Podcasts about women and finance

In this raw and relatable conversation, Stacey opens up about something many women will recognise like handing over financial power in a relationship. We talk about how easy it is to lose control and why, as I always say, finances are one of the leading causes of divorce.But we don't stop there.We also dive into:  

Join Abbe F. Large and me for a powerful conversation with a seasoned financial advisor who's spent 31 years empowering families and navigating the complexities of wealth. This episode dives deep into the unique challenges women face in the financial world, from male-dominated spaces to the delicate balance of family and career. We explore the importance of open communication about money, the transformative power of personal experience, and how to approach financial planning with both strength and empathy. Key Highlights:Owning Your Power: Understand the importance of women embracing their assertiveness and challenging traditional power dynamics in finance.Family Finances: Open Communication: Learn practical strategies for initiating and maintaining healthy financial conversations across generations.Life's Lessons: Personal Impact: Discover how personal experiences, especially during times of loss, can shape your financial perspective and client relationships.Building Relationships: Beyond Transactions: Explore the value of creating genuine, lasting connections with clients and family members, extending beyond simple transactions.Financial Planning: Proactive Preparation: Gain insights on the necessity of planning for life's uncertainties while healthy and capable, ensuring peace of mind for yourself and your loved ones.Discover how to build lasting relationships, assert your value, and create a legacy of financial security.Abbe F. Large, Managing Director at Lenox Advisors, blends 30 years of financial expertise with deep empathy. Specializing in financial services, estate planning, and employee benefits, she prioritizes clients' well-being. Her personal experience navigating her father's cancer battle fuels her passion for supporting families through financial challenges. A Forbes Top Financial Security Professional, Abbe empowers clients to focus on family. She balances her career with outdoor activities and family time, embodying dedication and excellence.Abbe's Links:Lenox AdvisorsAbbe F. Large - Lenox AdvisorsWant to hear a specific topic? Text Us!Always and Never About Money Episode Links:Video Podcast: https://www.youtube.com/@MoneyMasteryWithChelseaSocials: https://linktr.ee/the_money_whisperMoney Mastery Website: www.moneymastery.workReddit: https://www.reddit.com/r/AlwaysandNeverMoney/

Ida Beerhalter is a sought after international, financial advisor and investment powerhouse. Since 2012 she has been the Co-Head IOME, a private investment partnership of women in the Gulf region. Ida and Claudia are talking about  the importance of saying "yes" to opportunities, even if you feel unqualified, as others see potential in you that you may not see yourself. We further discuss, how women investors tend to ask harder questions and focus on concrete metrics like cash-on-cash returns rather than getting carried away by projections. Ida advocates for women to exercise the power of their money and not delegate financial management without understanding. Sustainability is a key focus for Ida's future projects.Ida feels relaxed approaching 60, with the mindset that she can do anything but doesn't need to do everything. She values small moments of happiness, like appreciating new trees in her garden. Ida shares her admiration for her parents for their resilience in overcoming war trauma and building their lives. About her experience in the Middle East Ida says, that the Saudi culture is particularly welcoming and gentle, allowing for cultural mistakes and learning. Here she truly learned the importance of timing and context when addressing sensitive topics, and she developed more patience and discretion in conversations, applying this globally.We talk about Women and Finance and in Ida's experience, as the co-lead of a women-run business in the Middle East, focusing on empowering women to manage their wealth, she emphasizes the importance of understanding financial terms and asking for absolute numbers rather than percentages. Ida notes that women investors often have a different, more cautious approach compared to men.###EXCITING NEWS ON MY FRONT: Season 4 is supported by the iconic Danish shirt brand BRITT SISSECK  Please use my code SHIFTHAPPENS at checkout for 20% off of your first purchase.*Valid on full price items only.###To learn more about my guest Ida Beerhalter, please visit her social media pages:LinkeIn: Ida's ProfileTo learn more about SHIFT HAPPENS, click here To learn more about Claudia's business Curated Conversations and her Salons in New York, Zurich and Berlin, click hereYou can also connect with Claudia on Instagram @shifthappens.podcast and LinkedIn at ClaudiaMahlerNYCThis podcast is created, produced and hosted by Claudia Mahler.Social Media support Magdalena Reckendrees

Retirement is more than just numbers—it's about creating a fulfilling life beyond work. How can you build a financial plan that supports your goals, while also considering purpose, health, and personal fulfillment? What strategies can help you balance your portfolio and minimize risks as you prepare for retirement? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar.  Christine shares her journey in the financial industry, key insights from her book How to Retire, and practical advice for building a balanced, sustainable retirement plan. Christine discusses: The importance of planning beyond just finances, including visualizing your retirement lifestyle and finding purpose How simplifying investment portfolios and focusing on cost-efficient funds can improve long-term financial outcomes The risks of holding too much company stock and strategies for maintaining diversification How women can strengthen their financial future, especially in light of caregiving responsibilities and potential impacts of divorce Why a phased approach to retirement, rather than an abrupt stop, can lead to greater fulfillment and longevity in both career and life And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Christine Benz:  Website: Morningstar LinkedIn: Christine Benz X: @christine_benz How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz The Long View Podcast About our Guest: Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. Benz is author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Harriman House, September 2024). She also wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, published in 2005. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron's, CNBC, and PBS. In 2020, Barron's named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron's named her as one of the 10 most influential women in wealth management. Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Benz holds a bachelor's degree in political science and Russian from the University of Illinois at Urbana-Champaign. She is president of the board for the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

Money isn't just numbers – it's deeply personal, especially between men and women. In this no-holds-barred episode, Stoy Hall rips open the curtain on why we fight about finances and how our wiring creates these battles.Women approach money from a place of protection and planning – always thinking "what if?" Men bulldoze forward with "I'll figure it out." Neither is wrong, but this clash creates chaos in relationships and life decisions.As a Black CFP® working almost exclusively with women and minority business owners, Stoy brings a rare perspective to an industry built by and for white men. He exposes how this financial system wasn't designed for you – and what you can do about it.Stop letting money conflicts destroy your relationships and future. Start understanding the real roots of your money mindset.Watch the full episode: https://youtu.be/awsIur5VboA Learn more at nobswealth.comShoot us a message, we are here for you and we listen!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

I want to hear your thoughts about the show and this episode. Text us here...In this episode of "Confidence and the Confident You," host Julie DeLucca-Collins dives into personal finance with guest Debra Jacobs, an accredited financial counselor and founder of Money Smart for Life. Deborah, armed with a master's degree from Harvard, shares her journey and practical tips for financial empowerment, especially for women. They discuss the emotional baggage tied to money, generational beliefs, and the importance of financial education. Deborah offers strategies like house sitting for affordable travel and underscores the value of financial coaching. This episode is a friendly, insightful guide to taking control of your financial future.In this episode: Importance of financial education and literacyImpact of generational beliefs on money managementCommon financial challenges faced by womenEmotional aspects of managing money and overcoming fearStrategies for effective budgeting and spending plansAddressing financial mistakes and learning from themSocietal pressures influencing financial decisionsFinancial challenges for individuals approaching retirementBenefits of working with a financial coachEncouragement to take proactive steps toward financial empowermentConnect with Debra:https://moneysmartforlife.comLinked-InFaceBookThis is an invitation to join a supportive community of purpose-driven entrepreneurs who are creating an impact in the world.A mastermind is a community of peers who exchange ideas, provide support, and offer sound advice for running a successful business.Join the Confident YOU Mastermind now at https://goconfidentlyservices.myflodesk.com/confidentyoumastermindSupport the showOther helpful resources for you: Learn more about my Confident You Mastermind Today! Here's your Guide to Starting A Podcast in 30 days, download yours today! For more about me and what I do, check out my website. If you're looking for support to grow your business faster, be positioned as an authority in your industry, and impact the masses, schedule a call to explore if you'd be a good fit for one of my coaching programs. Thank you for listening to our podcast. Please Subscribe! Join our Facebook GroupInstagram, TikTok We love reviews! Please leave us a review.Contact us if you want to Launch, restart, or grow your podcast.

Send us a Text Message.Unlock the secrets to financial empowerment with Nancy Greger, a seasoned wealth coach from Connecticut, in this transformative episode of the Ladies Kickin' Ass podcast. Learn firsthand how Nancy transitioned from the often-stigmatized world of debt collection to shaping financial futures with empathy and insight, thanks to the pivotal guidance of her mentor, Vivian. Through honest discussions about financial challenges faced by individuals from all walks of life, Nancy shares practical strategies like maintaining operating funds, establishing overdraft protections, and fostering open communication with debtors to achieve financial stability.Explore the nuances of financial responsibility within marriage, where Nancy emphasizes the importance of collaboration and communication between partners. Hear compelling anecdotes about balancing household finances and the necessity for women to establish their own credit and financial independence. Discover the critical role of financial literacy and family preparedness, drawing on personal stories and historical milestones to illustrate the ongoing journey toward financial empowerment for women.Finally, gain priceless insights into identifying financial habits and changing mindsets for long-term success. Nancy discusses her approach to coaching readiness, the value of consistent financial check-ins, and the empowering journey of self-advocacy. Celebrate the resilience and tenacity of women through heartwarming family stories that inspire listeners to embrace their financial independence and navigate life's uncertainties with confidence. Join us for a motivating discussion that underscores the human connection at the heart of financial services.Connect with Nancy Greger and learn more about her wealth coaching.Instagram   Website   Connect more with Tanya & Ladies Kickin Ass… Insta Facebook LinkedIn YouTube TikTok Website Join the waitlist: ⁠⁠BadAss Inner Circle

Jennifer Lee is a highly experienced financial expert and the founder of Modern Wealth, a Sarasota-based firm specializing in guiding individuals through significant life transitions. With over three decades of industry experience, Jennifer's approach is deeply rooted in understanding her clients' values and aspirations, translating financial resources into meaningful life goals. She particularly focuses on empowering women through life changes such as divorce, inheritance, and retirement planning, bridging the emotional and financial aspects seamlessly. Central to her philosophy is the concept of the "family love letter," facilitating communication of values, wishes, and financial plans to loved ones. Jennifer's accessible demeanor and unwavering commitment to client success make her a trusted advisor, whether through her book, podcasts, or personalized consultations, as she helps clients achieve financial well-being and leave a lasting legacy.SHOW SUMMARYIn this episode of The Disruptive Successor Show, Jonathan Goldhill delves into the intricate world of family businesses and financial planning with guest Jennifer Lee, founder of Modern Wealth. From her unique perspective as a successor in a family business, Jennifer shares insights on the emotional intersections of finance, family, and legacy. Key topics include the importance of communication, crafting a family love letter, and bridging generational transitions in wealth and business.KEY TAKEAWAYSNavigating Generational Transitions: Understanding the complexities of transitioning wealth and business ownership between generations, from succession planning to fostering communication.Emotional Intelligence in Financial Planning: Recognizing the emotional impact of financial events and leveraging emotional intelligence to guide clients through transitions.The Power of the Family Love Letter: Exploring the concept of the family love letter as a tool for communicating values, intentions, and financial plans to loved ones.Challenges Facing Women in Finance: Addressing the unique challenges women face in financial planning, from divorce to navigating family business dynamics.Building Trust and Connection: Establishing meaningful connections with clients by aligning financial strategies with personal values and goals.QUOTES"Money is just a tool. It's not something to fear. It's a tool to facilitate where you want to go.""It's never too late to get started today.""Opening the mind of the existing owner to the future and to different scenarios is key to bridging generational transitions.""The family love letter softens communication between family members and explains the intentions behind legal documents.""Succession planning isn't a 1+1=2 scenario. It requires ongoing discussions and strategic considerations." - Jonathan GoldhillConnect and learn more about Jennifer Lee.https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com

High-income urban Indian women have half their investment portfolio parked in fixed deposits and savings accounts, and only 7 percent in stocks. In a conversation with Moneycontrol, Prashant Joshi, MD and Head of Consumer Banking Group at DBS Bank India talks about the likely reasons for this preference, and other aspects of women managing their finances.

Sallie Krawcheck is the CEO and co-founder of Ellevest, a digital financial platform for women that has over 3 million clients and $1.5+ billion in assets under management. She has valuable insights into how we can expand our reach to a more diverse generation of clients.Sallie discusses her journey to founding Ellevest, why we need greater diversity in the financial industry, the impacts of technology on the business of giving financial guidance, and why she hates the word “empowered.”Follow Sallie Krawcheck on LinkedIn...Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with Ellevest or our guest. The link to the podcast guest's website is being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Diversification does not ensure a profit or protect against loss.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.

We've all been around long enough to know that life can throw us curveballs. Having an estate plan—which typically includes a will, healthcare directive, financial power of attorney, and often a revocable trust—can ensure that your family is protected if something happens to you. If you've been putting off creating an estate plan, or you're not sure whether your family needs one, you'll love this conversation with estate and wealth planning attorney Jennifer Belmont Jennings. Jennifer fills you in on everything you need to know, including: What a trust is, why you probably need one, and why it's a bad idea to procrastinate The various players you need to choose for your trust, and what to look for in each of these individuals How to decide on a trustee, as well as guardians for your children—and how to avoid conflicts among them The advanced medical directives and other paperwork that should be included in your estate plan How to set up special provisions for dependents with special needs What corporate trust companies are and when you should consider using one Additional trust provisions that can help to protect your family How often you need to update your trust, and what happens when you move Plus—because Jen is not only smart but funny—we talk about celebrity estate fiascos and what we can learn from them, and what Taylor Swift recently got wrong when writing song lyrics about her will! Be sure to tune in to this important conversation. Full show notes available at Morebeautifulproject.com. Please note that this content is for educational purposes only and is not legal advice.

Married couples often comprise a CFO spouse and a non-CFO spouse. That's how the wealth management industry has historically approached things: one partner, more often than not, the man, is responsible for the family's finances; the other, more often than not, the woman, is sidelined. As a result, women have traditionally felt unwelcome in the wealth management space.  In this episode, Y TREE's Head of Brand and Marketing Harriet Johnston and Head of Financial Life Strategy Eliana Sydes are joined by author Otegha Uwagba and Board Member at the Cherie Blair Foundation Caroline Edwards to discuss how and why women have so often been excluded from conversations about money and wealth; the impact of the gender pay and pensions gap on women's financial futures; the role traditional financial institutions have played in marginalising women's voices and experiences; and what can be done to address these issues.  How can we all combat the institutional biases that so often leave women worse off? What can we do to ensure that women have a guaranteed seat at the table in important financial conversations? How can we challenge engrained familial roles? Join us for a uniquely female perspective on money and life. Recommended Reading:  We Need To Talk About Money, by Otegha Uwagba  The Blend: How to Successfully Manage a Career and a Family by Tobi Asare Learn more about your ad choices. Visit megaphone.fm/adchoices

Married couples often comprise a CFO spouse and a non-CFO spouse. That's how the wealth management industry has historically approached things: one partner, more often than not, the man, is responsible for the family's finances; the other, more often than not, the woman, is sidelined. As a result, women have traditionally felt unwelcome in the wealth management space.  In this episode, Y TREE's Head of Brand and Marketing Harriet Johnston and Head of Financial Life Strategy Eliana Sydes are joined by author Otegha Uwagba and Board Member at the Cherie Blair Foundation Caroline Edwards to discuss how and why women have so often been excluded from conversations about money and wealth; the impact of the gender pay and pensions gap on women's financial futures; the role traditional financial institutions have played in marginalising women's voices and experiences; and what can be done to address these issues.  How can we all combat the institutional biases that so often leave women worse off? What can we do to ensure that women have a guaranteed seat at the table in important financial conversations? How can we challenge engrained familial roles? Join us for a uniquely female perspective on money and life. Recommended Reading:  We Need To Talk About Money, by Otegha Uwagba  The Blend: How to Successfully Manage a Career and a Family by Tobi Asare Learn more about your ad choices. Visit megaphone.fm/adchoices

Taxes are one of the largest expenses you accumulate in your lifetime (ouch!). But while we are obligated to pay it, there are a number of legal ways to reduce your tax bill. In this episode, Sofiia lays the ground for how income tax in calculated in Canada, and the 3 easiest ways to reduce your tax bill.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we're chatting about today02:10 Disclaimer02:40 How income tax in calculated06:28 Paying less tax option #109:13 Paying less tax option #212:41 Paying less tax option #314:00 Don't skip this partSupport the showThank you for listening! If you like the show, please leave us a 5-star review and follow us on your podcast platform of choice. It's a free way to support what we do and help us grow to reach more women on path to financial success. Subscribe to In Her Wallet on YouTube In Her Wallet Instagram, TikTok and Threads

In this episode, Jacqueline Roessler, CDFA® and her guest, Leah Hadley, CDFA® talk about divorce and supporting the unique concerns of stay-at-home parents. For any client who has been out of the workforce and dependent on their spouse's income, financial fears can be a primary barrier to settlement. In fact, some people wait years to file for divorce simply due to that fear. Working with a CDFA (Certified Divorce Financial Analyst) as a “thinking” partner can provide insight on the process and teach clients how to analyze the financial decisions they're facing with confidence.  We will discuss:The importance of understanding all the financial options as it relates to the houseMaking sure you don't sacrifice your retirement well-beingFunding for children's extra-curriculars, private school and college costs RESOURCESRead more about Leah's firm or connect with her on social media, HEREIG: https://www.instagram.com/watchherthrive/LI: https://www.linkedin.com/in/leahahadley/FB Page: https://www.facebook.com/greatlakesdfsFB Group: https://www.facebook.com/groups/watchherthrive Download Leah's Divorce Checklist to get organized before reaching out to a professional  HERE Sign up for Leah's “Financial Freedom” Webinar HEREFind out how Jacki Roessler, CDFA® advocates for divorce clients during the divorce process by scheduling a complimentary 30-minute initial consult  HERE Download Jacki's Budget Worksheet HERE  Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial adv&a

Tech expert Kevin Sebastian talks about AI and a new feature in ZoomWe meet a man who's pushing women's financial literacyLife coach Frances Payne created a workbook on how to set boundaries to prevent burnoutWe find out about a new travel app to discover hidden gems in the UAEAnd Dr Davor Jocic from Pet Pavilion answers all your animal questions on Pet and Vets.See omnystudio.com/listener for privacy information.

Marie McFarland discusses women's financial health and involvement in the financial planning process, sheds light on women in finance, examines retirement income and tax implications, and emphasizes communication in estate planning.

In this episode, Jacqueline Roessler, CDFA® explains the QDRO process for post-divorce clients. Clients are often overwhelmed and confused by the length of the time it takes to put QDROs in place. Additionally, clients are confused about who plays what role in getting to the QDRO finish line and why it's important to be proactive.  If you're wondering “where's my money?”, this episode will point you in the right direction.We will cover:What is a QDRO and why do you need one? The many stages of getting your QDRO processed When you can expect to receive your moneyResources:Contact Jacki via email at jacki@pearlplan.comRead Jacki's blog on QDRO timing HERE.Find out how Jacki Roessler, CDFA® advocates for divorce clients during the divorce process by scheduling a complimentary 30-minute initial consult HERE.As a companion to this episode, download our QDRO Process Flowchart by clicking  here: https://pearlplan.com/wp-content/uploads/2023/01/QDRO_Process_Pearl_Planning.pdf  Read the US Government's Accountability Office's Recommendation on the processing of QDROs after divorce HERE.Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Welcome to Episode 4 of In Her Wallet Podcast! Do you wish to become financially wealthy one day, but don't know where to start? Then this episode is for you! This week our host Sofiia is teaching you one of the major financial skills she witnessed while working with high net-worth individuals in managing their fortunes. In particular, we talk about the importance of keeping track of your financial situation & the importance of knowing the 5 critical financial numbers if you want to build wealth. Previous episodes referenced today:2 ways to know if you're hooked to emotional spending & 3 techniques to stop itSaving vs. investing - which route should you take in 2022?Next week we will air our first guest speaker episode! If you want to grow your income, receive a raise or a long-awaited promotion before the year end - make sure to follow our podcast and tune in on October 19!Key Takeaways:00:50 How my friend applied last week's episode takeaways to her life02:20 I don't want to calculate how much I spend because I know I can afford it03:00 The one skill I learnt from high net-worth clients when working in Wealth Management04:30 How you behave is more important than what you know06:10 Where your wealth journey starts07:10 Take-home pay - fixed expenses = disposable incomes08:57 Why care about your credit score 11:10 Piggy bank balance and savings rate13:18 Why you shouldn't check your investment balance too often14:47 What you own vs. what you owe15:55 Why you shouldn't watch Selling Sunset next timeSupport the showThank you for listening! If you like the show, please leave us a 5-star review and follow us on your podcast platform of choice. It's a free way to support what we do and help us grow to reach more women on path to financial success. Subscribe to In Her Wallet on YouTube In Her Wallet Instagram, TikTok and Threads

Let's talk about women and money! In our third minisode, InLife Unit Manager Adi Sebastian runs us through the most common financial concerns of women, how these change through different life stages, and provides practical tips on how to best manage them.

Tune in to hear:- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space? - Knowing what we know about behavior, what does effective financial literacy education look like?- Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people's poor financial decisions?- If Alex had to do it all over again, with two decades of experience behind him, what would he do differently as an advisor?- What is Alex's niche and how does he differentiate himself from 300,000 peers? - Where does Alex think the financial service industry will be in 25 years from now?- How has Alex's relationship with his clients changed him for the better?https://www.lakeavefinancial.comhttps://www.futurvest.comCompliance Code: 1358-OAS-8/1/2022

Today is part two of our conversation with Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She's someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren't more women in this profession, and what she believes makes a great advisor.   Read more and get additional financial resources: http://johnsonbrunetti.com    What we discuss in this episode:  1:24 – Differences in saving 3:34 – What is a fiduciary?  5:13 – Where to focus in your 30s and 40s 8:36 – Where to focus in your 50s 13:33 – Heather's future as an advisor 

We're excited to welcome on one of our advisors today, Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She's someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren't more women in this profession, and what she believes makes a great advisor.   Read more and get additional financial resources: http://johnsonbrunetti.com    What we discuss in this episode:  0:41 – How she got started in the business 4:15 – Studying finance in school 5:11 – Different cultures around money 6:52 – Educational workshops 8:54 – Working with couples 14:17 – Encouraging a spouse to get more involved 16:02 – Reasons women should be more involved 17:41 – Debt 20:49 – Differences in men and women viewing money 22:27 – Unrealized gains and losses

We're kicking off season 3 with a discussion about the  “unseen, perennial generation”. This includes women age 40 to 65. This group of women is unseen because we're not being marketed to. We're not the focus of products and services. Many companies focus on millennials, but with TRILLIONS of dollars in purchasing power, it's a missed opportunity that this segment is so terribly overlooked.It's not enough that we know that this generation of women is unseen and invisible generation. We need to show up and let the world SEE US, KNOW US and HEAR US!Wonderful shares how she's been obsessed with the perennial generation.  - HOW CAN WE REACH THE 40+ WOMEN who are wanting to spend 15-23 trillion dollars on health, beauty, mindset, food, cars, menopause, household goods, personal development, healing, wine and other recreational activities, travel, education and so much more. About Wonderful:Wonderful Morrison (birth name, not stage name) is a  Business Leadership Coach and Founder and CEO of LeadHER Academy based in Bellevue, Washington. She believes that Entrepreneurship doesn't have to be so hard and she's here to help.She teaches savvy, soulful, smart women to uncomplicate their businesses so they can work less and live more.She's a mother of 3 adult children 2 girls (27 & 25) and a boy (21) and a grandmother to 2 beautiful granddaughters. She's been called a wife to the love of her life for 27 years. She loves libraries, museums, classical music, ramen (NOT TOP RAMEN) champagne, and crystal clear ocean beaches.Having run multiple successful businesses over two decades, she uses the wealth of her experience in helping women entrepreneurs get results. LeadHER Academy is the premier source for online education aimed at women entrepreneurs, coaches, and leaders focused on improving leadership skills and business knowledge through unparalleled online group, 1:1 trainings, courses and events.You can find out more about wonderful by going to: https://leadheracademy.com/----Victoria Sexton is a best selling author, wealth creation coach and money mentor. Her straight-talk financial coaching, education, and strategies give her clients the confidence to embrace their abundance and take control of their financial future. Her community, the Rich Life, gives members a place to learn about financial topics, get inspired with out-of-the-box information that you won't learn any place else, and take strategies o the rich and apply them to their lives. Follow her channel at   bit.ly/VictoriaSextonYoutubeFind out more about her here: https://victoriasexton.com/Find out more about her Rich Life community and how you, too, can take steps to become the Wealthy woman of your dreams. Click here:  https://victoriasexton.com/richlife/

Older Americans are experiencing a variety of financial concerns in the wake of the COVID-19 pandemic. From having enough income to pay bills and managing health care costs to the rising costs of inflation and saving for retirement, Americans 50-plus have a lot to worry about. But for women ages 50–64, those concerns are particularly acute.  In honor of Women's History Month, we are devoting this podcast to women and finance, in particular, life after divorce, retirement funds, and available resources. On the AARP Prepare to Care Podcast, Texas attorney, Jolene Trevino of Trevino Law Firm in Houston, discussed how women can get their finances in order after a life-changing event.

Katlyn Orton joins Katy on Not A Great Whisperer to talk about how she got herself into the finance industry and her continued success. Katlyn is a local financial planner that predominantly works with women and families. We talk about the people that helped her along the way and being a woman in a male dominated industry.

Tune in to hear:- Is the market always crazy or does it go through long periods of predictability in many peoples' lifetimes? Is uncertainty implicit in capital markets?- There's always going to be a reason to fear, there's always going to be a reason not to invest. What pragmatic steps can we take to invest thoughtfully in the face of this?- Why might concentrated, active portfolios make more sense for some subset of the population?- What are some potential catalysts that could bring active management back in favor?- How does Emilie think about active management from an angle of creative destruction?- Financial wellness is a term that is thrown out there a lot, but it is rarely elucidated in depth or operationalized. What does financial wellness really look like?- Has Emilie noticed patterns of how clients' behaviors and concerns differ between those with varying tiers of wealth?- What's a financial concern for women that men are largely oblivious to?Instagram @emiliedayanhillCompliance Code: 2928-OAS-11/17/2021

Laura and Holly Pomfret set up Financielle, a service aimed at helping women become more financially confident and adept. They realised that many financial products do not speak to women, leading to a lack of trust, low financial confidence and a lack of action when it comes to investing for the future.

Feminine Fancies ( Women And Finance ) Part 1 by Wellsradio

Feminine Fancies ( Women And Finance ) Part 2 by Wellsradio

In this episode, I had a conversation with Jessica Robinson about sustainable investing and why it's important for women to know about finance. We also discussed greenwashing, crypto as male dominated community, and the financial gaps that women face.

In this episode with Natasha Feghali, we discuss the importance of women and finance.  Natasha is an independent business woma/teacher who used to love shopping and spending money.   After a coffee discussion with a youngish, retired entrepreneur turned actor, she realized she was on track to nowhere as far as her money was concerned.   She knew she wanted to change her spending behaviours and grow her money. If this is important to YOU, listen as Natasha walks you through -What is the most important part of investing for women -Why should women get into housing investments -Why she started investing in housing -How can a women harmonize all her dreams in her life and journey -Do you feel that we have different stages in our lives -What part of a women's life is the most important For the special offer, check out this episode on our website:   https://fabfempreneurship.com/podcast/women-and-finance/

Tune in to hear:- Why do we often defer our dreams for so long and how might we be more proactive in seeking them out?- Reflecting back on their lives, many people wish they had taken more risks. Why might we see this with such clarity at the end of our lives, while actually living it in the present is so difficult for most of us?- Is “following your dream” good advice for everyone, or do you have to be situated in a certain way to pursue this in a meaningful way? Is this a biased concept that only accounts for those who are already privileged?- Being able to look beyond being burned out seems to be a necessary precursor to dreaming bigger. What manageable steps can we take to overcome burnout?- How can trauma play out intergenerationally?- How might we make trauma work for us instead of against us? What separates those whose traumas become maladaptive from those who use them to their benefit?- How can we think about unlearning bad behaviors?

ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. Sharing her experiences as a world-class athlete and how her mantra of “Fall Down? Get up Faster!” has transformed her mindset and informed her successes. Bonnie tackles the importance of resilience, how to get comfortable in a sometimes uncomfortable world, and methods to enhance leadership skills. Join us and leave with key takeaways you can use in your businesses, in life, and in the Women Forward community. The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board. 

Paige Pritchard is a life and money mindset coach for high-achieving and high-earning women. She has gone from financial hot mess to financial success and her mission is to help other women do the same so they can build their dream financial life.In this episode Paige speaks about:Separating money from your morality Cultivating our capacity to HAVE the moneyMoney as representation as the value you’ve created in the world How the question shouldn’t be how much more time do I need to put in to make more money, but how can I add more value to make more money?How budgeting can be so quick, easy and fun to do!How to use your budget as your secret weapon to hit all your financial goalsWhy you need to know what your Money Loves areWhy you should always wait 24 hours before making a big purchase Find Paige at:@thepurposefulpenny www.thepurposefulpenny.com Join Paige's Budget Love Course now!Start budgeting by using YNAB here Find Bek at:@mindbeksoulBARKLEY EYEWEARFor 10% off use code: ABUNDANCE10

What we are learning today will shape all of our futures. Even with glimmers of hope as stock markets recover most of the losses from earlier this year. Trading high on every whiff of a possible future vaccine and promises of resumption of business as not so normal. Joe Boan of Transamerica and Mary Beth Franklin discuss what we have learned so far from the Coronavirus and economic loss and where we go from here.

Women control $22 trillion of retirement assets, but often feel ignored and misunderstood when it comes to retirement planning. The coronavirus has created a new layer of complexity to retirement planning. What do women need to know to thrive in retirement after quarantine? There are also some silver linings that will provide some glimmers of hope for the future.  Catherine Collinson of Transamerica joins Mary Beth Franklin for the latest episode of the Retirement Repair Shop to discuss.

I am joined by Polina Changuleva, Global Media Specialist for Xbox at Verizon Media UK and UK Lead for the Women Inclusion Network. We will be talking about women and finance and why women should demand more financially. Connect with Polina Instagram: https://www.instagram.com/polina.ctml/ (https://www.instagram.com/polina.ctml/) LinkedIn: https://www.linkedin.com/in/polinachanguleva/ (https://www.linkedin.com/in/polinachanguleva/) If you enjoy the podcast and would like to support the show, please visit my patreon below Patreon: https://www.patreon.com/bePatron?u=32041345 (https://www.patreon.com/bePatron?u=32041345) Find me online Instagram: https://www.instagram.com/conversationofmoney/ (https://www.instagram.com/conversationofmoney/) Youtube: https://www.youtube.com/channel/UChG3TKNbIc7PzOqd2S31RdA? (https://www.youtube.com/channel/UChG3TKNbIc7PzOqd2S31RdA?) Facebook: https://www.facebook.com/theconversationofmoneypodcast (https://www.facebook.com/theconversationofmoneypodcast)

Women, we are great at taking care of business but the suddenly happens when we least expect it. A family member gets sick or passes and you get the call to step in and take care of business for them. Brandee Harrington shares her story when this happened with her mother and the My Coinz Journal was developed as s result of stepping in for her mother's business affairs. Are you ready for someone to take over the banking and bills? Do they know your passwords, what bills are due and account information? Is there someone in your life (mother, father, grandparent) that you may need to know these details? Things don't have to get ugly during the "suddenlies".No one wants to dig through someone else's personal stuff and we don't want them digging through ours. You have all the jobs that you already have to take care of so adding one more thing can be devastating. If you are prepared this will make all the difference. No one wants to talk about it but we need to break this mindset.Brandee will help you build your legacy. Get prepared and help empower you and your family for crisis. Brandee Harrington is an author, Real Estate Broker, Investor, and Financial Coach. She was inspired to write My COINZ Journal TM after having to scramble to find financial information after her mother suddenly became ill. She designed this resourceful tool to help loved ones manage their own and/or family members financial assets and resources.  My COINZ Journal TM provides a series of steps aimed to aid family members in documenting their personal affairs. In return, it reduces chaos many experience during a life changing event.Brandee lives in Jackson, MS and is a wife, mom and business woman. Her favorite verse is Deuteronomy 8:18 "Remember the Lord your God. He is the one who gives you power to be successful" NLT.FOLLOW BRANDEE AT:FB, IG & Twitter @MyCOINZJournalRead her blog at: www.mycoinzjournal.comGet your MY COINZ JOURNAL at:WWW.MYCOINZJOURNAL.COMBe sure to use our special code to get your 10% off:COINZ101Support the show (https://www.patreon.com/THEFORREALLIFE)

There’s nothing more fulfilling than rolling up your sleeves for a cause that inspires you. But what if you’re asked to take your volunteering to the next level? Here’s what to ask before joining a nonprofit board. http://bit.ly/beforeyouleapnonprofitNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

Philanthropy is one way to give back, but investing responsibly can pay social dividends, too. Today we’ll talk about the “s” in ESG with a special focus on lifting women with your portfolio. For more on advancing the cause of women and girls, see our Women Lifting Women brochure. http://bit.ly/wlwbrochureNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

The Lionel SHIPman $HAPE YOUR FINANCES Show is a financial and life empowerment show focusing on our lives around money and finances. The show aims to educate and motivate people to improve their financial outlooks and empower them to take charge of their lives and to live life to the fullest.  Topic: Women and Finances Series #7: Tune in and hear the challenges and achievements of various women in finance and business. Tonight's guest is Monica Johnson Monica is a graduate of the University of North Texas and holds a BS degree in Accounting, a Master of Business Administration from the University of Dallas, and a Master of Theological Studies from Dallas Baptist University. She is an author, mentor, educator, TED presenter and a business professional with over 26 years of experience in cost, taxation, and operational management with a Fortune 100 company, United Parcel Service. She uses her engaging personality, her contagious energy and her experiences as a professional and personal coach to spur people to action, reclaim themselves, conquer their problems, pursue their dreams, and find their own sparkle and shine. She speaks the truth in love without holding anything back.  Monica empowers others especially women to search within and discover how to reach their highest potential, both personally and professionally. After a session with Monica, they left motivated and inspired to be engaged, enriched, empowered and SMART!  Monica is Founder and Chief Executive Officer of Monica Johnson Enterprises LLC, which includes the brands That Girl is S.M.A.R.T., OneWordMovement Charities, a nonprofit organization for mentoring young girls and Publishing House. 

The Lionel SHIPman $HAPE YOUR FINANCES Show is a financial and life empowerment show focusing on our lives around money and finances. The show aims to educate and motivate people to improve their financial outlooks and empower them to take charge of their lives and to live life to the fullest.  Topic: Women and Finances Series #6: Tune in and hear the challenges and achievements of various women in finance and business. Tonight's guest is Renata Brown Renata holds a Bachelor of Science degree in Business Management. She also received a certification in graphic design from Kennesaw State University of Georgia. Renata served as marketing and advertising director for the Hopewell Baptist Church Drama Guild. In 2013, she booked talent for the show Spoken Sound of Soul on independent artists, station Be100Radio.com.  Renata's zeal for the arts and motivational speaking comes from being an artist. She is the publisher of two online magazines A-Spire.me an arts and entertainment magazine and EM-Spire.com and founder of an award show that highlights the arts. Renata also is an accomplished songstress, poet and speaker who began writing poetry at eight years old. “At the heart of me” she states, “I am a creative”. Renata is featured in several anthologies and has appeared on numerous Radio and Television talk shows. She self -published ‘Simply Life is a Poem' in 2010. In her own words “Artistry is not a hobby for me. The arts are my passion and ministry. Helping other release their creativity is my mission.” Renata's journey includes being a teen parent at the age of 14. Three years later finding out that her daughter had a genetic incurable disease Sickle Cell Anemia, that she would eventually succumb from complications. Much of her story is colored by these traumatic experiences.

The recent college admissions scandal showed just how far some parents will go to boost their kid’s prospects. Let’s talk about how to fund your child’s future education expenses—using the proper channels. For more on college savings, visithttps://www.savingforcollege.com/.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

The Lionel SHIPman $HAPE YOUR FINANCES Show is a financial and life empowerment show focusing on our lives around money and finances. The show aims to educate and motivate people to improve their financial outlooks and empower them to take charge of their lives and to live life to the fullest.  Topic: Women and Finances Series #5: Tune in and hear the challenges and achievements of various women in finance and business. Tonight's guest is Brandy Baxter She has a B.A. in Communication, a M.S. in Management, is a Certified Executive Coach, a Financial Fitness Coach™, and a Mental Health First Aider. She is a member of the Dallas VA Community Veteran Engagement Board, a Military Veteran Peer Network Facilitator, and an advocate for women veterans. She is an Accredited Financial Counselor & a Financial Fitness Coach.  Brandy is the Owner/Principal Coach at Living Abundantly where she coaches families to shift their mindset to bring future goals into present reality. Through these sessions, she encourages self-awareness for her clients to develop their own action plan, whereby they are empowered to take measurable steps toward reaching their personal and financial goals, such as homeownership, debt elimination, career advancement, and more. Brandy is a dynamic and engaging speaker who often leaves audiences energized and motivated.  As a Facilitator, she leads groups through various courses that challenge them to take ownership of their money, their mind, and their mission in life.  When she is training a group, she knows how to take the technical and make it understandable. Websites: BrandyBaxter.com  Time2LiveAbundantly.com BlackGirlFinMagic.com

In today’s litigious society, you don’t need to be a “legal eagle” to realize you need some basic protections. Here are some of the most common legal exposures women face. http://bit.ly/lawonyoursideNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

The Lionel SHIPman $HAPE YOUR FINANCES Show is a financial and life empowerment show focusing on our lives around money and finances. The show aims to educate and motivate people to improve their financial outlooks and empower them to take charge of their lives and to live life to the fullest.  Topic: Women and Finances Series #4: Tune in and hear the challenges and achievements of various women in finance and business. Tonight's guest is Amy Vertone Amy Vetrone specializes in bringing financial wellness programs to the workplace.  Her approach is personalized and relatable.  While working in the banking industry, she quickly saw that adults needed better financial guidance and instruction.  Through workshops and personal financial coaching, she is helping people develop a positive money mindset that sets people up for success to reach short and long-term goals.  Amy considers herself a financial literacy advocate. In 2017, she testified in favor of a personal financial literacy bill at the assembly and senate level.  That bill was passed into law on November 30, 2017 making personal finance a requirement in K-12 schools in Wisconsin.  She volunteers in the classroom delivering smart money lessons to students.  Her compassionate approach to financial education is helping many people.  Amy resides in Neshkoro, WI with her husband and two children.

As we celebrate Women's History Month, we take a deeper dive into some of the new research that has been done on women and their financial lives. We'll look into why some women are abdicating to their male partners, discuss the similarities and differences of women from all areas of the globe and give advice to women on how that can take control. Guests include: Carey Shuffman, Head of the Women's Segment at UBS and Brie Williams, Senior Vice President of Practice Management at State Street Global Advisors. Host: Anthony Pastore This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. SSGA and UBS Financial Services Inc. are not affiliated. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Rosie Rios Talks Representation: As the 43rd Treasurer of the United States, Rosie Rios spearheaded an inclusive effort to redesign our national currency. She joins us to discuss the Great Financial Crisis, why Millennials give her hope and acknowledging women’s place in history. To learn more about her efforts, see her talk at TEDx http://bit.ly/RosieRiosBernstein. Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

Dr. Marianne Cooper—the lead researcher for Lean In: Women, Work, and the Will to Lead—shares updates from the latest annual study on women in corporate America http://bit.ly/wwstudy2018. She also offers her take on financial literacy, confidence, and empowering female investors. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

Women excel at multi-tasking, but sometimes we need to pause and prioritize. Are you making intentional decisions with your wealth? Here’s how to focus on what makes you happiest—and some tools to put your plan into action. A Successful Professional Plans for Her Future - http://bit.ly/successfulplansDonor-Advised Funds: Utility Players of the Giving World - http://bit.ly/utilityplayersSometimes All or None Makes Sense - http://bit.ly/allornoneNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

The Lionel SHIPman $HAPE YOUR FINANCES Show is a financial and life empowerment show focusing on our lives around money and finances. The show aims to educate and motivate people to improve their financial outlooks and empower them to take charge of their lives and to live life to the fullest.  Topic: Women and Finances Series #1: Tune in and hear the challenges and achievements of various women in finance and business. Tonight's guest is Dionne Blanks She is the Founder/Pres of the Economic Empowerment Circle, LLC, a financial coaching company that focuses on financial literacy and education. She is a graduate of NC A&T State University where she earned a BS degree in Finance and graduated Summa Cum Laude in 1999.  Dionne is deeply passionate about coaching women to develop a money mindset and to strategically build wealth.  With over 20 years of experience in the Financial Services and Wealth Management Industry, Dionne has witnessed how financial guidance assists high net worth and affluent clients with achieving financial goals. It is Dionne's desire to use her experience and bring those same advantages to the broader public. Dionne is known for her effective and holistic approach to helping her clients to eliminate their debt, implement effective money management skills and build A1 credit.  In addition to her academic background and work experience, Dionne is also an Accredited Financial Counselor through the Association for Financial Counseling and Planning Education as well as a Ramsey Solutions Master Financial Coach.  She provides one-on-one as well as group financial coaching and conducts Wealth Bootcamps for students. She is dedicated to helping individuals improve their finances and begin to thrive, no matter where they are in the process right now. Tune in weekly - Tuesdays at 8:30pm EST / 7:30pm CST

Sometimes life gets interrupted. But with the right safeguards, women can bounce back—not bow out. Today we’ll cover the three most important types of financial protection women need. Then check out the three protections women most often overlook http://bit.ly/financialprotections.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2019 AllianceBernstein L.P.

Ready to take the first concrete step towards becoming more financially engaged? Here are the most important numbers you need to know. Then, put these insights into practice using our two prescriptive blog posts. http://bit.ly/Budgetingbootcamp & http://bit.ly/learnaboutinvestingNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

Pamala McCoy is founder and Ceo of BONA5D Credit Consultants, LLC which provides real solutions toward financial capability education to organizations {large or small}. Our personal money management tools equip organizations, individuals and community members with the knowledge necessary to make key monetary improvements, which help to develop healthier, more vibrant, stress-free lives. BONA5D’s personal money management sessions are designed to provide an in-depth understanding of financial risks as well as resources and practical application of improved financial capability education. Pamala McCoy has more than 28 years of experience in the credit industry. Recognized among top industry professionals, Pamala has been named as one of Collections & Credit Risk’s Top Women in Credit & Collections and has been nominated for Tampa Business Woman of the Year from 2007 – 2011. She is passionately inspired by her work, and her goal is to strengthen our community networks and individuals through delivering powerful credit educational awareness and financial literacy tools via financial capability education seminars and one-on-one consultations. The peace of mind gained relieves stress, resulting in better health and self-assured persons and a positive impact on the family and community. Additionally, Pamala served as Economic Stability, Chair for MAAAC Board and serves on other boards. Moreover, Ms. McCoy is often called on by television news and other media broadcasts to provide professional opinion and insight into the world of financial security.

When it comes to personal finance, women tend to delegate control. But that could backfire. Today’s episode will help you get more engaged, then check your progress using our quick guide http://bit.ly/FiveThings18.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

Why should female investors pay more attention to their finances? They may not be a primary financial decision-maker now, but chances are they will be some day. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.

Enable Me's Hannah McQueen discusses how women can close the gender pay gap and improve their financial situation. Some of the issues:-A recent survey found that one-third of women have less than $5000 in their KiwiSaver.-According to the World Economic forum, women’s retirement funds are 30-40% smaller than men’s around the world – but women have longer retirements- Women are almost twice as likely to face poverty in retirement- The gender pay gap is 9.2%- 90% of women feel insecure about their finances- Money is the leading cause of insomnia among women- Mums get paid 17% less than Dad’s- Women’s incomes fall 20% post-divorce, while men’s tend to rise more than 30%If you want a better financial future go to Enableme.co.nz and book a consultation.

Second born in a family of 6, with an alcoholic father, molested by a family friend, pregnant at 17 Debbie Cantin's story is one of resilience. She learned the hard way how to become the bread winner for her family when her husband committed suicide and left her with 2 small children to take care of. Debbie Cantin is now passionate about helping women and their finances.Please LIKE and FOLLOW our podcast on iTunes: http://bit.ly/WomenTalk-iTunesAPPLY TO SHARE YOUR STORY ON OUR PODCAST AT: WWW.WOMENTALK.CA/PODCAST

Second born in a family of 6, with an alcoholic father, molested by a family friend, pregnant at 17 Debbie Cantin's story is one of resilience. She learned the hard way how to become the bread winner for her family when her husband committed suicide and left her with 2 small children to take care of. Debbie Cantin is now passionate about helping women and their finances.Please LIKE and FOLLOW our podcast on iTunes: http://bit.ly/WomenTalk-iTunesAPPLY TO SHARE YOUR STORY ON OUR PODCAST AT: WWW.WOMENTALK.CA/PODCAST

This episode of “The Dr. Dionne Show” features an informative and enlightening discussion about the financial steps and decisions women should make after losing a spouse, either through divorce or death. Listen as three experts representing divorce law and financial planning share their personal and professional lessons. Themes such as the importance of increasing financial […]

Is it time to look afresh at bank shares? Day of reckoning for payday lenders, and do women make better investors than men? See acast.com/privacy for privacy and opt-out information.

Hollis Colquhoun was one of the first female institutional traders on Wall Street, is an Accredited Financial Counselor, co-author of the Amazon Bestseller "Design Your New Life Before You Divorce". She's been practicing martial arts for the last 17 years and holds black belts in Karate and Tae Kwon Do.   Hollis is passionate about financially educating adults of all ages but especially women and young adults. She has 6 years experience as an Accredited Financial Counselor and she has written articles for More Magazine, MSN Today, Technorati, the Examiner and a host of other online sites. Hollis also has a weekly radio show on BlogTalkRadio's Diva Toolbox Network titled "Wednesday Afternoon F.E.S.T." - the FEST stands for Financial Education and Survival Training. In a nutshell, Hollis is dedicated to teaching personal and financial self-defense techniques.   Stay connected to Hollis Colquhoun: Facebook - financialsurvivaltools Twitter - @womenandfinance Website - www.FinancialSurvivalTools.com

Hollis Colquhoun was one of the first female institutional traders on Wall Street, is an Accredited Financial Counselor, co-author of the Amazon Bestseller "Design Your New Life Before You Divorce". She's been practicing martial arts for the last 17 years and holds black belts in Karate and Tae Kwon Do.   Hollis is passionate about financially educating adults of all ages but especially women and young adults. She has 6 years experience as an Accredited Financial Counselor and she has written articles for More Magazine, MSN Today, Technorati, the Examiner and a host of other online sites. Hollis also has a weekly radio show on BlogTalkRadio's Diva Toolbox Network titled "Wednesday Afternoon F.E.S.T." - the FEST stands for Financial Education and Survival Training. In a nutshell, Hollis is dedicated to teaching personal and financial self-defense techniques.   Stay connected to Hollis Colquhoun: Facebook - financialsurvivaltools Twitter - @womenandfinance Website - www.FinancialSurvivalTools.com

Manisha Thakor, author of "On My Own Two Feet: A Modern Girl's Guide to Personal Finance," is on a mission to help American women learn how to live their lives from a position of financial strength.

Manisha Thakor, author of "On My Own Two Feet: A Modern Girl's Guide to Personal Finance," is on a mission to help American women learn how to live their lives from a position of financial strength.