Minority Money

The world of finance may be intimidating to some, especially when you don’t have any real background in this industry but with the help of Dr. Ajamu Loving, he wants to make that a thing of the past as well as diversify the industry.

Dr. Loving is an assistant Professor of Finance at The University of North Texas at Dallas and his goal is to educate everyday people about their personal finance. Now, he wants to do the same for you.

Make sure not to miss out on this week’s episode as me and Dr. loving talk about a plethora of topics.

Highlights 

>> Dr. Ajamu’s background

>> Why Dr Ajamu helps people 

>> How technology is affecting minorities

>> What motivates Dr. Ajamu 

>> Dr. Ajamu’s advice for you 

Connect with Ajamu

>> Website (https://bit.ly/334eHMP)

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

>> Instagram (https://bit.ly/3ozE1CN) 

>>LinkedIn (https://bit.ly/3rIangm) 

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

>> Diversifying the Financial Planning Landscape with Rita Cheng (https://apple.co/3mwAYtZ) 

>> Making the Financial Industry More Inclusive with Lazetta Braxton (https://apple.co/3orjJLB)  

>> Building Wealth through Equity Compensation with Malcolm Ethridge and Samuel Deane (https://apple.co/3ooVTjx)

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.

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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.

Finding a successful career is no easy feat, and you are bound to run into more problems as a minority in the United States.

Join me in this week’s episode as we are once again joined by Paty Villegas, where she will discuss how we as minorities can gain the confidence needed to unleash our full potential and succeed. 

Paty knows all too well the struggles that minorities exclusively face in finding their place in the world, so she wants to extend her hand and equip us all with the best tools and tricks to get there.

Highlights 

>> Why Paty started her business 

>> Being a latina entrepreneur

>> Why minorities struggle 

>> How being a minority affects career satisfaction   

>> How Paty helps her clients 

>> What motivates Paty 

Connect with Paty

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

>> LinkedIn (https://bit.ly/3xoFNt2)           

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

>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa)  

>> Success for Minority Teens with Carlos Gomez (https://apple.co/3mlX1Cr)  

>> Unleash Your Full Potential by Living Intentionally with Leena Mendoza (https://apple.co/3xoGt1y) 

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.

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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 your own brand is never an easy process and there are bound to be more challenges along the way especially if you’re a person of color, but despite this, that should not hinder you from trying. 

For all you future entrepreneurs out there, I want you to meet Jacqueline Schadeck and for this week’s episode she’ll be talking about how she went about developing her brand and where it led her, as well as being a person of color in finance and why other minorities should get into this industry.

So make sure to tune in and not miss out on all that we have in store for this week’s episode.

Highlights

>> Jacqueline’s background 

>> How Jacqueline developed her brand and where it lead her 

>> Jacqueline explains Black Wealth Friday 

>> What to do if you’re skeptical about investing 

>> What motivates Jacqueline 

Connect with Jacqueline

>> Website (https://bit.ly/30ORiO0)

>> Twitter (https://bit.ly/3nDnpcJ) 

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

>> LinkedIn (https://bit.ly/3qYJMv2)

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

>> Creating a Proper Work-Life Balance with Maricela Miles-Mattingly (https://apple.co/3uwZjlQ) 

>> From Scarcity to Abundance with Dasarte Yarnway (https://apple.co/3kXy6F0)

>> Women's Month Celebration 2021 (https://apple.co/3zI2fNh)   

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.

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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.

We're halfway through November and with 2021 slowly coming to an end, it’s time to set our sights on 2022 with new goals for ourselves. Oftentimes, we get way too excited for the new year and set these unrealistic expectations for ourselves so I’m here today to help you properly set goals that you can realistically fulfill!

So sit back and relax as we set our course for 2022 together!

Highlights

>> Minority Money merchandise 

>> Wrapping up the end of 2021  

>> Setting up goals 

>> SMART goals 

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

>> Establishing Goals with Anna N'jie-Konte (https://apple.co/3ndqZdl)

>> Fit back into those jeans! with Maricela Miles-Mattingly (https://apple.co/3oxrnmr)

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

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 Financial Planning series officially ended a week ago and what a fantastic ride it was. I hope all of you enjoyed it and learned as much as I had listening to these guests.

That being said, today’s episode will just be a quick one and I’ll basically be talking about some updates in my life, preparing for the holiday season, recaps and why representation is important.

So if you’re interested in hearing about these things then make sure to listen to this week’s episode. 

Highlights

>> Recap of financial planning series

>> Creating a spending plan for the holiday season 

>> The BLX mission 

>> Importance of representation  

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

>> Bridging the Racial Wealth Divide with Dedrick Asante-Muhammad (https://apple.co/3GYYNCM)

>> “Go Out And Live” with Michael Policar (https://apple.co/3CPQSoV)

>> The BLX Internship Program with Luis Luquin and De’Shonda Burton (https://apple.co/2Xl1BIo) 

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.

Here at the minority money podcast, I really wanted to highlight that we minorities have a place in the financial planning landscape, and Rita Cheng, my guest for today, believes deeply in this as well. No matter your ethnicity or gender, she believes that we are all capable of achieving financial wellness and resilience.

Join me and Rita, certified financial planner and founder of Blue Ocean Global Wealth, as we discuss diversity in the financial planning industry, and what we can do to encourage it. Being that of mixed-race background, Rita knows firsthand what it’s like to stand out in this industry as both a woman, a mother, and a minority. Her goal is to grow the financial planning industry into an inclusive one that welcomes new and diverse people.

I hope you enjoyed this last installment of my Financial Planning series! If you’re a person interested in inspiring these kinds of changes to our society, please make sure to check out this week’s episode and gain some new insights about how we can inspire change.

Highlights

>> Rita’s background 

>> Why Rita is passionate about diversity and financial planning 

>> Changes that in the financial industry that excites Rita

>> Profession versus industry 

>> Rita’s opinion on financial advisors starting their own firms 

>> Rita’s motivation   

>> How Rita’s family supports her on her journey 

>> Rita’s advice for you 

Connect with Rita

>> Website (https://bit.ly/2Y3cTRR)

>> Twitter (https://bit.ly/3zKFU1q)

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

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

>> Investing in Women with Patience Marime (https://apple.co/39GF3o8)

>> Empowering Women to be in Finance with Shana Sissel (https://apple.co/3zEtR65)

>> Women's Month Celebration 2021 (https://apple.co/3zI2fNh)

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.

So you finally brought a financial plan together and think everything will be smooth sailing here on out, but reality is things change and it is important to constantly monitor your plan. No one knows this better than Dr. Preston Cherry, our guest for today.

Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a financial planning firm  that serves households and business owners across generational lines. Now he wants to help you achieve your financial goals because at the end of the day it should be your life leading your money and not the other way around.

So what are you waiting for? Make sure to listen to today's episode and learn how to properly monitor your plan.  

Highlights

>> Preston’s background

>> How preston goes about the monitoring process with his clients

>>  The fields of money

>> Why Preston thinks this step is often overlooked 

>> Preston’s tips for you

Connect with Preston

>> Website (https://bit.ly/2ZfvQ48)

>> Twitter (https://bit.ly/2XH1gjz)

>> LinkedIn (https://bit.ly/3b7n2Qz)

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

>> The Power of Taking Control of your Finances with Naseema McElroy (https://apple.co/3CdKdoj)

>> How to Be a Champion in Finance with Lauryn Williams (https://apple.co/3m8dDyw)

>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa) 

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.

Welcome back to the Minority Money Podcast and just like what we’ve been doing for the last five weeks, we will be continuing the Steps of Financial Planning series. Today we are on step six and joined by my good friend Shawn Tydlaska.

Shawn is the co-founder of the BLX program and also runs his own firm, Ballast Point Financial Planning. He’s here today to teach you more about the implementation stage of the financial planning process and how he goes about this with his own clients. 

So if you’re looking to learn even more about financial planning then make sure not to miss out on this episode.   

Highlights

>> What Shawn does with his clients when they reach the implementation process 

>> Specific implementations or recommendations Shawn tells his clients 

>> How Shawn deals with clients who disagree with him 

>> Takeaways that Shawn has learn at this point of the planning process 

>> Shawn's final advice for you 

Connect with Shawn

>> Website (https://bit.ly/3lP8dIo)

>> Facebook (https://bit.ly/3FVLra4)

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

>> Instagram (https://bit.ly/3pdMU5E)

>> LinkedIn (https://bit.ly/3FX7Cwf)

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

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

>> The BLX Internship Program with Luis Luquin and De’Shonda Burton (https://apple.co/2Xl1BIo)

>> The Steps of Financial Planning (https://apple.co/3tznteZ)

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.

Welcome back to the Minority Money Podcast and we are continuing our financial planning series. This time we are on step 5, which is all about presenting recommendations.

For this week's episode, I have invited Danika Waddell, founder of Xena Financial Planning and her focus is primarily on women who work in the tech industry. Today she’s going to be teaching you how financial planners should present their recommendations to their clients and how she also goes about doing that herself.

So if you’re planning on hiring a financial planner soon or one yourself then tune in to learn more about how the presenting recommendations stage of the financial planning process works.  

Highlights

>> Danikas’ background 

>> How Danika takes her clients through the recommendation process

>> How Danika presents her one page plant to clients 

>> How Danika presents her recommendations to the clients 

>> Danika’s advice for you 

Connect with Danika  

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

>>  Facebook (https://bit.ly/3uP6vK6)

>> Twitter (https://bit.ly/3aco9xS)

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

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

>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh)

>> How to Start Feeling Good about Your Money with Pamela Capalad (https://apple.co/3oN3wRc)

>> Navigating the Complexities of Finance with Scott Frank (https://apple.co/3uNcAXr)   

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.

Let’s continue our conversation on financial planning. This week I am joined by my good friend, Chloe Moore, certified financial planner and founder of Financial Staples, and we will be talking about how to actually develop your financial plan.

Chloe is here today to help you gain clarity around your values and purpose because if you don’t even know that then you probably wouldn't also know which goals to prioritize first when it comes to your financial plan. Remember it is important to understand your “why” before you can know your “how”.

Make sure to tune in now and learn even more about the developing stage of your financial planning process! 

Highlights

>> Chloe's background 

>> Chloe explains equity compensation 

>> How Chloe helps her clients develop their plan 

>> Common things Chloe has to deal with clients 

>> How Chloe tells her that their plan isn't going to work 

>> How Chloe helps her clients prioritize their goals  

>> How Chloe deals with clients who object to her recommendations 

>> Chloe's final advice for you 

Connect with Chloe 

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

>> Facebook (https://bit.ly/3F5xqpD)

>>Twitter (https://bit.ly/39RCZcP) 

>> Instagram (https://bit.ly/3zZ8v3s) 

>> LinkedIn (https://bit.ly/3zYXS0D)

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

>> Creating a Proper Work-Life Balance with Maricela Miles-Mattingly (https://apple.co/3uwZjlQ)

>> Building A Successful Business with Sheneya Wilson (https://apple.co/2YcUC4E) 

>> 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.