Origin Story: Understanding the History of Wealth and Equity with Edgar Villanueva

How has our history shaped our financial present? What is the origin of wealth? Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson discuss why these questions matter on this episode of Real Money, Real Experts with award-winning author Edgar Villanueva.

 
Edgar is an enrolled member of the Lumbee tribe of North Carolina, the Principal of Decolonizing Wealth Project and Liberated Capital, and the author of the bestselling book Decolonizing Wealth.

Pulling from his experience advising global organizations on advancing racial equity from within, Edgar explains financial counselors and advisors must not only understand our history and the origins of wealth, but must also ensure their services are open and accessible to clients from vastly different communities or backgrounds than their own.

  
 Show Notes:

00:52 Edgar introduction
3:09 Edgars Career Trajectory
5:36 Principles of Decolonizing Wealth
12:55 Doing the Work – Holistic Understanding of the Individual to Better Serve Clients
15:51 Financial Challenges of the Native American Community
22:45 Edgar’s Two Cents        

 
 Show Note links:

Connect with Edgar! 
Twitter: @VillanuevaEdgar
Instagram: @VillanuevaEdgar 

Facebook: https://www.facebook.com/DecolonizingWealth/
LinkedIn: https://www.linkedin.com/company/decolonizing-wealth-project/
Decolonizing Wealth: https://decolonizingwealth.com/
7 Steps to Healing: https://decolonizingwealth.com/7-steps-to-healing/

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