Shows
Swift Chats in the Financial Services IndustryThe BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn TydlaskaIn this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a genuine desire to make the financial planning industry more inclusive in response to the civil unrest following George Floyd's murder. Through partnerships with organizations like the National Association of Personal Financial Planners (NAPFA) and sponsors like the Charles Schwab Foundation, the program has successfully provided opportunities for underrepresented groups, estab...2023-12-1923 min
Minority MoneyOverwhelming Gratitude, Updates, and Mother’s Day ThoughtsJoin me in this solo episode where I’ll be sharing my overwhelming gratitude for what God has done in our lives and to give you an update on what’s going on behind the scenes. I’d also like to take this time to thank all of you who have been supporting us through the four years of the podcast.This episode is a reflection on life. If you look at things that you've gone through, obstacles you’ve faced, things you've overcome. Look at your life and look at everything that's happened, there's only one way that...2022-05-0915 min
Minority MoneyHow to Stay ahead of Stress during the Holiday Season with Maricela Miles-MattinglyChristmas 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...2021-12-2019 minMinority MoneyImplementing the Plan with Shawn Tydlaska [Step 6 of Financial Planning]Welcome back to the Minority Money Podcast and just like what we’ve been doing for the last five weeks, we will be continuing the Steps of Financial Planning series. Today we are on step six and joined by my good friend Shawn Tydlaska.Shawn is the co-founder of the BLX program and also runs his own firm, Ballast Point Financial Planning. He’s here today to teach you more about the implementation stage of the financial planning process and how he goes about this with his own clients. So if you’re look...2021-10-1816 min
New Planner PodcastSPECIAL EPISODE: Bringing Minority Planners into the Profession with Emlen Miles-Mattingly and Luis RosaLuis Rosa and Emlen Miles-Mattingly join the show today to discuss the BLX internship program they co-created with Chloe Moore and Shawn Tydlaska. In this episode, Luis and Emlen share the "why" behind the BLX program, which stems from their personal struggles in entering the financial planning profession, a desire to increase the number of Black and Latino financial planners, and wanting to make advice more accessible to Americans who desperately need it. Listen in as they share the qualifications for the interns (as well as the firms that hire them), the training they provide to help e...2021-10-1539 minMinority MoneyEstablishing Goals with Anna N'jie-Konte [Step 2 of Financial Planning]Many of you want to live a life wherein you no longer need to worry about your finances and spend freely without even thinking about it, but before you can reach that point, you’re going to need to establish some goals first. Join me in today’s episode alongside Anna N'jie-Konte, a certified financial planner and creator of “Dare to Dream Financial Planning”, as we discuss the importance of setting some realistic goals first before you can reach the financial stability that you really want in your life. She wants to show you that your dream...2021-09-2020 minMinority MoneyUnderstand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning]Hello and welcome back to the Minority Money Podcast, as promised from last week's episode, we are now starting our financial planning series and have also brought in some special guests to give you a better understanding on how each of these steps work.For this week’s episode, I have invited Luis Rosa, my partner in the BLX program and a certified financial planner. We’ll be discussing how to deal with your finances based on your circumstance and many more so make sure not to miss out on this first part of the series!! ...2021-09-1317 minMinority MoneyYour Ultimate Guide to Travel Hacking with Julia MenezI know many of you listening to this want to save enough money to travel around the world, after all the world is such a big place and it would be a shame to not be able to experience it. Travelling may seem daunting at first, especially when it comes to your expenses, that is why I have invited Julia Menez for this week's episode. Julia is the creator of Geo Breeze Travel, a platform solely dedicated to teaching people how they can make the most out of their travels with these travel hacking tips. If...2021-07-2632 minMinority MoneyThe BLX Internship Program with Luis Luquin and De’Shonda BurtonAre you looking to switch careers and start working in the financial industry? If that's the case then this week’s episode is just for you. I would like to introduce you all to the BLX internship program. BLX stands for BLatinX. This program is specifically designed to help turn aspiring Black and Latinx financial planners obtain an internship at a financial planning firm. Alongside me in this week’s episode are De’Shonda Burton and Luis Luquin. Both of which are interns from the program. We are going to be talking about the program, what it m...2021-07-1928 minMinority MoneyBLX Internship - The Internship Program for Aspiring Black and Latinx Financial Planners!We’re going to start a new program this coming 2021!To ardently change the complexion of wealth, we’re offering internships to aspiring Black and Latin students, as well as career shifters!Join me in this episode as I share some exciting announcements with 3 of my co-founders at BLX Internship - Shawn Tydlaska, Luis Rosa, and Chloe Moore. These three amazing people are killing it in their own financial firms!We'll talk about this new internship program, what inspired us to start it, what interns can expect from it, and how can it help...2020-12-1424 minMinority MoneyHispanic Heritage Celebration Month Recap with Maricela Miles-MattinglyHispanic 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...2020-10-0513 minMinority MoneyBuilding a Better Future through Holistic Financial Planning with Luis RosaOur 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...2020-09-2842 minMinority MoneyThe CARES Act 101 (Coronavirus Aid, Relief, and Economic Security) with Luis Rosa, CFP® EAThe 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...2020-04-0840 min