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Results for "Financial Planning"

194. Marah Curtin: Transforming Financial Advice and Planning through a Femolution

Marah Curtin describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”.  Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning.  She can be found on Instagram under @femolutionist, where she writes about money, careers and life from a female point of view.   She is also the founder of Cents for Kids and Side Hustle.

259. Anna McDonald of Moneta: Going for Gold – Coaching Athletes on their Financial Game

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL.  In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.

21. Laura J. LaTourette: Financial Planner, Farmer, Llama Lover and Authenticity Champion

Laura LaTourette is a financial planner that describes her practice as one designed to enable LGBTQ+ folx make a plan to simplify their lives to enable them to live authentically and leave a legacy of love. Based on her own 18 acre farm in Dahlonega Georgia,  Laura has been a financial planner for over 20 years and is also a National Resource Center Ambassador for LGBT Elder Issues. 

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.

Sam Kunz – Trading Places – An Investing Odyssey

Sam Kunz is Chief Investment Officer at Core Financial Partners, a firm that provides financial planning to small and medium sized businesses based in Venice, CA. He was previously a Senior Managing Director responsible for asset allocation and investment strategy at the University of California and prior to that he was my predecessor as CIO at the Chicago Policemen’s Annuity and Benefit Fund.

A fascinating discussion of a trader’s mentality, asset allocation and the importance of learning to love yourself.

Trailer – Series 4 of 2024 – The Rise of the Custom Portfolio

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.

36. Lindsey Young: Quiet Wealth – Loud Impact

Lindsey Young, is the founder of Quiet Wealth LLC, which she started to provide a comprehensive set of financial advisory services that successful LGBTQ+ professionals and their families need.  She previously spent 15 years in Silicon Valley finance, primarily as a investment banker working on M&A, IPOs, leveraged finance and other transactions for technology companies. She also advises a series of non-profits, and is Board President of FreeState Justice, the leading statewide LGBTQ advocacy organization in Maryland. 

33. The Debt Free Guys: David and John Auten-Schneider: Living Fabulously and Authentically

David and John Auten-Schneider are a married couple who have branded themselves the Debt Free Guys, and host a popular podcast and website full of tools to help listeners and clients to “live fabulously, not fabulously broke”. They have a proprietary Wealth Builder’s Pyramid tool that they use as a multi-pronged approach to financial freedom, a solid credit score and debt-free living.  Their mission is to help their clients particularly, but not exclusively, members of the LGBTQ+ community to live happy, healthy and wealthy.