✦ The CHIP Blog
Dana Wilson
Financial Wellness & Behavior Parenting, Power & Paychecks: The Hidden Cost of Doing It All
Part two of Money Mamas Unfiltered: CHIP’s Eugenie George and Afiya Lahens get real about working moms and money, the hidden cost of caregiving, the mom vs. dad double standard and the money behind mom influencers. 28:56 Watch →
Culture, Identity & Community Wealth Tax Traps & Triumphs: How First-Gen High Earners Can Win in Today’s Economy with Luis Rosa
Luis Rosa, CFP®, EA, breaks down the tax traps that catch first-gen high earners and the moves that help you keep more of what you earn. 37:11 Watch →
Wealth & Investment Real Estate Tax Secrets with Bill Hampton: Building Wealth & Keeping More of It
Bill Hampton, AIF®, CFEI, RFC®, shares real estate tax strategies to help you build wealth through property and keep more of what you earn. 31:41 Watch →
Know Your Team Planning for the Unexpected: Business Continuity & Exit Strategies with Nick Walls
Nick Walls, JD, CFP®, CLU, explains business continuity and exit planning so your business, family and wealth are protected if the unexpected happens. 34:14 Watch →
Financial Wellness & Behavior Nuances of Finances for First Gen or Next Gen Individuals with Gloria Garcia Cisneros
Gloria García Cisneros, CFP®, on the pressure of building wealth for many, the money beliefs culture hands us and how to pass on a legacy. 28:16 Watch →
Tax & Business Strategy Wealth Building 101 with BES
Anna N’Jie-Konte joins Cultural Coins with the Black Excellence Society for a Wealth Building 101 conversation on the first steps to growing long-term wealth. 48:07 Watch →
Credit, Capital & Asset The Future is Female: Financial Tips for Women in a Changing Economy
A panel of women in finance shares practical money tips for a changing economy, from a 30-day spending look back to estate planning basics. 44:05 Watch →
Insurance & Protection Common Misconceptions About Real Estate Tax Deductions Revealed!
A quick Cultural Coins tip from Bill Hampton clearing up common misconceptions about which real estate expenses you can actually deduct. 1:39 Watch →
Retirement & Legacy Avoid These Costly Tax Mistakes for High Earners!
A 90-second tip from Luis Rosa, CFP®, EA, on the most costly tax mistake first-gen high earners make: waiting until tax season. 1:25 Watch →
Financial Wellness & Behavior