CFO Weekly
Greatest Hits: Financial Planning 101 for College Students with Stephen Heath
April 21, 2026
In this Greatest Hits episode of CFO Weekly, Stephen Heath, Accounting Professor at the College of San Mateo, shared timeless wisdom on financial planning for college students, including why it matters, what mistakes to avoid, and how young adults can build a strong financial foundation before life gets complicated.
This is a Greatest Hits re-release of one of our most beloved CFO Weekly episodes. Stephen Heath’s conversation on financial empowerment for college students struck a chord with listeners when it first aired and the lessons are just as essential today. From debunking myths about accounting to exposing the real cost of financial missteps in college, this episode is a timeless guide for students, educators, and finance leaders alike. If you missed it the first time, now’s your chance. If you loved it then, welcome back.

Stephen Heath, a full-time Accounting Professor at the College of San Mateo (CSM), joins Megan Weis on this episode of CFO Weekly to share why financial literacy is one of the most overlooked yet critical skills for college students. Stephen is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of experience in accounting. Before teaching full-time at CSM, he served as a director at the Berkeley Research Group for nearly a decade.

In this fan-favorite episode, Stephen shares why financial empowerment matters beyond the classroom, how students can position themselves for meaningful careers, and what practical steps every young adult can take to avoid the financial pitfalls that set so many back by a decade or more.


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Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzie

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