ExcelinEd Podcast: Implementing Federal Scholarship Tax Credit

🏦 Treasury buybacks—and why the timing matters. Not every date on Washington’s calendar is political. Sometimes it’s simply part of how the Treasury manages debt and financial markets. 🎙️ Originally aired August 22, 2026 on Purpose Driven Finances. #ScottBessent #USTreasury #TreasuryBonds #BondMarket #InterestRates #Economy #FinancialMarkets #PurposeDrivenFinances #ServusCapitalManagement Disclosure: For informational purposes only. Not investment, tax, or legal advice. Not an offer or solicitation. Investing involves risk, including loss of principal.

Looming large as one of the key frontiers in educational choice is the need for states to upgrade policies that will help meet growing family demand for part-time enrollment opportunities. Read my latest for ExcelinEd (link in comments).

🏦 Treasury buybacks—and why the timing matters. Not every date on Washington’s calendar is political. Sometimes it’s simply part of how the Treasury manages debt and financial markets. 🎙️ Originally aired August 22, 2026 on Purpose Driven Finances. #ScottBessent #USTreasury #TreasuryBonds #BondMarket #InterestRates #Economy #FinancialMarkets #PurposeDrivenFinances #ServusCapitalManagement Disclosure: For informational purposes only. Not investment, tax, or legal advice. Not an offer or solicitation. Investing involves risk, including loss of principal.

A crucial data point to keep track of in the ongoing policy debates related to education choice and student funding, via Don Soifer Ashley Soifer National Microschooling Center:

What Could $500 a Month in Dividends Require? Required capital changes with yield. Higher yield also needs closer risk and payout checks. A useful planning exercise: connect the idea to your own cash flow, available time and downside risk before acting. Would you choose a larger balance or more yield risk? Education only, not personal financial or tax advice. Investing involves risk; returns and dividends are not guaranteed. #DividendIncome #FinancialLiteracy

What does education reform look like in 2026, and where does the work go from here? ExcelinEd CEO Patricia Levesque sat down with Philanthropy Roundtable to discuss the biggest opportunities in state-level policy, from early literacy and math achievement to AI guardrails, adolescent well-being and building stronger education-to-workforce pathways. Read the full interview: https://lnkd.in/eF7VZCFG

One of the most useful money concepts I learnt is also one of the simplest. It's called the Rule of 72. Take 72 and divide it by an assumed annual return. The answer gives you a rough estimate of how many years it could take for your money to double. At 8%, that's about nine years. The interesting part isn't the arithmetic. It's what the arithmetic reveals about time. Starting earlier gives compounding longer to work. That same principle also works in reverse when high-interest debt is accumulating. In my latest episode, I break down the Rule of 72 — what it can teach us about long-term investing and superannuation, and why consistency matters more than chasing the perfect moment. The Rule of 72 is an estimate, not a prediction. Returns aren't guaranteed, and real outcomes depend on fees, tax, inflation, market movements and individual circumstances. Watch the full episode on YouTube. Link in the comments. 👇 #FinancialWellbeing #RuleOf72 #CompoundInterest #Superannuation #WomenAndMoney #EmmaSutherland

"School choice is one of the most studied education policy issues, especially considering its relatively short 30-year history. Looking at decades of data from dozens of states, we see a longer-term trend emerge that’s important for policymakers to consider as they look at creating or expanding these programs. States looking for a playbook on how to successfully grow school choice over time should start by examining Florida’s track record." Read Senior Policy Director Ben DeGrow's recent blog article here: https://lnkd.in/dp7iWQh3

Boring Money Builds Real Freedom Jack Heintzelman, CFP®, CPWA®, CEPA shared the financial advice most people don’t want to hear: stop chasing flashy investments and make your money boring. Automate the fundamentals, follow a consistent strategy, and spend less time reacting to every new opportunity. The difficult part isn’t finding another investment, it’s deciding what you want your money to make possible. A portfolio is only a tool. The real goal is the purpose, freedom, or life it’s meant to support. What does your money represent to you: freedom, passion, security, or something else? #FinancialFreedom #MoneyMindset #WealthBuilding #GrowingMoneyPodcast

In states with strict accreditation mandates, too many effective private schools are shut out of educational choice programs, greatly limiting opportunities for families. Explore ExcelinEd’s new analysis on how accreditation requirements can work against school choice and what states can do better. https://lnkd.in/gzebrWAq

Be Boring With Your Money  Jack Heintzelman, CFP®, CPWA®, CEPA Jack Heintzelman just dropped the wealth advice nobody wants to hear: stop chasing flashy investments and start putting your finances on autopilot. In this clip, Jack breaks down why the real work isn't the money strategy, it's figuring out what that money actually means to you. Purpose over portfolio, every time. What does your money actually mean to you - purpose, passion, or something else? #FinancialFreedom #MoneyMindset #WealthBuilding #GrowingMoneyPodcast

Brennan Schlagbaum Explains the Investing Philosophy Behind BudgetDog Academy Brennan Schlagbaum does not talk about investing in abstractions. He talks about it the way a licensed CPA who paid off $304,000 in debt and built a seven-figure net worth before 30 talks about it — with specificity, honesty, and a clear point of view.... https://lnkd.in/gG6Wa5Tz - https://lnkd.in/gXMPWi8K