Episode 140

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Published on:

21st Mar 2022

Financial Planning and the Racial Wealth Gap with Dr. Miranda Reiter, Ph.D.

For a long time, gender and racial equality stood far from ever being recognized and addressed. It’s only in recent years that we as a society have progressed to be much more inclusive and representative of minorities in the financial planning field.


In this episode to celebrate women’s month, I’m joined by Dr. Miranda Reiter, Ph.D., an accomplished individual that has well over 20 years of experience in the field of financial planning. With her credible studies into the racial differences in life insurance, Miranda aims to bring to light the systemic and historical issues that present themselves in the financial literacy of households of color.


Join us in this episode as we talk about the facts and how the industry needs to change to present more equal and equitable opportunities for minorities.


Highlights

>> The Biggest Changes to Financial Planning

>> The Impact of Race and Gender on Consumer Behavior

>> The Relationship Between Financial Planning and the Racial Wealth Gap

>> What Needs to Change


Connect with Dr. Miranda:

>> Twitter | @mirandareiter

>> LinkedIn | Miranda Reiter, Ph.D., CFP®


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

>> Episode 123: Brand Building and Minorities in Finance with Jacqueline Schadeck

>> Episode 120: Diversifying the Financial Planning Landscape with Rita Cheng

>> Episode 84: Building A Successful Business with Sheneya Wilson

 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.


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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.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.