Joe Holberg
Joe Holberg (born October 18th, 1987 in Lansing, Michigan) is a financial expert who created the first idea of the Financial Wellness benefits space,[1] which is the idea that global citizens deserve access to free, confidential, and unbiased financial education.[2] Holberg was also the innovator of the holistic and digital platform that aggregates financial information,[3] and built a technology platform that lets consumers gather their financial data in one place and receive a holistic assessment of how they are doing while providing personalized goals and recommendations to help consumers improve their overall financial wellness.[4][5] Holberg also created the idea of financial justice,[6] which was outlined in his 2018 TEDx Talk.[7][8]
Authorship
Holberg authored the publication A Brief Discourse on the Definition and Tenets of Financial Justice,[9] and also penned "Rogue Finances: The "Un-system" Designed to Help You Become Financially Healthy, Successful, and Awesome, which were well received by financial professionals"[10]
"Joe uses irreverence and hilarious analogies to help fellow millennials learn how to improve financially." - Mike Frerichs, Illinois State Treasurer
Academics
Holberg is a former Google Computer Science Teaching Fellow,[11] on the platform called CS First. He has also taught middle school math on the West Side of Chicago, as Teach For America Corps Member, and created a loan underwriting system for the Capital Good Fund, one of the country’s largest micro-finance organizations.[12]
“When I got into the working world, I had to learn every single thing by myself,” he said. “For instance, I had bought my college books with a credit card, not thinking about how I was going to pay them off. I had several experiences like that, which made me wonder why there aren’t more resources to teach people like me about finances.”[4]
Awards
Holberg was named one of Chicago’s 35 under 35 award recipients by Chicago Scholars in 2018.[13]
References
- ↑ "Can millennials beat boomers at finance?". WGN Radio 720 - Chicago's Very Own. 2017-06-23. Retrieved 2022-08-08.
- ↑ "What Can a Finance Start-Up Teach Us About Learning? | The HR Gazette". The HR Gazette and HRchat Podcast. 2016-03-25. Retrieved 2022-08-08.
- ↑ LSA in the World: Joe Holberg, Chicago, retrieved 2022-08-08
- ↑ 4.0 4.1 "This 1871 startup wants to help millennials straighten out their finances | Built In Chicago". www.builtinchicago.org. Retrieved 2022-08-08.
- ↑ "The Netflix Of Finance: "Rogue Finances" With Author Joe Holberg". WGN Radio 720 - Chicago's Very Own. 2017-05-08. Retrieved 2022-08-08.
- ↑ Stories, Local. "Meet Joe Holberg of Holberg Financial in 1871 - Merchandise Mart - Voyage Chicago | Chicago City Guide". voyagechicago.com. Retrieved 2022-08-08.
- ↑ "Defining Financial Justice | Joe Holberg | TEDxUofM". Video Explode. 2018-03-09. Retrieved 2022-08-08.
- ↑ Holberg, Joe (2018-03-09), Defining Financial Justice, retrieved 2022-08-08
- ↑ Holberg, Joe (2018-02-05). A Brief Discourse on the Definition and Tenets of Financial Justice (by Holberg Financial). CreateSpace Independent Publishing Platform. ISBN 978-1-9851-2709-8. Search this book on
- ↑ Holberg, Joe (2017-02-14). Rogue Finances: The "Un-System" Designed to Help You Become Financially Healthy, Successful, and Awesome (by Holberg Financial). Price World Publishing. ISBN 978-1-61984-604-3. Search this book on
- ↑ Blog, CSTA. "Google's New Computer Science Teaching Fellows Program in South Carolina | The CSTA Advocate Blog". Retrieved 2022-08-09.
- ↑ "Greater Chicago–Northwest Indiana | Teach For America". www.teachforamerica.org. Retrieved 2022-08-08.
- ↑ "35 Under 35: Joe Holberg". Chicago Scholars. Retrieved 2022-08-08.
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