Reimagine Wealth Pod 🎙️

in this episode…you’ll hear from Anna Finklestein (she/her) as she shares more about:

1) her relationship to her identity as a white anti-zionist Jew, organizing for Palestinian liberation

2) navigating questions such as,  to what extent can you work within the system to change it?

3) her experience unschooling, ultimately becoming a high school history teacher, and then later shifting careers to become a radical financial advisor

publishing cadence? still figuring this out, check back or subscribe to see latest episodes!

music produced by my brother, Joshua Middlebrooks, you can find him on Soundcloud at Intothegerogian

Subscribe to the Reimagine Wealth Substack (episode transcriptions can be accessed through the episode page on the Reimagine Wealth Substack).

Reimagine Wealth website

resources and links lifted up in this episode:

Obran Capital Advisors

Movement Generation and Climate Justice Alliance CJA)’s Just Transition Framework + there is a great zine, From Banks and Tanks to Cooperation and Care that goes into more detail about the framework

Resource Generation’s Transformative Investment Principles

Boston Ujima Project

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe

in this episode…you’ll hear Susanna Penfield (she/her) share her story about organizing her family and financial team to dissolve her $1M trust fund and her work now which includes 1) creating integrated care teams of values-aligned financial professionals (which is how we met!) called Chosen Family Office and 2) Breaking Up Sequestered Trusts and Endowments for Distribution (BUSTED, learn more by checking out her writing on The BUSTED Chronicles).

publishing cadence? still figuring this out, check back or subscribe to see latest episodes!

music produced by my brother, Joshua Middlebrooks, you can find him on Soundcloud at Intothegerogian

Subscribe to the Reimagine Wealth Substack (episode transcriptions can be accessed through the episode page on the Reimagine Wealth Substack).

Reimagine Wealth website

resources and links lifted up in this episode:

The BUSTED Chronicles

Morgan Curtis

Brooke Harrington

Good Ancestor Movement (GAM)

Chuck Collins

Just Economy Institute (JEI)

Chosen Family Office

Community Development Financial Institutions (CDFIs)

Oweesta is an example of an Indigenous CDFI

Integrated Capital resources:

13 Reasons Why Wealth Holders Should Invest in the Solidarity Economy, Alongside Redistribution by Chordata Capital

How to Use Integrated Capital to Shift Power to the Frontlines By Nwamaka Agbo

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe

in this episode…you’ll hear from Dr. Javeria Farooqi (she/her), a finance professor and financial activist, share about the Palestinian liberation movement, the BDS (Boycott, Divestment, and Sanctions) movement, and her work both as an educator and as an activist.

publishing cadence? still figuring this out, check back or subscribe to see latest episodes!

music produced by my brother, Joshua Middlebrooks, you can find him on Soundcloud at Intothegerogian

Subscribe to the Reimagine Wealth Substack (episode transcriptions can be accessed through the episode page on the Reimagine Wealth Substack).

Reimagine Wealth website

resources and links lifted up in this episode:

upcoming boycotts to join — (if possible, find a small local business or alternative that you can permanently switch to):

Amazon: Mar 7 - 14

Nestle: Mar 21 - 28

Walmart: April 7 -14

2nd mass economic blackout: April 18

General Mills: April 21 - 28

Amazon boycott #2: May 6 - 12

Walmart boycott #2: May 20 - 26

Target: June 3 - 9

McDonald’s: June 24 - 30

As You Sow

Just Transition Framework - by Movement Generation and Climate Justice Alliance

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe

in this episode…you’ll hear part two of my own money story, how it shaped my own values, and how I ended up shifting my career and navigating what enoughness looks like for me as I took more than a $100,000 paycut in the process.

publishing cadence? still figuring this out, check back or subscribe to see latest episodes!

music produced by my brother, Joshua Middlebrooks, you can find him on Soundcloud at Intothegerogian

Subscribe to the Reimagine Wealth Substack (episode transcriptions can be accessed through the episode page on the Reimagine Wealth Substack).

Reimagine Wealth website

resources and links lifted up in this episode:

Obran Capital Advisors

Saltbox Financial

Laura Simms at Your Career Homecoming

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe

in this episode…you’ll hear my own money story, how it shaped my own values, and moved me to divest $150,000 from the stock market into the hands of community and social movements.

Support the Show:

Subscribe (for free or upgrade to paid)

Help the show reach more ears. If this show resonates with you please share, restack, or leave a comment.

Most of what I create is free to access, and I want to keep it that way. Becoming a paid subscriber is the best way to support this work and keep it sustainable, and has the added bonus of being one way you to align your spending with your values.

About The Show:

The show is a listener supported and self-funded project of Reimagine Wealth. It is created, edited, and produced by Jordyn Middlebrooks.

Episode transcriptions can be accessed through the episode's Substack page.

The music is produced by my brother, Joshua Middlebrooks. You can find him on Soundcloud at Intothegerogian.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe

in this episode…you’ll hear about Mac’s own relationship to wealth and class privilege, how she got connected to an organization called Resource Generation, and how she organized her family to equitably redistribute more than $1M back into the hands of community and social movements.

music produced by my brother, Joshua Middlebrooks, you can find him on Soundcloud at Intothegerogian

Subscribe to the Reimagine Wealth substack (episode transcriptions can be accessed through the episode page on the Reimagine Wealth substack).

Reimagine Wealth website

Organizations and Social Movement Orgs that Mac follows (and recommends!):

financial professionals: Chordata Capital & Iris Brilliant: creators of shareable materials in addition to offering wonderful, holistic guidance.

Organize the Rich by Michael Gast

Solidarity Economies Law Center and related organizations: Next Egg, Art.coop, cooperative journal media

Resource Generation + Campaign Partners: Popular Democracy & Movement for Black Lives:

get involved in the House Everyone Campaign! (find your local affiliate)

New Economy Coalition

Movement Finance Forum

Climate Justice Alliance and Movement Generation’s Just Transition Framework, Movement Generation and Justice Funders’ companion Just Transition for Philanthropy and Just Transition Investment Framework.

Social Justice Community Foundations and Giving Projects

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe

Trailer / Intro for the Reimagine Wealth podcast!

music produced by my brother, Joshua Middlebrooks - you can find him on Soundcloud at Intothegerogian

Subscribe to the Reimagine Wealth Substack

Reimagine Wealth website

Transcript:

Hey there, my name's Jordyn and I'm a financial coach and financial planner. And today I'm your host at the Reimagine Wealth podcast, where we share imperfect stories about embodying our values, weaving just system level safety nets and working to build the world that we want to live in one where we all get to have our needs met and thrive.

Let these be shared learnings that allow you to more deeply explore, experiment, and shift, and that allow us to unlock our collective knowledge. This show is ad free and available to everyone, and it wouldn't be possible without your love and support. So if you like what you're listening to, please like, review, subscribe, and share the show with those in your community.

If you're able, please support my work to produce the show by becoming a paid member of my sub stack, which starts at 6 a month. Link to that and more is in the show notes. Thank you so much for listening. 

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jordynmiddlebrooks.substack.com/subscribe