Bonus Episode: Getting Control of Our Finances - Financial Wellness for Ph.D.s

How might throwing out the label of 'student' help us take better control of our finances? In this episode, Emily Roberts, Ph.D., a personal finance educator for early-career doctoral students, discusses why finances are such an important part of well-being and how we can start taking control of them as Ph.D. students. We explore her numerous tips on budgeting, the specialized approach we need to take to taxes, and why investing even $5 a month will make a big difference in the long run. Listen in for her recommendations on how to get started today! Make sure to sign up for Dr. Roberts' virtual workshop with us on April 8, where she'll walk us through how to approach a number of financial goals that will increase your net worth! Resources Emily's Website - Personal Finance for PhDsEmily's Podcast - Personal Finance for PhDsEmily's Free Spending TrackerEmily's Tax "Cheat Sheet"FreeTaxUSAFree file through the IRSUMich Financial Education ResourcesFood & Housing ResourcesStudent Support ResourcesCareer Center Clothes Closet for business attireFinancial Well-Being Resources (Human Resources)Resource Coach Program (Human Resources)Financial Empowerment Series (CEW+)Financial Wellness Resources (Michigan Law)Financial Education Resources (University of Michigan Credit Union)Modern Financial Literacy Tools (University of Michigan Credit Union)Financial Education Resources (University of Michigan Credit Union) Emily's Favorite Personal Finance Beginner Books I Will Teach You To Be Rich by Ramit SethiGet Good With Money by Tiffany AlicheThe Simple Path to Wealth by JL Collins Online Finance Courses Finance Courses (Michigan Online)Finance Courses (edX)Financial Literacy Courses (edX)Cash Course (free for students)Finance Courses (Coursera - free for students)Finance for Everyone (Michigan Online) Make sure to register for Dr. Roberts' virtual workshop on April 8th, 2026 — How to Set and Achieve Financial Goals as a Graduate Student Visit the GradWell website for more! Reach out to Emily with any questions: [e-mail] Email us about the podcast: [e-mail] Stay in touch by joining Gradwell's MCommunity group! Guest Bio Dr. Emily Roberts is a personal finance educator specializing in early-career PhDs. Through her business, Personal Finance for PhDs, she equips graduate students and postdocs to make the most of their money. She gives seminars at universities and for associations; interviews graduate students and PhDs on her podcast; and creates courses and workshops on taxes, investing, and more. Emily holds a PhD in biomedical engineering from Duke University and lives in San Diego with her husband and two children.