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Carmen Rita Wong

Personal Finance Expert


Carmen Rita Wong is the President and Founder of Malecon Productions. She is the former co-creator and host of the only national, daily personal finance television show, On the Money, on CNBC. Wong was also the co-founder and former President of an all-female financial planning firm, is currently Assistant Industry Professor of Finance and Risk Engineering at NYU Polytech, a former editor at MONEY magazine as well as a previous national advice columnist at Good Housekeeping, Glamour, Latina, Essence and Men’s Health. She also writes for The New York Times and is the author of two books, her most recent, The Real Cost of Living. Wong has also written a novel based on her life and the lives of her first- and second-generation Latina friends, famous and not, to be released in 2015.

Wong can be seen frequently as a regular contributor to the Melissa Harris Perry Show on MSNBC, on CBS This Morning, CNN, and ABC’s The View. A former contributor to The Today Show on NBC, she has appeared on dozens of other broadcast outlets and is a seasoned speaker and moderator. Wong has a masters’ degree in psychology from Columbia University, Teachers College and serves on the board of the Council of Urban Professionals, the NY Urban League, and the advisory boards of VIVA Broadway and Dress for Success.

Whether she is speaking to audience of executives, salespeople, financial professionals, or college students, Carmen Rita Wong offers an information-rich presentation that can mean the difference between living paycheck to paycheck and saving for a comfortable retirement. The result is an audience that walks away feeling confident in managing their hard-earned dollars, as well as motivated and empowered as they make their way through the often intimidating waters of personal finance.


The New Rules of Money

We thought credit cards were a good thing! We thought our homes would always go up in value! We thought we’d always have a job…or be able to get one, fast. We thought the stock market was our friend in planning for retirement. How the rules have changed and how your approach to money needs to change to adapt to today’s recessionary world — and the rebound!

In this keynote presentation, Carmen Rita Wong provides you with the tools to rebound, rebuild, and invest with confidence. Learn about:

  • Credit card company showdowns: How to use your credit today and after the new regulations take effect next spring.
  • Managing your mortgage: How and why it is no longer a piggy bank; why you should not pre-pay your mortgage; how to get the right mortgage (the Three C’s); when it makes sense to refinance; when it makes sense to rent.
  • Investing without fear: How to know where to put your money, fix your ailing retirement mix, and rebuild.

From Broke to Brilliant: About Money!

Carmen Rita Wong has been there, a college grad, graduate school grad and flat broke. In debt up to her eyeballs, Wong Ulrich turned her financial life around. Now, in educational and entertaining keynote speeches, she shows audiences how to see the light at the end of the tunnel and build the road there.

In this content rich keynote, Wong will teach audiences about:

  • Managing debt—student loans to credit cards: Why and how your credit history impacts the rest of your life
  • How to build and maintain great credit: These are the years to do it!
  • When it makes sense to go to graduate school—and how to pay for it
  • Putting together your cash flow with free online tools and communities
  • Where to bank
  • Why and how to save for retirement: From 401k’s to Roth’s, and IRA’s
  • Credit card pay-down, the right way
  • Managing student loans: Where to find free money to help pay the bills

Women & Money

Women not only still earn 80 cents on the dollar compared to men, but their Social Security checks are almost 40% smaller and they’re out of the workforce longer to take care of children and parents. In “Women & Money”, keynote speaker and financial expert Carmen Rita Wong discusses how women can make peace with money and why and how women should take control of their finances. Wong discusses how to talk to your partner or spouse about money and why you need to be involved—no matter how good he/she is. How to manage the childcare costs vs. work battle (hint: it’s about more than money!) and why and how planning for our retirement is more important than planning for our kids’ college.

The Color of Money

Based on her experiences growing up in a community of color (Black, Hispanic, Asian) and immigrants, combined with her masters in psychology and expertise in personal finance, Carmen Rita Wong reveals the destructive money-lessons that we learn growing up that hold us back from living the best lives we can live. From the allure of ‘bling’ and misuse of credit, to a disdain of banking and fear of investing, Wong offers the tools and knowledge to combat our subconscious tendencies, money habits that hold us back from building wealth, and teach audiences how to talk to their kids and family about money. In this content rich keynote speech, audiences will learn how to live within your means, how and where to save money, how and where to save for retirement, and how to buy a home, the right way.

Mind Over Money

In this keynote speech, Carmen Rita Wong discusses what we value and how we feel about our lives and ourselves. She examines how to find out what’s holding you back from making the changes you need to make to live the life you want to live. To do this, you must know your ‘money-type’ and how it works for or against you: money as reward, money as punishment, and money as control. Wong will teach your audience what happens when big, bad decisions based on emotion cost us big bucks through self-assessment, forming goals, and providing tips to overcome what’s holding you back financially.

The Real Cost of Living: Making the Best Choices for You, Your Life & Your Money

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