2050 TrailBlazers Season 4: Best Practices for DEI
Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive financial planning profession for the next generation and beyond. She’s going over actionable steps you and your team members can start taking today to focus on the DEI movement - and why it’s important!
Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already making waves. In this episode, Cait is about to give listeners some amazing, actionable tips to start implementing better hiring practices today, and other ways financial planning firms can start to pursue inclusivity.
2050 TrailBlazers Season 3: Money & Culture
As the host of 2050 TrailBlazers and the founder of YGC Planning, I receive a lot of emails, DMs, and in-person requests for coaching and mentorship. I’ve noticed that over the years I receive a lot of similar questions. That’s where the inspiration for this mailbag-style episode came from!
In this episode, Roberte Exantus is offering a global perspective of how money and culture intersect. This season of 2050 TrailBlazers has focused on all things money and culture - and I’m so excited to end it with Roberte’s unique experience.
Michael G. Thomas Jr. is an Accredited Financial Counselor (AFC®) and 4th-year Ph.D. Financial Planning Candidate at the University of Georgia. In this episode, Michael is bringing all of his education and background on financial empathy and money stories of underserved populations to the table.
This episode, featuring Peter Kwadwo Asare from Ghana, is full of fascinating information, and a completely different viewpoint about money that we should be taking into consideration when working with clients or interacting with others.
Pamela Capalad, CFP®, and Dyalekt focus on meeting people where they are in their journey. They take away the suits, the big desks, and the pretense of anyone being an authority figure in their educational programs, and in Pam’s financial planning practice.
This episode gets into the nitty gritty of what role money plays in the African American culture - and Lazetta Rainey Braxton, CFP®, brings incredible insight and wisdom to the table both from her own personal story and her experience as an advisor. You don’t want to miss this episode!
Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™, and has found that education and sports have given her a voice as a woman of color. She’s fascinated by helping her clients as a financial advisor, because she knows that there’s a knowledge gap, and the confidence gap, in minority groups when it comes to their money. Her work has focused on bringing positive change to underserved populations, and to spread financial knowledge in a fiduciary capacity.
This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cultural background. Phuong Luong does a fantastic job of offering both her personal experiences, getting vulnerable in her conversation, and providing well-researched information about the Asian American culture as a whole.
In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never just about the money. Working with clients on their personal finances can be challenging, and it will be even more challenging if we don’t look to approach our diverse client base with curiosity, openness, and the ultimate goal of helping them find their best financial life.
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2050 TrailBlazers Bonus: History Makers Series
Natasha Alford is an award-winning journalist, host, and content creator. She pursued journalism with a focus on uncovering education policy in Washington D.C. Now, she’s grown her career in journalism as “The People’s Journalist.” This episode is an amazing insight into the life of someone who is making history as a journalist, and who is pushing past traditional boundaries in her storytelling.
In this episode, Carla Harris of Morgan Stanley is dropping so many pearls of wisdom. We cover entrepreneurship, the importance of the DEI movement, how you can advocate for yourself in work and in life, and so much more. Are you ready to be blown away? Tune in now!
Everette Taylor has started, or been part-owner of, eight different companies in his career. Through his work, he focuses on marketing, social media, events, and more. However, he also uses his brands under ET Enterprises to contribute work toward causes he’s passionate about. This episode is inspirational for anyone who is looking to explore personal growth. Everette is an incredible testament to the incredible things that hard work, mental health care, and focusing on doing good in the world can do.
LeCount R. Davis, Sr., CFP®, is often referred to as the “godfather” of financial planning. This episode is truly a celebration of a history maker - LeCount has done so much for this profession and for the world through his dedication to advocacy and service.
This year, I wanted 2050 TrailBlazers to contribute to the conversation during Black History Month. That’s why we’re launching the Black History Month - History Makers series. I’m incredibly excited about this series - we’ll be releasing one episode a week for the entire month of February.
2050 TrailBlazers Season 2: practicing Dynamic Allyship
In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professional inclusion conversations, how to address equity within your organization, and the best way to accept critical love as we all work to be better and more inclusive of others in our career and in life.
Lazetta Rainey Braxton, CFP®, and Kathleen Burns Kingsbury have a beautiful conversation in this episode on how to have honest conversations, make space for one another personally and professionally, and how to start conversations that make you uncomfortable - because, even if they’re uncomfortable, they’re always necessary if we want to make progress.
Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how all planners can better serve the LGBTQ niche, support their fellow LGBTQ advisors, and approach conversations about LGBTQ inclusivity as an ally.
How do you spend your privilege?
It’s a tough question to answer - and in this episode, Sonya Dreizler and Arlene Moss tackle it. As two white women, Sonya and Arlene have dedicated themselves to supporting diversity and inclusion conversations in the financial planning profession and beyond.
As the CEO and Publisher of Investment News, Suzanne Siracuse knew that highlighting inclusive initiatives was her responsibility as one of the leading publishers in the financial services industry. The publication has consistently used their platform to start conversations around D&I, and Suzanne offers advice to other media outlets who want to do the same.
As we continue to build the dialogue around diversity, equity, and inclusion, it was very timely to be able to sit down with Mark Berg, CFP®, and Mark Johannessen, CFP®, AIF®, who participated in the FPA 2018 Annual Conference panel, Winning the Fight for the Female Talent: How Firms Can Gain an Edge.”
In continuing our conversation around allyship, I’m sitting down with Tom Nally from TD Ameritrade and Ed Gjertsen II, representing FPA, this week. We’re discussing how to build inclusivity into the foundation of your business’s structure, and what actionable steps you can take to get started when you’re just not sure where to begin.
When we started releasing episodes for the first season of 2050 TrailBlazers, we were overwhelmed with how many people with privileged identities reached out to us asking about how they could start being an ally, or how they could become a better ally. So many conversations started with, “I’m here, I’m listening, and I want to help.” That’s why, this season, we’re taking some time to focus on allyship.
Rianka is back with Season 2 of the 2050 TrailBlazers Podcast! We’re all so excited to be here for another fantastic season, and we have some incredible content in store for you. But before we dive into a full season of actionable content that’s sparking conversation, we need to go back and recap the information we covered in Season 1.