# Helen Ngo

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Planning Your Kids' Financial Futures w/Helen Ngo

BA Fam, this week we're super excited to bring you another great interview. One of our financial favs Helen Ngo is back to talk to us about how we plan finances for our kids. We'll talk about: The difference between tactics and strategy when planning for your kids financial future (21:50) Why is…

How to Start Investing Beyond Your 401(k)

If you’re wondering how you can start investing for wealth beyond your 401(k) this is the show for you. We’re joined by Mandi’s personal financial planner Helen Ngo of Capital Benchmark Partners to go step by step through the process — from choosing your investments to deciding which types of accou…

Think Outside the 401(k) — Tips to Invest for Wealth from Mandi's Financial Planner

We are kicking off Season 4 of Brown Ambition with a long-awaited investing episode. If you're wondering how you can start investing for wealth beyond your 401(k) this is the show for you. We're joined by Mandi's personal financial planner Helen Ngo of Capital Benchmark Partners to go step by step …

Ep #286: Evolving as a Business Owner: An Update with Helen Ngo

We're excited to have XYPN member Helen Ngo, Founder of the Atlanta-based RIA, Capital Benchmark Partners, on the show today. A lot has changed for Helen since she was last on the show in 2017; she got married, had a baby, and has transitioned her firm to 100% virtual. What hasn't changed at all is…

Ep #108: Finding Success by Transitioning from AUM to Monthly Retainers - The Career of Helen Ngo

Helen Ngo is here today to share her experience working her way into the financial planning world and starting her own successful business by the age of twenty-six. There's a whole lot to take away and apply to your own business plan, whether you want to start a business or you're already in the pr…

EP: 31 | Grief, Identity & the Power of Feeling It All with Helen Ngo

In this episode of The Back Pocket Coach, I sit down with Helen Ngo—a powerful voice in the world of grief work—to talk about something most of us try to outrun: loss. Helen shares her personal story of navigating both death loss and living loss (the kind that doesn’t involve a funeral, but still b…

E 238: When Life Feels Impossible: Helen Ngo on Pain, Purpose, and Healing

In this powerful episode, I sit down with Helen Ngo — speaker, writer, and courageous truth‑teller who is sparking honest conversations about loss, grief, and the messy path toward healing. After the sudden deaths of her boyfriend, niece, and best friend, Helen didn’t just lose people she loved — s…

Rethinking South Asian Philosophy: Exclusion and Diversity in Philosophy

Welcome to 'Rethinking South Asian Philosophy', a journey through the world of philosophy and where South Asian philosophy and philosophers currently stand in this complex academic space. In our opening episode, we sit down with Dr. Bryan Mukandi (UOW), Assoc. Prof. Karen Jones (University of Melbo…

Rethinking South Asian Philosophy: Exclusion and Diversity in Philosophy

Welcome to 'Rethinking South Asian Philosophy', a journey through the world of philosophy and where South Asian philosophy and philosophers currently stand in this complex academic space. In our opening episode, we sit down with Dr. Bryan Mukandi (UOW), Assoc. Prof. Karen Jones (University of Melbo…

Bittersweet: beauty and wellbeing with Meg and Alex Lee

To help expand our understanding of beauty and wellbeing beyond aesthetics standards and practices, we are joined by early career researchers Meg and Alex Lee. In this episode, we discuss issues of access, mobility and belonging shaping the experiences of migrant youth in rural communities and Asia…