Sometimes, the best way to boost your career is to find some fuel from your other passions. 

In today’s episode, Jamie and guest co-host Brodrick talk with Ana, Framework’s new co-host, and the Director of Coaching and Advisor Content at Carson Group.

Prior to being Carson’s clarion in the advisory space, Ana worked as the senior editor for the FPA’s publications, including Journal of Financial Planning, the FPA Next Generation Planner, and Practice Management Blog. Ana has been very vocal about her Hispanic heritage’s impact on her flourishing career. And when not busy with her content initiatives, you’ll find her preparing for marathons.

Ana talks with Jamie and Brodrick about the power of being inclusive and authentic, career lessons she’s learned from running marathons, and her personal and career background.

Key Takeaways

  • Ana’s best Menudo and her love for different cuisines.
  • Ana’s favorite karaoke song.
  • What sparked Ana’s passion for writing.
  • Why Ana fused journalism with financial planning.
  • Why Carson’s Excell is always worth the wait every year.
  • The impact of doing everything for the next generation.
  • Why choose to be inclusive and authentic.
  • The problem with misrepresenting a culture.
  • The cathartic effect of running marathons.
  • Putting POC narratives at the forefront.

“The world isn’t always kind to people who are different, or who look different, who come from or maybe have different experiences. And my goal is that they don’t have to experience that or that they’re going to enter a world where that’s not a thing.” – @AnaT_Edits

Links

Connect with our hosts

Subscribe and stay in touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Dr. Howard Liu: Reconnecting for Better Mental Health

By: Jamie Hopkins
Dr. Howard Liu has had a front-row seat to the mental health impacts of the pandemic through his work as a child psychiatrist and Chair of the University of …
Blog

Anthony Zhang: Turning Challenge into Opportunity

By: Jamie Hopkins
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …
Blog

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

By: Jamie Hopkins
Why do we make the decisions we do when it comes to money? In today's episode of Carson Group and PIMCO's Retirement Income Series, behavioral economist Dr. Richard H. …
Blog

Christine Benz: Breaking Down Retirement Income Planning Strategies

By: Jamie Hopkins
What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key …
1 2 3 109