Money in the Asian American Culture
This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cultural background. Phuong Luong does a fantastic job of offering both her personal experiences, getting vulnerable in her conversation, and providing well-researched information ab…
3: Clearing Barriers to Opportunity with Phuong Luong
Phuong Luong is a CERTIFIED FINANCIAL PLANNER™ and founder of Just Wealth, a virtual, fee-only financial planning practice serving moderate-income clients. Previously, she was the Director of Financial Services for a national nonprofit, managing the recruitment, hiring, and training of financial co…
My Year in Reflection
It's almost the New Year, which means it's the perfect time to reflect on the first year of the Mission Driven Business podcast. In this special Year in Reflection episode, Brian re-lives some of the best moments from the first 21 episodes of the podcast.
You'll hear some of the insights, strength…
Activist Investing: Phuong Luong, CFP, Principal, Saltbox Financial
Can investors be activists?A lot of emphasis is placed on the failures of institutional investment practices to fix the holes in our capital ecosystems, but what if there were ways for regular people to do good with the money they have? What if people were empowered to park their money in sustainab…
YourStake, YourStory Ep. 3 - Financial Literacy is Incomplete Without Financial History, ft. Phuong Luong, Principal Financial Planner at Saltbox Financial
“I didn’t grow up with wealth, and my friend group, a lot of people didn’t grow up with wealth either. They didn’t grow up with that level of financial literacy or financial exposure that people who do grow up with wealth or work in finance do.”
Welcome in to another episode of “YourStake, Your Sto…
What Do the Experts Think about Retirement Income, the Wealth Divide and the Future of Franklin Templeton?
In this week’s podcast, we are featuring guests of the 2022 Morningstar Investment Conference. Mary Ellen Stanek, Joel Fried, and Al Mordecai, winners of Morningstar’s 2022 Investing Excellence Awards, share their investing insights.David Blanchett and Christine Benz talk about retirement income. S…
We Need to Talk… About Wealth For All Families
Welcome back to another episode of the Minority Money Podcast! Usually, it’d just be me and another guest– but for today, we’ll be having a “We Need to Talk” episode where we air out and talk about building generational wealth for all families.
In a country where the color of your skin has a say in…
The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Education
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On the latest episode of The Tony Steuer Podcast, I spoke with Phuong Luong, Educator and Financial Planner about creating a more just economy.
In this episode we discussed:
How do we close the gender and racial wealth gaps.
Impact investing: How to invest in your values.
Focusing…
River Nice on Queer Finance, Mutual Aid, and Collective Transformation
River Nice on Queer Finance, Mutual Aid, and Collective Transformation
In this episode, our guest River Nice and I explore what it means to take control of money while resisting the individualism that capitalism promotes. River shares how their journey began in the tech world, shifted after the 201…
From Insurance Analyst to Advocate: Tony Steuer on Curiosity and Financial Literacy
From Insurance Analyst to Advocate: Tony Steuer on Curiosity and Financial Literacy
Today’s guest, Tony Steuer shares about his transformation from numbers-focused insurance analyst to passionate financial literacy advocate. Tony shares how witnessing clients make seemingly "illogical" financial…
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