Episode 41 - Wealth Reclaimed: The Power of Financial Planning Pt 2
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Episode 41 - Wealth Reclaimed: The Power of Financial Planning Pt 2
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Special guest Chelsea Ransom Cooper joins us for part two of the discussion on the importance of financial advisors, debunking misconceptions about financial planning, and highlighting the unique challenges faced by first-generation wealth accumulators. In this episode of the Race, Wealth, and Health Podcast, we continue to discuss financial management and planning for communities of color. The episode also delves into the generational and racial nuances impacting financial planning, the significance of prioritizing retirement, and the benefits of investments like ETFs and index funds. Chelsea shares insights into the evolving landscape of financial services and the critical importance of high-quality financial advice in reducing racial and gender wealth gaps. The discussion aims to empower listeners with the knowledge to manage their finances better and improve their overall wellbeing.
Episode Resources
Connect with Chelsea via the following channels:
Instagram: @zenithwealth.partners | @chelsea.cfp
Website: https://zenithwealth.partners/
Referenced Resources:
The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness