The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial EducationJan 08, 2024
🙌 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 on what your client wants.
🎥 Watch this episode below:
🎧 Listen to the podcast below or on your favorite podcast app.
Connect with Phuong Luong:
Morningstar column: https://www.morningstar.com/authors/2413/phuong-luong
Phuong Luong, CFP is an educator and financial planner. Phuong specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG and regenerative investing -- to shift capital from extractive industries toward a solidarity economy. Phuong is a member of the CFP Board’s Center for Financial Planning’s Diversity Advisory Group. Phuong is also a Facilitator for the Boston University Financial Planning Program and a contributor to Morningstar.