Podcasts about women and investing

Kelly Gushue is a former investment industry insider turned Financial Coach as the founder of Personal Finance Warrior (www.PersonalFinanceWarrior.com). She helps women take control of their finances, invest with confidence, and build lasting wealth alongside their careers or businesses. Drawing on her experience as a Portfolio Strategist and Financial Advisor, Kelly knows how overwhelming investing can feel—and she's passionate about making it approachable, practical, and empowering. Whether it's financial markets, real estate, digital assets, or alternative investments, Kelly guides women step-by-step to achieve financial freedom on their terms. Kelly's inspiration comes from her mother, who rebuilt her life after financial hardship. Her story fuels Kelly's mission to ensure no woman ever feels powerless over her money. As a graduate of Harvard University and the Booth School of Business at the University of Chicago, Kelly combines world-class expertise with a deep understanding of the challenges women face in managing wealth. As a global citizen who has lived in 11 cities and traveled to over 50 countries, Kelly brings a unique perspective to her work, connecting deeply with women from all backgrounds. Her goal is simple: to give every woman the tools she needs to create a life of financial independence and confidence. https://bit.ly/wealthlist #PersonalFinance #InvestingForWomen #FinancialFreedom #WealthBuilding #MoneyManagement   Body Transformation System!https://modere.io/NbOyU2 https://calendly.com/rebeccaelizabethwhitman/breakthrough To learn more about Rebecca…https://www.rebeccaelizabethwhitman.com/#home

Out & About with Antionette Blake Episode 159: Empowering Women and Investing in Health Host: Antionette Blake - Social Media Manager |Author |Blogger | Speaker | Branding Specialist Guest: Oslyn Cummings-Cave - HerHealthHorizons Retreat Produced by: Elite Conversations Podcast Media www.eliteconversations.com

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.

While investing has become more mainstream and accessible over the last few years, we still have a long way to go to ensure women and the youth are investing as well.Cleola Kunene, Head of SME Development and Customer Experience (CX) at the Johannesburg Stock Exchange (JSE), joins us to talk about how we can further expand and diversify the investor demography.While big strides have been made in changing the investment landscape, by getting more and diverse people to invest, Cleola also highlights the challenges we still face in accessibility and representation.Speaking from experience as a mother and as a key figure in a critical institution like the JSE, she weaves the personal and professional to paint the bigger picture for listeners.Make sure not to skip this episode, and be part of the conversation in your own spaces as well. Start here.Share the love with us on social media by letting us know what you think of the episode by tweeting @CleolaKunene @EasyEquities or tagging us on the gram.To sign up to EasyEquities: http://bit.ly/2EtcE85DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua. Is there a gender approach to financial planning? Isn't it the case that the sensible approach really is gender neutral? Evy Wee, head of financial planning and personal investing at DBS shares her thoughts with Genevieve Cua. Highlights (click/tap above):  04:37 Tendency to rely on spouse  06:38 Gaining confidence: foundation knowledge 09:57 Overcoming fear and taking measured risk 15:34 Planning for single women 18:05 Recession proofing your investments and financial plan Written and hosted by: Genevieve Cua (gen@sph.com.sg) With Evy Wee, head of financial planning and personal investing, DBS Produced by: Genevieve Cua & Howie Lim Edited by: Howie Lim Engineered by: Joann Chai Pei Chieh --- Follow WealthBT podcasts and rate us at: Channel: http://bt.sg/btwealthbt Apple Podcasts: http://bt.sg/wbAP Spotify: http://bt.sg/wbSP Google: http://bt.sg/wtGO SPH Awedio app: https://www.awedio.sg/ Website: http://bt.sg/wealthbt Feedback to: podcast@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks BT Mark To Market Podcast at: http://bt.sg/btmark2mkt BT Podcasts at: http://bt.sg/pcOM PropertyBT at: http://bt.sg/btpropertybt BT Market Focus at: http://bt.sg/btmktfocus BT Branded Podcasts: http://bt.sg/btbrpodSee omnystudio.com/listener for privacy information.

Women currently control one-third of total U.S. household wealth. And since women generally have longer life expectancies, over the next decade this proportion will grow significantly. To celebrate International Women's Day, BNY Mellon Head of Practice Management Consulting Janet Kelly shares how proper financial planning can make a big difference for women going through major life changes. Throughout a discussion with our host Ben McGloin, Head of Advice, Planning and Fiduciary Services at BNY Mellon Wealth Management, Kelly covers everything from financial preparation for unforeseen events, like divorce or death of a spouse, to key inheritance considerations and how to leave a lasting legacy. Many of us will go through events that inevitably affect our financial situation. Tune in for an episode that covers valuable lessons that everyone can benefit from.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follow us on: Twitter | LinkedIn | Instagram

When it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at John Hancock Investment Management, Julie Cronin and Sarah Walter, CIMA, ABFP, PMA, CSRIC, AWMA. Julie and Sarah join podcast host John P. Bryson to discuss the importance of women taking charge of their finances. Among the topics they cover: the biggest differences between female and male investors, why it's important for financial professionals to focus on their female clientele, and why it can be important to serve female and male clients differently. Julie and Sarah offer tips on how to best serve each gender and present findings from case studies that are covered in our Women, Wealth, and Wisdom presentation. Finally, they share positive changes they've witnessed with respect to women in finance over the last 20 years that they've been working with women and investment professionals, and some of the areas they think we still need to improve.

Welcome to Episode 15 of In Her Wallet Podcast! This is the final episode of Season 1, where Sofiia sits down with Robyn Thompson, the founder of Castlemark Wealth Management, a female-led Toronto-based boutique financial advisory firm. As a Certified Financial Planner and a widely published author, Robyn shares the lessons her company and clients learnt in 2022, and the top money and investing tips for 2023.Key takeaways:00:00 Season 1 Round-Up01:58 Get to know Robyn08:43 Lessons learnt in the past year10:28 Advice to women who never invested before15:04 Why every woman needs to have a financial plan17:13 Top 3 things when creating a financial plan22:45 Top market and economy expectations for 202330:10 Money and investing tips for 202336:15 Things to avoid in 202337:58 Robyn shares pro tips for RRSP and TFSA40:50 How to build an investment portfolio42:01 Robyn's new year resolutions45:10 What is financial freedom to you45:43 What should every woman do to achieve financial freedom?Episode resources:Castlemark Wealth Management WebsiteBook Complimentary Consultation Booking Page Robyn Thompson InstagramRobyn Thompson LinkedInNewslyDownload and use Newsly for free now from www.newsly.me Use promo-code HERWALLET to receive 1-month free premium subscriptionDisclaimer:The views in this recording are the personal views of the Investment Advisor and should not be taken as the views of Wellington-Altus Private Wealth. This commentary is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this article should consult with his or her advisor.Support 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

Welcome to Episode 8 of In Her Wallet Podcast! Today, Sofiia sits down with Jessica Keus, an Investment Advisor with a female-focused practice at Wellington-Altus Private Wealth. In this episode, Sofiia and Jessica discuss what working with an Investment Advisor is like, as well as how much wealth do you actually have to have to qualify to work with one. Jessica then moves on to sharing more about the high net-worth women she works with - their financial habits and investing secrets. Sofiia and Jessica also discuss the investing procrastination penalty and the things one should keep in mind to build a winning investment portfolio. The conversation ends on a sweet note - Jessica talks about the money lessons she teaches her little daughters! Key Takeaways:00:00 Intro00:34 Get to know Jessica Keus04:10 What makes your work with an Investment Advisor a success05:05 What changes when you have your money managed professionally07:15 How much do people actually pay to Investment Advisors?11:12 The most underestimated piece of advice in money management12:10 What majority overlook when it comes to personal finance13:10 About the procrastination penalty14:07 Saving vs investing mindset17:26 Financial habits of successful female investors 22:55 Boring money vs exciting money23:17 How to build a winning investment portfolio28:18 Married life and finances30:07 Early money lessons Jessica is sharing with her daughters33:01 What does financial freedom mean to you?33:55 What should every woman do to set herself up for financial freedomEpisode resources:Jessica Keus WebsiteJessica Keus InstagramJessica Keus LinkedIn Disclaimer:The views in this recording are the personal views of the Investment Advisor and should not be taken as the views of Wellington-Altus Private Wealth. This commentary is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this article should consult with his or her advisor.Support 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

Financial disparity between men and women still exist. Business Day TV discussed the gender pay gap with Jeanette Marais, Deputy CEO of Momentum Metropolitan Holdings, which results in women earning less and being promoted less often, as well as how this is affects their investment journeys.

Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might psychological shortcuts potentially lead to gender bias in asset allocation?- Are there any salient differences between men and women, on average, in regards to risk tolerance?- How can we systematize the information gathering process during client intake in order to give more equitable advice?- Why is there often a discrepancy between where clients perceive value in working with an advisor and where the advisors themselves perceive they are adding value?- What are some ways that advisors can prime their clients for more effective goal setting?- If Samantha could offer just one small behavioral intervention to make life a little better for each of us, what would she suggest?https://twitter.com/SamanthaLamas4Compliance Code: 1116-OAS-6/27/2022 

When women are paid 85% of what men make, but they make most of the decisions on purchasing in their families, you can bet they have a different relationship with money than men do. And while women own 45% of all the businesses in this country, just one in 4 of the companies listed on the Russell 3000 index have a woman on their board of directors, which, combined with the aforementioned and persistent pay gap, suggests women also have a very different relationship to work, career and retirement. Charles Stephen partner and advisor Kelly Famiglietta talks about the fundamental differences between women and men when it comes to money and investing.

Episode 91 of The Mr MoneyJar Show is sponsored by the National Literacy Trust #WordsThatCount campaign in partnership with Experian. Tuesday 8 March is International Women's Day 2022, and we are joined once again by Ola, from All Things Money to talk about Women and Investing. In our conversation, Ola offers a few useful tips on how women can feel more confident investing and practical steps on how to start investing for the first time. You can follow Ola at https://www.instagram.com/allthingsmoney_

It's women's history month. Lauren explores the key challenges women face in investing with Jen Tarsney, the head of the Advisor Advancement Institute, which supports financial professionals in developing more meaningful relationships with women clients.  

In this episode, I will be demystifying the 7 Myths Which Women Investors Carry?? I am planning to do a Webinar on Women And Investing. Do fill out the google form to know more and we will get back to you. https://forms.gle/3jupnGk7jQhXDkBQ8 - Click on this link to get link for Webinar #maheshkathiravan, #womeninvesting

Tune in to hear:- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board? - Are there specific examples of advisors who have created a unique experiential piece for their clients. If so, what did these experiences look like?- Where do we get it wrong as an industry around some of the most discussed buzzwords?- What is a common misunderstanding about next generation investors?- How can one resolve the catch 22 of being intentional about crafting themselves as a brand while remaining authentic?- What exactly is human capital beyond its obvious connotations? What benefits can teams accrue by really focusing in on this?- How are advisors able to effectively standout and differentiate themselves when the services they offer are, realistically, quite similar to many of their competitors? - What is it that has allowed First Trust to build a successful business in the world of asset management at a time when many of the broader industry trends are going against them?https://www.linkedin.com/in/jackiewilke Compliance Code: 0429-OAS-3/9/2022 

In a special programme to mark International Women's Day on 8 March, we hear from Marianna Mamou, head of Advice Beyond Investing in the chief investment office of UBS Global Wealth Management, and Eva Lindholm, CEO of wealth management at UBS for the UK and Jersey. Mamou and Lindholm discuss the importance of women making their own financial decisions and how the whole wealth management industry must change to better support women in taking control. They also consider how a renewed emphasis on investing with purpose, in accordance with values and driven by a need for impact, is reshaping the way that women investors globally take investment decisions.

In a special programme to mark International Women's Day on 8 March, we hear from Marianna Mamou, head of Advice Beyond Investing in the chief investment office of UBS Global Wealth Management, and Eva Lindholm, CEO of wealth management at UBS for the UK and Jersey. Mamou and Lindholm discuss the importance of women making their own financial decisions and how the whole wealth management industry must change to better support women in taking control. They also consider how a renewed emphasis on investing with purpose, in accordance with values and driven by a need for impact, is reshaping the way that women investors globally take investment decisions.See omnystudio.com/listener for privacy information.

February Challenge Day 3 - In this episode host Malini Sarma talks about Investing,  the mindset behind it and and results of deciding to do so for women.Why women don't investCompoundingDifferent strokes for different folksLeave a comment if this episode  resonated with you.If you like the show please do subscribe and share with a friend.I am also on Twitter and Instagram.My podcast and my website

Two women with no previous rowing experience have smashed the world record for the fastest female pair to row across the Atlantic. We hear from Jessica Oliver and Charlotte Harris who rowed 3000 miles over 45 days in the Talisker Whisky Atlantic Challenge, battling 30 ft waves, sharks and sleep deprivation. Photo credit Atlantic Campaigns Vile text messages have come to light which were shared between police officers belonging to the Metropolitan Police. The IOPC has said: "We believe these incidents are not isolated or simply the behaviour of a few 'bad apples'." The Met has said that it is 'sorry'. We hear reaction from Zoe Billingham, former Her Majesty's Inspector of Constabulary. And we hear from listener Amanda,. Her son, George, is planning to join the Police later this year and she is worried but he is determined to be part of the change. Big investment firms are missing out on up to 2.37 trillion pounds of potential investment because of their poor record in attracting female investors. That was a warning this week from the giant investment bank BNY Mellon, which revealed only 28% of women feel confident in investing their money. Anne-Marie McConnon is the bank's chief client experience officer, and she tells us more about their findings. She's joined by Sarah Turner the founder of Angel Academe, a network for mostly-female angel investors. Presenter: Anita Rani Producer: Dianne McGregor

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

Delyanne is an employment attorney and money mentor. She launched Delyanne The Money Coach LLC after she discovered FIRE (Financial Independence Relax Early as she likes to call it). Since then she's paid off $110,000 in student loans and her business has generated multi-six figures. She's now on track to reach Financial Independence by 45. She plans to move to Portugal and travel the world.Delyanne shares why it's important for women (and especially women of color) to start investing today...even if you still have student loans. She's also sharing 3 actionable steps you can take today if you want to learn more about investing. If you're a woman who wants to build wealth then you'll love this episode!Enjoyed this podcast episode? Please subscribe and leave a review!Follow Allison on Instagram: @inspiredbudgetSign up for the FREE Budgeting Basics Email CourseLinks Mentioned:Grab Delyanne's Free GuideFollow Delyanne on Instagram: @delyannethemoneycoach 

In this episode, Expert Finance at Office of the Prime Minister's Delivery Unit in Uganda and Angaza Awards Top 10 Finalist Joanita Lunkuse-Jaggwe shares her experience in risk and policy towards shaping the women agenda, women who inspire her and investing in women. She also reflects on her journey in applying for the Angaza awards and why it is essential to recognize the achievements of women. This episode features: Joanita Lunkuse-Jaggwe - Expert Finance at Office of the Prime Minister's Delivery Unit in Uganda Ally Mwakaneno Gakweli – Business Writer & Host, Hisa Technologies Audio Production by Ally Mwakaneno Gakweli

In this episode, Expert Finance at Office of the Prime Minister's Delivery Unit in Uganda and Angaza Awards Top 10 Finalist Joanita Lunkuse-Jaggwe shares her experience in risk and policy towards shaping the women agenda, women who inspire her and investing in women. She also reflects on her journey in applying for the Angaza awards and why it is essential to recognize the achievements of women. This episode features: Joanita Lunkuse-Jaggwe - Expert Finance at Office of the Prime Minister's Delivery Unit in Uganda Ally Mwakaneno Gakweli – Business Writer & Host, Hisa Technologies Audio Production by Ally Mwakaneno Gakweli

Join Sophie Antal Gilbert, Head of Portfolio and Business Consulting at Russell Investments, and Nancy Fahmy Senior Director of Business Consulting at Russell Investments, as they discuss women and investing.Sources:Prudential – Women's Financial Challenges Just Got Greater because of the Covid-19 pandemic. Merrill Lynch – Women and Financial Wellness, Beyond the bottom line. 70% of women will change advisor * https://www.thinkadvisor.com/2014/02/24/widows-not-likely-to-fire-advisor-after-all-russell/https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management#:~:text=Compared%20with%20five%20years%20ago,McKinsey%20research%20on%20affluent%20consumers.&text=Women%20are%20more%20likely%20than,meeting%20their%20key%20financial%20goals.Disclosure:  Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments and Russell Investments Canada Limited does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.This is a presentation of Russell Investments and Russell Investments Canada Limited. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments.Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates with minority stakes held by funds managed by Reverence Capital Partners and Russell Investments' management.Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand. CORP- 11857 Date of first use: May, 2021 

In honor of Mother's Day, members of the PWA team discuss Women and Investing and other topics particularly important to women. Join Executive Vice President Doug DeGroot, CFP®, Laura Fasan and Nicole Smit, CTFA as they touch on establishing goals, building wealth and much more.With You Every Step of the WayWith over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

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?

Cordasco Financial Network’s Director of Business Development John Walker sits in for Steve today and is joined by CFN Relationship Manager and Financial Advisor Desiree Reil.  In commemorating International Women’s Day this week, they discuss the unique investing and retirement challenges faced by women and cover strategies to help female investors overcome some of the often significant disadvantages they encounter. Listening Time: 17 minutes 

Kelly is a Wealth Management Advisor at WestPac Wealth Partners. Kelly works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination. Kelly previously worked in Institutional and Portfolio Management. Her experience in the corporate world provided her a deep financial foundation but left her wanting to help people in a more personal way. After some personal experiences, Kelly made the switch to helping individuals, families and business owners and feels deeply rewarded by helping and coaching them onto a better financial path. Kelly graduated from Cornell University with a degree in Business Management. She has her CFA Designation, Investment, Life and Health licenses. In her free time, you will find her eating all types of cuisines, traveling domestically and internationally, spending time with family and friends and dancing salsa. Lynsey Freeman’s passion is to teach her clients the art of money management - how to protect it, save it, invest it, spend it wisely and enjoy it through every stage of life. She provides a simple yet highly effective method of approaching finance - in a fun, personalized, compassionate, relatable and realistic way. Lynsey is a Managing Director at WestPac Wealth Partners based out of the Las Vegas office. She was born and raised in Las Vegas, Nevada and later finished her Bachelor’s Degree in Business Finance from the University of Nevada, Las Vegas. In addition to her career, Lynsey is focused on putting her passions and skills to good use by supporting local organizations and projects. In her spare time, you can find her on the golf course, yoga studio or spending time with her puppies. Tune in to hear: - What are some of the advantages of being a woman that make them uniquely suited to financial advising? - How might some of women’s strengths, when overextended, become weaknesses or impediments to investing? - In spite of women’s outperformance, surveys show that the general public believes men are better money managers. How can the financial industry begin to remedy this misunderstanding? - Women, on average, are less confident in their ability to manage money than men. How can we narrow this confidence gap while still retaining women’s aptitude for care and research in investing? - How can the financial services industry better meet the unique needs of women, both as investors and as clients? www.westpacwealth.com

Today’s guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She’s also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too), which looks at behavioral and biological investment research to explore how women think about investing, and why women may have a money management edge! Over the past 17 years, Meredith has presented her original research and insights to industry participants around the world, and she is a frequent speaker on the international conference circuit. You may have seen her findings published in major media outlets including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, and the Journal of Investing, to name a few. Show Notes: RetireWithPurpose.com/158 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading

Join us on Women Lead Radio as Michelle Bergquist, your host of Women Leading the Way, has a conversation with Karen Burns, Independent Consultant, on different investment options available to women, how Karen became interested in investing at a young age, and why it is important to start, and continue, to invest.   Interested in Learning More About Connected Women of Influence? Click Here to Be Invited as Our Special VIP & Guest to a Future Event!   Interested in Becoming a Member of Our Professional Community!? Click Here to Apply for Membership!    

Named one of the top 15 most powerful women in Hong Kong, Bonnie Chan Woo took her company public—then pivoted to raising the profile of other female founders. Beata talks to this trailblazer about unconscious bias, being the “good girl”, and building a storytelling platform for female entrepreneurs. | 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.

Laura Malcolm turned an unexpected personal loss into a revolutionary way to lend a hand. She shares insights on female founders, funding, and inspiring others to rethink their giving. | 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.

Studies have shown that on average, women have longer lives than men. This aspect alone causes the need for a much different retirement plan. Steve discusses a few strategies women could implement in their plan for an income stream that is sustainable through many years of retirement. Visit Steve Davis's website: http://www.daviswealthmgmt.com/Phone number: (603) 715-2335E-mail: Steve@daviswealthmgmt.com

Welcome to the Boss Lady Investor™ Podcast!  Where you don't need a D!*k to Understand Money!  We are so excited you are here.  In this very first episode, I (the host aka Krista Goodrich aka The Boss Lady Investor™) am going to read Chapter One of the book to give you a taste of what it, and the Boss Lady Investor™ Community is all about.  In future episodes, we will be interviewing other Boss Lady Investors™ and finding out how they got out of debt, started saving and investing and are living the lives of their dreams.  Buy The Boss Lady Investor™ Book here:  https://www.amazon.com/Boss-Lady-Investor-Understand-Money/dp/0359766412/ref=sr_1_1?crid=3N357E4Y22LUI&keywords=the+boss+lady+investor&qid=1579121835&s=books&sprefix=the+boss+lady+%2Cstripbooks%2C160&sr=1-1Support the show

Female founders face unique challenges, as Kate Solomon—CEO of Babo Botanicals—can attest. Kate shares how she turned her passion for beekeeping into a successful natural care brand, and learned a few lessons along the way.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.

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, concludes her discussion explaining how many advisors unknowingly sabotage their relationships with women clients, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI187.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, concludes her discussion explaining how many advisors unknowingly sabotage their relationships with women clients, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI187.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Why don’t women invest? What benefits does regular investing have? Why consider a stocks and shares ISA? Moira O’Neill, head of personal finance at interactive investor, hosts a podcast where three female investors, Faith Glasgow, editor of Money Observer, Rachel Rickard Straus, editor of Moneywise, and Jemma Jackson, head of PR at interactive investor, offer expert answers to these questions. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, explains how many advisors unknowingly sabotage their relationships, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI184.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the transcript or workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Approaches that seem like the right ones could be damaging relationships with women clients. Jill Slomksi, President of Niche Team, LLC, explains how many advisors unknowingly sabotage their relationships, and what to do instead. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI184.pdf Accidental Sabotage workbook: https://www.hartfordfunds.com/dam/en/docs/auth/prospectingmaterials/Workbooks/MAI152.pdf Note: You may need to login or register to view the transcript or workbook. Jill Slomski, Niche Team, LLC, is not an affiliate or subsidiary of Hartford Funds

Women now control more than half of U.S. personal wealth. There is a growing importance for women to receive financial advice that is specific to your situation. Ashley Blanco joins us to expand on that. 

Founder and CEO of Miss Money Box Bronwyn Bruce joins Scott Phillips to talk about getting women more involved in investing See omnystudio.com/policies/listener for privacy information.

Carol is joined by Bloomberg's New York Bureau Chief Jason Kelly and they discuss Blackstone selling shares of Hilton Worldwide. Ann Duignan, U.S. Machinery Analyst at JPMorgan, discusses Deere expanding its construction machinery segment. Alexandra Taussig, Senior VP at Fidelity Investments, explains why women are better investors. Ellen Huet, Bloomberg News Startups Reporter, discusses using machine learning for pressing human-rights problems. And we Drive to the Close with Erik Ristuben, Chief Investment Strategist at Russell Investments.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carol is joined by Bloomberg’s New York Bureau Chief Jason Kelly and they discuss Blackstone selling shares of Hilton Worldwide. Ann Duignan, U.S. Machinery Analyst at JPMorgan, discusses Deere expanding its construction machinery segment. Alexandra Taussig, Senior VP at Fidelity Investments, explains why women are better investors. Ellen Huet, Bloomberg News Startups Reporter, discusses using machine learning for pressing human-rights problems. And we Drive to the Close with Erik Ristuben, Chief Investment Strategist at Russell Investments. 

Empowering women to claim their power and rise as a force for good in the world, Merifor Toneatto helps you build a meaningful and impactful business while having more abundance in life. When women are empowered with money, they become “difference makers.” Cynthia Brian and Meriflor will discuss her book, Money, Manifestation, and Miracles. http://www.meriflor.co. Women approach investing differently than men. Females use more intuition and a pragmatic way of viewing the world without the gambling mentality. Discover if you are risk-averse or aggressive when investing. At 80 million strong, millennials outnumber any generation in America. Cynthia Brian's forthcoming book, Be the Star You Are! Millennials to Boomers Celebrating Gifts of Positive Voices in a Changing Digital World, challenges readers to see millennials as responsible and contributing to society. But are they financially savvy and could they use some help with investing? Let's get them started. www.CynthiaBrian.com

Women in the U.S. control more than $11 trillion of investable assets. That’s no small constituency for financial advisers and asset managers. In today’s podcast, we’ll hear from Heather Lord, Capital Group’s head of strategy and innovation, about the growing clout of women investors, based on the findings from our “Wisdom of Experience” investor surveys. And we’ll try to dispel a few myths along the way. Your host Matt Miller is the policy and communications advisor for Capital Group. An author and former Washington Post columnist, Matt was co-host of the public radio program Left, Right & Center. Do you have any topics for Capital Ideas? Please contact our editorial team at CapitalIdeas@capgroup.com. Related: U.S.: Women Investors: A Powerful and Confident, Yet Often Misunderstood, Economic Force   Canada: https://www.capitalgroup.com/ca/pdf/en/public/Wisdom_of_Experience.pdf

Shedding the Bitch Radio is all about YOU and the top of mind topics on women's mind today. The month of JUNE is all about MONEY - your beliefs toward money, how you handle, budget, manage and spend money. The good, bad and ugly about money, greed and riches. On today's show we will discuss your definition of RICHes... and how that could be working FOR or AGAINST you. Call in to chat with us...at 1-818-572-2910. Chat in right here on our Show Page... Listen and SHARE! Bernadette Boas is known as a ‘ball of fire’ author, speaker, screenwriter, leadership change agent and radio hostess… who inspires, motivates and equips women with the mindset and skill set needed to achieve success and prosperity in their life and business. With what she called her ‘pink slip to freedom’, Bernadette authored her first in a series of books, Shedding the Corporate Bitch, Shifting from Bitch to Rich in Life and Business. And thus, Shedding the Bitch Radio was born to help women DISCOVER< CONFRONT< and SHED their bitches of fear, insecurity, doubt and more, to CREATE RICHes in their life. Listen weekly live or from iTunes. Shedding the Bitch Radio is all about YOU!

Shedding the Bitch Radio is all about YOU and the top of mind topics on women's mind today. The month of JUNE is all about MONEY - your beliefs toward money, how you handle, budget, manage and spend money. The good, bad and ugly about money, greed and riches. On today's show we will discuss your definition of RICHes... and how that could be working FOR or AGAINST you. Call in to chat with us...at 1-818-572-2910. Chat in right here on our Show Page... Listen and SHARE! Bernadette Boas is known as a ‘ball of fire’ author, speaker, screenwriter, leadership change agent and radio hostess… who inspires, motivates and equips women with the mindset and skill set needed to achieve success and prosperity in their life and business. With what she called her ‘pink slip to freedom’, Bernadette authored her first in a series of books, Shedding the Corporate Bitch, Shifting from Bitch to Rich in Life and Business. And thus, Shedding the Bitch Radio was born to help women DISCOVER< CONFRONT< and SHED their bitches of fear, insecurity, doubt and more, to CREATE RICHes in their life. Listen weekly live or from iTunes. Shedding the Bitch Radio is all about YOU!

The guys from Belleair Wealth Management talk about women and investing. The post Women and Investing appeared first on iWork4Him Podcast.

Ask any woman about investing and their future, and you might hear words like "not confident, unsure, or risk-averse.  Join us on Women Leading the Way Radio as we interview Windus Fernandez-Brinkkord, Vice President at Trilogy Financial Services, Inc. on the differences between men and women and investing.  Do women invest differently?  What can women do to plan for their financial future?  We'll also talk to Windus about being a woman executive in the very male-dominated industry of financial services.  

In this Episode, Janine Cox talks about women and investing in the stock market.

In this Episode, Janine Cox talks about women and investing in the stock market.