How to Talk to [Mamí & Papí] about Anything
Society & Culture:Relationships
Hoang’s Vietnamese mother wants her to buy a house, but she’s unsure if that makes sense for her and her family at the moment. And financial planner Thao Truong speaks with Juleyka about this often symbolic purchase among immigrant families, and offers practical advice for discussing the decision with our loved ones.
Featured Expert:
Thao Truong joined Morton Wealth in December 2020. She has 10 years of experience in the wealth management business. Prior to joining Morton Wealth, she held various roles in financial planning, private investments, portfolio design, and advisory services at other independent advisory firms based in San Francisco and San Diego. Additionally, Thao is a CERTIFIED FINANCIAL PLANNER™️ professional. She graduated magna cum laude with a B.S. in finance and economics from the University of New Hampshire. Born and raised in Saigon, Vietnam, she moved to the United States by herself and became financially independent at age 16. Thao is dedicated to supporting youth and women through life transitions and closing the financial literacy gap. Recently, she helped launch “Herself by Morton,” an initiative that provides free networking opportunities and financial education resources for women. Thao is a member of the National Association for Divorce Professionals and is training to become a Certified Divorce Financial Analyst®️ (CDFA®️). She is one of the honorees of the 2022 class of40 Under 40 by InvestmentNews. Outside of work, she enjoys reading, crafting, and maintaining an active lifestyle: running, cycling, hiking, tennis, and yoga. She is fluent in Vietnamese, and also knows some French because of her Vietnamese heritage. Learn more about Thao's work here.
If you loved this episode, listen to Talking to Mamí about Her Money and When They Send Money Back Home But It Hurts You.
We’d love to hear your stories of triumph and frustration so send us a detailed voice memo to hello@talktomamipapi.com. You might be on a future episode! Let’s connect on Twitter and Instagram at @TalkToMamiPapi and email us at hello@talktomamipapi.com. And follow us on Apple Podcasts, Spotify and anywhere you listen to your favorite podcasts.
She's Trying to Close the Emotional Gap with Papí
Doctor's Mom Won’t Listen to His Medical Advice
Raised to Be a Modern Woman, But Expected to Follow Tradition
She Tries to Explain Her Social-Justice Activism
Parents Pushed Her into Law, But She Chose Dance Instead
Playing Mediator While Living with His Girlfriend and His Mamí
Parents Want Her to Need Them More
Unable to Ask Her Parents for Emotional Support
Dating: He’s Afraid to Self-Sabotage
Dating: She Wants to Date but Not Make the First Move
Dating: Wanting This, Not That
Dating, But Not to Get Married
He Disagrees with His Family on the Meaning of Being Cuban
How to Pitch Your Business Idea to Your Family
Family Encouraged Military Service, But She Made Her Own Plans
Raised Mormon, She Left the Church Fearing for Her Safety
Mom is Upset About Her Gift (Hint: It’s Not About the Gift)
OG Check-in: She's Working to Forgive an Abusive Grandmother
OG Check-in: Designated Translator Is Learning to Say 'No'
OG Check-in: He Paid Dearly for Trying to Protect His Skeptic Family from COVID
Create your
podcast in
minutes
It is Free
The Modern West
Birthful
Our Body Politic
Latina to Latina
70 Million
College Admissions Decoded