Phuong Luong, Founder of Just Wealth in the U.S. is a burst of inspiration. She’s a career changer from teaching to financial planning and when she decided to make the switch, she jumped right in and started her own virtual, fee-only financial planning business.
If you know someone that’s considering a career switch into financial planning, this is a great episode to share with them.
Phuong also shares her research and experience with financial history, wealth divides and the myths we tell ourselves about why people are poor. We discuss some of the challenges with giving back through pro bono work and the most effective way for you and your clients to contribute charitable dollars.
Phuong has won many awards and recognitions but remains staunchly focused on leaving the world a better place than she found it.
Links, transcript and timestamps at https://innovatingadvice.com/post/episode68.)
Three Steps to Identify Opportunities for Innovation in Your Financial Advice/Planning Business)
![cover of episode Understanding Personal Finance Across the Wealth Spectrum with Phuong Luong [Ep68]](https://static.libsyn.com/p/assets/4/4/a/6/44a6cf14c0763a6c/068_Phuong_Luong.jpg)
