The Tony Steuer Podcast with Phuong Luong: Creating a Just Economy with Financial Education

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On the latest episode of The Tony Steuer Podcast, I spoke with Phuong Luong, Educator and Financial Planner about creating a more just economy.

In this episode we discussed:

• How do we close the gender and racial wealth gaps.
• Impact investing: How to invest in your values.
• Focusing on what your client wants. 

Phuong Luong, CFP (she/her) is an educator and financial planner. Phuong specializes in financial planning for individuals and families as well as sustainable investing, with a focus on ESG and regenerative investing -- to shift capital from extractive industries toward a solidarity economy. Phuong is a member of the CFP Board’s Center for Financial Planning’s Diversity Advisory Group to build pathways to attract and retain financial planners from diverse backgrounds into the financial planning profession, and recently completed her term as Chair of the CFP Board’s Council on Education, where she advised CFP Board staff on the development of education standards and certification requirements for CFP professionals. Phuong is also a Facilitator for the Boston University Financial Planning Program and a contributor to Morningstar, where she writes about financial planning and sustainable investing for an advisor audience.   

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.