Podcasts by 2050 TrailBlazers
Rianka R. Dorsainvil, CFP® is a powerhouse in the world of financial planning. As a successful experienced millennial, she offers a unique perspective on not only on the current state of the financial service industry, but on how to move the financial planning profession forward into the future. In her latest project, she has launched the podcast 2050 TrailBlazers.
Conversations around diversity and inclusion have been happening in the profession and industry. Entire panels have been formed, but we’re still struggling to find solutions for building a more inclusive profession.
This podcast is intended to create a space to start these necessary conversations. Nobody here is pretending to have all of the answers, but we do know that by being honest and bold, we can spark a fire of change.
Further podcasts by Rianka R. Dorsainvil, CFP®
Podcast on the topic Gesellschaft und Kultur
All episodes
The Future Belongs to Inclusive Enterprises from 2022-07-12T08:00:07
In this bonus episode, Rianka sits down with Tonia Bottoms, a Managing Director and Senior Managing Counsel for BNY Mellon | Pershing to talk about how DEI has be...
Listen
Next Steps - Let's Take Action from 2022-05-31T09:00:14
In the final episode of the Masterclass for Allies and Trailblazers, Rianka and Katie are breaking down what organizations who are ready to take action on DEI nee...
Listen
Caring for Yourself from 2022-05-17T09:00:14
In this episode, Rianka and Katie share with listeners best practices in caring for themselves during this reflection period of DEI work and highlighting the impo...
Listen
Learning From Our Mistakes from 2022-05-03T09:00:45
In this episode, Rianka and Katie talk about learning from their mistakes in the DEI space, and how you can (and should) too! By identifying common practices like...
Listen
Avoiding Common Traps from 2022-04-19T09:00:45
In this episode, Rianka and Katie talk about the ways that organizations can avoid common traps, and encourage individuals to find their secret sauce to help draw...
Listen
How Organizations Can Do the Work from 2022-04-05T09:00:19
In this episode, Rianka and Katie discuss how organizations can do the work by simply listening and responding to their employees.
Understanding Your Role in Advancing Equity in the Workplace from 2022-03-22T10:00:53
In this episode, Rianka and Katie tackle how individuals can understand their own roles in advance equity in the workplace.
The Masterclass for Allies and TrailBlazers from 2022-03-08T10:00:17
In this episode, Rianka kicks off Season 6: The Masterclass for Allies and TrailBlazers and introduces this season’s special guest, longtime 2050 TrailBlazers favori...
Listen
How to Reclaim Your Time, and Protect Your Energy, When Promoting from 2021-06-22T09:00
In this episode, Rianka reconnects with Sonya Dreizler, CEO at Solutions Wi...
Listen
Why Social Investing Is So Much More Than Simply ESG from 2021-06-08T09:00
In this episode, Rianka sits down with Rachel Robasciotti, founder and CEO of Adasina Social Capital, to talk about her social investing approach and discuss in d...
Listen
The Data Doesn’t Lie: How One Tech Firm Is Changing the DEI Space from 2021-05-25T09:00
In this episode, Rianka speaks with Star Carter, Co-Founder and Chief Operating Officer at Listen
Extended Cut: DEI Work Is Not About Shame, It’s About Accountability from 2021-05-11T09:00
In this extended cut of episode 5, Rianka and Katie continue the conversation on diversity and inclusion in the workplace and how employers can better meet the ne...
Listen
DEI Work Is Not About Shame, It’s About Accountability from 2021-05-04T09:00
In this episode, Rianka welcomes back longtime 2050 TrailBlazer podcast guest, employee experience strategist, Katie Augsburger. The two connect on how the past y...
Listen
Bitcoin, Buzzwords and the Gamification of Finance. A Futurist Explains from 2021-04-20T09:00
In this episode, Rianka speaks with Dani Fava, Head of Strategic Development at Envestnet and self-proclaimed futurist. Dani shares her insights into how the world- and color-of money has change...
Listen
Work Towards Racial Justice, Not Just Diversity from 2021-04-06T09:00
In this episode Rianka speaks with Rachel Sanborn Lawrence, Director of Advisory Services at Listen
Observe. Listen. Implement: How One Small Business Owner is Advancing Diversity from 2021-03-23T08:00
In this episode Rianka speaks with John McCarthy, founder of McCarthy Tax Preparation, about his experience increasing diversity in the workplace as a Midwest-bas...
Listen
Action Over Intent: Wealth is Getting More Diverse. Are Firms? from 2021-03-09T10:00
In this episode, Rianka speaks with Walter Booker, Chief Operating Officer of MarketCounsel, about how firms can improve their Diversity, Equity, Inclusion and Be...
Listen
A Wine Connoisseur’s Rationale For Keeping Her Glass Half Full from 2021-02-16T09:00
In the third episode of our 2021 History Makers Series, celebrating Black women during Black History Month, Rianka chats with Chasity Cooper, a communications str...
Listen
You Belong in Every Room; Not Every Room Deserves You from 2021-02-09T10:00
In this episode, Minda Harts, award-winning and bestselling author of The Memo: What Women of Color Need to Know to Secure a Seat at the Table, joins to discuss t...
Listen
The Power of Partnership from 2021-02-02T10:00
In this first episode of our 2021 History Makers Series, celebrating Black women during Black History Month, Rianka reflects on the power of partnership and celeb...
Listen
Your Brief Guide to Seasons 1- 4 and What to Expect in 2021 from 2021-01-18T10:00
After a “year-off” which included maternity leave, birth, loss and a pandemic, 2050 TrailBlazers is back.
In this e...
Listen
Actionable Steps to Incorporate DEI in RIA Firms from 2019-12-10T10:00
In this episode, Daria Victorov, CFP® and John Eing, MBA, CPA, CFP® are going over what steps they’ve taken, what’s worked, and what bumps in the road they’ve enc...
Listen
Walking the DEI Walk in the Banking&Brokerage World from 2019-11-26T09:00
In this episode, Samuel Palmer, Managing Director and Head of Business Development and Strategy for Chase Wealth Management, is here to discuss building inclusive...
Listen
Having a Greater Vision For Your Life&Money from 2019-11-12T09:00
In this episode, Johnny Bailey, Executive Director of The ShineHard Family, is talking about how he decided to commit to the Shine Hard movement, the intricacies ...
Listen
The Research-Backed Case for Inclusivity from 2019-10-29T08:00
Renée Richardson Gosline is the Senior Lecturer in the Management Science group at the MIT Sloan School of Management. In this episode, she’s diving into the scie...
Listen
Breaking Intergenerational Wealth Cycles in the Classroom from 2019-10-15T08:00
Chloe McKenzie is a wealth justice expert. She advocates for financial education in classrooms and runs a nonprofit organization that helps to empower women of co...
Listen
Transforming into the Employer of Choice from 2019-10-01T08:00
In this episode, Mark Tibergien, CEO of Advisor Solutions at BNY Mellon | Pershing, is discussing how advisory businesses can support a more diverse financial planning culture, why being committ...
Listen
Diversity in Practice: Hiring and Building the Future of the Profession from 2019-09-17T08:00
Today, Kate Healy, the Managing Director of TD Ameritrade Institutional’s Generation Next, is taking time to outline the importance of creating a more inclusive f...
Listen
Creating an Intentionally Equitable Hiring Process from 2019-09-03T08:30
Cait Howerton, MBA, AFC®, CFP® Candidate, is relatively new to the financial planning profession - but she’s already making waves. In this episode, Cait is about ...
Listen
Your Questions Answered: Pursuing a Career in Financial Planning as a Person of Color from 2019-07-30T08:30
As the host of 2050 TrailBlazers and the founder of YGC Planning, I receive a lot of emails, DMs, and in-person requests for coaching and mentorship. I’ve noticed...
Listen
How We Think About Finance: A Gender and Global Perspective from 2019-06-25T08:30
In this episode, Roberte Exantus is offering a global perspective of how money and culture intersect. This season of 2050 TrailBlazers has focused on all things m...
Listen
How Financial Empathy Can Improve Financial Services from 2019-06-11T08:00
Michael G. Thomas Jr. is an Accredited Financial Counselor (AFC®) and 4th-year Ph.D. Financial Planning Candidate at the University of Georgia. In this episode, ...
Listen
Cultural Financial Norms in Ghana from 2019-05-28T09:00
This episode, featuring Peter Kwadwo Asare from Ghana, is full of fascinating information, and a completely different viewpoint about money that we should be taki...
Listen
Approaching Culture&Inclusion Conversations with Clients&Colleagues from 2019-05-14T08:00
Pamela Capalad, CFP®, and Dyalekt focus on meeting people where they are in their journey. They take away the suits, the big desks, and the pretense of anyone bei...
Listen
Faith, Money, and Community: How Money Impacts the African American Community from 2019-04-30T09:00
This episode gets into the nitty gritty of what role money plays in the African American culture - and Lazetta Rainey Braxton, CFP®, brings incredible insight and...
Listen
Being a Champion of Money&Culture as a South American Immigrant from 2019-04-16T08:30
Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™, and has found that education and sports have given her a voice as a woman of color. She’s fascinated by ...
Listen
Money in the Asian American Culture from 2019-04-02T08:00
This episode is a must-listen for anyone who is interested in Asian American culture, and how money plays into their cultural background. Phuong Luong does a fant...
Listen
Understanding the Intersection of Money&Culture from 2019-03-19T08:00
In this episode, Saundra Davis is going to help us understand how to get to the need under the need - because it’s never Listen
Leveraging a Career in Journalism for Representation and Advocacy from 2019-02-26T09:00
Natasha Alford is an award-winning journalist, host, and content creator. She pursued journalism with a focus on uncovering education policy in Washington D.C. No...
Listen
Redefining Mentorship and Sponsorship in the Pursuit of Success from 2019-02-19T09:30
In this episode, Carla Harris of Morgan Stanley is dropping so many pearls of wisdom. We cover entrepreneurship, the importance of the DEI movement, how you can a...
Listen
Leveraging Entrepreneurship to Do Good in the World from 2019-02-12T09:00
Everette Taylor has started, or been part-owner of, eight different companies in his career. Through his work, he focuses on marketing, social media, events, and ...
Listen
The Journey of the first African American CFP® Professional from 2019-02-05T09:30
LeCount R. Davis, Sr., CFP®, is often referred to as the “godfather” of financial planning. This episode is truly a celebra...
Listen
Celebrating History Makers: An Introduction to our Black History Month Series from 2019-01-21T08:00
This year, I wanted 2050 TrailBlazers to contribute to the conversation during Black History Month. That’s why we’re launching the Black History Month - History M...
Listen
Diversity, Equity&Inclusion: Moving From Why to How from 2018-12-18T09:00
In this episode, we’re bringing back Katie Augsburger and Andrew Greenia to discuss how to put empathy first in professional inclusion conversations, how to addre...
Listen
Becoming Intentional on the Road to Allyship from 2018-12-11T09:00
Lazetta Rainey Braxton, CFP®, and Kathleen Burns Kingsbury have a beautiful conversation in this episode on how to have honest conversations, make space for one ...
Listen
LGBTQ Inclusion in the Financial Planning Profession from 2018-11-27T09:00
Both Thompson, CFP®, and David Rae, CFP®, AIF™, are working to start conversations around LGBTQ financial concerns in the financial planning profession. In this episode, they’re diving in to how...
Listen
Using Your Privilege as a White Woman from 2018-11-13T09:00
How do you spend your privilege?
It’s a tough question to answer - and in this episode, Sonya Dreizler and Arlene Moss tackle it. As two white women, Sonya and Arlene have dedicated thems...
Listen
How Media Outlets Can Use Their Platform to Take on Diversity&Inclusion from 2018-10-30T08:00
As the CEO and Publisher of Investment News, Suzanne Siracuse knew that hig...
Listen
Opening Up the Conversation: Empower&Retain Women in Workforce from 2018-10-16T08:00
As we continue to build the dialogue around diversity, equity, and inclusion, it was very timely to be able to sit down with Mark Berg, CFP®, and Mark Johannessen...
Listen
Trailblazing with Inclusivity at the Corporate Level from 2018-10-02T08:00
In continuing our conversation around allyship, I’m sitting down with Tom Nally from TD Ameritrade and Ed Gjertsen II, representing FPA, this week. We’re discussi...
Listen
Exploring the Practice of Dynamic Allyship from 2018-09-18T07:00
When we started releasing episodes for the first season of 2050 TrailBlazers, we were overwhelmed with how many people with privileged identities reached out to u...
Listen
Welcome to Season 2 from 2018-09-04T09:00
Rianka is back with Season 2 of the 2050 TrailBlazers Podcast! We’re all so excited to be here for another fantastic season, and we have some incredible content i...
Listen
How to Build an Inclusive Hiring Process in the Financial Planning World from 2018-07-10T09:30
Season One’s final episode of 2050 TrailBlazers was so good we had to break it into a Part 2! HR pro, Katie Augsburger, is breaking open the hiring process dilemm...
Listen
How Employers Can Break the Mold, Promote Inclusion and Retain Women&People of Color in the Financial Planning Profession from 2018-06-26T09:30
In this episode of 2050 TrailBlazers, we’re giving you the tools YOU need to implement inclusion and diversity initiatives in YOUR organization. We’re reviewing a...
Listen
Embracing Your Identity in the Financial Planning Profession from 2018-06-12T09:30
When Justin Sullivan applied to be an “I am a CFP Pro” spokesman, he didn’t think much of it. He certainly didn’t think his application would be selected out of t...
Listen
How To Have Honest Conversations Around Inclusion When Diversity Becomes A Catch All Term from 2018-05-29T09:30
Phoung Loung believes that “diversity” is a catch-all word. She’s not wrong. Diversity movements tend to blanket the advancement of minority genders, ethnicities,...
Listen
How to be Your Bold, Authentic Self in the World of Financial Planning from 2018-05-15T09:30
Angela Moore has an incredibly inspiring story about how she’s built her career in financial planning. She firmly believes that being herself, committing to her c...
Listen
How Representation, Diversity,&Research Can Move the Financial Planning Profession Forward to Serve the Next Generation from 2018-05-01T09:30
Dr. Ajamu Loving is a TrailBlazer in every sense of the world. As the first black Ph.D. recipient for Personal Financial Planning in the profession, he has dedica...
Listen
Zahn Live Review Scholarship from 2018-04-20T20:31:05
2050 TrailBlazers has teamed up with Zahn Associates, Inc to support individuals through a merit-based scholarship to cover the cost of one Live Review Class.
Details and eligibility at ...
Listen
The Journey Behind Establishing a CFP Board Program from 2018-04-17T10:00
If all of us are equally rich with the same 24 hours in a day, Nandita Das certainly is inspiring with how she uses hers to better herself, this industry, and the...
Listen
Promoting Diversity and Creating Intentional Career Paths in Financial Planning from 2018-04-03T10:30
Lazetta Rainey Braxton, CFP®, MBA, has spent many years creating an intentional financial planning practice. She is a true trailblazer in the financial planning i...
Listen
Attracting Diverse Talent and Growing the Financial Planning Profession from 2018-03-20T03:30
Cy Richardson knows that the financial planning sector isn’t the only industry seeking young, talented professionals. The financial planning profession is on a pa...
Listen
Welcome to 2050 TrailBlazers from 2018-03-16T22:39:21
This podcast is intended to create a space to start these necessary conversations. Nobody here is pretending to have all of the answers, but we do know that by be...
Listen