Join us in this episode with Rodney Bolden, the Executive Director of Industry Engagement and Learning at Morgan Stanley at Work, as we explore the impact of equitable workplace benefits and the data-driven strategies behind creating inclusive benefit packages. Rodney offers invaluable advice on financial planning, breaking down the formula to reach your financial goals. He and Vernā reflect on their personal journeys toward social mobility and mastering financial literacy from scratch. The conversation highlights the critical role of employee perks in fostering an inclusive workplace and tailoring them to meet the needs of marginalized groups. As they discuss the changing intergenerational workforce, they explore how to accommodate disability and neurodivergence to create a more inclusive environment. Additionally, the episode examines how historical and cultural factors influence financial attitudes, providing a comprehensive outlook on enhancing diversity, equity, and inclusion within organizations.