Money Moves Powered By Greenwood

Everyone's favorite therapist Soco joins Tanya to help with a letter from a fan seeking advice about conservatorship over their granmothers estate.

Soco is a licensed clinical social worker who received her Masters Degree from UC Berkeley and the owner of Soco Rey Therapy.

Tanya and Soco talk about grief, conservatorship, the struggles of younger generation taking care of older generation, boundaries about taking care of family members, how to have the conversation about estate planning with older generation.

Host IG: @itstanyatime

Guest IG: @yourfavoritetherapist

Learn more about Soco Rey's therapy at: https://www.socorey.com/

See omnystudio.com/listener for privacy information.

Estate Planning expert Lori Douglas returns to give us a Deep Dive into the world of estate planning.

This time she covers the value of intellectual property, artwork, digital assets such as IG, FB, Tik Tok, Bitcoin, dogecoin, even the value of all those collectibles you have been having. Have kids going to college? you are going to want to listen in to her advice on Healthcare Proxy.

Host IG: @itstanyatime

The best way to reach Lori is through her email: [email protected]

learn more about her services at: drestatecounsel.com/about

See omnystudio.com/listener for privacy information.

Our very own Money Moves Correspondent, Mara Hall, was on the streets of Greenwood asking the people some questions relating to Estate Planning.

Greenwood contest winner, Chris Boyd, Joins us as he answers some of the misconceptions about Estate Planning. Dispels all the myths relating to estate planning, the problem with oral wills, and how having a will and trust help while you are living.

Host IG: @itstanyatime

Corresponded: @mara_hall

Guest IG: @cboydmotley

ICYMI: Hear what Lori Douglas has to say about estate planning on yesterday's episode.

See omnystudio.com/listener for privacy information.

Hey, there Money Movers! This week we are all about estate planning.

Tanya is joined by Lori Anne Douglass, Co-Chair of the Diversity Committee of the Trusts and Estates Section of the New York State Bar Association, to help educate us about estate planning and leaving a legacy.

She covers it all from best times to start estate planning, what counts as an "Asset," the difference between a will and a trust, revocable and irrevocable trust, and so much more.

If you have not thought about estate planning, trust us, you are going to want to start.

Host IG: @itstanyatime

The best way to reach Lori is through her email: [email protected]

learn more about her services at: drestatecounsel.com/about

See omnystudio.com/listener for privacy information.

Check out what's coming up this week on the Money Moves Powered by Greenwood podcast!

See omnystudio.com/listener for privacy information.

We are joined by the former mayor of Atlanta Kasim Reed. He sits in to join us to talk about his journey to becoming the major, and his reason to run again for a third time. The value of mentorship, how he mixes entrepreneurship and politics. The future of Atlanta and its position as one of the top cities globally for creatives that want to build money.

Host: IG: @itstanyatime

Guest Twitter: @KasimReed

Guest IG: @kasimreed

If you live in the Atlanta area make sure to cast your vote by Nov 2nd.

Miss any podcasts this week? You can find all of them here: BankGreenwood.com

See omnystudio.com/listener for privacy information.

There are many stories from the Tulsa Massacre that have been lost throughout history. The Massacre itself is barely mentioned in public schools today. Fortunately for you, we went down to Tulsa, Oklahoma, to uncover some of these stories. 

Linda Barnett sits in and shares the story of her uncle Frank and his contributions to the Greenwood community post-Tulsa Massacre, the suppression of the Tulsa Massacre in schools, The apprenticeship programs Uncle Frank conducted for black surgeons when white hospitals rejected them, and unequal access to healthcare. 

Untold Stories is a Youtube series on Bank Greenwood's youtube channel. 

Host: IG: @itstanyatime

Find a list of episodes and more tips at BankGreenwood.com 

See omnystudio.com/listener for privacy information.

The trucking queen Casey Cooper returns to give us a Deep Dive on different types of government contracts, RFPs, SoleSource Contracts, MBE, DBE and tax loopholes. Casey gives us her secret to successfully securing government contracts through the Three P's: Presentation, Paperwork, and Performance.

You wont want to miss this.

Host: IG: @itstanyatime

Guest IG: @thecompasscircle

Guest Twitter: @CaseyCasem1

Learn more about the compass circle https://www.thecompasscircle.com/

ICYMI: Hear what Casey Cooper has to say about how to start a trucking business on Episode 6.

Find a list of episodes and more tips at BankGreenwood.com

See omnystudio.com/listener for privacy information.

Real estate entrepreneur Maja Sly joins us for this special Money Moves covering all things real estate. Maja runs a real estate empire, a chain of beauty salons in Atlanta, a hair extension store, and an entrepreneurial training and coach program. Anything in the real estate space you have ever wanted to learn about this woman is your go-to source. Maja talks about how to raise your credit score if you are in the 500-640 bracket, tips on student loans, how to build credit if you are a foreign national, the difference between good debt and bad debt, Federal Housing Administration loan (FHA), and Income Based Repayment plans (IBR).

Host: IG: @itstanyatime

Guest IG: @majasly

Guest Website: Majasly.com

Find a list of episodes and more tips at BankGreenwood.com

See omnystudio.com/listener for privacy information.

Hey there Money Movers! Todays episode we are joined by trucking queen Casey Cooper. She is the CEO of the Compass circle, a trucking company she founded in 2016. She now teaches women and minority own companies how to scale their business through government contracts.

Casey & Tanya discuss the importance of staying commited to your goals, building relationships with mentors, the negative mindset that social media can bring, failing forward, and the experience of being a black female in a white mans space and much more.

Host: IG: @itstanyatime

Guest IG: @thecompasscircle

Guest Twitter: @CaseyCasem1

Learn more about the compass circle https://www.thecompasscircle.com/

Find a list of episodes and more tips at BankGreenwood.com

See omnystudio.com/listener for privacy information.