A Note from Hope Katz Gibbs, producer of the Margaritas with Marguerita Cheng, CFP® Pro Show — I invite you to tune in for this week’s episode of the podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles.
Today’s guest: Akeiva Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, co-founder of The Bemused
The Topic: Helping young adults get #finlit
Rita asks Akeiva:
- What did your financial education journey look like as a young adult?
- What are some common myths you hear about building wealth?
- What are some of the money topics young adults should learn about?
Meet our guest: Akeiva Ellis is a financial planner, educator, and proud daughter of immigrants. She is the co-founder of The Bemused where she and her husband promote inclusive financial literacy for young adults through YouTube video content, an online program, and speaking on personal finance topics under the brand. Akeiva currently serves as an ambassador for the CFP Board and has been quoted in various media outlets, including The Boston Globe, Business Insider, RIA Intel, and CNBC. She has also been a featured guest on PlanStronger TV and numerous podcasts. She hosts the podcast Ballentine Broadcast: Conversations on Black Wealth. In 2021, Akeiva was recognized by ThinkAdvisor as a Luminary in Diversity & Inclusion. She was also recognized by Financial Planning magazine as an industry Rising Star and was named to Investment News’ class of 40 under 40 — the youngest person to grace this list in its 8-year history. Read all about it here: 40under40inadvice.com/winners/akeiva-ellis/ And learn more about Akeiva’s company at thebemusedtv.com.
Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com • Listen to Rita’s podcast show: MargueritaChengRadio.com • Watch the video interviews on YouTube: www.MargueritaCheng.tv