Holiday Update and 2020 Highlights


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It’s been a crazy year! A lot of things happened this year, both good and bad. The holidays are just around the corner, which means it’s that time of the year where I look back on this year’s highlights!

Join me in this solo episode as I review what went down this 2020 — personally, family, for my firm, and this podcast, as well as some exciting news for 2021!

A huge thanks to all my guests this year for the continuous work on changing the complexion of wealth, and for my listeners for their unending support towards this podcast!


>> The good and the bad that happened this year

>> 2020 updates from me, my firm, and this podcast

>> What I’m excited for in 2021

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

>> More Than a Piece of Paper: The Psychology of Money

>> Equality and Representation in the Finance Industry

>> Taking Off The Advisor Mask


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