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Showing episodes and shows of
Emlen Miles-Mattingly
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Hello Retirement
EP36. The Rise of GIG Economy
The gig economy and its potential for retirees is the new episode of Hello Retirement Podcast. We explore how engaging in gig work can provide a sense of purpose, social interaction, and financial stability during retirement. Emlen highlights the flexibility and freedom that the gig economy offers, enabling retirees to earn income on their own terms while utilizing their valuable skills and experience.Key points:#1 The gig economy offers flexibility and freedom for retirees to earn income on their own terms.#2 Engaging in gig work can provide social interaction, a sense of purpose...
2024-08-21
07 min
Hello Retirement
EP26. 4 Tips to Remove Worry from Your Retirement
On today's episode of the Hello Retirement Podcast, it provides insightful guidance on the four essential tips to prepare for a worry-free retirement. It emphasizes the importance of setting a tentative retirement date, maximizing Social Security benefits, meticulously analyzing expenses, and maintaining a keen eye on retirement savings. Additionally, it generously offers a fifth invaluable tip, focusing on aggressively paying down debts to ensure a seamless transition into retirement. As we navigate through the intricacies of retirement planning, Emlen empowers his audience with actionable strategies to confidently embrace their retirement journey.Key Points:#1 Setting a...
2024-03-27
09 min
Hello Retirement
EP25. 6 Tips To Know Before You Retire
Are you approaching retirement and feeling unsure about what lies ahead? In the latest episode of Hello Retirement Podcast, the host discussed six crucial tips to consider before embarking on your retirement journey. Firstly, the episode emphasized the importance of setting clear retirement goals, including lifestyle preferences, living arrangements, travel plans, and leisure activities. This proactive approach aims to help retirees anticipate their financial needs and plan accordingly. Additionally, the host stressed the significance of maintaining an emergency fund and continuing to make planned contributions, ensuring financial stability during retirement.Moreover, the episode delved into the critical...
2024-03-20
13 min
Hello Retirement
EP24. 5 Estate Planning Tips everyone needs
In this episode of the Hello Retirement Podcast, the focus was on demystifying the often intimidating world of estate planning. We provided five essential tips that everyone should consider when preparing their estate plan. The first tip emphasized the importance of preparing a will with meticulous detail to ensure that sentimental and valuable items are distributed according to one's wishes. It was recommended to include a personal note for the executor in the will to provide added clarity and emotional connection.The second tip delved into the significance of planning for long-term care, especially for individuals with...
2024-03-13
10 min
Hello Retirement
EP23. 5 Tips to remember before you take your Social Security
In today's episode, we look into the crucial aspects to consider before taking your Social Security benefits. The first key point highlighted was understanding your eligibility, which is primarily based on age. However, other factors such as disability or being a surviving spouse with children under 18 can also affect when you can start receiving benefits. It was emphasized that knowing your options before applying is vital, especially if you want to make the most of your first benefit payment.Another critical point discussed was the evaluation of your Social Security income alongside other sources of funds. The...
2024-03-06
08 min
Hello Retirement
EP22. 4 Big Retirement Purchases
In this episode, we explore four major retirement purchases that can bring joy and fulfillment to retirees. It discusses the importance of spending money on experiences rather than material possessions. From the excitement of planning a trip to the satisfaction of exploring new places, We emphasize the value of investing in memorable experiences. We particularly highlight the anticipation and gratification associated with pre-planned trips, such as a 16-day European adventure, and the lasting impact of those experiences.Key Points:#1 The joy of investing in experiences during retirement#2 Practical considerations for purchasing a home...
2024-02-28
12 min
Hello Retirement
EP. 21 Taking Social Security at Age 62
In this episode, the discussion revolves around the decision of whether to take Social Security benefits at the age of 62. This suggests that the best time to take Social Security is when it is needed the most. However, there are important factors to consider before making this decision. One such factor is the provisional income limit, which determines how much one can earn while taking Social Security. Earning over this limit can result in deductions from the benefit. There is a need to be aware of potential penalties associated with making more money in retirement and highlights the importance...
2024-02-21
11 min
Hello Retirement
EP20. Retirement Income Planning: Leveraging Pensions, Social Security, and Portfolio Assets
In this episode, we delved into the essential considerations for retirement income planning. We emphasized the importance of understanding where your income will come from after retiring. The episode highlighted the significance of various income streams, such as pensions, Social Security, taxable accounts, and tax-free accounts. By providing a hypothetical example of someone retiring at 65, we have illustrated the strategic approach to managing income sources post-retirement.This episode also addressed the scenario of early retirement, emphasizing the financial challenges and potential strategies. By highlighting a case of retiring at 55, we discussed the viable option of utilizing existing...
2024-02-07
08 min
Hello Retirement
EP19. Remember Your Why in Retirement
Join us in this insightful episode as we explore the profound significance of remembering your retirement "why." This discussion delves into the crucial aspect of connecting with your purpose in retirement and the transformative impact it can have on your overall fulfillment.Key Highlights:#1 Discover Your Retirement 'Why': Uncover the essence of your retirement by delving into your personal motivations and aspirations. We'll walk you through the process of identifying what truly matters to you in this new chapter of life.#2 The Impact on Fulfillment: Learn how connecting with your retirement "why" goes...
2024-01-31
09 min
Hello Retirement
EP. 18 Deciding Where to Retire: Tips for Finding Your Ideal Retirement Location
Deciding Where to Retire: Tips for Finding Your Ideal Retirement LocationIn this episode, we invite you on a journey to explore the crucial question for a fulfilling retirement life: "Where am I going to retire?" Choosing the perfect retirement location is about more than just a place—it's about creating your dream lifestyle and ensuring your future happiness.Key points:#1 Factors to consider when choosing a retirement location#2 Specific examples of annual retirement expenditures in different states#3 The impact of debt management on re...
2024-01-24
13 min
Hello Retirement
EP. 17 Secure Act 2.0: Major Updates Affecting Retirement Planning from 2024
Secure Act 2.0 in 2024The Secure Act 2.0 introduces significant changes aimed at enhancing retirement planning and providing financial assistance in various situations. These updates offer potential benefits for a broad spectrum of individuals, from automatic enrollment in 401k plans to provisions for emergencies and part-time employees. In this episode, Emlen discusses these changes in retirement planning brought about by the Secure Act 2.0, which will take effect in 2024. He provides insights into various updates and their implications for individuals preparing for retirement especially this year.Key points:#1 Automatic enrollment into 401k plans#2 Employer...
2024-01-17
09 min
Hello Retirement
EP16. Roth Conversion Strategy: 4 Essential Factors for Tax-Free Growth and Retirement Planning
This episode discusses the potential benefits of a Roth conversion and highlights four key factors to consider when preparing for this financial strategy. From understanding the tax implications of your retirement location to planning for required minimum distributions, Emlen provides valuable insights to help you make informed decisions about your retirement planning. If you're considering a Roth conversion or want to learn more about its suitability for your financial situation, be sure to watch this episode and share it with someone who might benefit from this valuable information!Key points:#1 Consider the...
2024-01-10
09 min
Hello Retirement
EP15. Making the Most of Retirement: Planning for Your Best Year Yet
Are you living your best retirement? In this video, Emlen Miles-Mattingly discusses how to make the most out of your retirement years and shares practical tips for enjoying retirement to the fullest.Key points:#1 Defining what it means to enjoy retirement#2 Taking inventory of enjoyable activities#3 Identifying and minimizing unenjoyable activities#4 Planning and communicating retirement goals with a partner#5 Embracing intentional planning for a fulfilling retirementThanks for watching!If you want to seek assistance from Gen...
2024-01-03
07 min
Hello Retirement
EP14. Retirement and Legacy: Framing Your Life with Guiding Principles
In this video, we discuss the importance of beginning your retirement planning with the end in mind, focusing on leaving a lasting legacy for your family.Key Points:#1 The significance of framing retirement planning with the end in mind#2 Sharing the personal mission statement, vision, and guiding principles with your family#3 Reflecting on the legacy you want to leave behind#4 Understanding the impact of your actions on how you will be remembered#5 Encouraging viewers to take time to write out their thoughts and share them with their...
2023-12-20
11 min
Hello Retirement
EP13. Six Tips For A More Enjoyable Retirement
In this episode of the Hello Retirement podcast, host Emlen Miles-Mattingly shares six tips for a more enjoyable retirement, from picking up a new hobby to exploring spirituality and mentoring others.Key Points:#1 Picking up a new hobby, such as photography, to capture and cherish moments with loved ones#2 Exploring spirituality and finding peace in your beliefs#3 Making exercise a priority for a longer, healthier life#4 Getting outside of the house and exploring festivals and new activities#5 Embracing the power of journaling to reflect on your thoughts...
2023-12-13
11 min
Hello Retirement
EP12. Understanding Retirement Income Streams
In this video, we discussed a comprehensive breakdown of retirement income streams, using a real-life example to illustrate the transition from working to retirement.Key Points:#1 Understanding the Timeline: We walk through a detailed example of a sample client's retirement income timeline, highlighting key financial decisions and milestones from working years to retirement.#2 Income Stream Management: Learn how to manage various income streams, including salaries, rental income, pension, and portfolio withdrawals, to sustain your lifestyle post-retirement.#3 Leveraging Non-Portfolio Income: Uncover the importance of considering non-portfolio income sources such as Social Security...
2023-12-06
09 min
Hello Retirement
EP11. Social Security IRMAA Explained: 5 Key Things for Retirement Planning
UNDERSTANDING SOCIAL SECURITY IRMAA: WHAT YOU NEED TO KNOW BEFORE RETIREMENTIn this episode, Emlen discusses the Income Related Monthly Adjusted Amount (IRMAA) as it relates to Social Security benefits. He breaks down the five key things to be aware of when considering IRMAA and its potential impact on retirement planning.Key Points:#1 Understanding the Income Bracket Determination: Learn how the IRMAA is calculated based on modified adjusted gross income from the prior two years.#2 Being Aware of Different Income Tiers: Explore the income thresholds and updates that may affect premium...
2023-11-29
09 min
Hello Retirement
EP10. What You Need To Know About Estate Planning
WHAT YOU NEED TO KNOW ABOUT ESTATE PLANNING!In this video, Emlen discusses the important topic of estate planning. He covers the five major decisions that need to be made in an estate plan, including selecting beneficiaries, choosing a method of distribution, picking a successor trustee, appointing a healthcare power of attorney, and naming a guardian for minor children. Tune in to our latest episode to learn all that you need to know about estate planning!Key Points:#1 Understanding the role of beneficiaries in estate planning#2...
2023-11-22
13 min
Hello Retirement
Ep. 9 Overcoming the Fears of Retirement
In this episode of Emlen Miles-Mattingly provides insights on how to overcome the fears associated with retirement. He emphasizes the importance of having clarity, harmony, and focus when it comes to retirement planning. Emlen discusses various aspects to consider, such as income sources, savings, pensions, and Social Security. He also highlights the significance of understanding your desired retirement age based on family longevity and managing debt. Additionally, Emlen emphasizes the need to focus on developing a retirement plan that aligns with your goals and executing it effectively. Tune in to gain valuable insights and tips for a fear-free retirement.
2023-11-15
09 min
Hello Retirement
Ep. 8 Investment Return vs Investor Return
Some people are confused about the difference between investment return and investor return, and this confusion often leads to costly mistakes.In this episode, we go over the difference between investment return and investor returns. Investor returns are influenced by investors' decisions and emotional reactions, while investment return refers to the success of an investment over a defined period of time. We also emphasize the importance of consulting with financial experts during unpredictable market periods, as emotions can lead to mistakes in investment strategies. Having a long-term plan in place is crucial. Moreover, for peace of mind...
2023-10-18
12 min
Hello Retirement
Ep. 7 5 Things to Consider When You are Ready to Retire
When planning for retirement, many of us believe that having savings is enough. However, there are still many factors to consider.In this episode, we will discuss the things to consider when you are ready to retire. First, it's essential to manage your expenses because understanding your expenses and debts, including mortgages and vehicle costs, is crucial to determine what will remain the same and what will change in your retirement. Additionally, evaluate your health insurance options, especially if you are retiring before the age of 65 and need to bridge the gap until you receive Medicare. Remember...
2023-10-11
12 min
Hello Retirement
Ep. 6 Annuities 5 Things You Should Know
We must always keep in mind that before investing, we should first understand its complexity, risks, and benefits.In this episode, we will discuss how annuities can be complex and might not be the best investment for everyone. There are several potential drawbacks to consider, such as their complexity, high costs, lack of liquidity, limited market upside, and tax implications. When talking about complexity, there are several different types of annuities, but two of the popular ones are variable annuity, index annuity, and fixed annuity. It is also considered high cost because of the upfront commissions, which...
2023-10-04
11 min
Hello Retirement
Ep. 5 4% Withdrawal: Is It Enough?
When we retire, we often wonder how we can sustain our lifestyle for the rest of our lives with the savings we have.In this episode, we’ll discuss many guidelines and spending strategies for your retirement. We will establish the "4% rule," which states that pensioners should be able to live comfortably for up to 30 years on an annual withdrawal of 4% of their accumulated assets. Determining withdrawal plans also involves taking into account variables like retirement expenses, including unforeseen medical costs, market changes, and personal tax rates. So, it is advised to create a budget and seek pr...
2023-09-27
08 min
Hello Retirement
Ep. 4 Is $1,000,000 Enough to Retire?
How far would 1 million go in retirement? In the past, a million dollars would have been sufficient for a comfortable retirement. Let's explore in this episode if this still holds true today.In this episode, we’ll discuss the importance of considering various factors such as location, expenses, healthcare costs, long-term care, taxes, and lifestyle choices in retirement planning. It is important to be aware of these factors and to seek personalized advice based on your individual circumstances.Evaluating where you’re at will provide you with a solid starting point when planning for retirement. Tune...
2023-09-20
08 min
Hello Retirement
Ep. 3 Social Security 62, 65, 67, 70?
We often overlook the significance of social security as we age or make the transition to retirement. However, understanding its importance can greatly benefit us later in life.In this episode, We'll talk about the various ages at which you can start receiving Social Security. In early retirement, which includes taking it at age 62, will result in a permanently lower benefit. Depending on the year of your birth, your full retirement age might range from 65 to 67 and if you wait until this age, your benefit will increase by about 8% annually. Although it may not always be possible...
2023-09-13
08 min
Hello Retirement
Ep. 2 Emotional & Psychological Challenges During Retirement
Majority of people believe that retirement is a time for relaxation and freedom from daily life worries, however, retirees often discover they still face various challenges during this period.In this episode, we'll go through concerns that retirees face emotionally and psychologically, as well as solutions for overcoming them. When leaving a professional career, one difficulty is the loss of identity or purpose. It's critical to restore your sense of self by engaging in interest-based hobbies and pastimes, such as reading or fishing. Next on the list are the common issues of loneliness and social isolation in...
2023-09-06
10 min
Hello Retirement
Ep. 1 Transitioning to Retirement
We all experience transitions in life. From studying to having a job, and after years of working, we will inevitably be transitioning to retirement.In this episode, we will discuss the importance of transitioning and making lifestyle changes towards retirement. We will emphasize four key areas to focus on: adjusting to a new routine, considering relocation decisions with tax implications, navigating family and relationship changes as children leave home, and maintaining social connections. These aspects are crucial for a successful retirement, alongside financial planning.Tune in to this episode to discover essential insights on transitioning...
2023-08-30
10 min
Minority Money
Celebrating the Legacy of the Minority Money Podcast
Welcome back to the Minority Money Podcast! I'm your host, Emlen Miles-Mattingly, and it's been an incredible four-year journey. We've reached listeners worldwide, and I want to express my heartfelt gratitude for your support. Recently, I took the opportunity to revisit our very first episode, and it struck me how much has changed since then. Reflecting on the growth and transformations that have occurred, both personally and professionally, I am overwhelmed with gratitude. Throughout the years, we have had the privilege of learning from exceptional guests, including my own wife and daughters, who have contributed their unique i...
2023-06-12
09 min
The New Skool
How to Attract Top + Diverse Talent with Emlen Miles-Mattingly
If you're an advisor and want free marketing resources, check out our monthly marketing masterclass for tangible expert advice! https://ficommpartners.com/marketing-masterclassIn this special episode, we are joined by award-winning podcaster, Co-Founder of Onyx Advisor Network, Co-Founder of BLantiX Internship, and Founder & CEO of Gen Next Wealth Emlen Miles-Mattingly in front of a live audience at BNY Mellon Pershing.Emlen uses his influence to create a more inclusive industry that welcomes top talent. We empower you to listen to this discussion through your own lens so that you can create change within our...
2023-05-03
33 min
Minority Money
Best of 2022 Mash-Up!
We are back on the podcast after a short break with a mash-up of some of the best moments from 2022! 2022 has been an amazing year! As always, we've continued to highlight fellow minorities who are making waves in the financial planning space, shared their stories and tactics on how you can create generational wealth for your family. We also highlighted stories from strong independent women and the LGBTQ community.Get ready, as 2023 will only get better!Enjoy! Episode Highlights:Behavioral Finance: How We Think About Money with Brian Portnoy...
2022-12-26
22 min
Minority Money
Keeping Up & Taking Advantage of the Economic Inflation with Maricela Miles-Mattingly
For the first time ever, we have a global pandemic that shut the world down. This fueled the annual economic inflation rate in the US to slow down more than expected. Being on the receiving end of all these circumstances, how will you cope? In this episode, I'll be joined by my wife Maricela Miles-Mattingly, as we celebrate our fifth wedding anniversary. Aside from economic inflation, we'll also talk about student loans, the economy, and banking updates. People want to be more secure at any given market and at any given time. Invest in working with a f...
2022-09-05
25 min
Minority Money
From Broke to Badass with Cally Ingebritson
A lot of people have very heavy emotions around money - from anxiety about their financial state to shame from past mistakes. Many of these emotions stem from a lack of financial education and entry points. But when you’re a minority in the United States and access to this information is held by certain privileged groups it can be difficult to break past these barriers. But if we come together as a community and uplift one another we can shake things up and create a more equitable system AND country!To kick off our first episode of...
2022-06-06
43 min
Minority Money
Some Life and Business Updates with Maricela Miles-Mattingly
After just launching our business, moving to a new house, traveling by plane to Chiacago, and recently celebrating our son’s birthday– it’s been one crazy ride!With a bit of a whirlwind of so many different things happening recently, Maricela and I decided that we wanted to come on here and talk about what we have planned for the next few months!Highlights>> Our son’s birthday!>> The conference in Chicago.>> Quick market updates!>> Stay tuned for Pride Month!If...
2022-05-30
19 min
Mitlin Money Mindset
Building Financial Futures: Insights from Gen Next Wealth's Emlen Miles-Mattingly, Episode #77
Today's guest on the Mitlin Money Mindset™ is Emlen Miles-Mattingly, the CEO and founder of Gen Next Wealth and host of the Minority Money Podcast. Emlen uses his 20 years of experience in the financial services industry to help clients make smart financial decisions and encourages them to manage their resources in a way that leads to generational wealth. Prior to starting his firm Emlen sold life insurance products for large insurance companies. During this time he realized that he was selling products, but not providing solutions. This led him to start his firm. As a co-founder of the...
2022-04-20
39 min
Minority Money
All The Colors: Changing the Complexion of Wealth with Diana G. Yanez
Financial literacy is not something that comes easy for a lot of people– oftentimes people are ashamed and shy away from complicated terms. This is especially true for those that speak another language as their mother tongue.In this episode, I’m joined by Diana G. Yanez, founder of All The Colors. Her company aims to teach holistic financial education through workshops, one-on-ones, and shareable educational content. While a whiz with money and numbers, Diana is passionate about her work as an educator– empowering many in the process.Jump in on this episod...
2022-03-28
34 min
Minority Money
Breaking Glass Ceilings in Finance with Rosa Chalekian and Mari Miles-Mattingly
Welcome to the second episode of the Minority Money Podcast for Women’s History Month! This episode will be guest-hosted by Mari Miles-Mattingly, featuring Rosa Chalekian– previously a guest for Episode 102 alongside her husband, Alex.In this episode, Mari and Rosa dive into their experience as women still actively fighting for basic respect in different parts of society. From the home to the workplace, it’s only recently that people have grown comfortable having a woman in power or allowing the glass ceiling to break.As entrepreneurial women, the strugg...
2022-03-14
34 min
Minority Money
Final takes on Black History Month with Maricela Miles-Mattingly
Welcome to the conclusion of the Black History Month celebration but that doesn't mean you should stop studying or celebrating this important part of American history that is often forgotten. With all that being said, I wanted to talk a little bit more about Black History, but have also decided to invite a very special guest, my wife, Maricela Miles-Mattingly. As a non-black person, I believe it is also of utmost importance to get her view on what Black History means for her and how this month changed her perspective. She will also be talking ab...
2022-02-28
21 min
Minority Money
Best of 2021 Mashup!
Best of 2021 Mashup!This year has been filled with fun, interesting, and game-changing episodes, but as we wrap up the final chapter of 2021, I'd love to throw back to some of our best conversations on the show!Join me in this special wrap-up episode as I showcase how we as minorities can develop and grow in the financial world!Enjoy!Highlights:>> Goal Setting for 2022>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning>> Your Ultimate Guide to Travel Hacking with Julia...
2021-12-27
31 min
Minority Money
How to Stay ahead of Stress during the Holiday Season with Maricela Miles-Mattingly
Christmas is perhaps the most joyful time of the year but at the same time it can also be the most stressful. Constantly preparing gifts and vacation plans for yourself and your family or friends is no easy task and many times this can lead to insurmountable amounts of stress.Join me and my wife, Maricela Miles-Mattingly as we give you tips on how to make this holiday season the best it can be for you and your entire family. We will be talking about a plethora of topics that you can do to...
2021-12-20
19 min
Minority Money
Brand Building and Minorities in Finance with Jacqueline Schadeck
Building your own brand is never an easy process and there are bound to be more challenges along the way especially if you’re a person of color, but despite this, that should not hinder you from trying. For all you future entrepreneurs out there, I want you to meet Jacqueline Schadeck and for this week’s episode she’ll be talking about how she went about developing her brand and where it led her, as well as being a person of color in finance and why other minorities should get into this industry.
2021-11-22
40 min
Minority Money
Goal Setting for 2022
We're halfway through November and with 2021 slowly coming to an end, it’s time to set our sights on 2022 with new goals for ourselves. Oftentimes, we get way too excited for the new year and set these unrealistic expectations for ourselves so I’m here today to help you properly set goals that you can realistically fulfill!So sit back and relax as we set our course for 2022 together!Highlights>> Minority Money merchandise >> Wrapping up the end of 2021 >> Setting up goals >> SMART goal...
2021-11-15
13 min
The New Skool
Creating Change and Driving Business Results Through Podcasting with Emlen Miles-Mattingly
Emlen Miles Mattingly is CEO of GenNext Wealth + Host of The Minority Money podcast. He is also a previous New Skool guest (we were so excited to have him back on!) and the winner of our podcast competition in the Diversity & Inclusion category. In this episode, we hear a little bit more about Emlen’s journey with podcasting and how it’s helped him make a change, while also driving commercial success. Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Website - https://gennextwealth.com/ Podcast series - ht...
2021-10-22
38 min
Minority Money
Developing your Plan with Chloe Moore [Step 4 of Financial Planning]
Let’s continue our conversation on financial planning. This week I am joined by my good friend, Chloe Moore, certified financial planner and founder of Financial Staples, and we will be talking about how to actually develop your financial plan.Chloe is here today to help you gain clarity around your values and purpose because if you don’t even know that then you probably wouldn't also know which goals to prioritize first when it comes to your financial plan. Remember it is important to understand your “why” before you can know your “how”.Make sure to tune...
2021-10-04
16 min
Minority Money
Creating a Proper Work-Life Balance with Maricela Miles-Mattingly
When people think of being productive, they usually just blindly throw themselves into their work and not think about anything else. I’m here to tell you today that if you really want to prosper in whatever you do, then you’re going to need to have a proper work life balance. Join me in this week’s episode alongside my lovely wife and returning guest, Maricela Miles-Mattingly, as we talk about how you can decompress and relax once you get back home so that you can still enjoy the time you have for yourself and not have wo...
2021-08-23
12 min
Minority Money
Combining Finance and Fitness with Jess Bost
Finance and fitness, two topics that seem to be at the very opposite sides of each spectrum, but maybe there are actually more similarities between the two than we initially think.Today I want to introduce you all to Jess Bost, an entrepreneur who was able to combine her passion for fitness with a bullish financial career. Originally a crossfit coach, Jess started her journey in finance with the idea of helping people grow into who they want to be, both in terms of fitness and monetary means.So tune in and listen to this...
2021-07-05
41 min
Minority Money
Fit back into those jeans! with Maricela Miles-Mattingly
Do you have a favorite pair of jeans that you wanted to wear so bad but can’t ‘cause they don’t fit now? Well, you’re not alone!Changes aren’t always easy but they are necessary if we want to see progress and be at the place we want to be.Start feeling good about yourself today as my wife, Maricela returns to talk about what she’s been doing to stay healthy and on track!Highlights:>> How Maricela balances staying healthy, taking care of our kids, and her work>...
2021-05-31
22 min
Minority Money
My Truth, My Story [Black History Month Special]
Back when I was working in the bank, I knew I wanted to become a financial advisor.People needed more than investments, they need guidance and information, in a way that they can receive it. I knew what I wanted to do, I came into the industry to be a financial advisor to help people and to make an impact in their lives! Join me in this solo episode, as I share my truth, my story, how I got into the industry, and what exactly I had to go through.The jou...
2021-02-15
22 min
Minority Money
Hispanic Heritage Celebration Month Recap with Maricela Miles-Mattingly
Hispanic Heritage Month is almost over and as we wrap up, I’m bringing back my wife, Maricela to give us a brief recap of our episodes dedicated Hispanic Heritage culture!Join us in this episode as we share our thoughts and what we picked from each episode. All the stories from our Hispanic friends were so impactful and filled with lessons and experiences that everyone can learn from. If you haven’t listened to it yet, I encourage you to go back and listen!Highlights:>> The cycles of working and spend...
2020-10-05
13 min
Minority Money
Building a Better Future through Holistic Financial Planning with Luis Rosa
Our Hispanic Heritage Month celebration continues as Luis Rosa, CFP® EA, Founder of Build a Better Financial Future and host of the On My Way To Wealth Podcast of joins us to talk about what it's like to live in the US as a Spanish Immigrant!In this episode, Luis shares his journey to success as a Latino and how he found his calling. We also touch on the common misconceptions related to Hispanic culture, and the importance of empowering minorities with the right mindset so they can take charge of their finances.Luis also t...
2020-09-28
42 min
The New Skool
Changing the Complexion of Wealth with Emlen Miles-Mattingly
Emlen Miles Mattingly is CEO of Gen Next Wealth + Host of The Minority Money Podcast. His mission is clear- change the complexion of wealth. In this episode, hear about his “why,” 92% conversion rate, “We need to talk series” and why wearing a suit is so important to him. You can find him here: Twitter - https://twitter.com/emilesmattingly?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorWebsite - https://gennextwealth.com Podcast series - https://www.minoritymoneypodcast.com/Linkedin - https://www.linkedin.com/in/emlen-miles-mattinglyInstagra...
2020-09-23
39 min
Minority Money
Hispanic Heritage Celebration Month with Maricela Miles-Mattingly
Hispanic Heritage Month is coming! It is a period from 15th of September to 15th of October in the US to celebrate the histories, cultures and contributions of American citizens whose ancestors came from Spain, Mexico, the Caribbean and Central and South America.And we're not gonna wait until the 15th of September to celebrate, we're starting it now!As we celebrate this cultural month, my wife, Maricela Miles-Mattingly joins me to share her story and other things she has never talked about before!In this episode, Maricela talks about what H...
2020-08-31
24 min
Minority Money
Taking Your Finances to the Next Level with First-Gen Wealth Builder Anna N’Jie-Konte
Everyone has the right to live a comfortable, happy, and worry-free money life despite their origins. For many, money is a hindrance and source of stress but it should never be if it's managed effectively! Learn some helpful money tips today that’ll help you reach your financial goals with Afro-Latina advisor, Anna N’Jie-Konte!Anna N’Jie-Konte is a Certified Financial planner and the owner of Dare to Dream Financial Planning, where she works with millennial women of color, educating them on how to build a solid financial foundation, and ultimately help them create wealth...
2020-08-17
34 min
Minority Money
Financial Planning is Personal and You should Start Now!
Failing to plan is planning to fail. There’s no better time to plan your finances than now that you’re learning about it! When you’ve created a financial plan, it’ll be easier for you to make decisions financially and of course meet whatever goals you have. Though some people decide to do it on their own, you may want to seek out the help of a financial professional to help you stay on track, secure your financial wellbeing, and reach financial planning success!In this episo...
2020-08-10
23 min
Minority Money
Ryan Harris: An NFL Champion’s guide to Financial Literacy, Money Management, and Wealth Building
Everyone has to make decisions every single day on how to handle and where to spend their money. Too often, many people struggle financially not because they don't bring enough money in, but simply because they're not spending their money wisely and lack the basic understanding of how money works.But when you're financially savvy and "disciplined", you'd be surprised at how easily you'd be able to reach your financial goals!Start spending your hard-earned money wisely today as Former NFL player, Ryan Harris, talks about financial literacy, mindset, football, a...
2020-08-03
41 min
Minority Money
How to Handle Success and Be Your Best Self Everyday with Dasarte Yarnway
Success means different things for different people. But one thing is for sure, people who achieve success, share the same feeling of pressure. How do you handle the pressure that comes with achieving your goals? How would you conduct yourself after you achieved the level of success of the people you admire?Find out what success feels like and what to do next once you’ve scored the goal, as my good friend, Dasarte Yarnway joins me in this episode! Dasarte Yarnway is the host of the Young Money Podcast, Founder of Berknell Financial Group, and...
2020-07-27
35 min
Minority Money
Following your Passion & Growing Your Wealth with Modern Money’s Angela Moore
Do you want to meet your financial goals or maybe you have a business that you’ve been wanting to launch but don’t know how and where to begin?Get a step closer to meeting your financial goals today by listening to this episode with Angela Moore! She was a former guest from WNTT 2 where she shares her experiences along with other black female advisors.Today, Angela joins us to talk about entrepreneurship, following your passion and creating an action plan and become financially savvy so that you can take charge of your life and...
2020-07-20
39 min
Minority Money
Minority Money Anniversary Special
Minority Money is turning 1! To celebrate this milestone, I’m joined by my lovely wife, Maricela!It’s been a great 12 months for this podcast, and we’re excited to share with you some of the new things we’re planning for the next 12 months!In today’s special anniversary episode, we’re bringing you a little recap of this podcast and how our year has been so far!All episodes we’re amazing but we’ve picked some of the best episodes that we received the most feedback on! A huge thanks to...
2020-07-13
24 min
Minority Money
Why health is important in retirement planning with Phil Pearlman
Life doesn’t always go the way we want them to. That’s why it won’t hurt to be prepared for what is uncertain.In this episode, we’re talking about health, wealth, and your retirement plan! I’m joined by Phil Pearlman, the Chief Community Officer at StockTwits, a social media platform designed for sharing ideas between investors, traders, and entrepreneurs.Retirement planning is something most people normally put off until it’s too late. If you want to spend a quality retired-life in the future, then health and retirement planning should be on...
2020-07-06
39 min
Minority Money
A Conversation on Gratitude, Life Aspirations, and Money with Dr. Preston D. Cherry, CFP®
“Let your life lead your money, not your money lead your life” — Dr. Preston D. CherryHow we use our money is a testament to who we are and what we really care about. To achieve your aspirations, you need to have a clear understanding of how to manage your money and resources in a way that improves your life.To do that, our values, aspirations, and money need to be aligned. But how? How do you dream without any ceiling and still make it happen?Get the answers to your questions as Dr. Pre...
2020-06-29
32 min
Minority Money
We Need To Talk… about Allyship, Empathy, and Racial Justice
In every organization, company, or community, in order to thrive, achieve goals, and make change possible, understanding and collaboration, is needed.To be honest, black people, especially males, are treated differently by law enforcement and society. We are feared for reasons we don’t understand. This fear of black people has been going on for a very long time and is completely getting out of hand.It’s time that we put a stop to this history of violence and oppression. But how? Where should one start? How do we even make others aware of all...
2020-06-22
1h 10
Minority Money
We Need To Talk… About Systemic Racism, Sexism And Discrimination In The Workplace
It is appalling that after all these years, racism is still rampant in our society. Some are blissfully blind that it still exists and those who are aware but don’t know what to do just choose to remain silent.Can we even put a stop to something that’s been happening for the past 400 years? As hard as it may seem, there is always something that we can do!In this episode, I am joined by 3 women CFPs — Angela Moore, Chloé Moore, and Lauryn Williams, who all worked hard to get to where they are and...
2020-06-15
53 min
Minority Money
We need to talk... about racism, empathy, George Floyd, and being Black in America
Hey, we need to talk.As protest continues over the unjust death of George Floyd and the continuous mistreatment and brutality of some police to black Americans... we need to talk. We need to take action. We need to do something. But what should be done? How and where should we start?In this new podcast series, we’ll be tackling major current events with other experts and talk about solutions to address these issues. For this episode, I’m joined by three of my good friends, brothers in arms, and soldie...
2020-06-10
56 min
Minority Money
Getting out of Poverty & Creating Wealth with Dr. David Rhoiney
How do you get out of poverty, create wealth, and be financially independent?Poverty doesn’t only involve money. It is scarcity in different areas of life - time, relationships, education, spirituality. Being surrounded by poverty as a child is enough reason for anyone to persevere and push through in life. Being in dire circumstances can push anyone to do whatever it takes to get their foot out and create a better life.How do you emerge from this and create wealth in all areas of your life? How can you persevere despite your circumstances?...
2020-06-03
37 min
Minority Money
The Secret to Being a Successful Investor with Daniel Crosby
Our instincts lead us to be cautious in the face of danger. And investing might kick in this instinct as there is really no way to know what will happen next. This is why investors are uneasy when there’s instability or a downward movement in the market. They start panicking and making bad decisions that they usually regret later.How can you be at ease even when the market is crashing down? How do you make sound decisions with your investments? What will you do with your investments at the time of COVID-19?If yo...
2020-05-27
30 min
Minority Money
People of Color Disrupting the Financial Industry with Dana Wilson
When you’re trying to achieve your goals or just trying to make things financially better, it gets kind of difficult to build or move up when you don’t see people that look like you sitting in that position that you might need or a spot of support to help you in your financial concerns. And you can’t help but feel intimidated or uncomfortable sometimes. But today, more and more black, brown, and people of color are now filling in financial positions (especially senior management roles) in the financial industries! Today, you’re about to meet some...
2020-05-20
36 min
Minority Money
Minority Health, Preventive Medicine, Busting COVID-19 Myths with Dr. Rox
One of the best things you can do for yourself and your family is maintaining your health and well-being. But how do you stay on top of your health when there’s a pandemic going around?Join me in this episode, as we meet the youngest African-American Osteopathic Physician, Ashley Roxanne Peterson, DO to talk about minority health, preventive medicine, and COVID-19. She is the host of the Real Medicine with Doctor Rox podcast where she talks about topics that no one normally talks about in the field of medicine.In this conversation, Dr. Rox sh...
2020-05-13
53 min
Minority Money
Secure Your Family’s Future Through Estate Planning with Mike Bennett
Has it ever crossed your mind what’s gonna happen if you were to die today? What about your kids? Who are they going to rely on? At one point in time, our life here on earth will expire. How do you prepare for something that’s bound to happen but don’t know when?Find out how you can prepare for the inevitable as Mike Bennett of Helios Planning joins us to talk about estate planning - its benefits, the do’s and don’t, why you need to have one, and what can happen if you don’t...
2020-05-06
31 min
Minority Money
Life Insurance 101
There are unexpected things and circumstances that are out of our control - illnesses, accidents, and death - these are some of the reasons why we need to have life insurance. Whether you’re single or married, it’s an essential part of life and financial planning. If you’re covered by insurance, your debts will not be a burden to the ones you will leave behind.I cannot overstate the value of life insurance in the event when you or one of your loved ones pass away. And this episode is all about life insurance! I’m going...
2020-04-29
24 min
Minority Money
Leaving a Legacy of Financial Literacy with Carlos Gomez
One of the best things you can do this quarantine is to learn about finance. There’s no better time to do it than now! And it’s more fun if you learn it together with your little ones!To equip your kids for the future, it’s vital that you know how to manage money effectively - how it works and how to make it work for you.Take your first step to financial independence today, as Carlos Gomez of Common Core Money joins us in this episode, to talk about financial education to conque...
2020-04-22
37 min
Minority Money
Aligning Your Investments with Your Values with Mona Naqvi
Values and principles are just as important as the investment decisions that you make. Where your money goes, matters. How we use our money is a reflection of our values. Are your investments aligned with your values? Start making a difference through your investments as Sustainable Finance Expert, Mona Naqvi joins us to talk about ESG investing, eco currency and how you can align your investments with your values! Mona is also the senior product manager for environmental, social and governance (ESG) indices at S&P Dow Jones Indices. She serves as a g...
2020-04-15
37 min
Minority Money
The CARES Act 101 (Coronavirus Aid, Relief, and Economic Security) with Luis Rosa, CFP® EA
The Coronavirus Aid, Relief, and Economic Security (CARES) Act has recently been passed to support US residents dealing with the global pandemic, COVID-19. It’s a combination of economic stimulus and support for the health care system. We’re going to talk about what this stimulus package entails as Luis Rosa, CFP® EA, Founder of Build a Better Financial Future and host of the On My Way To Wealth Podcast joins us in this episode! He’s a Certified Financial Planner with a mission to help others pursue their financial goals! In this episode, Luis breaks...
2020-04-08
40 min
Minority Money
Winning in Finance, Health, Marriage & Life with David Stewart
Challenges in life often lead us to make hard decisions. And sometimes the outcome of those decisions, impacts not only ourselves but also our family, work, and relationships. In this episode, Dave Stewart of Stewart Family Coaching joins us to talk about family in the areas of finance, health, and marriage. He is a psychotherapist and a life coach who’s on a mission to help you discover new life by identifying and replacing habitual thoughts and behaviors that keep you from living a happy life. Dave and I cover the topic of how focus is v...
2020-04-01
41 min
Minority Money
Financial Planning for Families of Color with Ajamu Loving Ph.D., CFP®
There's a greater need than ever to have more diversity and representation in the financial world. In financial planning, there are often barriers that people of color face when it comes to wealth building. With the vast knowledge we have today, it’s time to help minorities achieve a life of stability that they deserve. Join me in this episode as I sit with Dr. Ajamu Loving, Ph.D., CF, to talk about financial planning for people and families of color. As the first black Ph.D. recipient for Financial Planning in the profession, Dr. Loving has ded...
2020-03-25
45 min
Minority Money
What the Financial Market Holds After the Coronavirus Pandemic
There’s no telling what the market is going to be with the unfolding of the Covid-19 pandemic. Before you make any drastic moves, it’s important that you are well informed with what’s happening with the world and with the market. Be concerned but don’t panic. Learn how you can protect yourself, your family and your investments, as I share the key facts about coronavirus and its effects to the market. Highlights: >> Key facts you need to know about the Novel Coronavirus >> The importance of social distancing
2020-03-18
21 min
Minority Money
Home Ownership: Everything You Need To Know When Purchasing a New Home with Myra Alvarez & Jose Sahagun
Buying a home is often referred to as the “American Dream”. It’s one of the major financial decisions you’ll ever make in your life. You surely don’t want to overspend in buying a new home, that’s why it’s important for you to educate yourself first before actually buying one.Joining me in this episode are mortgage experts, Myra Alvarez and Jose Sahagun to answer questions related to purchasing a home. In this episode, we discuss the things that you need to know and consider when buying a new house.Whether i...
2020-03-13
31 min
Minority Money
How to be Financially Intentional with Naseema McElroy
Creating wealth for yourself is possible and it's something that you deserve. But how can you save up and create the life that you yearn for if you have $1M in debt? In this episode, nurse, mom and the face of Personal Finance for Nurses, Naseema McElroy joins us to talk about how she got into debt and how she managed to get out of it. She is the brains behind Financially Intentional, a blog focused on personal finance and provides guides on how to live your life intentionally. Before turning her mindset around, Naseema...
2020-03-06
33 min
Minority Money
Teach, Hustle, Inspire
What do teaching and DJing have in common? As today’s guest, Dr. Shaun Woodly of TeachHustleInspire says, they’re both about knowing how to MC - “move the crowd” or “move the class.” (Shoutout to 80s hip hop duo, Eric. B and Rakim, for the lyric that inspired this.) How do you inspire others, whether it’s in the classroom or somewhere else? Want a fee-only financial planner your corner? I'd love to chat with you. Reach me, Emlen, at emlen@minoritymoneypodcast.com
2020-02-28
35 min
Minority Money
Financial Planning for Educators
How does financial planning work for educators? To help me answer that question, I’m joined by Breanna Reish, CFP of the One Million Apples Podcast, who specializes in helping educators get on the right track financially. If you’re not an educator, don’t change the channel so fast - there’s plenty of great advice here for you, too! Want a fee-only financial planner in your corner? Reach out to me, Emlen, at emlen@minoritymoneypodcast.com
2020-02-21
38 min
Minority Money
Education: The Great Equalizer
We’re continuing our month of education-themed episodes with a very special guest. Prince Marshall, principal of Southwest Fresno Middle School, joins me to share his incredible story of how he became an educator and talk about the power of education as an equalizer. Have questions about your financial situation? Reach out to me, Emlen, at emlen@minoritymoneypodcast.com
2020-02-14
33 min
Minority Money
Unlocking Doors in Education
The landscape of education in the past twenty years has changed, in some ways dramatically. How will our children’s education impact their future, and how can we work to ensure that education improves in our communities? Find out in this episode with special guest Todd Lile, superintendent of the Madera Unified School District. Oh by the way, if you're looking for a financial planner, reach out. I'd love to chat. Find me at emlen@minoritymoneypodcast.com
2020-02-07
44 min
Minority Money
You Are What You Absorb
Proper nutrition isn’t a one-size-fits-all program. Certified nutritionist and founder of Soma Nutrition, Summer White, knows that in order to help someone form healthy eating habits, you have to understand how certain foods affect their unique makeup. Tune in to find out why “you are what you eat” should really be “you are what you absorb.” Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.
2020-01-31
36 min
Minority Money
Finding Your Inner Peace for Meditation
What do marketing and meditation have in common? According to tomorrow’s guest, marketing coach Candace Carlton, they both have a lot to do with connection. Meditation is all about connecting with yourself and paying attention to what’s going on inside and out. Tune in tomorrow to learn how meditation can help your life! Want to speak with a fee-only financial planner? I've got you. Reach out to me at emlen@minoritymoneypodcast.com
2020-01-24
42 min
Minority Money
Aligning Your Mind and Body With Yoga
How can yoga transform not only your body but also your mind? In today’s health and fitness-themed episode, I’m talking to personal trainer Samuel Akoidu (@ironbirdfitness) about his fitness journey and how the principles of yoga have helped him in everyday life - and how they can help you, too. Want a fee-only financial planner in your corner? Reach out to me at emlen@minoritymoneypodcast.com
2020-01-17
34 min
Minority Money
Remember to Eat Your Veggies!
We’re continuing our health and fitness month with a reminder from Fintwit food advisor and personal chef Chef Lauren Owens to eat your veggies! But it’s more than that: it’s about changing our attitudes towards food so we can be happier and healthier for the long haul! Looking for a fee-only financial planner? I'd love to talk. Feel free to shoot me an email at emlen@minoritymoneypodcast.com to connect.
2020-01-10
35 min
Minority Money
Building Fitness Habits That Last
For many of us, the new year is the time to make fitness goals. But how do you stay motivated for the long haul? In today’s episode, I’m sitting down with personal trainer John Gaines Jr. to talk about how to build healthy habits that last. Let’s reach those goals this year! Have you reviewed the podcast yet? Be sure to on the app your listening to this show on. I'd be forever grateful. And looking for a fee-only financial planner? Let's chat. Reach me at emlen@minoritymoneypodcast.com
2020-01-03
37 min
Minority Money
Best of 2019 Mash-Up!
The new year (and the new decade!) is approaching fast! In today’s special end-of-the-year episode, I’m bringing you a mashup of the Best of 2019. It’s been a great first year of this podcast, and I’m excited to see what 2020 holds. A huge thanks to each and every one of this year’s guests. Thanks for helping to change the complexion of wealth! Have you reviewed the podcast yet? Be sure to on the app your listening to this show on. I'd be forever grateful. And looking for a fee-only financial planner? Let's chat...
2019-12-27
33 min
Minority Money
Taking Off The Advisor Mask
I’ve got a very special episode with you tomorrow, as seen on The Human Advisor with my good friend and colleague, Tyrone Ross Jr. This time, I’m the one getting interviewed! We had an awesome conversation about humanizing financial planning and being a voice for the underrepresented. It’s about to get real, so get ready! Need a fee-only financial planner who understands your needs? Reach out to me, Emlen, at emlen@minoritymoneypodcast.com
2019-12-20
43 min
Minority Money
Equality and Representation in the Finance Industry
Today's podcast, I’m sitting down with a good friend and role model, Alex Chalekian of Lake Avenue Financial. Equality and representation in the workforce is a conversation every industry should be having, especially the finance industry. But how many of those words turn into actions? Join us as we get real about this important topic. Need a fee-only financial planner? You can reach me at emlen@minoritymoneypodcast.com
2019-12-13
46 min
Minority Money
Holiday Fear Vs. Holiday Cheer
Here we go: the holiday season. Shopping, planning, traveling, family… it can be stressful, and for some of us, it’s not the easiest time of the year. However, there are ways to make it the best it can be. In today’s solo episode, I’m offering some encouragement to help you get the holiday season, both mentally and financially. Have you subscribed to and reviewed the podcast yet? Please do! Every review counts to get our message out into the community.
2019-12-06
16 min
Minority Money
Compass vs. Map: How to Navigate When Life Gets Off-Course
Life can get tricky, but as long as you have your compass and your map, you can navigate any rough spots. But what’s that mean, exactly, and does it apply to your finances? To find out, tune in to today’s episode with Nyle Bayer, Chief Marketing Officer at Helios Quantitative Research. Nyle’s someone I’m happy to know through the #fintwit community. He may be young, but his experiences trekking through rough terrain have given him some timeless wisdom to impart.
2019-11-29
39 min
Minority Money
No Need to Worry, My Accountant Handles That
Everybody loves taxes (not), but understanding them will not only empower you financially but give you peace of mind as you work towards your #financialgoals. That’s why tomorrow, I’m sitting down with Sheneya Wilson, MBA, CPA, and CEO of Fola Financial, to talk all about it. Sheneya has helped over 300 minority business owners and entrepreneurs understand their taxes, and whether it’s your business' or your own, I bet she can help you out, too!
2019-11-22
33 min
Minority Money
Making The Most of Money Talks With Your Spouse
Money talks with your spouse: just have them. Alright, there’s more to it than that, which is why my lovely wife, Maricela Miles-Mattingly, joins me on the podcast today. We may have different backgrounds, but we both grew up in families that didn’t really talk about money. However, that doesn’t mean you can’t learn how--especially with your spouse. Join the Minority Money Podcast Community on FB to stay in the loop with others like you who just want to get their money in order.
2019-11-15
30 min
Minority Money
How to Win at Student Loan Debt
Did you know that student loans are the second-highest consumer debt next to mortgages? Don’t let the numbers scare you, though--with the right guidance and know-how, it is absolutely possible to pay off your #studentloans efficiently. That’s why today’s guest, Frank Shields, MBA, CFP, CSLP, has built his financial firm with a focus on student loan repayment. And he’ll be sharing his knowledge and expertise so that all of us have the tools we need to kick those student loans to the curb. Don’t miss out on this valuable episode! Have...
2019-11-08
32 min
Minority Money
More Than a Piece of Paper: The Psychology of Money
Financial Therapy: two words I bet you never expected to see next to each other. Therapy is for couples, and childhood trauma, and things that have nothing to do with money… right? Actually, wrong. According to today’s guest. Meghaan Lurtz, Ph.D., president of the Financial Therapy Association, there is definitely a psychology to money. Join us today as we talk about how our deep-seated attitudes towards, and experiences with, money impact our financial planning.
2019-11-01
48 min
Minority Money
The Biggest Factors to Consider During Open Enrollment
Does there need to be more education from employers when it comes to your health insurance? You know there does! But, according to our next guest and awesome podcast host of the 15 Minute Financial Advisor, Michael Policar, we can't put this all on them. Employees need to go in with the mindset that they're out to take care of themselves too. You've got to listen to these wise words from Michael, especially with open enrollment right around the corner. Be sure to subscribe to the podcast on your favorite podcast app!
2019-10-25
40 min
Minority Money
What School Never Taught You About Money
You want to understand and take control of your finances. You want to reach your goals and live the life you want. But what you don’t want is to have to pay tons of money for your financial education, or feel like understanding finances is beyond your reach. Fortunately, financial literacy doesn’t have to be complicated. Tune in as Cristina Livadery, CFP, RLP, and Stephanie Bucko, CPA, CFA, talk about how they’re simplifying the world of financial planning through their project, @ Mana Money School.
2019-10-18
41 min
Minority Money
Bringing Financial Education Back to the Community
Nationally recognized consumer money and small business expert Louis Barajas knows that when it comes to working with underrepresented groups, it takes more than just financial literacy on its own… you have to address the limiting beliefs of the community, too. Check out this week’s episode to learn how he’s working to change the complexion of wealth for the underrepresented by bringing financial healing into the community.
2019-10-11
43 min
Minority Money
The Art of Negotiation: Just Ask
“The people we negotiate with the most are the ones closest to us.”We face negotiations everyday… most with our families and a ton with ourselves. “Will I make a right/left,” “will I eat this or that,” “will you be a part of this or no?” Self-proclaimed psychology nerd, Kwame Christian, Esq., M.A., shares his secret for negotiating with confidence even when most would rather run from the perception of conflict.How does this show resonate with you?
2019-10-04
38 min
Minority Money
Supporting the Minority Entrepreneur with Kelly Burton, PhD
Serial entrepreneur, Kelly Burton, knows she's boss when it comes to leading her own agencies or social impact programs. So, when it comes to sharing her expertise with other minority entrepreneurs, the audience is all ears. Speaking particularly about Founders of Color and the reasons it exists to help minority entrepreneurs, Kelly Burton shares the pain points business owners go through to grow and scale their businesses. Enjoy the podcast? Find us online... go to minoritymoneypodcast.com
2019-09-27
40 min
Minority Money
Developing the Millionaire Mindset with Dr. Sarah Fallaw
Dr. Sarah Fallaw says that having an appreciation for money and what it can do is the best way to start changing your habits despite the influences around you to spend, spend, spend. Here's your chance to listen to this doc who seems to have cracked the finance behavior code!
2019-09-20
36 min