Ranked #1
Breaking Intergenerational Wealth Cycles in the Classroom
Breaking Intergenerational Wealth Cycles in the Classroom
Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit orga... Read more
15 Oct 2019
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46mins
Ranked #2
Understanding the Intersection of Money & Culture
Understanding the Intersection of Money & Culture
In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never... Read more
19 Mar 2019
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53mins
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Ranked #3
Redefining Mentorship and Sponsorship in the Pursuit of Success
Redefining Mentorship and Sponsorship in the Pursuit of Success
In this episode, Carla Harris of Morgan Stanley is dropping so many pearls of wisdom. We cover entrepreneurship, the imp... Read more
19 Feb 2019
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33mins
Ranked #4
How to be Your Bold, Authentic Self in the World of Financial Planning
How to be Your Bold, Authentic Self in the World of Financial Planning
Angela Moore has an incredibly inspiring story about how she’s built her career in financial planning. She firmly believ... Read more
15 May 2018
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1hr 34mins
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Ranked #5
How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term
How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term
Phoung Loung believes that “diversity” is a catch-all word. She’s not wrong. Diversity movements tend to blanket the adv... Read more
29 May 2018
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1hr 38mins
Ranked #6
How We Think About Finance: A Gender and Global Perspective
How We Think About Finance: A Gender and Global Perspective
In this episode, Roberte Exantus is offering a global perspective of how money and culture intersect. This season of 205... Read more
25 Jun 2019
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51mins
Ranked #7
Exploring the Practice of Dynamic Allyship
Exploring the Practice of Dynamic Allyship
When we started releasing episodes for the first season of 2050 TrailBlazers, we were overwhelmed with how many people w... Read more
18 Sep 2018
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1hr 26mins
Ranked #8
The Journey of the first African American CFP® Professional
The Journey of the first African American CFP® Professional
LeCount R. Davis, Sr., CFP®, is often referred to as the “godfather” of financial planning. This episode is truly a cele... Read more
5 Feb 2019
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53mins
Ranked #9
Embracing Your Identity in the Financial Planning Profession
Embracing Your Identity in the Financial Planning Profession
When Justin Sullivan applied to be an “I am a CFP Pro” spokesman, he didn’t think much of it. He certainly didn’t think ... Read more
12 Jun 2018
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1hr 10mins
Ranked #10
Promoting Diversity and Creating Intentional Career Paths in Financial Planning
Promoting Diversity and Creating Intentional Career Paths in Financial Planning
Lazetta Rainey Braxton, CFP®, MBA, has spent many years creating an intentional financial planning practice. She is a tr... Read more
3 Apr 2018
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50mins
Ranked #11
Money in the Asian American Culture
Money in the Asian American Culture
This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cul... Read more
2 Apr 2019
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36mins
Ranked #12
Transforming into the Employer of Choice
Transforming into the Employer of Choice
In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesse... Read more
1 Oct 2019
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48mins
Ranked #13
Diversity, Equity & Inclusion: Moving From Why to How
Diversity, Equity & Inclusion: Moving From Why to How
In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professi... Read more
18 Dec 2018
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1hr 19mins
Ranked #14
Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color
Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color
As the host of 2050 TrailBlazers and the founder of YGC Planning, I receive a lot of emails, DMs, and in-person requests... Read more
30 Jul 2019
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49mins
Ranked #15
Leveraging Entrepreneurship to Do Good in the World
Leveraging Entrepreneurship to Do Good in the World
Everette Taylor has started, or been part-owner of, eight different companies in his career. Through his work, he focuse... Read more
12 Feb 2019
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43mins
Ranked #16
Diversity in Practice: Hiring and Building the Future of the Profession
Diversity in Practice: Hiring and Building the Future of the Profession
Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the... Read more
17 Sep 2019
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48mins
Ranked #17
Being a Champion of Money & Culture as a South American Immigrant
Being a Champion of Money & Culture as a South American Immigrant
Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™, and has found that education and sports have given her a voice... Read more
16 Apr 2019
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59mins
Ranked #18
How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation
How Representation, Diversity, & Research Can Move the Financial Planning Profession Forward to Serve the Next Generation
Dr. Ajamu Loving is a TrailBlazer in every sense of the world. As the first black Ph.D. recipient for Personal Financial... Read more
1 May 2018
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1hr 20mins
Ranked #19
The Journey Behind Establishing a CFP Board Program
The Journey Behind Establishing a CFP Board Program
If all of us are equally rich with the same 24 hours in a day, Nandita Das certainly is inspiring with how she uses hers... Read more
17 Apr 2018
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1hr 2mins
Ranked #20
Creating an Intentionally Equitable Hiring Process
Creating an Intentionally Equitable Hiring Process
Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already mak... Read more
3 Sep 2019
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57mins
