2050 Trailblazers

After a “year-off” which included maternity leave, birth, loss and a pandemic, 2050 TrailBlazers is back.  In this episode, we recap Seasons 1-4 and preview what the new season of the podcast holds: how to ensure financial services firms are not just attracting, but retaining ethnically-diverse talent. https://www.2050trailblazers.com/episode/bhm200

In this episode, Daria Victorov, CFP® and John Eing, MBA, CPA, CFP® are going over what steps they’ve taken, what’s worked, and what bumps in the road they’ve encountered. This episode is perfect for a business owner or professional who wants to dig deeper and increase their focus on diversity and inclusion, but needs an actionable blueprint to get started. https://www.2050trailblazers.com/episode/s04e08  

In this episode, Samuel Palmer, Managing Director and Head of Business Development and Strategy for Chase Wealth Management, is here to discuss building inclusive initiatives at an organizational level. He’s talking through DEI best practices, and providing listeners with actionable tips to implement today. https://www.2050trailblazers.com/episode/s04e07

In this episode, Johnny Bailey, Executive Director of The ShineHard Family, is talking about how he decided to commit to the Shine Hard movement, the intricacies of creating a nonprofit ecosystem, and how listeners can get involved in supporting the next generation of minority leaders in their own communities. https://www.2050trailblazers.com/episode/s04e06  

Renée Richardson Gosline is the Senior Lecturer in the Management Science group at the MIT Sloan School of Management. In this episode, she’s diving into the scientific and academic grounds for an inclusive business model. Tune in now! https://www.2050trailblazers.com/episode/s04e05

Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit organization that helps to empower women of color to build their wealth and break negative financial behaviors. In this episode, Chloe helps listeners understand what they can start doing to get involved in delivering financial advice to underserved communities. https://www.2050trailblazers.com/episode/s04e04

In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesses can support a more diverse financial planning culture, why being committed to elevating others is critical, and so much more. Tune in now!   https://www.2050trailblazers.com/episode/s04e03

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! https://www.2050trailblazers.com/episode/s04e02

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.   https://www.2050trailblazers.com/episode/s04e01

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!   https://www.2050trailblazers.com/episode/mentorship01

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. https://www.2050trailblazers.com/episode/s03e08

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. https://www.2050trailblazers.com/episode/s03e07

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.    https://www.2050trailblazers.com/episode/s03e06

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.   https://www.2050trailblazers.com/episode/s03e05

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! https://www.2050trailblazers.com/episode/s03e04

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. https://www.2050trailblazers.com/episode/s03e03  

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. https://www.2050trailblazers.com/episode/s03e02

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. https://www.2050trailblazers.com/episode/s03e01

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.   https://www.2050trailblazers.com/episode/bhm04

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!   https://www.2050trailblazers.com/episode/bhm03