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The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Education

Jan 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:

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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