The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Educationย
Jan 08, 2024๐ On the latest episode of The Tony Steuer Podcast, I spoke with Phuong Luong, Educator and Financial Planner about creating a more just economy.
๐ง In this episode we discussed:
๐ How do we close the gender and racial wealth gaps.
๐ Impact investing: How to invest in your values.
๐ Focusing on what your client wants.
๐ฅ Watch this episode below:
๐ง Listen to the podcast below or on your favorite podcast app.
Connect with Phuong Luong:
Website: https://www.justwealthplanning.com
LinkedIn: https://www.linkedin.com/in/phuongluong/
Twitter: https://twitter.com/pt_luong
Morningstar column: https://www.morningstar.com/authors/2413/phuong-luong
Bio:
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.
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