During our 22nd episode for the month of November we had the pleasure of speaking with Courtney Richardson aka The Ivy Investor. We talked about the following topics and soooo much more:
Defined investing & simplified the process
explained the difference between trading and investing
went over the 80/20 split
Favorite platforms to use for investing
After being bombarded with calls from friends about finances and financial planning, Courtney N. Richardson became increasingly frustrated with the lack of options for quality financial education resources for African American women.
In 2014, Courtney leveraged her years of experience in retirement, consumer banking, high net worth advising, and tax planning to create The Ivy Investor. Courtney’s financial and legal
commentary has been featured in AARP, AOL, Forbes, New York Magazine, The Huffington Post, Black Enterprise, and many other online publications. She is also featured in the New York Times bestseller, "Get Good With Money."
Courtney provides webinars and masterclasses on how to create wealth through investing, how to retain wealth using appropriate tax strategies, and how to transfer wealth efficiently to the next generation (Generational Wealth).
Courtney holds a Doctor of Jurisprudence (J.D.) from West Virginia University College of Law and an LL.M. (Taxation) from Temple University Beasley School of Law.
Email:
courtney@theivyinvestor.comCourtney -
https://theivyinvestor.com/Twitter -
http://www.twitter.com/theivyinvestorFacebook -
http://www.facebook.com/theivyinvestorLinkedIn -
http://www.linkedin.com/in/courtney-richardson-esq
