Diversity in Action™ is all about showcasing real stories of individuals who are making an impact in the financial planning industry. You will learn how they got started in the industry, how they built their foundation, where they are headed in their careers, and their passion for making the financial industry more diverse. It’s time to be inspired by those working to make a positive difference in the financial planning industry. It’s time to be part of this radical change! Diversity in Acti ...
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Join Waldorf alumni Matthew Burritt and Taylor Romens as they discuss -- without too much reverence -- their experiences and perspectives of Waldorf Education, drawing from their childhood experiences as Waldorf “lifers” and then as trained Waldorf teachers. They will be joined along the way by a variety of characters who aid them in exploring the rich culture and deep intentions behind the pedagogy.
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Learn About the 10,000 Interns Foundation with Rebecca Ajulu-Bushell
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Rebecca Ajulu-Bushell was an elite athlete who made history as the first Black woman to swim for Great Britain at the national level. She has represented both Great Britain and Kenya and eventually rose to world number one and clinched the title of British Champion. Next, Honoured as one of Forbes' 30 Under 30 in the Social Impact category and reco…
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DEI&B at Wealthspire with Mike LaMena
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Mike LaMena is the Chief Executive Officer of Wealthspire Advisors, having joined the firm in September of 2017. He has 27+ years of experience building, operating, and leading global wealth management organizations. His commitment to service excellence and his fundamental belief in the power of the firm’s independent, conflict-free model of financ…
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The Gateway Foundation by MMI with Sarit Abramowicz
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Sarit Abramowicz is the First Vice President – Program Director of the Gateway Foundation by Money Management Institute, whose mission is to build meaningful change in the financial services industry by advancing diversity, equity, and inclusion. Gateway’s three strategic priorities include, financial literacy, career exposure and preparation, and …
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Hear What’s New at Diversitas with Carina Diamond
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Carina is a financial services veteran, having built and sold several wealth management firms and mentored dozens of young people entering the profession. She’s a frequent source for national media on diversity and succession planning. She currently is serving in two roles: Director of Diversitas at The University of Akron, and as Founder-CEO of St…
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Digging into FARE (the Financial Alliance for Racial Equity) with Nicole Ridley
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Nicole Ridley is a highly accomplished leader with extensive experience in Finance, Investments, Commercial Real Estate, Strategic Relationship Management, and Diversity, Equity & Inclusion. With over 15 years of experience, Nicole’s results-oriented, innovative, and enthusiastic approach will be a tremendous asset to FARE. She is known for her pro…
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Learn about the SER Summit for Latinos in FinServ with Ana Trujillo Limon
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Ana is a community builder, connector, and award-winning content creator in financial services. She is the co-founder of the SER Summit for Latinos in FinServ and currently serves as a director of coaching and advisor content at Carson Group. Notes: In this episode, Shawn, Luis, and Ana talk about: Ana’s background and journey into financial servic…
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Season 3 Kick Off with Shawn & Luis
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Tune in to this kick off episode as Shawn and Luis discuss everything BLX since the program’s inception. The application window for 2025 internships is opening soon, and Shawn and Luis provide an update on all the exciting things at BLX. Notes: In this episode, Shawn and Luis talk about: Celebrating successes and providing an update on how things h…
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Episode 30: Tales from the Cosmic Bathtub - Discussion of the Principals of Waldorf Education
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Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 29: Alumni Roundtable: Conversation with Austin Waldorf School Alumni
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Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 28: Parent Perspective: Shel Frolich-Tscherne, Waldorf-inspired Homeschool Mom
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In this episode Matthew and Taylor discuss Waldorf-inspired homeschooling with Shel Frolich-Tscherne.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 27: Faculty Spotlight: Rosa Vela Sachs, Retired Waldorf Spanish Teacher
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This week on Hard Beeswax, Matthew and Taylor interviews Rosa Vela Sachs, a retired Waldorf Spanish teacher from the Austin Waldorf School in Austin, Texas.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 26: Alumni Spotlight: Matt Mizzi, Environmental Scientist and Founder of Drinkable Water Solutions
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This week on Hard Beeswax, Matthew and Taylor interviews Matt Mizzi, a Waldorf Alumni from the Halton Waldorf School in Burlington, Ontario, and an environmental scientist and founder of Drinkable Water Solutions.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 25: Tales from the Cosmic Bathtub - The Six Basic/Protective Exercises
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In this episode, Matthew and Taylor explore Rudolf Steiner's six basic/protective exercises. To help us through this topic, we relied on the handout by Tom van Gelder, from 2011 entitled: "The Six Basic Exercises by Rudolf Steiner". This handout is easily found through a internet search of the title.…
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Episode 24: Alumni Spotlight: Melissa Frishkoff
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This week on Hard Beeswax, Matthew and Taylor speak with Melissa Frishkoff, a Waldorf alumni from the Hawthorne Valley Waldorf School in Ghent, New York.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 23: Alumni Spotlight: Rebecca Burritt, Art Instructor
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This week on Hard Beeswax, Matthew and Taylor interviews Rebecca Burritt, a Waldorf alumni from the Green Meadow Waldorf School in Chestnut Ridge, New York, and an art instructor. As Matthew's younger sister, the conversation promises many delicious sibling tidbits.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 22: Alumni Spotlight: Stephanie Todman, Waldorf Class Teacher
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This week on Hard Beeswax, Matthew and Taylor interviews Stephanie Todman, a Waldorf alumni and Waldorf Class Teacher in the Halton Waldorf School in Burlington, Ontario, Canada.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 21: Alumni Spotlight: Cait Mizzi, Communications & Marketing Coordinator
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This week on Hard Beeswax, Matthew and Taylor have a delightful conversation with Cait Mizzi, who is a Waldorf alumni and currently the Communications and Marketing Coordinator for the Halton Waldorf School in Burlington, Ontario.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 20: Alumni Spotlight: Sara Parrilli, Waldorf Art Teacher
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This week on Hard Beeswax, Matthew and Taylor talk Waldorf art pedagogy, wet-on-wet watercolor painting, and why the blue paint smells bad with Green Meadow alumnus Sara Parrilli, who is now a Waldorf art teacher at the Hawthorne Valley Waldorf School in New York. Link to Sara's watercolor activities on YouTube is here: https://youtu.be/GlS0DIgf2eU…
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Episode 19: Teacher Spotlight: Jon Metric, Waldorf Class Teacher
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In this episode Matthew and Taylor speak with Matthew's dream guest, his class teacher, Jon Metric!Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 18: Alumni/Teacher/Wise Elder Spotlight: Douglas Gerwin
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In this episode Matthew and Taylor have a conversation with Douglas Gerwin, the Executive Director of the Center for Anthroposophy and the Executive Director of the Research Institute for Waldorf Education. Affectionately known to many as "Captain Waldorf", Douglas shares his insights into the pedagogical law and his biography as a Waldorf alumnus …
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Episode 17: Alumni Spotlight: Matthew Paulazzo, Death Metal Musician
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On this episode, Matthew and Taylor discuss Metal, artistic creativity, and pursuing one's life dreams with Santa Fe Waldorf School Alumni Matthew Paulazzo, class of 2011.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 16: The Making of Hard Beeswax
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In this episode Matthew and Taylor speak with Andy Smith, the producer of Hard Beeswax about how the show conceived, the process of creating it, and the work that goes on behind the scenes to bring you this show.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 15: Tales from the Cosmic Bathtub - The Temperaments, Planetary Types
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This week we present another Tales from the Cosmic Bathtub episode. Cohosts Matthew Burritt and Taylor Romens speak with our producer Andy Smith about the temperaments that Waldorf grade school teachers use to understand their students and the planetary types that Waldorf high school teachers use to understand adolescents in their learning process.…
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Episode 14: Alumni Spotlight: Matthew Moraine, Airline Pilot
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Cohosts Matthew Burritt and Taylor Romens spoke with Matthew Moraine, a graduate of the Sacramento Waldorf School, class of 1997. Matthew’s professional pursuits led him into the marine corps, where he trained as a C-130 pilot and served in Afghanistan. Now, Matthew is a commercial pilot and caring father.…
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The Shepherd’s Play
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The Hard Beeswax crew presents The Shepherd's Play in this bonus episode. Ut hoy! Enjoy!Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 13: Alumni Spotlight: Addison Nace - PhD Candidate
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to speak with Addison Nace, who is currently working on her PhD in Design Studies in the school of Human Ecology at the University of Wisconsin, Madison. We caught up with her in Chiapas, Mexico, where Addison is living as she pursues her research. Addison is a graduate of the Santa Fe…
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Episode 12: Teacher Spotlight: Katie Moran, Movement Teacher
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This week on Hard Beeswax, cohosts Matthew Burritt and Taylor Romens had the opportunity to speak with Katie Moran, a Waldorf movement educator, a level three spatial dynamics graduate, and a current faculty member of the Austin Waldorf School.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 11: Tales from the Cosmic Bathtub - Advent and the Human Being
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This week we present our second Tales from the Cosmic Bathtub episode. Cohost Matthew Burritt speaks with our producer Andy Smith about the festival of advent and how it relates to the human being.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 10: Parent Perspective: Dameron Midgette - Body Worker and Alternative Health Practitioner
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Cohosts Matthew Burritt and Taylor Romens had the opportunity to speak with Dameron Midgette, parent to three Waldorf alums, who was involved in two different Waldorf communities over the past few decades. We spoke about his experiences, his thoughts on raising kids in the Waldorf tradition, and the evolving nature of Waldorf community life.…
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Episode 9: Teacher Spotlight: Daniel Wendland, Movement Teacher
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This week on Hard Beeswax, cohosts Matthew Burritt and Taylor Romens had the opportunity to speak with Daniel Wendland, a Waldorf movement educator, former athletic director, spatial dynamics graduate, and enthusiastic father.Kirjoittanut Matthew Burritt & Taylor Romens
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Episode 8: Teacher Spotlight: Karl Johnson, Educational Consultant
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to interview Karl Johnson, a Waldorf educator of 38-years. Karl has served as a class teacher, educational support specialist, outdoor educator and pedagogical chair for several schools. Karl is also an experienced mentor, consultant, and teacher trainer, who has mentored and trained h…
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Advisor Business Solutions: Empowering Financial Services
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Welcome to the tenth episode of the Diversity in Action™ podcast Season 2! In today's episode, we are joined by Guy Lawrence, a Senior Operations Manager of Advisor Business Solutions, Inc based in Long Beach, CA. The firm specializes in wealth management consulting solutions since 2001 providing HR and staffing solutions, practice management (coac…
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Episode 7: Alumni Spotlight: Jake Yeager, Software Engineer
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to interview Jake Yeager, a Waldorf alumni from Kimberton Waldorf School class of 1997, Waldorf arts teacher, and software engineer.Kirjoittanut Matthew Burritt & Taylor Romens
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The importance of Recruitment, Retention and Advancement in Financial Planning with Chris Woods
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Welcome to the ninth episode of the Diversity in Action™ podcast Season 2! In today's episode, we speak with Chris Woods, CFP®, Certified Kingdom Advisor™, and Certified Exit Planning Advisor™. Originally from St. Charles, Missouri, a suburb of St. Louis, Chris graduated from Vanderbilt University where he majored in Economics, minored in Business …
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Episode 6: Tales from the Cosmic Bathtub - Autumn Festivals and Michaelmas
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This week on Hard Beeswax cohosts Matthew and Taylor introduce Tales from the Cosmic Bathtub, a periodic deeper dive into the foundational ideas of Waldorf education. This episode focuses on autumn festival life in many Waldorf schools and especially the festival of Michaelmas.Kirjoittanut Matthew Burritt & Taylor Romens
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Creating an Inclusive Culture with Leslie Tabor & Craig Jones
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Welcome to the eighth episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guests, Leslie Tabor, Director of Business Consulting and Education for Schwab Advisor Services & Craig Jones, Managing Director and Chief Diversity Officer for the Colony Group and Co-President of the Colony Sports & Entertainment practice …
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Episode 5: Alumni Spotlight: Zac Caputo, Independent Filmmaker
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to speak with Zac Caputo, Independent Filmmaker and graduate of the Austin Waldorf School class of 2010. Crossing Iceland on YouTube: Crossing Iceland Crossing Tasmania on YouTube: Crossing TasmaniaKirjoittanut Matthew Burritt & Taylor Romens
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Exploring the Impact of the Annual Center for Financial Planning’s Diversity Summit with Dawn Harris
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Welcome to the seventh episode of the Diversity in Action™ podcast Season 2! In this episode we introduce our guest, Dawn Harris, the Director of Diversity and Inclusion at the Center for Financial Planning. Dawn discusses her career journey, transitioning from consumer packaged goods to multicultural marketing and the sports industry, ultimately l…
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Episode 4: Teacher Spotlight: Nicole Gent, Kindergarten Teacher
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Co-hosts Matthew Burritt and Taylor Romens have the opportunity to interview Nicole Gent, a lead Waldorf kindergarten teacher who previously taught at the Santa Fe Waldorf School.Kirjoittanut Matthew Burritt & Taylor Romens
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BLX Intern Success Stories with Rodrigo Gomez and Jessica Robertson
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Welcome to the sixth episode of the Diversity in Action™ podcast Season 2! In this episode of the Diversity in Action podcast, join us as we dive into the inspiring journeys of two interns who have found their calling in the world of financial planning. Rodrigo Gomez, a first-generation college graduate, takes us through his transformation from a p…
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Episode 3: Waldorf Beginnings: Taylor’s Story
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Co-Hosts Matthew Burritt and Taylor Romens discuss their Waldorf origins, tracing through their lives as to how they arrived where they are today: trained Waldorf high school teachers. Follow them from the kindergarten tree stumps through the grades, all the way up to high school. Then see how far they went out into the world before ultimately circ…
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Episode 2: Waldorf Beginnings: Matthew’s Story
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Co-Hosts Matthew Burritt and Taylor Romens discuss their Waldorf origins, tracing through their lives as to how they arrived where they are today: trained Waldorf high school teachers. Follow them from the kindergarten tree stumps through the grades, all the way up to high school. Then see how far they went out into the world before ultimately circ…
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Episode 1: Gather round, my merry choir: An Introduction
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Co-Hosts Matthew Burritt and Taylor Romens discuss hard beeswax and the intentions behind the podcast.Kirjoittanut Matthew Burritt & Taylor Romens
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Driving Diversity and Inclusion with Suzanne Siracuse
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Welcome to the fifth episode of the Diversity in Action™ podcast Season 2! In today's episode, we're delighted to be with Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC. Her firm specializes in advising financial services companies on innovative business strategies, distinctive marketing, and impactful advocacy in areas like …
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The Unconventional Path to Financial Planning with Barry Mulholland
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Welcome to the fourth episode of the Diversity in Action™ podcast Season 2! In today's episode, our guest Dr. Barry Mulholland is the Director of the Financial Planning Program and Associate Professor of Practice at The University of Akron. He also has a Ph.D. in personal financial planning from Texas Tech University. Barry is the founder of the Di…
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Promoting Diversity and Inclusion in Financial Services with Dana Wilson
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Welcome to the third episode of the Diversity in Action™ podcast Season 2! In today's episode, we have the honor of being joined by Dana Wilson. With over fifteen years of experience in the financial services industry, Dana is the Founder & CEO of CHIP (Changing How Individuals Prosper), a groundbreaking B2B financial services marketplace. CHIP mak…
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Learn about the FinServ Foundation with Jamie Hopkins and Dr. Julie Ragatz
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Welcome to the second episode of the Diversity in Action™ podcast Season 2! Joining us in this episode is Dr. Julie Ragatz and Jamie Hopkins from Carson Group, a renowned organization dedicated to empowering young financial advisors and fostering career growth. Dr. Julie Ragatz leads Carson Group's Next Gen program, which provides valuable support …
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NAPFA’s DEI Initiatives with Nikki Palluzzi
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Welcome to the first episode of the Diversity in Action™ podcast Season 2! We're thrilled to introduce our new co-host Shawn Tydlaska, CFP®, MBA, the CEO and founder of Ballast Point Financial Planning and co-founder of the BLX Internship Program. In today's episode, we have Nikki Palluzzi as our guest. With over 15 years of community-building expe…
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BLX Success Stories with Uchechi Kalu & Ray Pryor
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Welcome to the eighth episode of the Diversity in Action™ podcast! Joining us in this episode is Uchechi Kalu, a Financial Advisor, and Ray Pryor, Founder of Pryority Finance , both a product of our internship program. Their journey from before, during, and after their internship is an eye-opener and inspiration for those who want to succeed in the…
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A Behind the Curtain Look at BLX’s Impact with Suzanne Lawrence
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Welcome to the seventh episode of the Diversity in Action™ podcast! In this episode, we are joined by Suzanne Lawrence, CEO of Advisor Business Solutions. Suzanne shares her passion for increasing diversity in all aspects of business, and helping women and people of color find jobs. She also partnered with BLX to manage the program and help connect…
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