Talking with Special Guest Ka'Neda Bullock

Ka’Neda N. Bullock is president and founder of Master Plan Investment Group, based in Pennington, New Jersey. She is a wealth manager and corporate retirement plan advisor. Ka'Neda established Master Plan Investment Group in 2019 with a mission to serve clients by helping them clarify their financial goals, chart a course for success, and live a fulfilled life. She became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in April 2020. Currently, 3.7 percent of CFP® professionals are Black or Latino, and only 23.3 percent are women. Ka'Neda is committed to improving these statistics. She is a frequent speaker on money management, including retirement income strategies, investing, insurance, long-term care, financial planning, and general financial literacy.

[00:01 – 05:16] Opening Segment

• Only 23% of women become financial planners
• Ka’Neda’s tips on becoming a financial planner
  • Recognize that finance is a great environment
  • Be willing to ask for what you want

[05:17 – 19:21] Finance is an Interesting Space

• Finance doesn’t have to be boring
• How Ka’Neda’s mom helped shape her perspective on the roles of women in the workplace
• Take risks and make decisions that will take you to the direction you want to be with grace and support
• How to Teach Children Investing and Ownership
• Your career is an everyday decision
• Multigenerational Wealth Management Firms

[19:22 – 26:57] Closing Segment

• Taxes can be your biggest expense in retirement!
• Finance is an enjoyable language
• Ka’Neda’s Resources
  • Good to Great by Jim Collins
  • Detours by Tony Evans
• Life gets easier when you put it in perspective

Connect with Ka’Neda

Website: www.masterplaninvestmentgroup.com

LinkedIn

Tweetable Quotes

“Women [and parents] have great goals. I want you to prioritize yourself as well dream, we can figure out a plan.” - Ka’Neda N. Bullock