• The Giving Pledge: 10 Years Later
    Sep 2 2025

    15 years ago, some of the world’s wealthiest promised to give away at least half their fortunes through the Giving Pledge. Over a decade later, how much have they really given? In this episode, we unpack a recent update on the pledge, explore why many billionaires fell short, and discuss why real change can’t wait for the ultra-rich. Instead, we share how communities and everyday people can drive impact now and why the power to shape the future might be closer than we think.


    Check out the link below to read the article referenced in this episode:

    https://www.cnbc.com/2025/08/07/giving-pledge-buffett-gates-billionaires-philanthropy.html



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    13 mins
  • AI’s Hidden Cost: The Environmental Impact No One’s Talking About
    Aug 12 2025

    Artificial intelligence is reshaping our world—but at what cost to our planet? In this episode, we dig into the overlooked environmental footprint of AI and the massive energy demands of data centers in vulnerable communities. We explore why sustainability needs to be baked into AI development from the start, and how environmental justice must be part of the conversation. If we don’t plan responsibly, the same communities already facing the brunt of climate change could bear the hidden costs of AI’s rapid growth.


    With special guest Yejide Olutosin, a sustainable finance strategist and clean energy leader with over a decade of experience shaping energy policies, supporting ESG investment strategies, and promoting environmental justice. She has helped mobilize millions of dollars in public and private capital to expand clean energy access, improve grid resilience, and drive policy reforms in more than 10 countries across Sub-Saharan Africa, South Asia, and the Americas. She has also guided individuals and institutions in aligning their financial assets with climate goals, informed by her background in private wealth management and climate finance strategy. Yejide’s work connects financial systems with frontline communities, offering a global, equity-focused perspective on how capital can serve as a tool for resilience and change.



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    17 mins
  • Is Scale the Enemy of Impact?
    Aug 5 2025

    As federal funding continues to shrink, many mission-driven organizations are under pressure to grow fast and do more. But is scaling always the right move—and at what cost? In this episode, we explore whether it’s possible to scale impact without losing your core mission and values.

    With guest Amir Ali, the Founder and Principal of Clarity Impact Finance, a boutique consulting firm that partners with CDFIs and mission-driven lenders to advance equitable community outcomes through strategic capital deployment. He has led the deployment of over $150 million in CDFI capital to underserved communities, financing critical social infrastructure such as affordable housing, healthcare, early childhood education, and schools.

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    12 mins
  • Do The Least Harm? A Financial Advisor’s Guide to Ethical Investing
    Jul 22 2025

    In this episode, we sit down with Maggie Kulyk, seasoned financial advisor and the founder of Chicory Wealth, to explore what it really means to invest with your values in mind. While the capital markets don’t allow for “perfect” ethical investing, there are practical steps we can take to reduce harm and make more mindful choices with our money. We discuss strategies, mindsets, and real-world advice on how to align your investments with your values—without falling into the trap of perfectionism.



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    13 mins
  • Trump’s Big, Beautiful REPEAL: What It Means for Climate and Community
    Jul 15 2025

    In this episode, we unpack the far-reaching implications of what’s been called “The Big, Beautiful Bill” — and what it means for environmental efforts, green jobs, and especially the CDFI industry. As funding gets pulled back and priorities shift, the communities we serve are feeling the strain.

    We take a hard look at how this legislation is impacting the momentum we've built, the investments already made, and the work still left to do. But this isn’t just about loss — it’s about resilience. If you’re feeling discouraged, you’re not alone. We’re all navigating this together, and there’s still power in collective action, even in uncertain times.

    Whether you're in the CDFI space, working on climate justice, or just trying to understand how national policy is shaping the local work, this episode is for you.

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    15 mins
  • Let’s Talk About Estate Planning (Yes, Really)
    Jul 8 2025

    We know—it sounds like one of those topics: boring, scary, or just plain overwhelming. But in this episode, we flip the script on estate planning. In a world where so much feels out of our control, this is one area where we do have agency.

    We're breaking the taboo and talking about it—openly, honestly, and with a little levity. You’ll learn why estate planning matters (even if you're not rich), what to consider, and how to take the first step without spiraling.

    This isn’t just paperwork—it’s peace of mind.

    In this episode, we reference the workbook "I'm Dead, Now What", a tool that Ebony has found helpful if you don't know where to start. You can access the book here: https://a.co/d/bN0b8qI

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    13 mins
  • Politics, Perception, and Your Portfolio: Are You Making Emotional Money Moves?
    Jul 1 2025

    A recent Wall Street Journal article reveals a surprising trend: more and more people are letting their political beliefs guide their short-term financial decisions. In this episode, we unpack why investors are reacting to headlines and election seasons with their wallets—and what that could mean for your portfolio.

    Are you unintentionally letting political bias shape your money strategy? And more importantly—is it healthy for your financial future?

    We dive into the risks, the psychology, and what to do instead.

    Check out the article we reference in this episode: https://www.wsj.com/finance/investing/investment-portfolios-politics-6d186f91

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    16 mins
  • Women & The Great Wealth Transfer: A $48 Trillion Opportunity
    Jun 24 2025

    By 2048, women are projected to inherit a staggering $48 trillion from their spouses as part of the Great Wealth Transfer. Yet, many financial professionals are still failing to plan with women in mind. What's up with that?!? In this episode, we unpack the overlooked role of women in wealth planning, the consequences of excluding them, and the critical steps advisors and families must take to ensure women are supported and empowered to make informed financial decisions. This is more than a trend—it’s a shift that demands urgent attention.

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    19 mins