Sarah Jeanneault shares her unconventional journey from struggling with math in school to becoming a respected leader in fintech, trading education, and enterprise knowledge management. She and Dwayne Kerrigan explore the deep gaps in financial literacy, why traditional education often fails to prepare people for real-world decision-making, and how learning truly begins after formal schooling ends.

The discussion expands into the future of education, AI’s role in learning, entrepreneurship, identity shifts after business exits, and the emotional reality of leadership transitions. This episode is a thoughtful examination of growth, risk, and why continuous learning is the most valuable skill anyone can develop.

Episode Highlights:
00:00 – Sarah opens by naming the lack of real-world financial literacy.
03:00 –On redefining success in finance.
05:00 – Choosing education as a starting point.
07:00 – Losing her best friend and questioning the direction of her life.
09:00 – Discovering trading.
12:00 – Why financial literacy isn’t meaningfully taught in schools.
15:00 – The future of education, AI, and outdated learning models.
18:00 – Critical thinking and skills missing from formal education.
21:00 – Podcasts as education and exposure to diverse perspectives.
24:00 – Learning never stops.
27:00 – Teaching yourself trading through pattern recognition and charting.
30:00 – Simplifying markets: stocks only move up, down, or sideways.
33:00 – Managing ego, risk, and emotional attachment to money.
36:00 – Gamifying learning with small, low-risk goals.
39:00 – Building a trading community through social media.
42:00 – Scaling a business and staying authentic in a competitive market.
45:00 – Trading psychology and understanding human behavior in markets.
48:00 – Setting realistic goals and aligning expectations.
51:00 – Decision-making using “I do / I don’t / I don’t know” frameworks.
54:00 – Applying trading logic to business, hiring, and leadership decisions.
57:00 – Building teams with differing perspectives.
01:00:00 – Creating psychological safety and encouraging critical dialogue.
01:03:00 – Meeting discipline, agendas, and avoiding wasted time.
01:06:00 – Entrepreneur vs. enterprise mindset in decision-making.
01:09:00 – Identity shifts after selling a business.
01:12:00 – Emotional challenges of imposter syndrome.
01:15:00 – Rebuilding identity and finding purpose after major transitions.
01:18:00 – Leadership growth, resilience, and continuous reinvention.
01:21:00 – Final reflections on learning, courage, and personal evolution.

Key Takeaways:
•Financial literacy is rarely taught, yet deeply shapes life decisions.
•Real education often begins after formal schooling ends.
•Trading and business are driven by psychology as much as data.
•AI will amplify learning — but only if critical thinking is prioritized.
•Sustainable success comes from ongoing learning and reinvention.

Resources Mentioned:
• ProcedureFlow – https://procedureflow.com/
• CNBC – Financial markets media reference

Notable Quotes:
“ There really isn't a lot of real financial literacy. We really don't talk about - what do you do with money?” - Sarah Jeanneault

“ I think I'm most proud of doing quite well in finance … someone who really struggled in school with math.” - Sarah Jeanneault

“Stocks go up, sideways, or down — that’s it.” - Sarah Jeanneault

“If you think you're gonna go from education, whatever it is, university, high school, wherever you go, and then learning stops, like go start your own business and try not to learn.” - Dwayne Kerrigan

Sarah Jeanneault is the Vice President of Marketing at ProcedureFlow, where she’s helping redefine customer experience in the age of AI. Sarah is an award-winning executive, speaker, and founder who brings both personal passion and professional expertise to the table. In 2023, she was recognized as one of the Top 10 Women Leaders in Finance in the U.S.

Links
LinkedIn:https://ca.linkedin.com/in/iam-sarah-potter
Website: https://procedureflow.com/
YouTube: https://www.youtube.com/@Procedureflow
Facebook: https://www.facebook.com/procedureflow

Connect with Dwayne Kerrigan
Facebook: https://www.facebook.com/thedwaynekerriganpodcast
Instagram: https://www.instagram.com/dwaynekerriganpodcast/
Linked In: https://www.linkedin.com/in/dwayne-kerrigan-998113281/
Website: http://www.dwaynekerrigan.com

Disclaimer The views, information, or opinions expressed by guests during The Dwayne Kerrigan Podcast are solely those of the individuals involved and do not necessarily represent those of Dwayne Kerrigan and his affiliates. Dwayne Kerrigan or The Dwayne Kerrigan Podcast is not responsible for and does not verify the accuracy of any of the information contained in the podcast series. The primary purpose of this podcast is to educate and inform. Listeners are advised to consult with a qualified professional or specialist before making any decisions based on the content of this podcast.