Description

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Meg Wheeler (she/her) is the Founder of The Equitable Money Project, which offers financial education through its free Biz Money Library, CFO support through The Equitable Money Club, and done-for-you tax preparation, bookkeeping and CFO services to primarily marginalized business owners. She is a licensed CPA and financial literacy educator with a focus on helping online educators, service providers and small business owners set up, manage and master the financial aspects of their businesses. 

The Equitable Money Project prioritizes diversity, equity, inclusion and justice, and is committed to supporting marginalized and underrepresented business owners through accessible financial education. Meg ties her social justice activism and political work into The Equitable Money Project as part of her commitment to achieving economic equity for all. She is the host of The Disrupt Your Money Podcast and a former Democratic Candidate for the Massachusetts State Senate. 

Website | Instagram | TikTok

Discussed in this episode:

• Meg’s relationship with feminism
• Why money is political
• Privilege and generational wealth (vs. being rich)
• The role of ‘money mindset’ in financial conversations
• Why acknowledging privilege is so important for those working in the financial space
• Systemic barriers that contribute to financial inequity
• Why Dave Ramsey and financial “gurus” like him are so problematic
• How they do things differently at Equitable Money Project
• The reason Meg’s gives away the bulk of educational materials for free
• Conditioning that tells women and others with marginalized identities that “they aren’t good with numbers”
• The power of money meetings
• Separating money from self-worth
• The pros and cons of Profit First accounting
• Why “be a radical giver” is part of Meg’s core values
• What Meg’s run for State Senate taught her
• The power of talking to people in your community
• How Meg kissed Zac Efron

Resources mentioned:

• Disrupt Your Money podcast
• Rich White Guys Make Crappy Financial Advisors (episode)
• Biz Money Library
• Gallup study: Bill paying vs. financial decision making
• “Profit First” by Michael Michalowicz
• Pay Yourself First (episode)
• Equitable Money Club
• Elevated Access
• Girls Who Code

Learn more about accountability coaching with host Becky Mollenkamp at https://beckymollenkamp.com

A full transcript of this interview is available at FeministFoundersPodcast.com