Eric Brotman & Michelle Waymire , Don't Retire...Graduate Podcast

Male, Pale, and Stale: The Growing Need for Diverse Voices in Finance with Michelle Waymire

20 Apr 2023 • 43 min • EN
43 min
00:00
43:14
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Welcome back to Don’t Retire… Graduate! Today’s guest is as young and scrappy as her brand. Michelle Waymire founded her financial planning practice to help the LGBTQ+ community make sense of their finances in an environment that is uniquely designed for them.  Her approach to financial planning means making your money work towards building a joyful, abundant, and giving life and she is here to share more about her story and how she is changing the industry to be less male, pale, and stale.  Listen to her abundance philosophy and start changing your mindset. If not, well, bless your heart. In this episode we’ll talk about: • Michelle launching a financial planning practice right before the pandemic took over the world • What it means to be a fiduciary  • How young clients don’t want their parents’ financial advisor and how important it is to have a multigenerational financial planning practice • How women in finance are seen as assistants and secretaries regardless of position  • A collaborative approach to financial advising  • The abundance mindset vs striving for wealth • Abundance as a means to an end instead of an end goal • How financial planning for the LGBTQ+ community is different  • Partnerships and collaborations that can help the LGBTQ+ community find a better financial advisor for them Visit dontretiregraduate.com for a full transcript of this episode. About Michelle Waymire: Michelle Waymire is a fiduciary financial advisor and financial coach, as well as the founder of Young & Scrappy, a specialty practice geared towards serving young professionals, artists/entrepreneurs, and LGBTQ+ folx. Michelle holds her Masters in Business Administration from the University of Tennessee, is a Chartered Financial Analyst (CFA) charterholder and CERTIFIED FINANCIAL PLANNER (tm) and has been quoted/featured in US News, Glamour, Bustle, local NPR, and many more. You can read about her work at www.youngandscrappy.com. Or check out The Young and Scrappy Instagram here: https://www.instagram.com/theyoungscrappy/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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