Minority Money

We all have a story that is uniquely our own and just like with finances, not everyone goes through the same journey. Shehara Wooten is one such financial planner who is here to help you create your own financial narrative which caters to your needs. 

Shehara originally graduated with B.S. in Electrical and Computer Engineering and her first job out of college was with an industrial manufacturing firm. After some deep soul searching, she eventually decided to take a leap of faith and pursue her true passion which is helping women and STEM professionals craft their amazing financial success stories.  

Now she wants to help you create the story you deserve so make sure to check out today's episode and find out how Shehara helps her clients differently as compared to other financial planners.   

Highlights

>> Shehara’s background 

>> Shehara explains financial narratives  

>> The wealth gap 

>> When did Shehara know to switch careers

>> Shehara talks about her book   

>> Shehara’s final advice for you       

Connect with Shehara

>> Website

>> Facebook

>> Instagram

>> LinkedIn

If you loved this episode, you have to listen to these episodes as well: 

>> Minority Health, Preventive Medicine, Busting COVID-19 Myths with Dr. Rox

>> Secure Your Family’s Future Through Estate Planning with Mike Bennett

>> Life Insurance 101

 I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

This is a very special month for the entire black community out there. Now it is time for us to remember all the contributions we have made to the betterment of the country and showcase to everyone what black excellence is all about.     

Today marks the first episode of our black history month special and who better to start off this month than my good friend Tremaine Wills. Tremaine is on a mission to help black women create a healthy mindset around their money so they can start living the life they’ve always dreamed of.   

So if you’re a black woman yourself or anyone else who’s ready to change their circumstances around money then make sure to check out this week’s episode! 

Highlights

>> Tremaine’s background 

>> Why Tremaine is so passionate about her work 

>> Finding the beauty in the struggle

>> Competition vs Collaboration

>> Things Tremaine has learned in her career 

>> Tremaine’s motivation        

Connect with Tremaine 

>> Website

>> Twitter

>> Instagram 

>> LinkedIn    

If you loved this episode, you have to listen to these episodes as well: 

>> We Need To Talk… About Systemic Racism, Sexism And Discrimination In The Workplace

>> Getting out of Poverty & Creating Wealth with Dr. David Rhoiney

>> People of Color Disrupting the Financial Industry with Dana Wilson

 I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

Building wealth for ourselves is a dream for all of us but building generational wealth that will help your entire family and all the future generations to come after you is even better. Here today to help you realize that you too can achieve this is Lea Landaverde.

Lea is the founder of “The Riqueza Collective” and also runs the “Mi Riqueza Podcast”, both of which are all dedicated to one thing and that is for people of color and immigrants to build generational wealth for their family.

If you were born into not the best of circumstances and looking to break through and live the life you’ve always dreamt of for yourself and your entire family then this week’s episode is just for you.     

Highlights

>> What is Fintwit?

>> Lea’s background 

>> How Lea got into finance 

>> What led Lea to help people build their own generational wealth 

>> Being a queer latina in corproate America

>> What motivates Lea to continue to grow, learn and lead      

Connect with Lea 

>> Website and all other social media accounts  

If you loved this episode, you have to listen to these episodes as well: 

>> “Go Out And Live” with Michael Policar

>> The Blueprint for Financial Decision Making with Meg Bartelt

>> What Does it Take to Build a Mission-Driven Business? with Brian Thompson

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

This show has been going on for quite some time now and you’ve all gotten to know me better through each episode, especially to those who’ve been with me since day one. But for this episode I would like to reintroduce myself again once more. 

If you’re a new viewer who recently just started listening to this podcast and want to know a bit more of who I am and what I stand for then this episode is just for you. 

Highlights

>> My trip to New York  

>> What is Onyx? 

>> Who I am

>> What Gen X Wealth is all about 

>> How inflation is affecting our modern society

>> How much my life’s changed in the last 5 years 

If you loved this episode, you have to listen to these episodes as well: 

>> Becoming a Morning Person with Nyle Bayer

>> Your Ultimate Guide to Travel Hacking with Julia Menez

 >> Consistency is Life's Cheat Code

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

Representation is a very important catalyst for change and being able to see very successful people who are from the same background as you is such an impactful tool, especially for the youth.

Let’s talk more about creating that change through representation with Ana Trujillo Limón as she talks to you about her different programs that aim to help the youth, specifically minorities, as well as inspire them that they can achieve financial success.

Tune in now to the episode so you don’t miss out on what Ana has to say!   

Highlights

>> Ana’s background 

>> Ana’s hobbies  

>> How to get started with running 

>> Other thing’s Ana is passionate about 

>> More about Ana’s programs that she’s working on 

>> What inspired Ana to start this program  

>> Ana’s final advice 

Connect with Ana  

>> Twitter

>> Instagram

>> LinkedIn 

If you loved this episode, you have to listen to these episodes as well: 

>> Bridging the Racial Wealth Divide with Dedrick Asante-Muhammad [Black History Month Special]

>> Becoming Financially Smart with Dr. David Rhoiney [Black History Month Special]

>> BLX Internship - The Internship Program for Aspiring Black and Latinx Financial Planners!

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

In all our episodes I’ve been able to talk to highly esteemed professionals and they have all given us valuable insight into the world of finance, but for today’s episode I want to take a different approach.

Instead of the usual type of guests in this show, I wanted to talk to a regular person and see their experience with crypto. That is why for today I have invited James Urbiztondo and he will be talking to you about what he has been able to do with crypto.

So if you’re interested in seeing things from the perspective of a non-professional in this field then make sure to tune in!     

Highlights

>> James’s background 

>> How James learned more about crypto  

>> Other coins besides bitcoin that James likes  

>> What surprised James the most about getting into crypto

>> The sacrifices James has had to make 

>> How to get started with crypto 

Connect with James 

>> Youtube 

>> Instagram

If you loved this episode, you have to listen to these episodes as well: 

>> Monitoring your Financial Plan with Dr. Preston Cherry

>> The State of the Financial Planning Industry with Jamie Hopkins

>> The Fundamentals of Finance

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

The new year has finally arrived but before we get back to the usual topics that’s discussed in this show I want to take a step back a little and give you some words of encouragement that can help you make 2022 your year. 

Each time the new year arrives there's always this sudden motivation to push ourselves to do better, but here's the thing. Motivation comes and goes. What you’ll really need is commitment to actually push through with these goals. 

So if you’re looking to start the new year right then make sure not to miss out on this week’s episode as I talk about the relationship between motivation and commitment. 

Highlights

>> The relationship between motivation and commitment  

>> What is motivation? 

>> What is commitment?

>> The difference and importance between the two

If you loved this episode, you have to listen to these episodes as well: 

>> Proper Team Dynamics with Alex and Rosa Chalekian

>> Scoring in Life and in Finance with Darin Carter

>> The Road to Financial Wellness through Financial Literacy with Jason Wenk

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

Best of 2021 Mashup!

This year has been filled with fun, interesting, and game-changing episodes, but as we wrap up the final chapter of 2021, I'd love to throw back to some of our best conversations on the show!

Join me in this special wrap-up episode as I showcase how we as minorities can develop and grow in the financial world!

Enjoy!

Highlights:

>> Goal Setting for 2022

>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning

>> Your Ultimate Guide to Travel Hacking with Julia Menez

>> Creating a Proper Work-Life Balance with Maricela Miles-Mattingly

>> Success for Minority Teens with Carlos Gomez

>> Fit back into those jeans with Maricela Miles-Mattingly

>> How to Be a Champion in Finance with Lauryn Williams [Black History Month Special]

>> My Truth, My Story [Black History Month Special]

Episodes mentioned:

>> Episode 122: Goal Setting for 2022

>> Episode 77: Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning

>> Episode 106: Your Ultimate Guide to Travel Hacking with Julia Menez

>> Episode 110: Creating a Proper Work-Life Balance with Maricela Miles-Mattingly

>> Episode 88: Success for Minority Teens with Carlos Gomez

>> Episode 98: Fit back into those jeans! with Maricela Miles-Mattingly

>> Episode 81: How to Be a Champion in Finance with Lauryn Williams [Black History Month Special]

>> Episode 83: My Truth, My Story [Black History Month Special]

---

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts, Spotify, Google Podcasts, or on your favorite podcast app and SHARE THIS with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (

Christmas is perhaps the most joyful time of the year but at the same time it can also be the most stressful. Constantly preparing gifts and vacation plans for yourself and your family or friends is no easy task and many times this can lead to insurmountable amounts of stress.

Join me and my wife, Maricela Miles-Mattingly as we give you tips on how to make this holiday season the best it can be for you and your entire family. We will be talking about a plethora of topics that you can do to make this holiday season worthwhile. So make sure not to miss out and listen to this episode. 

Highlights

>>  Figure out your budget for buying gifts 

>> Take time to reach out to your family members  

>> Make some goals for yourself that are attainable

>> The state of inflation

Connect with Maricela  

>> Twitter (https://bit.ly/3pconNW)

If you loved this episode, you have to listen to these episodes as well: 

>> Goal Setting for 2022 (https://apple.co/3wJQiH7)

>> Understand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning] (https://apple.co/3aOLOVj)

>> Mind Money Balance: Overcoming Your Financial Anxiety with Lindsay Bryan-Podvin (https://apple.co/3mkIzdU) 

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.

The state of the financial planning industry is slowly starting to change and here to talk with us more about that today is Jamie Hopkins. 

Jamie is the Managing Partner of Wealth Solutions at Carson Group, as well as a nationally recognized writer, educator, and a regular contributor for Forbes, InvestmentNews and MarketWatch.

Today he will be sharing with you about where he thinks the financial planning industry is heading, what he thinks of the financial advisors nowadays and many other important topics. 

Highlights

>> Jamie’s background 

>> What excites Jamie the most about the future of financial planning 

>> What Jamie is seeing from financial advisors 

>> How Jamie thinks we can get win-win situations for both the client and the advisor 

>> Jamie’s life as a father

>> Jamie’s final advice for you

Connect with Jamie

>> Website (https://bit.ly/3GA8OFF)

>> Twitter (https://bit.ly/30dLKgn)

>> Instagram (https://bit.ly/3ICClAg)

>> LinkedIn (https://bit.ly/3pIRbN5)

If you loved this episode, you have to listen to these episodes as well: 

>> Finding Your Niche and Doing What you Love with Jannese Torres-Rodriguez (https://apple.co/3ccsMsJ)

>> Financial Planning is Personal and You should Start Now! (https://apple.co/31LXJ56)

>> Following your Passion & Growing Your Wealth with Modern Money’s Angela Moore (https://apple.co/3DIPmEO)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

 **********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at [email protected] Can't wait to meet you.