When should
you retire?

Find out for free.

It only takes a few minutes and
it’s 100% free.

Get access to free professional-grade financial tools like our Retirement Planner™ today.

Close

Daily Capital

4 AAPI Money Creators You Should Know

May is AAPI (Asian American and Pacific Islanders) Heritage Month. This year’s heritage month feels particularly heavy as we saw 3,800 anti-Asian hate crimes in the last year alone, most of them against women.

If we want to create a more equitable and just world, financially and otherwise, we need the stories, voices, and wisdom of creators from all backgrounds. I believe it is critical to listen to voices in the financial space that illuminate perspectives outside of our own.

As a part of celebrating the contributions the AAPI community has made, I wanted to take the time to highlight four AAPI money creators you should be following. Each of these creators inspires me as a money coach and financial advocate, and I hope you’ll learn from and be inspired by them, too.

Catie –– Millennial Money Honey

Catie is a part of the FIRE (financially independent, retiring early) movement, sharing her journey from a millennial designer and art director to retiring at age 35 with $1.5 million in the bank.

She started her blog in 2017 and began her FIRE journey after trying a simple savings hack –– not spending money for all of Q1 and Q3. With the cash she saved by not spending for half of her year, she started her investment portfolio, discovered the beauty of compounding returns, and will retire within the next decade.

Take Action: Get Clarity on Where You Stand Financially

What I love about Catie is the way she shares her financial journey so transparently. She has a YouTube channel where she regularly posts advice and other practical money tools and tricks for saving and investing. A personal favorite of mine is her “What I Spend” videos, where she breaks down her spending habits by day, week, month, and sometimes year.

As a killer graphic designer and art director, Catie also has the cutest financial design-themed store on Etsy.

Where you can find Catie

Website

Instagram

Youtube

Jim Wang –– Wallet Hacks

Jim Wang has been a personal finance writer for over 15 years. What I love about him is he’s a self-taught financial expert who’s working to make financial education and information available to everyone. In an industry that often gatekeeps information by keeping it hard to understand and shrouded in mystery, Jim brings clarity and confidence to his readers.

Jim is also incredibly candid about his financial mistakes, sharing the pitfalls he’s endured in hopes that others can avoid them.

His financial blog, Wallet Hacks, is a great resource –– with articles on travel, debt pay-off, insurance, investing, business, spending, and so much more.

Where you can find Jim

Facebook

Twitter

Wallet Hack Blog

Shang –– Save my Cents

Shang is a self-professed no-nonsense, no sugarcoating kind of money creator –– and it’s one of the reasons I admire her so much. The daughter of immigrants who survived the Chinese Revolution, Shang was born in China but raised stateside, where she attended Harvard and the University of Chicago’s Booth School of Business.

Shang is also a part of the FIRE community but has chosen instead to embrace the “work optional” lifestyle as she and her husband have philanthropic pursuits they hope to continue to work towards, even though they could be completely retired in their 30s.

Shang’s blog, Save My Cents, offers advice and tools on topics from investing to career and even how to create a more sustainable and affordable capsule wardrobe.

Besides running her blog, Shang also runs a Save My Cents Facebook group, where members can ask financial, retirement, and investing questions and share financial advice.

Where you can find Shang

Instagram

Save My Cents Website

Save My Cents Facebook Group

Parween –– The Wealthy Wolfe

Parween is a millennial money coach in Canada, specifically focusing on helping women of color overcome systemic barriers to achieve wealth and financial freedom. She has an economics degree from the University of British Columbia, is an Accredited Financial Counselor – Canada®, and certified Trauma of Money Facilitator.

Parween experienced the unique financial pain immigrant families face first-hand and decided to change the trajectory of her financial life and build a six-figure net worth by the time she was 26. I personally love her slogan: “Become the rich man your parents wanted you to marry.”

Parween is one of the few money creators who tackle finances from a wellness and trauma-informed perspective. She specifically coaches millennial women of color from immigrant upbringings to reshape their narratives and build wealth and reclaim their financial independence.

Where you can find Parween

Parween’s Instagram

The Wealthy Wolfe Website

Next Steps for You

These creators are building something incredible for their audiences and creating a better world while doing so. They have also done the amazing work of taking action within their financial lives, and I highly encourage you to add them to your list of favorite money creators and learn from their valuable resources and content.

When I started my own savings journey, I knew that keeping track of my account balances and my progress was an essential factor in hitting my goals. Since the beginning, I’ve used Personal Capital’s free online tools to help me do so.

Read More: How I Used Personal Capital to Reach My Goal of Saving $100K by Age 25

The free money tools help you track your net worth, build a monthly budget, and monitor your spending — all in one place. Back when I was trying to save my first $100K, I was checking my progress almost daily in Personal Capital.

Now I use it to analyze my portfolio and make sure I’m on track towards my big, long-term money goals. Because of Personal Capital, I’m able to make proactive and confident decisions with my investments.

Get Clarity on Your Financial Life

Personal Capital compensates Tori Dunlap (“Author”) for providing the content contained in this blog post. Compensation not to exceed $500. Additionally, in a separate referral arrangement between Author and Personal Capital Corporation (“PCC”), Author is paid $70 and $150 for each person who uses Author’s webpage (www.HerFirst100k.com) to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital’s Free Financial Dashboard. As a result of these arrangements, Author may financially benefit from referring potential clients to Personal Capital and/or be incentivized to present blog content that is favorable to PCC. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A available here.

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

Tori Dunlap is a millennial money and career expert. After saving $100,000 at age 25, Tori founded Her First $100K to fight financial inequality by giving women actionable resources to better their money. A Plutus award winner, her work has been featured on Good Morning America, New York Magazine, Forbes, CNBC, and more. An honors graduate of the University of Portland, Tori currently lives in Seattle, where she enjoys eating fried chicken, going to barre classes, and attempting to naturally work John Mulaney bits into conversation.
Icon Close

To learn what personal information Personal Capital collects, please see our privacy policy for details.