In this episode of Girl…Call Me with Tanya and Jessica, we sit down with Chelsea Ransom-Cooper, CFP®, Co-Founder and Chief Financial Planning Officer at Zenith Wealth Partners, for a powerful conversation on financial planning for midlife wealth builders, especially women and people of color.
Chelsea breaks down what it takes to build and sustain wealth with intention, covering everything from investment strategies and retirement planning to estate protection and long-term care. She also shares how AI is reshaping financial planning and offers practical, no-fluff advice you can put into action right away.
Whether you’re managing credit card confessions, planning for your future, or just trying to make sense of the money talk at the Thanksgiving table, this episode delivers the insights and encouragement you need to secure your financial peace.
Key topics include:
-
Building generational wealth as a first-generation professional woman
-
Common myths about financial planning
-
Why having a financial advisor matters
-
Estate and long-term care essentials
-
Top financial tools to use right now
-
The midlife mindset shift that turns financial stress into confidence
Tune in, take notes, and get ready to make your money moves with purpose.
Meet Chelsea:
Chelsea Ransom-Cooper, CFP® is the Co-Founder and Chief Financial Planning Officer of Zenith Wealth Partners, a minority-owned wealth management firm on a mission to generate $1 billion in wealth for women and people of color. Chelsea is not only leading a firm; she’s cultivating the next generation of diverse financial planners who are committed to helping first-generation wealth builders take confident steps toward financial freedom. Zenith specializes in working with high-earning founders, leaders, and executives who are the first in their families to build significant wealth and don’t want to “mess it up.” Whether navigating equity compensation, major life transitions, or planning for retirement, Zenith’s advisors take a tailored, empathetic approach—serving as partners, educators, and advocates every step of the way.
Chelsea serves as a CFP Board Ambassador, educating the public on how financial planning with CFP professionals can help people achieve their financial goals. Chelsea’s work has been featured in CNBC, NPR, MarketWatch, and The Wall Street Journal. She has been recognized by InvestmentNews 40 Under 40, NerdWallet, and the Association of African American Financial Advisors.
Contact Chelsea:
Website: https://zenithwealth.partners/
Schedule a call: https://calendly.com/chelsea-zenith/zwp-introductorty-call
here is the referral link to monarch money, budgeting tool
**Enjoying the show? Buy us a coffee!
Your support helps us keep the convo real, the mics on, and the vibes strong. https://coff.ee/podcastgirg
We invite you to become part of our community. If you have questions for our hosts or want to suggest a topic for the show, please email us at podcast.girlcallme@gmail.com
- Website: www.girlcallme.com
- Follow on Instagram: podcast.girlcallme
- Follow on Facebook: @girl.callmepodcast
- Join our YouTube Channel: @PodcastGirlCallMe
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.