Keys to Financial Inclusion

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The Keys to Financial Inclusion Podcast is brought to you by National Disability Institute’s Center for Disability-Inclusive Community Development. Hear from thought leaders in the disability and financial communities who will share insights, analysis and emerging strategies to improve and increase investing, lending and service activities for people with disabilities.

National Disability Institute


    • Oct 11, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 30m AVG DURATION
    • 32 EPISODES


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    Latest episodes from Keys to Financial Inclusion

    Season 3 Episode 2: Able to Save: Using an ABLE Account to Become Self-Employed

    Play Episode Listen Later Oct 11, 2022 25:39


    In this Able to Save episode, you'll hear about how to use an ABLE account to be self-employed. 

    Season 3 Episode 1: Able to Save: ABLE Accounts: A Tool for Self-Employment Planning

    Play Episode Listen Later Oct 10, 2022 24:27


    In this Able to Save episode, you'll hear about how ABLE accounts can be a tool for self-employment planning. 

    E06: Disability Owned Podcast: LifeAsset- Offering Small Loans for Great Ideas

    Play Episode Listen Later Jul 15, 2022 25:51


    Listeners will learn how LifeAsset helps Latino entrepreneurs who currently can't qualify for a loan at a bank or other financial institutions using their unique “social collateral” lending model. This podcast will share the story of Rosalia Fajardo, consultant of Life Asset and entrepreneur with disabilities, of how she overcame her illness and injuries to becoming a successful entrepreneur and advocate for the disability community. This segment will also cover the cultural disconnect of Latino/Hispanic families when seeking support and help for themselves or family members with disabilities.

    E05: Disability Owned Podcast: The Disability Opportunity Fund- Providing Capital and Advisory Services

    Play Episode Listen Later Jul 11, 2022 35:38


    Charles D. Hammerman,  President and CEO of the Disability Opportunity Fund, joins the program to explain the types of loans and investments that his organization makes. Discover how the Disability Opportunity Fund's services can be valuable to individuals with disabilities who are looking to start or grow a business. 

    E04: Disability Owned Podcast: Supporting Disability Owned Small Businesses

    Play Episode Listen Later Jul 8, 2022 16:06


    Ruth Chavez, Small Business Community Navigator for NDI, joins the program to discuss the work that she does supporting small business owners with disabilities to access free resources and networking opportunities. 

    E03: Disability Owned Podcast: Customized Employment and Self-Employment Solutions

    Play Episode Listen Later Jul 7, 2022 33:10


    Molly Sullivan, Operations Director with Griffin Hamis Associates, joins the program to discuss the work that her organization does to help people with disabilities find work that is meaningful and life-affirming. Molly reveals details about providing customized employment opportunities and self-employment. 

    E02: Disability Owned Podcast: 2Gether International- A Leading Startup Accelerator for Disabled Founders

    Play Episode Listen Later Jul 4, 2022 24:41


    Diego Mariscal, Founder and Chief Disabled Officer of 2Gether International joins the program to discuss his entrepreneurial journey and the work that his organization does to help people with disabilities start and grow businesses. 

    E01: Disability Owned Podcast: The Disability Equality Index and Disability Owned Business Enterprise Certification

    Play Episode Listen Later Jul 1, 2022 22:17


    In this episode, you'll hear about the Disability Owned Business Enterprise Certification and the value that it offers to a business. The guest is Philip DeVliegher, Vice President of Supplier Diversity at Disability:IN

    Season 2 Episode 6: Promoting Inclusive Community Development: A Conversation with Aimee Wehmeier, Jeff Mazur and Kathy Lovell

    Play Episode Listen Later Oct 20, 2021 41:01


    This episode features an interview with Aimee Wehmeier, CEO and Executive Director of Paraquad, Jeff Mazur, Executive Director of LaunchCode and Kathy Lovell, Manager of Disability Services and Outreach Program for Regions Bank as they discuss how promote inclusive community development. 

    Season 2 Episode 6: ABLE to Save: Building Your Financial Future with an ABLE Account: With ABLE account owner, Chris Peterson

    Play Episode Listen Later Oct 6, 2021 34:09


    In a successful career as a software developer, Chris Peterson has learned a great deal about managing his finances. In 2020, he decided to make it his mission to teach other blind people some of the things he had to learn the hard way. Knowing he could not do it alone, he began building Penny Forward, a community of people who are blind, who share his interest in financial independence. In this podcast, Chris shares his perspective on the impact and opportunity that ABLE accounts present to working people with disabilities.

    Season 2 Episode 5: Able to Save: Building Financial Independence with an ABLE Account, Employment and Education: With ABLE account owner, Taylor Carty

    Play Episode Listen Later Oct 6, 2021 21:17


    Taylor Carty is a graduate of the University of California with a B.A. in Molecular and Cell Biology. She is currently working at the Burton Blatt institute as a research assistant. As someone with cerebral palsy, Taylor is using her ABLE account to navigate the financial challenges of applying for medical schools and working a full-time job.

    Season 2 Episode 4: Able to Save: Planning Now and Into the Future with an ABLE Account: With ABLE account owner, Katy Oliver

    Play Episode Listen Later Oct 6, 2021 29:23


    Katy Oliver works full-time as a member of a research team for PPD Global Pharmaceutical Contract Research Organization specializing in data management. In this podcast, Katy shares her experiences as a working person who accesses her state's Medicaid Buy-In Program and uses her ABLE account to save for disability-related equipment. She also looks to her future in which she hopes to use her ABLE account to support her dream to design and build an HGTV quality accessible home.

    Season 2 Episode 5: Promoting Inclusive Community Development: A Conversation with Karen Tamley, President and CEO of Access Living

    Play Episode Listen Later Sep 15, 2021 38:53


    This episode features a conversation with Karen Tamley, President and CEO of Access Living. 

    Season 2 Episode 3: Able to Save: Perspective on ABLE from a Family Member and ABLE Subject Matter Expert

    Play Episode Listen Later Aug 23, 2021 30:54


    In this episode you'll hear from guest Marlene Ulisky, Social Security subject matter expert. Marlene shares her perspective on ABLE for people with Intellectual and Developmental Disabilities from a family member and ABLE subject matter expert. 

    Season 2 Episode 4: Promoting Inclusive Community Development: A Conversation with Marjorie Baldwin

    Play Episode Listen Later Aug 18, 2021 26:52


    This episode features a conversation with Marjorie Baldwin,  Professor in the Department of Economics at the W. P. Carey School of Business, Arizona State University.

    Season 2 Episode 2: Able to Save: Perspective on ABLE from an ABLE Account Owner and Disability Advocate

    Play Episode Listen Later Aug 16, 2021 29:45


    Hector Ramirez, a disability rights advocate serving on the board of directors for Disability Rights California and with the National Disability Rights Network, joins the program to share his perspective about the benefits of being an ABLE account owner. 

    Season 2 Episode 1: Perspective on ABLE from Advocate and ABLE Account Owner Nathan Turner

    Play Episode Listen Later Aug 12, 2021 27:31


    This episode features an interview with account owner Nathan Turner, who has had his ABLE account since 2016. Hear what Nathan has to say from his experience about the power of ABLE accounts.

    Season 2 Episode 3: Promoting Inclusive Community Development: A Conversation with Governor Lael Brainard

    Play Episode Listen Later Jul 9, 2021 39:22


    Tune in for the third episode of season 2, as Governor Lael Brainard, member of the Board of Governors of the Federal Reserve System, joins the program. 

    Season 2 Episode 2: Promoting Inclusive Community Development: A Conversation with Rebecca Cokley

    Play Episode Listen Later Jun 17, 2021 45:49


    Tune in for the second episode of season 2, as Rebecca Cokley three-time Presidential appointee and first Disability Rights Program Officer at the Ford Foundation, joins the program. 

    Season 2 Episode 1: Promoting Inclusive Community Development: A Conversation with Rodney Hood

    Play Episode Listen Later May 20, 2021 44:24


    This first episode of season two kicks off with a conversation between Michael Morris, founder of NDI, and Rodney Hood from the National Credit Union Administration.     

    Season One E05: Able to Save: ABLE Accounts and Employment Success

    Play Episode Listen Later Aug 23, 2020 32:36


    Kathy DeAngelo, a certified benefits and work incentives planner for CDO Workforce, joins the program to share employment success stories why she is an advocate for ABLE accounts. 

    Season One E04: Able to Save: Perspective on ABLE from a Parent and Financial Leader

    Play Episode Listen Later Aug 14, 2020 30:10


    This episode features an interview with Jenny Casselman, parent of an ABLE account owner, as she discusses why she chose to open an ABLE account for her daughter. Jenny is also Vice President of Commercial Operations with Greater Commercial Lending in Nevada.

    Season One E03: Able to Save: Perspective on ABLE Accounts and Trusts

    Play Episode Listen Later Aug 10, 2020 31:06


    This episode features an interview with disability rights advocate and attorney Steve Dale, and Amy Tessler, a parent of a child with an ABLE Account. Amy reveals how she first heard about ABLE accounts, and why she decided to open one for her child. Discover the differences between an ABLE account and a special needs trust.

    Season One E02: Able to Save: ABLE Accounts and Social Security Beneficiaries

    Play Episode Listen Later Aug 4, 2020 10:42


    Betsy Blair, SSA Policy Analyst, joins the program to discuss what SSA is doing to increase awareness and provide the most up to date and accurate information around ABLE accounts to local SSA offices and disability beneficiaries and their families who may be eligible. Discover if the Economic Impact Payment from the government can be saved in an ABLE account, if people are able to maintain their ABLE account after they have exited SSA benefits, and more. 

    Season One E01: Able to Save: The Benefits of ABLE Accounts- With Michael Morris, Founder of NDI

    Play Episode Listen Later Aug 3, 2020 31:40


    Michael Morris, Founder of National Disability Institute (NDI) and  Senior Strategic Advisor for NDI joins, Miranda Kennedy, Director of the ABLE National Resource Center to discuss the benefits of ABLE accounts. Learn more about how an ABLE account can help maintain and improve health, independence and quality of life for people with disabilities and their families. 

    E07: Promoting Inclusive Community Development: A Conversation with Maria Town

    Play Episode Listen Later Jul 23, 2020 32:58


    In this episode, host Michael Morris, founder of the National Disability Institute, is joined by Maria Town, President and CEO, AAPD.

    E06: Promoting Inclusive Community Development: A Conversation with Darlene Goins

    Play Episode Listen Later Jul 16, 2020 27:00


    In this episode, host Michael Morris, founder of the National Disability Institute, is joined by Darlene Goins, Senior Vice President and Head of Financial Health Philanthropy, Wells Fargo Foundation.

    E05: Promoting Inclusive Community Development: A Conversation with Dara Duguay

    Play Episode Listen Later Jul 9, 2020 29:39


    In this episode, host Michael Morris, founder of the National Disability Institute, is joined by Dara Duguay,  CEO of Credit Builders Alliance (CBA) in Washington, D.C. 

    E04: Promoting Inclusive Community Development: A Conversation with Jeanne Bonds

    Play Episode Listen Later Jul 2, 2020 32:18


    In this episode, host Michael Morris, founder of the National Disability Institute, is joined by Jeanne Bonds, Professor of the Practice for Impact Investment and Sustainable Finance, University of North Carolina’s Kenan Flagler Business School. 

    E03: Promoting Inclusive Community Development: A Conversation with Annie Harper

    Play Episode Listen Later Jun 24, 2020 24:27


    In this episode, host Michael Morris, founder of the National Disability Institute, is joined by Annie Harper, Project Director CMHC Financial Health Project at the Yale University Department of Psychiatry.

    E02: Promoting Inclusive Community Development: A Conversation with Molly Barackman-Eder

    Play Episode Listen Later Jun 17, 2020 31:24


    In this episode, host Michael Morris, founder of the National Disability Institute, is joined by Molly Barackman-Eder, Senior Manager, Financial Capability, NeighborWorks America.

    E01: Promoting Inclusive Community Development: A Conversation with Ray Boshara

    Play Episode Listen Later Mar 24, 2020 33:29


    Ray Boshara, Director of the Center for Household Financial Stability at the Federal Reserve Bank of St. Louis, joins the program for the inaugural episode of Keys to Financial Inclusion. Ray shares his thoughts on what inclusive community development looks like, and the financial challenges facing families today. Discover how  policy makers, regulators, foundations, nonprofits and businesses can work together to promote greater equity and inclusion, particularly as it relates to persons with disabilities. 

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