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Equipping early-career PhDs to make the most of their money
Whatever your financial needs - implementing a budget, saving and investing, paying off debt, figuring out your taxes - I'm here to support you.
Emily Roberts

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LATEST POSTS FROM THE BLOG

  • S14E6 image: This PhD's Social Mission Pulled Her from Academia into EntrepreneurshipThis PhD’s Social Mission Pulled Her from Academia into Entrepreneurship
    In this episode, Emily interviews Dr. Rasheda Weaver, the founder of the Weaver’s Social Enterprise Directory. Rasheda studied and taught social entrepreneurship as a graduate student and […]
  • S14E5 Image: How This Grad Student Shifted Her Student Loan Strategy through the PandemicHow This Grad Student Shifted Her Student Loan Strategy through the Pandemic
    In this episode, Emily interviews Lexi Jones, a 4th-year PhD student in the Massachusetts Institute of Technology – Woods Hole Oceanographic Institution Joint Program in Oceanography/Applied […]
  • PF for PhDs S14E4 Image: This Grad Student Deferred Her Acceptance to Work on Her FinancesThis Grad Student Deferred Her Acceptance to Work on Her Finances
    In this episode, Emily interviews Brittany Trinh, a PhD student in chemistry at the University of Wisconsin-Madison. Brittany originally applied to grad school in fall 2018, but she elected to defer […]
  • S14E3: Image The Tax and Retirement Effects of Receiving Fellowship FundingThe Tax and Retirement Effects of Receiving Fellowship Funding
    In this episode, Emily interviews Dr. Jamie Lahvic about her experience being funded by fellowship during grad school at Harvard and her postdoc at the University of California, Berkeley. Regarding […]
  • Image for S14E2: How This Grad Student Fellow Resolved an Expensive Tax Bill in His FavorHow This Grad Student Fellow Resolved an Expensive Tax Bill in His Favor
    In this episode, Emily interviews Matty Dowd, a sixth-year PhD student in history at Princeton. Matty openly shares with us the tax horror story he lived for most of 2021 and into 2022. In 2018 and […]
  • Five Ways the Tax Code Disadvantages Fellowship Income
    In this episode, Emily details five ways the federal income tax code disadvantages fellowship income, sometimes resulting in a higher tax rate and sometimes just causing a bit of a headache for […]
  • Catching Up with Prior Guests: 2022 Edition
    Emily published the first episode of this podcast in July 2018. This is the 176th episode, and over the last four and a half years, the podcast has featured 156 unique voices in addition to Emily’s. […]
  • S13E8 Image: This First-Year PhD Student Prioritizes Investing While on FellowshipThis First-Year PhD Student Prioritizes Investing While on Fellowship
    In this episode, Emily interviews Michele Remer, a first-year PhD student at Michigan State University, about her financial goals for graduate school. Michelle graduated in spring 2020 and worked a […]
  • S13E7 Image: How to Apply Valuable Scientific Mindsets to Your Personal FinancesHow to Apply Valuable Scientific Mindsets to Your Personal Finances
    In this episode, Emily interviews Dr. Brock Bennion, a financial advisor with Kimball Creek Partners who draws on his scientific training when he works with clients. Brock and Emily discuss how the […]
  • Image for S13E6: From Zero Funding to Graduating Student Loan Debt-FreeFrom Zero Funding to Graduating Student Loan Debt-Free
    In this episode, Emily interviews Dr. José Riera, who recently finished his PhD in education from Washington State University. José’s offer of admission to WSU did not include any funding, so […]

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