In this episode, Melony and Derek discuss their podcast Blacklining Forum. The Blacklining Forum reflects our awareness of redlining, the systemic and notorious practice in the home lending industry that excluded generations of Black people from the housing market, and which devalued Black and Brown communities across the United States. They answer the following questions: How did you become involved in real estate?What brought you two together?Why are you starting a podcast about ...
Feb 6, 2025
34 min
Title: The Importance of Capturing Our Lives' StoriesIn this episode, Dr.Jandi Kelly discusses the importance of storytelling. She helps us learn how to strengthen interpersonal relationships and foster conversations.She answers the following questions:What does your company A Talk to Remember do?Can you walk us through the legacy film creation process? How does this all work? Why is it important to capture our life stories? How do you partner with wealth managers to preserve their ...
Jan 30, 2025
18 min
In this episode, Chris addresses the following questions: What inherent traits make female investors so successful?What are some blind spots that female investors should be aware of?Why is maximizing your human capital more important than your investments?What are some important considerations for 1st generation Asian American investors?How can we incorporate mindfulness into our personal finances? Chris Randall founded Axis Capital Management, LLC after spending 15 years as a bond trader ...
Jan 23, 2025
13 min
In this episode, Jennifer discusses the results of a survey and shares the top financial concerns for retirees. Jennifer Schell is a Certified Annuity Specialist® and award-winning writer focused on demystifying annuities and other financial topics. Her expertise has been featured in prominent publications including Finseca Focus Magazine, TABBForum, CNET, and Yahoo! Finance. She is a member of both the National Association for Fixed Annuities and the National Association of Insurance and Fin...
Jan 16, 2025
12 min
In this episode, Christian answers the following questions: How complex is the process of buying an annuity?What do potential customers need to do before starting the buying process?How important is it to work with an insurance professional or financial advisor?What information will people need when going through the process of buying an annuity?What happens after you have picked your annuity or product? Christian Simmons is a Certified Educator in Personal Finance and financial writer who...
Jan 9, 2025
11 min
In this episode, Sara answers the following questions:Where do you start when you want to simplify your personal finances?How do you find your numbers?What do I do with my numbers once I have them?How will knowing the numbers benefit me and make my life easy?How can you help me?Sara Hobbs is the CEO & Co-Founder of Forecastle Financial, a boutique virtual Personal Bookkeeping firm based in Tennessee. Forecastle Financial fulfills the cash flow management needs of high-net-worth households...
Dec 26, 2024
12 min
In this episode, Adam discusses the importance of financial intimacy. He answers the following questions: What is financial intimacy?How can a saver and a spender get on the same page?What role do gender dynamics play with money in relationships? For example, with female breadwinners?Who is your book for, and what is its aim?What things do you hear your clients saying that push them further apart or closer together? Adam Kol is The Couples Financial Coach. He helps couples go from financ...
Dec 19, 2024
17 min
In this episode, Nikki discusses the following: The biggest challenges Black women business owners face today, especially in the current economic climate.How Buy From a Black Woman supports Black women entrepreneurs and the impact in the community as a result?How the defunding of DEI programs has affected Black women-owned businesses, and how she and her organization are responding to these changes?What financial professionals should know about supporting Black women in business...
Dec 12, 2024
11 min
In this episode, Carla tells us about her transition to the financial advice profession. She discusses the topic of insurance and caring for aging relatives. She shares her experience of serving as a full-time caregiver for her mom and the importance of planning and preparation. To learn more, visit: https://www.linkedin.com/in/margueritacheng Listen to more episodes on Mission Matters: https://missionmatters.com/author/Marguerita-Cheng
Dec 5, 2024
17 min
In this episode, Ellen shares the following insights with us: Our relationships with Money, what do you mean by that? How can shifting this make a difference in our lives and businesses?We hear a lot about scarcity thinking and abundance thinking, what does this really mean? It's so easy to fall into fear and worry about money. Why is this a problem? How can people shift out of worry?How did you realize you could connect with the energy of Money and deliver messages for people?&n...
Feb 15, 2024
16 min
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