Addressing Racial Wealth Equity in the Field of Finance
This week Real Money, Real Experts welcome guest Darren Liddell. Darren's extensive background involves everything from non-profit to tax preparation to extensive work as a racial wealth equity advocate. Liddell has been working in the financial security field for over 8 years. Most recently, Darren served at The Financial Clinic as Director of Program Innovation. In this role, he oversaw the services, data, and policy teams, while providing innovative direction to the Clinic’s new and existing local and national programs.
Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Darren about his financial path and how to address racial wealth equity in the field of finance.
*Show Notes*
00:51 About Darren
07:36 Turning Experience into Opportunity
08:21 Tax Prep and the Pandemic
09:12 VITA Services
11:15 Racial Inequality in Finance
13:11 Building Wealth for Your Clients
15:33 Policy and advocacy as a way to address racial wealth equity
21:04 Fintech and the Racial Wealth Gap
25:17 Getting involved in non-profit
26:41 Your Two Cents
Resource Links:
University of Georgia's Financial Planning Program: https://www.fcs.uga.edu/financial-planning
United Way’s Financial Coaching Program: https://www.unitedway.org/our-impact/focus/income
NeighborWorks America: https://www.neighborworks.org/
University of Georgia’s VITA program: https://www.fcs.uga.edu/fhce/vita
Internal Revenue Service’s VITA Programs: https://www.irs.gov/individuals/irs-vita-grant-program
The Financial Clinic: https://thefinancialclinic.org/
Catalyst Miami: https://www.catalystmiami.org/
Prosperity Now: https://prosperitynow.org/
Road to Zero (Racial Wealth Equity Data): https://prosperitynow.org/resources/road-zero-wealth
SaverLife: https://www.saverlife.org/
Brunch and Budget: https://brunchandbudget.com/
See Change: https://seechangefinancial.com/
Propel: https://www.joinpropel.com/
Join AFCPE’s Government Relations Committee: https://www.afcpe.org/afcpe-member-task-forces/
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