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Rianka Dorsainvil
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New Planner Podcast
Ep #213: Launching a Firm, Merging, then Relaunching with Rianka Dorsainvil
Rianka Dorsainvil is the Founder and Senior Wealth Advisor at YGC Wealth. She joins the show today to share how stumbling into a personal finance class in college started her path in the industry, as well as how her journey in financial planning has unfolded in unexpected ways. If you're interested in exploring non-traditional career paths, building a financial planning firm from scratch, or learning from the challenges of firm mergers and relaunches, this episode is for you! Listen in as Rianka shares how she transitioned from a math major to financial planning after discovering her passion...
2025-01-17
31 min
Smarter Planner Podcast
Smarter Planner Symposium 2025 *Discount Code Available*
In this episode of the Smarter Planner podcast, host Belle Osvath, CFP® speaks with Kelly McNerney, CFP®, and Kristin Beane, about the upcoming Smarter Planner Symposium, which will be held on January 24th, 2025 at the Archer Hotel in Tysons Corner, Virginia. The event promises a full day of learning, networking, and collaboration designed for financial planning professionals. Register Here Schedule 7:30 - 8:00 Registration and Breakfast 8:00 - 8:15 Welcome Kelly McNerney- Chair- 2025 Symposium 8:15 - 9:00 Mike Townsend: Policy and Politics in the New Washington: Implications for Investors 9:10 - 10:00 Ben Henry- Moreland: Tax Planning For TCJA's...
2025-01-08
20 min
Moments with Marianne
A New Era of Personal Finance Literacy with Rianka Dorsainvil Chimes Consumer CFP
Is social media reshaping how we understand finance? Tune in for an inspiring discussion with Finance Expert Rianka R. Dorsainvil, CFP on the Chime Banking App and #FinTok. Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM ABC Talk News Radio affiliate! Rianka R. Dorsainvil, CFP®, is a visionary leader in virtual, fee-only financial planning, bringing 15 years of experience in the wealth management industry. As the Founder + Senior Wealth Advisor at YGC Wealth, she has redefined inclusive, culturally competent, and tech-forward financial advice for a new generation of clie...
2024-12-22
12 min
Aligned Money Show
First Generation Wealth with Rianka Dorsainvil
On this show, we talked about the unique challenges and opportunities facing first generation wealth builders and strategies for increasing diversity in the financial planning industry with Rianka Dorsainvil, CFP, CFP Pro Spokesperson, President of Your Greatest Contributions and host of the 2050 Trailblazers podcast. Listen to learn how to set up a system for successfully managing expectations when loaning money to family! For the Difference Making Tip, scan ahead to 19:14. You can learn more about Rianka at www.riankadorsainvil.com, LinkedIn, Facebook, Instagram and Twitter. Did you get anything out of this episode? D...
2024-01-03
20 min
NoBS Wealth
Black CFP Series with Lazetta Braxton, CFP® of 2050 Wealth Partners
Join Stoy Hall, CFP® and Lazetta Rainey Braxton, CFP® in this insightful episode of the Black CFP series, where they discuss the importance of financial planning and how everyone can be a part of the industry. Lazetta shares her inspiring journey of founding Financial Fountains in 2008 and partnering with Rianka Dorsainvil to launch 2050 Wealth Partners in 2020. As co-CEO of the firm, Lazetta discusses their unique model and the importance of holistic wealth that encompasses mental and spiritual health. The name 2050 Wealth Partners reflects their belief in the transfer of wealth and the country's shift towards becoming a rac...
2023-03-22
27 min
Money Moves Powered By Greenwood
Greenwood Daily: Why should you get your estate planing started?
Rianka Dorsainvil is Greenwoods official certified financial planner. Catch her weekdays as the host of Greenwood Daily where she breaks down the most timely information on taxes, investments, legacy building, and much more. She joins the podcast to discuss why you should get your estate planning in order and what happens to your belongings without one. Host IG:@itstanyatime Guest IG: @rianka_dSee omnystudio.com/listener for privacy information.
2022-08-09
18 min
Money Moves Powered By Greenwood
Greenwood Daily: Money moves for your kids
Rianka Dorsainvil is Greenwoods official certified financial planner. Catch her weekdays as the host of Greenwood Daily where she breaks down the most timely information on taxes, investments, legacy building, and much more. Host IG:@itstanyatime Guest IG: @rianka_dSee omnystudio.com/listener for privacy information.
2022-08-02
23 min
Money Moves Powered By Greenwood
Greenwood Daily: First Generation Wealth Builders
Rianka Dorsainvil is Greenwoods official certified financial planner. Catch her weekdays as the host of Greenwood Daily where she breaks down the most timely information on taxes, investments, legacy building, and much more. In this special series we extend some of the most viewed Greenwood Daily episodes. In this episode she shares advice and tips for first generation wealth builders. Host IG:@itstanyatime Guest IG: @rianka_dSee omnystudio.com/listener for privacy information.
2022-07-26
16 min
2050 TrailBlazers
The Future Belongs to Inclusive Enterprises
In this bonus episode, Rianka sits down with Tonia Bottoms, a Managing Director and Senior Managing Counsel for BNY Mellon | Pershing to talk about how DEI has been woven through the fabric of their entire organization. https://www.2050trailblazers.com/episode/s06e08
2022-07-12
36 min
2050 TrailBlazers
Next Steps - Let's Take Action
In the final episode of the Masterclass for Allies and Trailblazers, Rianka and Katie are breaking down what organizations who are ready to take action on DEI need to know. Get ready to hear about the importance of not just earmarking money but also calendarizing time, and setting and communicating the right expectations to all stakeholders. https://www.2050trailblazers.com/episode/s06e07
2022-05-31
26 min
2050 TrailBlazers
Caring for Yourself
In this episode, Rianka and Katie share with listeners best practices in caring for themselves during this reflection period of DEI work and highlighting the importance of mental health awareness through practicing grace and rest. https://www.2050trailblazers.com/episode/s06e06
2022-05-17
30 min
2050 TrailBlazers
Learning From Our Mistakes
In this episode, Rianka and Katie talk about learning from their mistakes in the DEI space, and how you can (and should) too! By identifying common practices like gaslighting and revenge mindsets, the two navigate how they have overcome missteps in service of the greater and continuing work. https://www.2050trailblazers.com/episode/s06e05
2022-05-03
37 min
Rent Move Buy by The RARE
Should You Rent or Buy in DC, MD, and VA with Guest Rianka Dorsainvil
There’s no single answer to the question “Should I rent or buy?” but there certainly are questions one can ask to help determine what the right decision is for them. Rianka Dorsainvil ia a Certified Financial Planner and the Co-Founder and Co-CEO of 2050 Wealth Partners a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. Because so much of the decision to rent or buy comes down to one's finances and financial goals, a CFP® can offer insight beyond what traditional real estate professionals have on this topic. In this episode, Rianka and Ali...
2022-04-26
30 min
Rent Move Buy by The RARE
Should You Rent or Buy in DC, MD, and VA with Guest Rianka Dorsainvil
There’s no single answer to the question “Should I rent or buy?” but there certainly are questions one can ask to help determine what the right decision is for them. Rianka Dorsainvil ia a Certified Financial Planner and the Co-Founder and Co-CEO of 2050 Wealth Partners a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. Because so much of the decision to rent or buy comes down to one's finances and financial goals, a CFP® can offer insight beyond what traditional real estate professionals have on this topic. In this episode, Rianka and Ali...
2022-04-26
30 min
2050 TrailBlazers
Avoiding Common Traps
In this episode, Rianka and Katie talk about the ways that organizations can avoid common traps, and encourage individuals to find their secret sauce to help draw out creativity in the workplace. https://www.2050trailblazers.com/episode/s06e04
2022-04-19
39 min
2050 TrailBlazers
How Organizations Can Do the Work
In this episode, Rianka and Katie discuss how organizations can do the work by simply listening and responding to their employees. https://www.2050trailblazers.com/episode/s06e03
2022-04-05
33 min
2050 TrailBlazers
Understanding Your Role in Advancing Equity in the Workplace
In this episode, Rianka and Katie tackle how individuals can understand their own roles in advance equity in the workplace. https://www.2050trailblazers.com/episode/s06e02
2022-03-22
30 min
2050 TrailBlazers
The Masterclass for Allies and TrailBlazers
In this episode, Rianka kicks off Season 6: The Masterclass for Allies and TrailBlazers and introduces this season’s special guest, longtime 2050 TrailBlazers favorite, employee experience strategist Katie Augsburger. https://www.2050trailblazers.com/episode/s06e01
2022-03-08
14 min
Look On The Bright Side
74: Do Black Women Have Post Traumatic Slave Disorder? ft Dr Tasha Brown
"Black millennials are one of the first generations to push beyond [the] wealth gap to find financial success, '' writes Rianka R. Dorsainvil for a recent Op-Ed for CNBC. Black culture praises wealth, so I want to put another form of wealth on your radar.Let's talk about Generational Emotional Health and healing from the impact of racial trauma so that we can support our children. Raising children who can identify feelings, regulate emotions, and thrive in their unique personalities is critical in taking our community to the next level. I'm introducing you to Child P...
2022-02-28
1h 21
The Colors of Her Success
WTF Do I Do With My Big Girl Salary?! | With Rianka Dorsainvil
So you got your big girl job and you're wondering what to do with that big girl check?? Today I'm chatting with Certified Financial Planner and Co-CEO of 2050 Wealth Partners Rianka Dorsainvil on how to set ourselves up for financial success with our big girl salary. Time stamps: First 3 things we should do when we get our first salary (2:40). How to set financial boundaries with family (4:47).Setting boundaries with your budget (9:00). Setting financial boundaries with friends who are spontaneous spenders (10:40). How to not let IG flexing sway your spending habits (13:00). How to save for retirement when you...
2021-12-16
28 min
Conversations for Financial Professionals
CFFP #40 -Tools for Hiring the Best Talent In the Next 15 Years in Financial Planning Rianka R. Dorsainvil, CFP®
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Rianka Dorsainvil. You are Co-Founder and Co-CEO of 2050 Wealth Partners which focuses on empowering entrepreneurs and first-generation wealth builders to own their money story and pursue their biggest dreams. Through your work as a millennial CERTIFIED FINANCIAL PLANNER™, you bring a unique perspective not only on the current state of the financial service industry but on how to stay relevant in an ever-changing world.
2021-11-10
38 min
Worth Listening with Lauryn Williams
Helping Women of Color Get Ahead Financially
This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your destiny. In this episode, Chloé and Lauryn talk with three other CERTIFIED FINANCIAL PLANNERs™ to share tips on how to help women of color get ahead financially. As minority women in the financial industry, they all have experience working with other women of color and s...
2021-08-17
46 min
2050 TrailBlazers
How to Reclaim Your Time, and Protect Your Energy, When Promoting
In this episode, Rianka reconnects with Sonya Dreizler, CEO at Solutions With Sonya, to discuss combating trolls, the power of intentional networking and the case for marrying our personal and professional lives together. https://www.2050trailblazers.com/episode/s05e08
2021-06-22
57 min
2050 TrailBlazers
Why Social Investing Is So Much More Than Simply ESG
In this episode, Rianka sits down with Rachel Robasciotti, founder and CEO of Adasina Social Capital, to talk about her social investing approach and discuss in depth why gender, racial, and social/economic diversity is so critical to financial services. https://www.2050trailblazers.com/episode/s05e07
2021-06-08
52 min
2050 TrailBlazers
The Data Doesn’t Lie: How One Tech Firm Is Changing the DEI Space
In this episode, Rianka speaks with Star Carter, Co-Founder and Chief Operating Officer at Kanarys, a technology startup focused on increasing diversity, equity and inclusion in the workplace, with its work rooted in data and analytics. The two ponder: could a consortium be the key to moving major financial services players to action? https://www.2050trailblazers.com/episode/s05e06
2021-05-25
48 min
2050 TrailBlazers
DEI Work Is Not About Shame, It’s About Accountability (Extended Cut)
In this extended cut of episode 5, Rianka and Katie continue the conversation on diversity and inclusion in the workplace and how employers can better meet the needs of their employees. This episode builds upon the discussion of S05 EP05: DEI Work Is Not About Shame, It’s About Accountability.
2021-05-11
29 min
2050 TrailBlazers
DEI Work Is Not About Shame, It’s About Accountability
In this episode, Rianka welcomes back longtime 2050 TrailBlazer podcast guest, employee experience strategist, Katie Augsburger. The two connect on how the past year has changed things for them, providing more introspection, and having find silver linings amidst the grief of the pandemic and the murder of George Floyd, among countless others. https://www.2050trailblazers.com/episode/s05e05
2021-05-04
59 min
2050 TrailBlazers
Bitcoin, Buzzwords and the Gamification of Finance. A Futurist Explains
In this episode, Rianka speaks with Dani Fava, Head of Strategic Development at Envestnet and self-proclaimed futurist. Dani shares her insights into how the world- and color-of money has changed and her warning for experts who continue to speak from the same echo-chamber, serving new clients with old philosophies. https://www.2050trailblazers.com/episode/s05e04
2021-04-20
50 min
2050 TrailBlazers
Work Towards Racial Justice, Not Just Diversity
In this episode Rianka speaks with Rachel Sanborn Lawrence, Director of Advisory Services at Ellevest, about how the company continues to elevate its commitment to being an inclusive workplace, led by its bold “Our Commitment to Racial Justice” statement. https://www.2050trailblazers.com/episode/s05e03 Disclosures: All opinions and views expressed by Ellevest are current as of the date of this writing, for informational purposes only, and do not constitute or imply an endorsement of any third party’s products or services. Information was obtained from third-party sources, which w...
2021-04-06
57 min
2050 TrailBlazers
Observe. Listen. Implement: How One Small Business Owner is Advancing Diversity
In this episode Rianka speaks with John McCarthy, founder of McCarthy Tax Preparation, about his experience increasing diversity in the workplace as a Midwest-based white male small business owner. John shares how his focus on making incremental impacts in his industry is paying dividends for his employees, and previews the work ahead. https://www.2050trailblazers.com/episode/s05e02
2021-03-23
31 min
2050 TrailBlazers
Action Over Intent: Wealth is Getting More Diverse. Are Firms?
In this episode, Rianka speaks with Walter Booker, Chief Operating Officer of MarketCounsel, about how firms can improve their Diversity, Equity, Inclusion and Belonging (DEIB) efforts. Wealth, itself, is getting more diverse in terms of clientele and talent. If you want to create a great external client experience, you have to start with a great internal workplace experience. https://www.2050trailblazers.com/episode/s05e01
2021-03-09
51 min
2050 TrailBlazers
A Wine Connoisseur’s Rationale For Keeping Her Glass Half Full
In the third episode of our 2021 History Makers Series, celebrating Black women during Black History Month, Rianka chats with Chasity Cooper, a communications strategist, marketing guru and wine connoisseur who owns Wine With Chas on the importance of mental health, pro tips on choosing wine, and making space for Black women to thrive. https://www.2050trailblazers.com/episode/bhm203
2021-02-16
1h 09
2050 TrailBlazers
You Belong in Every Room; Not Every Room Deserves You
In this episode, Minda Harts, award-winning and bestselling author of The Memo: What Women of Color Need to Know to Secure a Seat at the Table, joins to discuss the importance of activating conversations around race in the workplace, building your social capital, and why we need to make the workplace work for everybody. https://www.2050trailblazers.com/episode/bhm202
2021-02-09
48 min
2050 TrailBlazers
The Power of Partnership
In this first episode of our 2021 History Makers Series, celebrating Black women during Black History Month, Rianka reflects on the power of partnership and celebrates the one-year anniversary of her financial planning firm, 2050 Wealth Partners, with her co-CEO Lazetta Rainey Braxton, and colleague Raquel Tennant. https://www.2050trailblazers.com/episode/bhm201
2021-02-02
1h 27
2050 TrailBlazers
Your Brief Guide to Seasons 1- 4 and What to Expect in 2021
After a “year-off” which included maternity leave, birth, loss and a pandemic, 2050 TrailBlazers is back. In this episode, we recap Seasons 1-4 and preview what the new season of the podcast holds: how to ensure financial services firms are not just attracting, but retaining ethnically-diverse talent. https://www.2050trailblazers.com/episode/bhm200
2021-01-18
24 min
NextGen in 10
Ep. 5: Adding Value with Next-Gen Advisors
Host Matt Aaron talks with Rianka Dorsainvil, founder and president of Your Greatest Contribution, about the benefits and challenges of being a next-gen financial advisor, as well as fostering trust between different generations and clients.
2020-11-10
10 min
NextGen in 10
Ep. 4: Reimagining (Financial) Service
Host Matt Aaron is joined by Rianka Dorsainvil, founder and president of Your Greatest Contribution, to talk about increasing diversity and its effect on financial services, as well as how education is crucial to professional growth.
2020-11-10
10 min
NextGen in 10
Ep. 3: Finding Your Path to Financial Planning
Host Matt Aaron sits down with Rianka Dorsainvil, founder and president of Your Greatest Contribution, to discuss how she found a career in financial services and her advice to people looking to join the profession.
2020-11-10
12 min
The Long View
Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'
Our guest on the podcast today is financial advisor Lazetta Rainey Braxton. Lazetta is the co-founder and co-CEO of 2050 Wealth Partners, a virtual financial planning and wealth management firm geared toward serving individuals who haven't traditionally been recruited by other financial advisors because of their income, age, race, or gender. She has frequently appeared on national television shows, and she's also a member of CNBC's Digital Financial Advisory Council and a contributor to The Wall Street Journal's Experts blog. Lazetta was the recipient of Investment News' inaugural Women to Watch and Excellence in Diversity and Inclusion Awards. She also...
2020-10-07
47 min
Women's Money Wisdom
Episode 16: Closing the Racial and Gender Wealth Gap with Renee Baker
Melissa Joy, CFP® sits down with Renée Baker, DBA. Renee is Head of Private Client Group Advisor Inclusion Networks at Raymond James. In her work, Renee leads the Womens Financial Advisor Network, Black Financial Advisor Network, and the new Pride Network for LGBTQUI+ advisors.In this conversation, we discuss the need for a more diverse financial profession and how that will help with access to financial advice for all people. The conversation includes:· Statistics on underrepresented advisors including women, black advisors and advisors of color.· What is the wealth gap and how can...
2020-06-16
42 min
2050 TrailBlazers
Actionable Steps to Incorporate DEI in RIA Firms
In this episode, Daria Victorov, CFP® and John Eing, MBA, CPA, CFP® are going over what steps they’ve taken, what’s worked, and what bumps in the road they’ve encountered. This episode is perfect for a business owner or professional who wants to dig deeper and increase their focus on diversity and inclusion, but needs an actionable blueprint to get started. https://www.2050trailblazers.com/episode/s04e08
2019-12-10
59 min
Disruption Now
EP: 55 - Rianka Dorsainvil - How to be Bold, Black and Thrive in Business
Rianka's 3 brands:Your Greatest Contribution (firm)2050 TrailBlazers (podcast)RRD Consulting (speaking/consulting) Open Letter Questions FP/Identity politicsDon't let someone else insecurity take away your confidence. How to navigate in a world that is still uncomfortable or not accustomed to black and brown leaders. Hair and dressAvoiding and overcoming stereotypes. Angry black woman etcHow many people aren’t even aware of the behind-the-scenes discrimination that goes on in the financial service industry which trickles down to the financial planning profession.Enterpuership JourneyHow and why Rianka became an entrepreneur. (shares her story about leaving...
2019-12-04
59 min
2050 TrailBlazers
Walking the DEI Walk in the Banking & Brokerage World
In this episode, Samuel Palmer, Managing Director and Head of Business Development and Strategy for Chase Wealth Management, is here to discuss building inclusive initiatives at an organizational level. He’s talking through DEI best practices, and providing listeners with actionable tips to implement today. https://www.2050trailblazers.com/episode/s04e07
2019-11-26
46 min
2050 TrailBlazers
Having a Greater Vision For Your Life & Money
In this episode, Johnny Bailey, Executive Director of The ShineHard Family, is talking about how he decided to commit to the Shine Hard movement, the intricacies of creating a nonprofit ecosystem, and how listeners can get involved in supporting the next generation of minority leaders in their own communities. https://www.2050trailblazers.com/episode/s04e06
2019-11-12
41 min
2050 TrailBlazers
The Research-Backed Case for Inclusivity
Renée Richardson Gosline is the Senior Lecturer in the Management Science group at the MIT Sloan School of Management. In this episode, she’s diving into the scientific and academic grounds for an inclusive business model. Tune in now! https://www.2050trailblazers.com/episode/s04e05
2019-10-29
53 min
2050 TrailBlazers
Breaking Intergenerational Wealth Cycles in the Classroom
Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit organization that helps to empower women of color to build their wealth and break negative financial behaviors. In this episode, Chloe helps listeners understand what they can start doing to get involved in delivering financial advice to underserved communities. https://www.2050trailblazers.com/episode/s04e04
2019-10-15
46 min
2050 TrailBlazers
Transforming into the Employer of Choice
In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesses can support a more diverse financial planning culture, why being committed to elevating others is critical, and so much more. Tune in now! https://www.2050trailblazers.com/episode/s04e03
2019-10-01
48 min
2050 TrailBlazers
Diversity in Practice: Hiring and Building the Future of the Profession
Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important! https://www.2050trailblazers.com/episode/s04e02
2019-09-17
48 min
2050 TrailBlazers
Creating an Intentionally Equitable Hiring Process
Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already making waves. In this episode, Cait is about to give listeners some amazing, actionable tips to start implementing better hiring practices today, and other ways financial planning firms can start to pursue inclusivity. https://www.2050trailblazers.com/episode/s04e01
2019-09-03
57 min
2050 TrailBlazers
Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color
As the host of 2050 TrailBlazers and the founder of YGC Planning, I receive a lot of emails, DMs, and in-person requests for coaching and mentorship. I’ve noticed that over the years I receive a lot of similar questions. That’s where the inspiration for this mailbag-style episode came from! https://www.2050trailblazers.com/episode/mentorship01
2019-07-30
49 min
2050 TrailBlazers
How We Think About Finance: A Gender and Global Perspective
In this episode, Roberte Exantus is offering a global perspective of how money and culture intersect. This season of 2050 TrailBlazers has focused on all things money and culture - and I’m so excited to end it with Roberte’s unique experience. https://www.2050trailblazers.com/episode/s03e08
2019-06-25
51 min
2050 TrailBlazers
How Financial Empathy Can Improve Financial Services
Michael G. Thomas Jr. is an Accredited Financial Counselor (AFC®) and 4th-year Ph.D. Financial Planning Candidate at the University of Georgia. In this episode, Michael is bringing all of his education and background on financial empathy and money stories of underserved populations to the table. https://www.2050trailblazers.com/episode/s03e07
2019-06-11
59 min
2050 TrailBlazers
Cultural Financial Norms in Ghana
This episode, featuring Peter Kwadwo Asare from Ghana, is full of fascinating information, and a completely different viewpoint about money that we should be taking into consideration when working with clients or interacting with others. https://www.2050trailblazers.com/episode/s03e06
2019-05-28
31 min
2050 TrailBlazers
Approaching Culture & Inclusion Conversations with Clients & Colleagues
Pamela Capalad, CFP®, and Dyalekt focus on meeting people where they are in their journey. They take away the suits, the big desks, and the pretense of anyone being an authority figure in their educational programs, and in Pam’s financial planning practice. https://www.2050trailblazers.com/episode/s03e05
2019-05-14
59 min
2050 TrailBlazers
Faith, Money, and Community: How Money Impacts the African American Community
This episode gets into the nitty gritty of what role money plays in the African American culture - and Lazetta Rainey Braxton, CFP®, brings incredible insight and wisdom to the table both from her own personal story and her experience as an advisor. You don’t want to miss this episode! https://www.2050trailblazers.com/episode/s03e04
2019-04-30
55 min
2050 TrailBlazers
Being a Champion of Money & Culture as a South American Immigrant
Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™, and has found that education and sports have given her a voice as a woman of color. She’s fascinated by helping her clients as a financial advisor, because she knows that there’s a knowledge gap, and the confidence gap, in minority groups when it comes to their money. Her work has focused on bringing positive change to underserved populations, and to spread financial knowledge in a fiduciary capacity. https://www.2050trailblazers.com/episode/s03e03
2019-04-16
59 min
Money Sense
Money Sense with Rianka Dorsainvil, Georgie Loxton, and Monique Frederick
Money Sense regular, Amy Hubble, hosts a special panel made up of top women in finance: Rianka Dorsainvil, founder of Your Greatest Contribution; Georgie Loxton, founder of Liberty Wealth Partners; and Monique Frederick, head of Asset Management at Butterfield. Originally aired 4 April, 2019.
2019-04-05
28 min
2050 TrailBlazers
Money in the Asian American Culture
This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cultural background. Phuong Luong does a fantastic job of offering both her personal experiences, getting vulnerable in her conversation, and providing well-researched information about the Asian American culture as a whole. https://www.2050trailblazers.com/episode/s03e02
2019-04-02
36 min
2050 TrailBlazers
Understanding the Intersection of Money & Culture
In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never just about the money. Working with clients on their personal finances can be challenging, and it will be even more challenging if we don’t look to approach our diverse client base with curiosity, openness, and the ultimate goal of helping them find their best financial life. https://www.2050trailblazers.com/episode/s03e01
2019-03-19
53 min
2050 TrailBlazers
Leveraging a Career in Journalism for Representation and Advocacy
Natasha Alford is an award-winning journalist, host, and content creator. She pursued journalism with a focus on uncovering education policy in Washington D.C. Now, she’s grown her career in journalism as “The People’s Journalist.” This episode is an amazing insight into the life of someone who is making history as a journalist, and who is pushing past traditional boundaries in her storytelling. https://www.2050trailblazers.com/episode/bhm04
2019-02-26
50 min
2050 TrailBlazers
Redefining Mentorship and Sponsorship in the Pursuit of Success
In this episode, Carla Harris of Morgan Stanley is dropping so many pearls of wisdom. We cover entrepreneurship, the importance of the DEI movement, how you can advocate for yourself in work and in life, and so much more. Are you ready to be blown away? Tune in now! https://www.2050trailblazers.com/episode/bhm03
2019-02-19
33 min
2050 TrailBlazers
Leveraging Entrepreneurship to Do Good in the World
Everette Taylor has started, or been part-owner of, eight different companies in his career. Through his work, he focuses on marketing, social media, events, and more. However, he also uses his brands under ET Enterprises to contribute work toward causes he’s passionate about. This episode is inspirational for anyone who is looking to explore personal growth. Everette is an incredible testament to the incredible things that hard work, mental health care, and focusing on doing good in the world can do. https://www.2050trailblazers.com/episode/bhm02
2019-02-12
43 min
2050 TrailBlazers
The Journey of the first African American CFP® Professional
LeCount R. Davis, Sr., CFP®, is often referred to as the “godfather” of financial planning. This episode is truly a celebration of a history maker - LeCount has done so much for this profession and for the world through his dedication to advocacy and service. https://www.2050trailblazers.com/episode/bhm01
2019-02-05
53 min
2050 TrailBlazers
Celebrating History Makers: An Introduction to our Black History Month Series
This year, I wanted 2050 TrailBlazers to contribute to the conversation during Black History Month. That’s why we’re launching the Black History Month - History Makers series. I’m incredibly excited about this series - we’ll be releasing one episode a week for the entire month of February. https://www.2050trailblazers.com/episode/bhm00
2019-01-21
11 min
2050 TrailBlazers
Diversity, Equity & Inclusion: Moving From Why to How
In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professional inclusion conversations, how to address equity within your organization, and the best way to accept critical love as we all work to be better and more inclusive of others in our career and in life. https://www.2050trailblazers.com/episode/s02e08
2018-12-18
1h 19
2050 TrailBlazers
Becoming Intentional on the Road to Allyship
Lazetta Rainey Braxton, CFP®, and Kathleen Burns Kingsbury have a beautiful conversation in this episode on how to have honest conversations, make space for one another personally and professionally, and how to start conversations that make you uncomfortable - because, even if they’re uncomfortable, they’re always necessary if we want to make progress. https://www.2050trailblazers.com/episode/s02e07
2018-12-11
1h 08
2050 TrailBlazers
LGBTQ Inclusion in the Financial Planning Profession
Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how all planners can better serve the LGBTQ niche, support their fellow LGBTQ advisors, and approach conversations about LGBTQ inclusivity as an ally. https://www.2050trailblazers.com/episode/s02e06
2018-11-27
1h 04
2050 TrailBlazers
Using Your Privilege as a White Woman
How do you spend your privilege? It’s a tough question to answer - and in this episode, Sonya Dreizler and Arlene Moss tackle it. As two white women, Sonya and Arlene have dedicated themselves to supporting diversity and inclusion conversations in the financial planning profession and beyond. http://2050trailblazers.com/episode/s02e05
2018-11-13
1h 09
2050 TrailBlazers
How Media Outlets Can Use Their Platform to Take on Diversity & Inclusion
As the CEO and Publisher of Investment News, Suzanne Siracuse knew that highlighting inclusive initiatives was her responsibility as one of the leading publishers in the financial services industry. The publication has consistently used their platform to start conversations around D&I, and Suzanne offers advice to other media outlets who want to do the same. http://2050trailblazers.com/episode/s02e04
2018-10-30
1h 02
2050 TrailBlazers
Opening Up the Conversation: Empower & Retain Women in Workforce
As we continue to build the dialogue around diversity, equity, and inclusion, it was very timely to be able to sit down with Mark Berg, CFP®, and Mark Johannessen, CFP®, AIF®, who participated in the FPA 2018 Annual Conference panel, Winning the Fight for the Female Talent: How Firms Can Gain an Edge.” http://2050trailblazers.com/episode/s02e03
2018-10-16
42 min
2050 TrailBlazers
Trailblazing with Inclusivity at the Corporate Level
In continuing our conversation around allyship, I’m sitting down with Tom Nally from TD Ameritrade and Ed Gjertsen II, representing FPA, this week. We’re discussing how to build inclusivity into the foundation of your business’s structure, and what actionable steps you can take to get started when you’re just not sure where to begin. http://2050trailblazers.com/episode/s02e02
2018-10-02
58 min
Worth Listening with Lauryn Williams
Finding the Right Advice For Planning a Budget and Managing Your Finances, Plus a Recent Episode Retrospective
Host Lauryn Williams records a solo episode with a retrospective of past episodes, so if you've missed any, this is a good look at episodes worth going back and listening to. She also shares advice for planning a budget and managing your finances. Those you think may be good advisors may be selling a product, like insurance, instead of a service, like helping you set a budget and stick to it. Get ready for a soapbox moment, as well as some trusted resources. Resources: XY Planning Network - XYPlanningNetwork.com The National Association of P...
2018-10-02
28 min
2050 TrailBlazers
Exploring the Practice of Dynamic Allyship
When we started releasing episodes for the first season of 2050 TrailBlazers, we were overwhelmed with how many people with privileged identities reached out to us asking about how they could start being an ally, or how they could become a better ally. So many conversations started with, “I’m here, I’m listening, and I want to help.” That’s why, this season, we’re taking some time to focus on allyship. https://www.2050trailblazers.com/episode/s02e01
2018-09-18
1h 26
Depth and Candor
Pursuing Financial Freedom ft. Rianka Dorsainvil
A conversation about pursuing financial freedom with Rianka Dorsainvil, CFP.
2018-09-11
00 min
Depth and Candor
Pursuing Financial Freedom ft. Rianka Dorsainvil
A conversation about pursuing financial freedom with Rianka Dorsainvil, CFP.
2018-09-11
00 min
Depth and Candor
Pursuing Financial Freedom ft. Rianka Dorsainvil
A conversation about pursuing financial freedom with Rianka Dorsainvil, CFP.
2018-09-11
00 min
Depth & Candor
Pursuing Financial Freedom ft. Rianka Dorsainvil
Welcome to Depth & Candor, the podcast that explores how change-makers of color define and live out their purpose through their careers, side hustles, and entrepreneurial contributions. Welcome to season 5! Since Season 4, one of the things I’ve been focusing on has been getting my financial life together. To do that, I hired a financial planner, who is also today’s guest on the show. Rianka is a certified financial planner, the founder of Your Greatest Contribution (YGC), a virtual comprehensive financial planning firm, and the Creator and Host of the 2050 TrailBlazers podcast. Rianka is also a CF...
2018-09-11
48 min
2050 TrailBlazers
Welcome to Season 2
Rianka is back with Season 2 of the 2050 TrailBlazers Podcast! We’re all so excited to be here for another fantastic season, and we have some incredible content in store for you. But before we dive into a full season of actionable content that’s sparking conversation, we need to go back and recap the information we covered in Season 1. https://www.2050trailblazers.com/episode/s02e00
2018-09-04
45 min
Behind The Advisor
Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil
Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as well as the creator and host of the 2050 Trailblazers podcast, which directly addresses the lack of diversity in the financial planning profession. A young minority female, Rianka offers a unique voice in the industry, and she is using it to promote inclusion of all kinds. Listen in to hear her inspiring story of following thro...
2018-07-25
1h 09
Behind The Advisor
Ep #162: Discovering Your Why and Becoming What You Were Meant To Be - The Career of Rianka Dorsainvil
Today’s guest is a thought leader in the financial industry who has been published in Black Enterprise, CNBC, Financial Advisor, ThinkAdvisor, MarketWatch, US News & World Report, Women’s Health, and many more. Rianka Dorsainvil is the founder of Your Greatest Contribution, as well as the creator and host of the 2050 Trailblazers podcast, which directly addresses the lack of diversity in the financial planning profession. A young minority female, Rianka offers a unique voice in the industry, and she is using it to promote inclusion of all kinds. Listen in to hear her inspiring story of following thro...
2018-07-25
1h 09
2050 TrailBlazers
How to Build an Inclusive Hiring Process in the Financial Planning World
Season One’s final episode of 2050 TrailBlazers was so good we had to break it into a Part 2! HR pro, Katie Augsburger, is breaking open the hiring process dilemma. She’s empowering all of us in the financial planning profession to tap top talent, retain them, and find authentic ways to increase and diversify your network. For more information: http://riankadorsainvil.com/2050-trailblazers/128-ep009
2018-07-10
1h 05
2050 TrailBlazers
How Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning Profession
In this episode of 2050 TrailBlazers, we’re giving you the tools YOU need to implement inclusion and diversity initiatives in YOUR organization. We’re reviewing a wide range of topics we’ve covered so far this season, and how you can start to move the needle, make a change, and blaze trails of your own. For more information: http://riankadorsainvil.com/2050-trailblazers/119-ep008
2018-06-26
1h 31
Worth Listening with Lauryn Williams
Rianka Dorsainvil Plans for Financial Success and Helps Young Entreprprenuers
Today’s guest is Rianka, Certified Financial Planner and the Founder and President of Your Greatest Contribution, a financial planning firm that is dedicated to serving young entrepreneurs. She has earned many different recognitions for her work in the financial industry. Today Rianka will share with us her humble upbringing and how she always felt like there was something greater for her. She talks about how she became passionate about financial planning and how it helped her personally and professionally, plus loads of valuable information with us. In This Episode We Discuss: The difference be...
2018-06-19
47 min
2050 TrailBlazers
Embracing Your Identity in the Financial Planning Profession
When Justin Sullivan applied to be an “I am a CFP Pro” spokesman, he didn’t think much of it. He certainly didn’t think his application would be selected out of the sea of other qualified applicants. However, when he realized his application was accepted, he realized the importance of his new spokesman role held. For more information: http://riankadorsainvil.com/2050-trailblazers/118-ep007
2018-06-12
1h 10
2050 TrailBlazers
How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term
Phoung Loung believes that “diversity” is a catch-all word. She’s not wrong. Diversity movements tend to blanket the advancement of minority genders, ethnicities, and promote all forms of inclusion. If we’re going to move the needle forward and actually make an impact, we have to get comfortable with uncomfortable conversations and situations. You can find show notes and more information by clicking here: http://riankadorsainvil.com/2050-trailblazers/117-ep006
2018-05-29
1h 38
2050 TrailBlazers
How to be Your Bold, Authentic Self in the World of Financial Planning
Angela Moore has an incredibly inspiring story about how she’s built her career in financial planning. She firmly believes that being herself, committing to her community, and following her passion allows her to empower other women of color to pursue their calling - in this profession, and across all industries. http://riankadorsainvil.com/2050-trailblazers/116-ep005
2018-05-15
1h 34
2050 TrailBlazers
How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation
Dr. Ajamu Loving is a TrailBlazer in every sense of the world. As the first black Ph.D. recipient for Personal Financial Planning in the profession, he has dedicated his life to making financial planning more accessible and to diversity research. http://riankadorsainvil.com/2050-trailblazers/115-ep004
2018-05-01
1h 20
2050 TrailBlazers
Zahn Live Review Scholarship
2050 TrailBlazers has teamed up with Zahn Associates, Inc to support individuals through a merit-based scholarship to cover the cost of one Live Review Class. Details and eligibility at http://2050trailblazers.com
2018-04-20
03 min
2050 TrailBlazers
The Journey Behind Establishing a CFP Board Program
If all of us are equally rich with the same 24 hours in a day, Nandita Das certainly is inspiring with how she uses hers to better herself, this industry, and the lives of her students. She has recently established the CFP program at Delaware State University, and founded her own financial planning firm. You can find show notes and more information by clicking here: http://riankadorsainvil.com/2050-trailblazers/114-ep003
2018-04-17
1h 02
2050 TrailBlazers
Promoting Diversity and Creating Intentional Career Paths in Financial Planning
Lazetta Rainey Braxton, CFP®, MBA, has spent many years creating an intentional financial planning practice. She is a true trailblazer in the financial planning industry - and she’s here this week to discuss how to grow yourself, foster diversity and visibility, and spark change in our profession. You can find show notes and more information by clicking here: http://riankadorsainvil.com/2050-trailblazers/113-ep002
2018-04-03
50 min
2050 TrailBlazers
Attracting Diverse Talent and Growing the Financial Planning Profession
Cy Richardson knows that the financial planning sector isn’t the only industry seeking young, talented professionals. The financial planning profession is on a path to not only recruit and retain amazing, diverse talent from the generations to come - but to serve amazing, diverse clientele. You can find show notes and more information by clicking here: http://riankadorsainvil.com/2050-trailblazers/112-ep001
2018-03-20
1h 02