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.


>> 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

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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 (

Want to chat with a fee-only financial planner? Shoot me an email at Can’t wait to meet you.