Archive

Revisit or catch up on all the gems.

Our virtual sessions with our network of members and experts, are where we help keep you engaged in your wealth practice.

- Ask Me Anything
Ask Me Anything 7 // Gloria Cisneros, CFP

In this Ask Me Anything Session with Certified Financial Planner, Gloria Cisneros, we explored topics like developing your own investment perspective & strategy, navigating bad investments, breaking down the basic types of investment assets, modern ways to invest in progressive change, and planning during an economic downturn.
Wealth Coworking 5 // Aimee Espiritu, M., Ed.

In our 5th Wealth Coworking Session with Aimee Espiritu, a fellow first-gen facilitator and strategist, we discussed REST as an essential line on our budgets. Catch the reply for body doubling, and hear what other members had to say about how they’re navigating the integration of REST into their wealth practices.
Ask Me Anything 6 // Stephanie Olano, Financial Trauma Coach & Therapist

In our Ask Me Anything Session, together with Financial Trauma Coach and Therapist, Stephanie Olano, we explored the intersection of navigating financial anxiety, healing from first-gen financial trauma and money, and boundaries with loved ones. She left us with a powerful reminder: “Caring for myself is not self-indulgence, it is self-preservation, and that is an act of political warfare.” – Audre Lorde.
Wealth Coworking 4 // Aimee Espiritu, M., Ed.

In our 4th Wealth Coworking Session with Aimee Espiritu, a first-gen facilitator and strategist, members brought a mixed bag of things! We talked economic boycott, seasonal depression, navigating identity theft… AND also some big wins like getting taxes done early and real estate milestones!
Ask Me Anything 5 // Rebecca Bradshaw Palmer, CFP

In our Ask Me Anything Session, together with Certified Financial Planner Rebecca Bradshaw Palmer, we dive into a dynamic discussion on navigating our finances around an unstable administration, investment insights and retirement planning.
Wealth Coworking 3 // Aimee Espiritu, M., Ed.

In our 3rd Wealth Coworking Session, Aimee Espiritu, a first-gen facilitator and strategist, guided members through practical exercises to give clarity and sprinkle momentum on everyone’s wealth to-dos.
- Topic Clinics
Big 3 Budgeting Clinic // Bethel Habte, Accredited Financial Coach Candidate

We want you to create a budget that gives you clarity about your financial picture, and is actually useful for your day to day real life. That’s why we’re hosted this step-by-step budget clinic with expert guidance from our guest, Bethel Habte .
Ask Me Anything 4 // Panel with Diana Yañez, Dr. Shay Harris-Pierre, and Gabbi Cerezo

We’re kicking off the new year with not just one but three experts: a Certified Financial Planner (CFP), an Accredited Financial Counselor (AFC), and a Financial Therapist. The goal? To refresh your understanding of 3 key numbers from a first-gen lens that can shift the way you set your 2025 financial goals.
First-Gen Winter Affirmations

Feeling end-of-year burnout, but also compelled to maximize every quiet moment? Very first-gen of you. That’s why we made you this video of affirmations: To remind you that rest is both biological and birthright, and to challenge our urge to turn nourishing holiday downtime into self-improvement and productivity. Rest, friend.
Wealth Coworking 2 // Aimee Espiritu, M., Ed.

Re-live the co-working magic from our December Wealth Coworking Session. Led by Aimee Espiritu,a first-gen facilitator + strategist, this session includes momentum-boosting exercises, space for some heavy topics involving family loss and parent care, and many sweet moments of members tapping into their Brave Dimes power to rerack their financial mindsets before the holidays.
- Ask Me Anything
Ask Me Anything 3 // Diana Yañez, MA, CFP, RLP

CFP Diana G. Yañez sits down with the New Dimes community to get into some tender topics. We talked juggling your own debt AND your parents’ + titas/titos’, helping Mom protect her own retirement as she navigates her own stretch in caregiving, first-time homebuyer prep, and tackling the ‘funeral planning’ convo nobody wants to have (but we all need to). This one hit hard but was also empowering. Lots of healing. Bring tissues.
- Ask Me Anything
Ask Me Anything 2 // Diana Yañez, MA, CFP, RLP

CFP Diana G. Yañez sits down with the New Dimes community to answer questions about post-election financial prep, retirement accounts 101, how to prepare for a long—like one year long—sabbatical, and balancing wealth building while paying down credit card debt.
- Wealth Coworking
Wealth Coworking 1 // Aimee Espiritu, M., Ed.

Catch the highlights from our first-ever Wealth Coworking Session. Led by Aimee Espiritu, a first-gen facilitator + strategist, this session includes momentum-boosting exercises, plus time to process and ground ourselves around the election results.
- Ask Me Anything
Ask Me Anything 1 // Diana Yañez, MA, CFP, RLP

CFP Diana G. Yañez sits down with the New Dimes community to answer questions about working with financial pros, setting realistic goals, I-am-my-parents’-retirement-plan strategies, and what we can do to build values-aligned wealth.

A gentle reminder…

This area is for your eyes only. Please protect the privacy of the people in our network. This content is not personalized financial, legal, or tax advice. Our experts are are here to give general guidance, but for anything specific to your own situation, be sure to check in with your personally contracted professionals. These sessions are all about information, not a client-advisor relationship. Soak up what speaks to you, and make moves that feel right for you!

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Our virtual sessions with our network of members and experts, are where we help keep you engaged in your wealth practice.

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