Life Planning Episodes
Why You Need An Estate Plan
Okay SoCal Fam. We’re going to estate planning class today. If you have avoided or delayed getting an estate plan, you’re not alone. Most of us don’t like thinking about the end of our lives or what’s going to happen with our...
Breaking Barriers: How Black Women Invest is Bridging the Wealth Gap
Schelo Doirin Collier is all about helping Black women become strong investors. Her organization, Black Women Invest , started as a small social media group and has grown into a national community of more than 14,000, includi...
Impact Investing: Aligning your investments with progressive values
Conventional wisdom says that your personal wealth often has to come at the cost of your personal values — that you have to sell out. Financial advisor Marie Thomasson of Modern Assets says it is possible for your investments...
Employee to Entrepreneur
Are you ready to transition from employee to entrepreneur? There are many matters to consider before you take that leap. In this episode of SoCal Voices, Bert Wright, entrepreneur and #1 Amazon best-selling author of the book...
Be Ready: The case for pre-need planning
As the pandemic continues to claim lives in southern California, many families find themselves scrambling to pay for funeral and burial services. This sudden, unexpected need can leave grieving families more vulnerable to agg...