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Rianka Dorsainvil

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New Planner PodcastNew Planner PodcastEp #213: Launching a Firm, Merging, then Relaunching with Rianka DorsainvilRianka 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...2025-01-1731 minSmarter Planner PodcastSmarter Planner PodcastSmarter 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...2025-01-0820 minMoments with MarianneMoments with MarianneA New Era of Personal Finance Literacy with Rianka Dorsainvil Chimes Consumer CFPIs 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...2024-12-2212 minAligned Money ShowAligned Money ShowFirst Generation Wealth with Rianka DorsainvilOn 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...2024-01-0320 minNoBS WealthNoBS WealthBlack CFP Series with Lazetta Braxton, CFP® of 2050 Wealth PartnersJoin 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...2023-03-2227 minMoney Moves Powered By GreenwoodMoney Moves Powered By GreenwoodGreenwood 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.2022-08-0918 minMoney Moves Powered By GreenwoodMoney Moves Powered By GreenwoodGreenwood Daily: Money moves for your kidsRianka 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.2022-08-0223 minMoney Moves Powered By GreenwoodMoney Moves Powered By GreenwoodGreenwood Daily: First Generation Wealth BuildersRianka 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.2022-07-2616 min2050 TrailBlazers2050 TrailBlazersThe Future Belongs to Inclusive EnterprisesIn 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/s06e082022-07-1236 min2050 TrailBlazers2050 TrailBlazersNext Steps - Let's Take ActionIn 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/s06e072022-05-3126 min2050 TrailBlazers2050 TrailBlazersCaring for YourselfIn 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/s06e062022-05-1730 min2050 TrailBlazers2050 TrailBlazersLearning From Our MistakesIn 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/s06e052022-05-0337 minRent Move Buy by The RARERent Move Buy by The RAREShould You Rent or Buy in DC, MD, and VA with Guest Rianka DorsainvilThere’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...2022-04-2630 minRent Move Buy by The RARERent Move Buy by The RAREShould You Rent or Buy in DC, MD, and VA with Guest Rianka DorsainvilThere’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...2022-04-2630 min2050 TrailBlazers2050 TrailBlazersAvoiding Common TrapsIn 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/s06e042022-04-1939 min2050 TrailBlazers2050 TrailBlazersHow Organizations Can Do the WorkIn 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/s06e032022-04-0533 min2050 TrailBlazers2050 TrailBlazersUnderstanding Your Role in Advancing Equity in the WorkplaceIn this episode, Rianka and Katie tackle how individuals can understand their own roles in advance equity in the workplace.   https://www.2050trailblazers.com/episode/s06e022022-03-2230 min2050 TrailBlazers2050 TrailBlazersThe Masterclass for Allies and TrailBlazersIn 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/s06e012022-03-0814 minLook On The Bright SideLook On The Bright Side74: 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...2022-02-281h 21The Colors of Her SuccessThe Colors of Her SuccessWTF Do I Do With My Big Girl Salary?! | With Rianka DorsainvilSo 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...2021-12-1628 minConversations for Financial ProfessionalsConversations for Financial ProfessionalsCFFP #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. 2021-11-1038 minWorth Listening with Lauryn WilliamsWorth Listening with Lauryn WilliamsHelping Women of Color Get Ahead FinanciallyThis 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...2021-08-1746 min2050 TrailBlazers2050 TrailBlazersHow to Reclaim Your Time, and Protect Your Energy, When PromotingIn 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/s05e082021-06-2257 min2050 TrailBlazers2050 TrailBlazersWhy Social Investing Is So Much More Than Simply ESGIn 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/s05e072021-06-0852 min2050 TrailBlazers2050 TrailBlazersThe Data Doesn’t Lie: How One Tech Firm Is Changing the DEI SpaceIn 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/s05e062021-05-2548 min2050 TrailBlazers2050 TrailBlazersDEI 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.2021-05-1129 min2050 TrailBlazers2050 TrailBlazersDEI Work Is Not About Shame, It’s About AccountabilityIn 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  2021-05-0459 min2050 TrailBlazers2050 TrailBlazersBitcoin, Buzzwords and the Gamification of Finance. A Futurist ExplainsIn 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/s05e042021-04-2050 min2050 TrailBlazers2050 TrailBlazersWork Towards Racial Justice, Not Just DiversityIn 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...2021-04-0657 min2050 TrailBlazers2050 TrailBlazersObserve. Listen. Implement: How One Small Business Owner is Advancing DiversityIn 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/s05e022021-03-2331 min2050 TrailBlazers2050 TrailBlazersAction 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/s05e012021-03-0951 min2050 TrailBlazers2050 TrailBlazersA Wine Connoisseur’s Rationale For Keeping Her Glass Half FullIn 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/bhm2032021-02-161h 092050 TrailBlazers2050 TrailBlazersYou Belong in Every Room; Not Every Room Deserves YouIn 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/bhm2022021-02-0948 min2050 TrailBlazers2050 TrailBlazersThe Power of PartnershipIn 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/bhm2012021-02-021h 272050 TrailBlazers2050 TrailBlazersYour Brief Guide to Seasons 1- 4 and What to Expect in 2021After 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/bhm2002021-01-1824 minNextGen in 10NextGen in 10Ep. 5: Adding Value with Next-Gen AdvisorsHost 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.2020-11-1010 minNextGen in 10NextGen in 10Ep. 4: Reimagining (Financial) ServiceHost 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.2020-11-1010 minNextGen in 10NextGen in 10Ep. 3: Finding Your Path to Financial PlanningHost 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.2020-11-1012 minThe Long ViewThe Long ViewLazetta 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...2020-10-0747 minWomen\'s Money WisdomWomen's Money WisdomEpisode 16: Closing the Racial and Gender Wealth Gap with Renee BakerMelissa 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...2020-06-1642 min2050 TrailBlazers2050 TrailBlazersActionable Steps to Incorporate DEI in RIA FirmsIn 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  2019-12-1059 minDisruption NowDisruption NowEP: 55 - Rianka Dorsainvil - How to be Bold, Black and Thrive in BusinessRianka'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...2019-12-0459 min2050 TrailBlazers2050 TrailBlazersWalking the DEI Walk in the Banking & Brokerage WorldIn 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/s04e072019-11-2646 min2050 TrailBlazers2050 TrailBlazersHaving a Greater Vision For Your Life & MoneyIn 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  2019-11-1241 min2050 TrailBlazers2050 TrailBlazersThe Research-Backed Case for InclusivityRenée 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/s04e052019-10-2953 min2050 TrailBlazers2050 TrailBlazersBreaking Intergenerational Wealth Cycles in the ClassroomChloe 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/s04e042019-10-1546 min2050 TrailBlazers2050 TrailBlazersTransforming into the Employer of ChoiceIn 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/s04e032019-10-0148 min2050 TrailBlazers2050 TrailBlazersDiversity in Practice: Hiring and Building the Future of the ProfessionToday, 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/s04e022019-09-1748 min2050 TrailBlazers2050 TrailBlazersCreating an Intentionally Equitable Hiring ProcessCait 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/s04e012019-09-0357 min2050 TrailBlazers2050 TrailBlazersYour Questions Answered: Pursuing a Career in Financial Planning as a Person of ColorAs 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/mentorship012019-07-3049 min2050 TrailBlazers2050 TrailBlazersHow We Think About Finance: A Gender and Global PerspectiveIn 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/s03e082019-06-2551 min2050 TrailBlazers2050 TrailBlazersHow Financial Empathy Can Improve Financial ServicesMichael 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/s03e072019-06-1159 min2050 TrailBlazers2050 TrailBlazersCultural Financial Norms in GhanaThis 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/s03e062019-05-2831 min2050 TrailBlazers2050 TrailBlazersApproaching Culture & Inclusion Conversations with Clients & ColleaguesPamela 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/s03e052019-05-1459 min2050 TrailBlazers2050 TrailBlazersFaith, Money, and Community: How Money Impacts the African American CommunityThis 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/s03e042019-04-3055 min2050 TrailBlazers2050 TrailBlazersBeing a Champion of Money & Culture as a South American ImmigrantCatalina 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  2019-04-1659 minMoney SenseMoney SenseMoney Sense with Rianka Dorsainvil, Georgie Loxton, and Monique FrederickMoney 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, 2019.2019-04-0528 min2050 TrailBlazers2050 TrailBlazersMoney in the Asian American CultureThis 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/s03e022019-04-0236 min2050 TrailBlazers2050 TrailBlazersUnderstanding the Intersection of Money & CultureIn 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/s03e012019-03-1953 min2050 TrailBlazers2050 TrailBlazersLeveraging a Career in Journalism for Representation and AdvocacyNatasha 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/bhm042019-02-2650 min2050 TrailBlazers2050 TrailBlazersRedefining Mentorship and Sponsorship in the Pursuit of SuccessIn 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/bhm032019-02-1933 min2050 TrailBlazers2050 TrailBlazersLeveraging Entrepreneurship to Do Good in the WorldEverette 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/bhm022019-02-1243 min2050 TrailBlazers2050 TrailBlazersThe Journey of the first African American CFP® ProfessionalLeCount 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/bhm012019-02-0553 min2050 TrailBlazers2050 TrailBlazersCelebrating History Makers: An Introduction to our Black History Month SeriesThis 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/bhm002019-01-2111 min2050 TrailBlazers2050 TrailBlazersDiversity, Equity & Inclusion: Moving From Why to HowIn 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/s02e082018-12-181h 192050 TrailBlazers2050 TrailBlazersBecoming Intentional on the Road to AllyshipLazetta 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/s02e072018-12-111h 082050 TrailBlazers2050 TrailBlazersLGBTQ Inclusion in the Financial Planning ProfessionBoth 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/s02e062018-11-271h 042050 TrailBlazers2050 TrailBlazersUsing Your Privilege as a White WomanHow 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/s02e052018-11-131h 092050 TrailBlazers2050 TrailBlazersHow Media Outlets Can Use Their Platform to Take on Diversity & InclusionAs 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/s02e042018-10-301h 022050 TrailBlazers2050 TrailBlazersOpening Up the Conversation: Empower & Retain Women in WorkforceAs 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/s02e032018-10-1642 min2050 TrailBlazers2050 TrailBlazersTrailblazing with Inclusivity at the Corporate LevelIn 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/s02e022018-10-0258 minWorth Listening with Lauryn WilliamsWorth Listening with Lauryn WilliamsFinding the Right Advice For Planning a Budget and Managing Your Finances, Plus a Recent Episode RetrospectiveHost 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...2018-10-0228 min2050 TrailBlazers2050 TrailBlazersExploring the Practice of Dynamic AllyshipWhen 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/s02e012018-09-181h 26Depth and CandorDepth and CandorPursuing Financial Freedom ft. Rianka DorsainvilA conversation about pursuing financial freedom with Rianka Dorsainvil, CFP. 2018-09-1100 minDepth and CandorDepth and CandorPursuing Financial Freedom ft. Rianka DorsainvilA conversation about pursuing financial freedom with Rianka Dorsainvil, CFP. 2018-09-1100 minDepth and CandorDepth and CandorPursuing Financial Freedom ft. Rianka DorsainvilA conversation about pursuing financial freedom with Rianka Dorsainvil, CFP. 2018-09-1100 minDepth & CandorDepth & CandorPursuing Financial Freedom ft. Rianka DorsainvilWelcome 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...2018-09-1148 min2050 TrailBlazers2050 TrailBlazersWelcome to Season 2Rianka 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/s02e002018-09-0445 minBehind The AdvisorBehind The AdvisorEp #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...2018-07-251h 09Behind The AdvisorBehind The AdvisorEp #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...2018-07-251h 092050 TrailBlazers2050 TrailBlazersHow to Build an Inclusive Hiring Process in the Financial Planning WorldSeason 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-ep0092018-07-101h 052050 TrailBlazers2050 TrailBlazersHow Employers Can Break the Mold, Promote Inclusion and Retain Women & People of Color in the Financial Planning ProfessionIn 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-ep0082018-06-261h 31Worth Listening with Lauryn WilliamsWorth Listening with Lauryn WilliamsRianka Dorsainvil Plans for Financial Success and Helps Young EntreprprenuersToday’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...2018-06-1947 min2050 TrailBlazers2050 TrailBlazersEmbracing Your Identity in the Financial Planning ProfessionWhen 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-ep0072018-06-121h 102050 TrailBlazers2050 TrailBlazersHow To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All TermPhoung 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-ep0062018-05-291h 382050 TrailBlazers2050 TrailBlazersHow to be Your Bold, Authentic Self in the World of Financial PlanningAngela 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-ep0052018-05-151h 342050 TrailBlazers2050 TrailBlazersHow Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next GenerationDr. 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-ep0042018-05-011h 202050 TrailBlazers2050 TrailBlazersZahn Live Review Scholarship2050 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.com2018-04-2003 min2050 TrailBlazers2050 TrailBlazersThe Journey Behind Establishing a CFP Board ProgramIf 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-ep0032018-04-171h 022050 TrailBlazers2050 TrailBlazersPromoting Diversity and Creating Intentional Career Paths in Financial PlanningLazetta 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-ep0022018-04-0350 min2050 TrailBlazers2050 TrailBlazersAttracting Diverse Talent and Growing the Financial Planning ProfessionCy 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-ep0012018-03-201h 02