In this episode, we welcome Lissa Prudencio, a personal finance expert, certified financial planner, and accredited financial counselor, and the Founder of Wealth for Women of Color, who transitioned from the tech industry to finance to help women, especially women of color, learn the foundations of money and build wealth.
Lissa discusses the importance of consistently learning about finances, especially in an era where advice is abundant but often contradictory. She emphasizes the need to find financial voices that resonate with you and guide you toward informed decisions. One key topic Lissa covers is generational wealth—explaining what it is, why it’s crucial, and how to start building it.
This conversation also touches on the significance of estate planning and working with financial professionals, such as accountants and lawyers, to protect and grow your wealth. Lissa shares her experience volunteering with Savvy Ladies, a nonprofit offering financial coaching to women, and the impact it has had on her understanding of financial empowerment.
If you’re looking for practical tips to take control of their finances, including how to navigate complex financial systems and make sound financial decisions that will benefit future generations, this episode is for you!
Episode Highlights
00:17 Lissa's Career Transition to Finance
00:57 Personal Finance Journey and Lessons
05:12 Mindset Shifts and Financial Education
08:51 Challenges Faced by Women of Color
23:03 Building Generational Wealth
27:09 Conclusion and Final Thoughts
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