Mini Episode 1 - Brynna Wilson
Elena Joy, host: Welcome to Out of Queeriosity, Your Field Guide to Queer Pride. This is a production of Pride and Joy Foundation and I am your host, Elena Joy pronouns,she /her.
You have found a bonus episode! Our theme this year is your voice, your power. We are using it to pursue our mission of preventing suicide and homelessness in our LGBTQ plus community by amplifying your voice and your power.
Our bonus episodes feature the voices of the most recent graduates of our keynote queers program. This is our eight-week online course just for lgbtq plus participants to learn public speaking skills as well as the knowledge to build public speaking into an extra form of income. Whether our participants were pitching their own small businesses or upleveling their presentation skills for their corporate careers, or just learning how to effectively move audiences to take action.
Our keynote queers gave a hell of a graduation presentation and we are here to share it with you. Can you even imagine squishing an entire keynote into just 10 minutes? This is considered expert-level skills in the public speaking world, and it was our graduates' capstone project. Check back here on Tuesdays in the summer of 2023 to hear from another keynote queer graduate.
Now let's get to it. Our first keynote queer graduate is Brynna Wilson, pronouns she, they share their expertise through podcasts such as “Women Behind the Millions” and “all things LGBTQ+”. Has become a thought leader and educator for marginalized communities around money and wealth. Brynna Wilson is a C E O, financial advisor and personal growth enthusiast who has been focused on helping her clients realize they can live the life of their dreams for the last six years.
Through the lens of behavioral finance, Brynna changes perspectives on the traditional understanding of money to create innovative strategies to increase our abundance financially and move from just surviving to thriving. Brynna created Citrine & Gold to break down barriers, self-beliefs, and change the rules of the capitalism game to create wealth for those that have never seen it.
You can find Brynna on LinkedIn through Brynna Wilson, on Instagram through Citrine and Gold, and Citrine and gold llc.com. Their links are also in the show notes. Their presentation is entitled, “Survive To Thrive. Is it Possible Financially?” I give you Brynna Wilson.
Brynna Wilson: In 1943, psychologists Abraham Maslow published a paper entitled A Theory of Human Motivation.
In which he described his pyramid that we now know as Maslow's Hierarchy of Needs. This pyramid has five levels ranging from safety to self-actualization and in sequential order, moving from level to level, from surviving to thriving. Many psychologists continue to use this pyramid today with all of their clients in order to overcome life's stressors.
To fulfill their needs, and while it's important to understand this pyramid for the relationship of humans to potential in connection or fulfillment, I believe that this pyramid has a lot more to do with our financial lives today than we realized. When I first met Skylar, I was blown away by their intelligence passing the bar to become a lawyer.
I knew that they were the type of person to put an effort to make their dreams come true. Hence why we started working together. Skylar was ready to take on finances and really understand what it meant to be more financially savvy. It might have something to do with the fact that as a new lawyer, you get a little bit higher pay.
It was a joy to talk with Skylar the first time, although I could tell there was an elephant in the room. Skylar hated to talk about finances. When I first met Skylar, they had a fan with them and it just wasn't any old fan. It was one of those big fold out fans that you hold in your hand as designs of both sides.
This one bigger than my computer string. Skylar would use that fan throughout our first meeting just to make it through the conversation and a few meetings after that. Skylar used that fan in order to cool themselves down and get some relief. When it came to those financial talks, it was really important to them to make sure that they could make it through those conversations, and yet they still felt uncomfortable mentally, physically, emotionally.
Skylar was seeking safety the first level of pyramid and was using the fan as their safety net in order to make it through those conversations. About five years ago, I had the pleasure of working with a couple of friends of mine, John and Janice. They were doing pretty well financially in their forties, owned their own home, had emergency savings and retirement accounts, and so they reached out to me originally in order to learn a little bit more about the benefits that their current jobs provided for them, including those retirement accounts.
After diving into their financial world, really getting to know them, their goals, what was most important to them, we realized and honed in on the fact that there was something missing. What actually was important to John and Janice was being in a place where they could live out their passion of being great outdoor enthusiasts.
They wanted to move from the city to the rural area so that they could engage with a smaller community, get to know that community and really enjoy life outside. But what held them back was their pile of student loan debt that they couldn't manage. That student loan debt that was eating away at their monthly income made it harder and harder for them to envision this dream life that they had.
So we created a plan. We implemented a few creative strategies that I talked to them about in order to help them achieve that goal of moving to that rural community. After two years, John and Janice were able to sell their home. They moved to their dream location and they bought the new home. And even better, they paid off more than two thirds of their student loan debt within that time.
They now get to live that life of outdoor passion. I constantly get updates from them about where they're skiing, what they're doing, what camps they're going on, and where they're hiking and their loving life. John and Janice were in the middle of the pyramid when I met them. What they were looking for is how to move from that middle of the pyramid up to the top where self-actualization happens, where they could really play out that dream life that they were hoping for.
Another big need that we all, all of us humans have is to be seen and heard. We all know that feeling when we feel seen and heard, especially in the LGBTQ plus community, and it's really important in our social life, our work life, and our financial life. That's how I came to know Sarah. Sarah and I had actually met in net a networking group and had known each other for a few years.
Sarah and her husband Jim were doing well financially. They had a home that they were remodeling to have their dream kitchen, a gorgeous place where they could really enjoy their home. Now, they were saving for their twins, college tuition, and they had their retirement accounts and their savings accounts.
Sarah was a small business owner. She had gotten over that hump of getting new clients and was now thriving in business with extra income that she needed. So when Sarah came to my office as she walked down the hall of my building one day, I was surprised that she knocked on my door, not because we didn't know each other, but just because I already knew that she was working with a financial advisor.
What I didn't know is that while that financial advisor was doing a decent job, Jim didn't really enjoy that person and couldn't put his finger on why, and Sarah suddenly felt like there was something missing as well. So I asked Sarah to come into my office and just hear her story. Thankfully, I specifically made my office into a space that's a little more like a therapy office with a comfortable couch and some chairs in order to PE for people to be really vulnerable when they're talking about their money.
After learning about Sarah and what she had going on, I realized that she just wanted to be seen and heard. Her former advisor wasn't listening to her, and she felt like she wasn't making any progress by actually listening to what she wanted, what her thoughts were and how she wanted to move forward. We were able to accomplish more in two months than she had with her former advisor, and that's because she was able to be vulnerable with me and authentic.
And surprisingly, Jim, who was a former financial industry professional before his current career decided, hey, he could trust me as well because he knew that his wife Sarah, uh, had picked the right person and had the best intentions.
Sarah and Jim wanted love and belonging. They wanted to belong with the person that they trusted with their finances. Maslow knew that humans had needs and we needed to define those needs so that we could then learn what was missing to move forward, to be better, to be the best version of ourselves to move from surviving into thriving.
What he didn't realize though, was that those needs became even more important when capitalism and the importance of money rose through our world and our society. Working with me allowed Skylar, John and Janice, Sarah and Jim to really understand what was missing from that hierarchy of needs, specifically within their finances, but also mentally around their finances.
And we were able to implement and take actions where they needed to in order to improve their lives and get to that dream financial life. As Brene Brown says, trust is earned in the smallest of moments. And I knew the moment I had a meeting with Skylar and that fan did not show up that I had built and created safety for them to really move forward in that financial life.
Elena Joy, host: Have you heard about Leaders For Inclusive Change? It's our online class for parents, teachers, and community leaders to learn how to create safe spaces for our LGBTQ plus youth. This class is typically a D I Y online class, but this summer you have the opportunity to take the class live with the two trans teachers who created it.
Join them and other parents and leaders for six weeks of incredible learning, community building, and yes, joy. For more info, check out Leaders for inclusive change.com. Class begins in July, 2023, so get in there, join us, or take the d i Y version all year round leaders for inclusive change.com.