065: Own Your Financial Narrative
On My Way to Wealth
English - April 21, 2021 07:00 - 44 minutes - 103 MB - ★★★★★ - 18 ratingsInvesting Business financialadvice genx retirement buildingcredit financialplanning generationx gettingoutofdebt investinginvestments money saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, Luis speaks with Shehara L. Wooten, CFP®. Shehara is a CERTIFIED FINANCIAL PLANNER™ professional and is the founder of Your Story Financial, LLC, a virtual fiduciary boutique firm committed to helping women and #STEM professionals. Shehara is also the author of In the Meantime: Own Your Financial Narrative. In the book, Shehara explores the intersection of the racial wealth gap and the inspiring stories of those who have overcome it despite economic injustice. In addition, the book highlights the power of community, thus dispelling the myth that one must pull herself up by her own bootstraps.
Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education.
From participating as an FPA NexGen ambassador/host, and being a CFP Board Ambassador, Luis uses his platform to help spread financial literacy via media outreach as well as encourage younger and diverse planners to join and thrive in the profession.
He is the host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and LatinXcellence – an initiative that seeks to bring awareness to and help close the wealth gap in the LatinX community. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch, as well as Investopedia Top 100 Financial Advisors in 2020.
Notes:
In this episode, Luis and Shehara talk about the following and more:
The racial wealth gap. Black Wall Street. Crafting your own financial narrative. The power of community as it relates to your financial success.
Resources:
Download the 3 Fundamental “Money Moves” to Make Before Turning 45 LatinXcellence, more than a brand, it’s a movement! The Book – In the Meantime: Own Your Financial Narrative Your Story Financial, LLC Shehara’s Instagram Shehara’s Facebook Shehara’s LinkedIn Luis’ LinkedIn Luis’ Twitter Let’s Make a Plan.org XY Planning Network