The median white American household has ten times the net worth of the median black American household. This is known as the racial wealth gap. This podcast conversation is a follow-up to an episode of 52 Pearls from the summer of 2020 when Melissa Joy and Renee Baker, DBA, RCC Head of Advisor Inclusion Networks at…
This week, Melissa Joy is joined by guest Valerie Rivera, CFP to discuss first generation wealth. Valerie founder and owner of FirstGen Wealth, a virtual fee-only practice serving early to mid-career professionals who are the first gen to build wealth in their family. She is part of the 1.5% of Latinas who holds the CFP designation…
Melissa Joy is joined by guest, Laura LaTourette, CFP, to discuss financial planning for LGBTQ clients. Laura is a gay financial planner who founded Family Wealth Management Group, located in Georgia, and co-launched Rainbow Network for LGBTQ financial advisors in 2022. Financial Planning Considerations for LGBTQ People – Additional Resources: Find Laura LaTourette on Twitter @LauraLaTourette…
In this episode Melissa Joy sits down with Diana Yanez to discuss financial wellness work, especially for the Latina community. Diana is a financial educator and empowerment coach. Her firm, All the Colors, combines her love of numbers and her desire to see others flourish dance to the same beat. While Diana’s technical skills will…
In this episode Melissa Fradenburg, CDFA®, talks about Environmental, Social and Governance (ESG) investing and shares clips from previous episodes featuring Chartered SRI Counselor Kalita Blessing, CFP® and Perth Tolle, founder of The Life + Liberty Freedom 100 Emerging Markets Index. In this episode you will learn more about sustainable, responsible and impact investing strategies and ways to implement…
In this episode Melissa Joy, CFP® and Maya Philipson, Co-Founder of Adasina Social Capital, discuss an investing strategy intended to organize investors to stop giving their dollars to companies that exacerbate racial, gender, economic and climate inequities. Maya and her partner Rachel Robasciotti launched Adasina Social Capital as a company dedicated to serving as a…