Rich, White Guys Make Crappy Financial Advisors

Rich, White Guys Make Crappy Financial Advisors

Update: 2023-05-08
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Katy Chen-Mazzara joins us on the show today to help us explain why taking financial advice from privileged white guys is not the move. That’s right- we’re doing a deep dive into the not-so-wise words of Dave Ramsey. Meg and Katy chat about the nuances that folks like Ramsey completely gloss over to create one-size-fits-all programs that really fit nobody. 

Join us as we discuss:

  • The hypocrisy and double standards of “advisors” like Dave Ramsey 

  • Why debt isn’t automatically a dirty word 

  • What is involved in creating generational wealth

  • The worst piece of Dave Ramsey financial “advice” at 30:00

  • Navigating job loss while keeping your finances afloat 

  • Need to get your money stuff set up right? Join the Biz Money Library for Free- https://equitablemoneyproject.com/free 

  • Submit Your Questions - DisruptYourMoney.com

  • Leave A Review- Apple Podcasts or wherever you listen 

Katy Chen Mazzara is a certified trauma-informed Master financial wellness coach and graduate of UC Berkeley’s Personal Financial Planning Program. As a former freelance TV producer and award-winning documentary filmmaker, Katy understands the balance between dreaming and doing. She helps creative freelancers and entrepreneurs release generational traumas and fears so that they can find emotional and financial freedom.

You can learn more about Katy on her website, follow her on Instagram @katychenmazzara. Retreat information can be found here.  

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This podcast is hosted by Meg K. Wheeler, CPA and Biz Money Coach and Founder of the Equitable Money Project. Meg is on a mission to turn online educators, service providers and coaches from Not Numbers People to Badass Money Makers. Are you ready to Disrupt Your Money? Learn more about Meg and the Equitable Money Project here!

This podcast is intended for informational & educational purposes only and is not intended as professional financial advice. 

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Connect with Meg across social:

Facebook

Instagram- Equitable Money Project

Instagram- Meg K. Wheeler

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Did you Disrupt Your Money, build your bank account, and transform your way of life?  Tell us how this episode impacted you and leave a review at Apple Podcasts or wherever you listen. 

Breaking down financial systems is always better with a buddy - tell a friend about this podcast so you can Disrupt Your Money together: http://disruptyourmoney.com

Song Credit: Midnight Specials by Ash Nino

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Rich, White Guys Make Crappy Financial Advisors

Rich, White Guys Make Crappy Financial Advisors

Meg Wheeler