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.

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