Lazetta Rainey Braxton: Financial Planning for 'The Rest of Us'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 7 October 2020

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

A leading financial advisor discusses her digital-only firm, their diverse population of clients, and how to make the advisory profession more inclusive.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.7	Hi, and welcome to the Longview. I'm Christine Benz, Director of Personal Finance for Morningstar.
0:38.2	And I'm Jeff Battack, Global Director of Manager Research for Morningstar Research Services.
0:42.9	Our guest on the podcast today is financial advisor Lizetta Rainey Braxton.
0:48.1	Lizetta is the co-founder and co-CEO of 2050 wealth partners, a virtual financial planning and wealth management firm,
0:56.0	geared towards serving individuals who haven't traditionally been recruited by other financial
1:00.4	advisors because of their income, age, race, or gender.
1:04.9	She has frequently appeared on national television shows, and she's also a member of CNBC's
1:10.0	Digital Financial Advisor Council and a
1:12.6	contributor to the Wall Street Journal's Experts blog. Lizetta was the recipient of Investment News
1:18.3	inaugural Women to Watch and Excellence in Diversity and Inclusion Awards. She also received the
1:24.0	Association of African American Financial Advisors Leadership Legacy Award and the Heart of Financial Planning Award from the Financial Planning Association.
1:33.2	Lizetta received her bachelor's degree at the University of Virginia and her MBA at Wake Forest University.
1:38.9	She's also a certified financial planner.
1:41.6	Lizetta, welcome to the Longview.
1:43.9	Christine, thank you for having me.
1:46.6	Well, thank you so much for being here.
	...

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