Financially Intentional

Conversations with a CFP, Vol. 16- Addressing Racial Inequities in Financial Planning

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June 08, 2020 5:00am

19m

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In this episode, we are addressing what to do with pay increases due to overtime, raises, and bonuses. We cover:

  • The hurt we are feeling personally and as a nation due to multiple senseless loss of black lives in the last few weeks
  • The devastatingly low numbers of black and latinx certified financial planners
  • Adjusting assumptions that address the unique risks of people of color
  • Asking your non-POC advisor to look into resources to better serve you is not synonymous to calling them racist
  • Resources to be better informed and serve POC

Resources mentioned:

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