ASK CARRIE
        • Planning & Goals
        • Investing Basics
        • Insurance
        • Education Savings
        • Couples & Families
        • Kids & Teens
        • Estate
        • Retirement
        • Major Purchases
        • Banking, Credit & Debt
        • Budgeting & Saving
        • Taxes
        • About Carrie
  • Teaching Kids
        • TEACHING KIDS
        • Basics
          • Overview
          • Rules of the Road at Every Age
          • Budgeting
        • Saving
          • Overview
          • Starting the Savings Habit
          • Motivating Your Kids to Save
          • Tips for Parents with Kids and Teens
        • Investing
          • Overview
          • Introducing Kids to Investing
          • Important Investing Concepts
          • Benefits of Early Investing
          • Investment Accounts for Kids
        • Giving Back
        • Life Lessons
          • Overview
          • Tips for Financial Success
          • Managing an Allowance
          • Help Teens use Credit Wisely
        • Buying a Car
          • Overview
          • Your Teen's First Car
          • Assessing Your Teens Needs and Budget
          • Cash or Financing?
          • Auto Insurance
        • First Job
          • Overview
          • Your Teen's First Job
          • Income Tax Basics
          • Payroll Tax Basics
          • Getting Serious About Saving
        • Going to College
          • Overview
          • Costs Beyond Tuition
          • Life Away from Home
        • Leaving the Nest
          • Overview
          • A Checklist for Leaving Home
        • Activities and Resources
          • Overview
          • Overview
        • Categories
          • Overview
          • Classroom Curriculum
          • Personal Finance Activities
          • Financial Literacy Programs
        • Age Groups
          • Overview
          • Elementary School
          • Middle School
          • High School
  • Tools & Resources
        • TOOLS AND RESOURCES
        • Worksheets
        • Calculators
          • Overview
          • Savings Calculator
          • Credit Card Payoff Calculator
          • Cost of Debt Calculator
          • College Savings Calculator
          • Rent versus Buy Calculator
          • Mortgage Affordability Calculator
          • Retirement Calculator
        • Spending Tracker
        • Monthly Budget Planner
        • Financial Fitness Quiz
        • Documents and Forms
          • Overview
          • Form W-4
          • Form W-2
          • Form 1099
        • Research
          • Overview
          • Studies and Findings
          • Ariel-Schwab Black Investor Survey (2022)
          • Ariel-Schwab Black Investor Survey (2020)
          • Charles Schwab Financial Literacy Survey
          • Young Adult Financial Literacy Survey
          • Older Workers and Money Survey
        • Financial Glossary
        • Financial Help for Hard Times
  • Foundation
      • FOUNDATION
      • Moneywise America
Search

SIFMA Capitol Hill Challenge Teacher Profile: Claudia Walker

Read Transcript Open new window

Transcript of the video:

Speaker 1:    Right after I graduated from college, I worked for a major investment bank, and then I started a business, and then I got into teaching. I was looking for a career change and teaching was the thing that I found.

TITLE CARD TEXT:  Claudia Walker is one of 732 teachers in the U.S. introducing middle and high school students to the world of investing through the SIFMA Foundation's Capitol Hill Challenge.

Speaker 1:    As teachers, we come to the work because we want to prepare kids for the future and financial literacy, making sure that students understand about financial literacy and the different forms of investment is absolutely preparing them for their future. It's probably one of the most important things that we could do.

Speaker 1:    You know, we're talking about money, and most kids are motivated by money. Whether it's, you know, chores or getting a scholarship, they're motivated by the payoff. And so, my conversation with the students is how do you manage that? Regardless of how much money you make, how do you manage your finances? 

Speaker 1:    For me, it's really important particularly with the population of students that I teach. They're predominantly Latino and African American, and we know that there is a gap in terms of their access to financial literacy classes. And so, for me, it's really important that when my students leave my classroom, they have the tools, they have the knowledge, to go into the world and really be able to use what they have in order to create wealth for their families and their community, and the Capitol Hill Challenge is a great place to start.

Speaker 1:    Success as a teacher is a student coming to me and saying that, you know, "There was something that you said or that you did in the classroom that really shifted the way that I saw things or that I saw myself." You know, content is important, but I want students to understand that they matter, that there's a place for them in this world, and really figuring out what that place is.

TITLE CARD TEXT:  Charles Schwab Foundation has committed $1 Million over three years to advance financial capability and civics through the SIFMA Foundation's Capitol Hill Challenge.

732 teachers in the U.S. introduced middle and high school students to the world of investing through the SIFMA Foundation’s Capitol Hill Challenge.


  • About the Foundation
    • Foundation
    • Moneywise America
  • Ask Carrie
    • Ask Carrie
    • Planning & Goals
    • Investing Basics
    • Insurance
    • Education Savings
    • Couples and Families
    • Kids and Teens
    • Estate
    • Retirement
    • Major Purchases
    • Banking, Credit & Debt
    • Budgeting & Saving
    • Taxes
    • About Carrie
  • Essentials
  • My Life
  • Teaching Kids
  • Tools and Resources

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner, or investment manager.

The Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

© 2022 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC.

(0820-0RM3)