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Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP®

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Manage episode 332699602 series 2835952
Content provided by Emlen Miles-Mattingly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emlen Miles-Mattingly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome back to the Minority Money Podcast! Continuing our celebration of Pride Month, I’ve invited over Laura LaTourette(she/her) and Ramona Maior(she/her) of Family Wealth Management Group. In this episode, we’ll dive right into how companies like the Rainbow Network and Onyx try to make sure that the industry remains progressive as they cater to clients who align their values with their investments!

While Pride Month comes to an end, the fight for diversity, equality, and inclusion is still far from over. As minorities and members of the LGBTQ+ that continue to face discrimination across societies and industries, we must band together as a community, uplift one another, and fight for our space in the world - especially in these particularly tumultuous times.

Highlights:

>> Why we need organizations like the Rainbow Network

>> Reception from the LGBTQ+ community

>> What diversity and inclusion mean to Ramona and Laura

>> Mental health and money

>> Ramona and Laura’s thoughts on ESG

>> What inspires Ramona and Laura to grow and lead

Connect with Laura and Ramona:

>> Website: https://www.familywmg.com/

>> Website: https://www.cfp.net/

>> Twitter: https://twitter.com/LauraLaTourette

>> Twitter: https://twitter.com/RamonaCFP

>> LinkedIn: https://www.linkedin.com/in/llatourette/

>> LinkedIn: https://www.linkedin.com/in/ramona-maior/

If you loved this episode, you have to listen to these episodes as well:

>> Episode 153: Happy Juneteenth and Father's Day 2022!

>> Episode 131: Creating Change Through Representation with Ana Trujillo Limón

>> Episode 86: Building Dreams through Business with Hope Newsome

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

  continue reading

184 episodes

Artwork
iconShare
 
Manage episode 332699602 series 2835952
Content provided by Emlen Miles-Mattingly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Emlen Miles-Mattingly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome back to the Minority Money Podcast! Continuing our celebration of Pride Month, I’ve invited over Laura LaTourette(she/her) and Ramona Maior(she/her) of Family Wealth Management Group. In this episode, we’ll dive right into how companies like the Rainbow Network and Onyx try to make sure that the industry remains progressive as they cater to clients who align their values with their investments!

While Pride Month comes to an end, the fight for diversity, equality, and inclusion is still far from over. As minorities and members of the LGBTQ+ that continue to face discrimination across societies and industries, we must band together as a community, uplift one another, and fight for our space in the world - especially in these particularly tumultuous times.

Highlights:

>> Why we need organizations like the Rainbow Network

>> Reception from the LGBTQ+ community

>> What diversity and inclusion mean to Ramona and Laura

>> Mental health and money

>> Ramona and Laura’s thoughts on ESG

>> What inspires Ramona and Laura to grow and lead

Connect with Laura and Ramona:

>> Website: https://www.familywmg.com/

>> Website: https://www.cfp.net/

>> Twitter: https://twitter.com/LauraLaTourette

>> Twitter: https://twitter.com/RamonaCFP

>> LinkedIn: https://www.linkedin.com/in/llatourette/

>> LinkedIn: https://www.linkedin.com/in/ramona-maior/

If you loved this episode, you have to listen to these episodes as well:

>> Episode 153: Happy Juneteenth and Father's Day 2022!

>> Episode 131: Creating Change Through Representation with Ana Trujillo Limón

>> Episode 86: Building Dreams through Business with Hope Newsome

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

  continue reading

184 episodes

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