Results for "Financial Literacy"

Daniele Beasley – Financial Literacy for Life

Daniele Beasley is a Board Member at Mission Bank, a role she has held since February 2021, and is also a Chief Client Officer in charge of distribution at Apex Financial Advisors. She is a Certified Financial Planner currently focused on using her 30 years experience in the sector to educate and mentor clients in what she terms “her mid-life reset”.

A reminder of the importance of financial literacy at every stage of life, and the courage required to make a mid-career reset.

134. Tremaine Wills – Mind over Money and Mind over Matter

Tremaine Wills is the founder and chief operating officer of Mind Over Money, which provides financial planning advice and manages investment portfolios to help clients meet their financial goals. She formerly spent time as an investment advisor representative, and from 2015 to 2019 worked as a maths teacher initially for Teach for America. Based in Virginia, she is passionate about increasing financial literacy for the black community in particular.

Robert Gardner – How to Make Money a Force for Good

Robert (Rob) Gardner is Director of Investments at St. James’s Place Wealth Management, a position he has held since early 2019. He was a co-founder of Redington, a consulting firm, where he spent 14 years and remains a non-executive Director.

A packed journey through a life in finance, experience founding a firm and how a passion for financial literacy has become a life’s mission.

Bonus: Jonathan Hollow: How to Fund the Life you Want

Jonathan Hollow is a writer and commentator on consumer education and protection.  His recent book, How to Fund the Life you Want, distills learning on financial education and evidence-based investing into a manual for pensions and investing.  He is a charity trustee and also doing a part time MA in Ancient History.  His former roles include leadership positions in the Money Advice Service and Money and Pensions Service.

140. Robin Powell – Evidence Based and Value-Driven – Myth Busting across the Investment Landscape

Robin Powell is a journalist, investor advocate, financial educator and content consultant.  He is Head of Client Education at RockWealth, as well as Editor of The Evidence Based Investor, and executive director of Regis Media and Ember. He is a frequent commentator on investment management and behavioural finance,  often probing the purported value added by active managers and advocating for better transparency and investor education.

Justina Etteh – Lifting as She Climbs

Justina Etteh is a transaction banking associate at a large global investment bank, based in London. She hails from Ghana and participated in a graduate training program sponsored by that bank that recruited her directly from Ghana.

The Fiftyfaces Podcast Series 2 2022 Trailer – Taking a Stand

In Series 2 of the 2022 podcast we discussing taking a stand – a stand against climate change, against bias, against  recruitment processes that aren’t generating the results and against stereotypical thinking. We hear from another 10 inspiring guests from around the world.  From the academic who realized he could make a better impact with his sustainable finance agenda in the world through publishing papers and writing books, to the fund manager with a passion for improving after school education to a head of asset management who is changing the recruitment process from the ground up.

Andrien Meyers – Councilman, Allocator, NED – blending it all in honour of God, family and career.

Andrien Meyers is a Councilman in the City of London Corporation as well as a Head of Pensions Investments at the London Borough of Sutton and Royal Borough of Kingston upon Thames. He is a Non Executive Director of Resonance Limited as well as a strategic business advisor to bfinance.

A renaissance man with multiple interests and passions, shares his Indian heritage and his work on the anti-racism taskforce of the City of London, how he honours God and Family as he pursues a fulfilling career.

Henry Tapper – Giving Pensioners a (Poetic) Voice

Henry Tapper is the CEO at Agewage, a firm committed to helping people understand their pension pots, and the Founding Editor of the Pension Playpen, which provides guidance on pensions. He has been involved in financial services for his whole career, and is a high profile advocate for pensions education and transparency.

An enjoyable lookback at the early days of financial advice and the case for why better pension education is so crucial.

Justina Etteh – How to lift as you climb

Justina Etteh is a transaction banking associate at a large global investment bank, based in London. She hails from Ghana and participated in a graduate training program sponsored by that bank that recruited her directly from Ghana. She spends a lot of her time mentoring young black students and colleagues in the world of finance and sharing her experiences in the workplace.

Justina Etteh is firmly committed to “lifting as she climbs” – and this uplifting discussion walks through her entry into finance and her views on what it will take to introduce more inclusion in the industry.