Podcasts about women and wealth

Charley O'Neill | Mortgage Mum: Finding work-life balance and flexibility in financial servicesIn this episode of Just Covered, we meet Charley O'Neill, Senior Mortgage and Protection Adviser and Head of New Build at Mortgage Mum. A mother of two, Charley's journey in financial services began after leaving school. She earned her stripes in customer service at HSBC, before eventually becoming a qualified Mortgage Adviser in 2015. But after returning from maternity leave, she found traditional industry working patterns strained her personal life. Determined, she sought to find an organisation that would recognise and value her needs as a working parent. Her success is an inspiration for any adviser, but especially those with families. This episode also covers:· The ethos and community behind Mortgage Mum and the benefits of forward-thinking and flexible ways of working, compared to traditional working practices.· The importance of personable communications with clients and how different approaches can support this.  · An insight into New Build schemes, buyer incentives and valuable tools, like Own New's Rate Reducer.

Send us a textEmpowering Women Through Financial Confidence with Abbe LargeIn this empowering episode of The Good Enough Mompreneur Podcast, host Angela Masciulli sits down with Abbe Large, Managing Director at Lennox Advisors, who brings over 30 years of financial expertise to the table. Abbe is on a mission to help women break through financial fear, gain clarity, and confidently build a legacy that matters.Together, they dive deep into money mindset, long-term financial planning, and how mompreneurs can shift from fear-based decisions to empowered action—no matter their income or current financial literacy. Whether you've avoided talking about money or you're ready to plan for your family's future, this episode is your wake-up call.

On today's episode, hear from Founder, Fractional CMO, and cancer survivor Rachel Minion as she shares how you know when overwhelm is ok.  On this episode learn powerful take aways you can put into practice right away to start decreasing feelings of doubt, uncertainty, and comparison and start elevating your authenticity!  Be sure to connect with Rachel at RachelMinion.com Want more stories & resources? Be sure to  check out the Women Leaders Association Membership and join in for even more empowering messages from the world's top women executives, trailblazers, and all around fierce female leaders. Together, Impactful women from all over the nation show up to equip you with the strategies and tools you need to start crushing goals while having more fun! The Women Leaders Association is the world's largest association of professional women with over 43,000 members in 130 chapters.  Our meetings feature successful women who share their ideas and strategies to help you become more successful. Join at:  https://WomanLeaders.org Like these? Check out some meetings: https://www.youtube.com/@womenleadersassociation Here's just a few Women Leaders Association metros: Austin, Atlanta, Boston, Charlotte, Chicago, Cincinnati, Cleveland, Dallas, Denver, Detroit, Houston, Los Angeles, Miami, Milwaukee, Minneapolis, Nashville, New York,  Philadelphia, San Antonio, San Diego, San Francisco, Seattle, & Washington. #WomenLeaders

By 2030, women will control over $30 trillion in wealth—but the financial industry still hasn't caught up. Despite this massive shift, many female investors feel underserved, unheard, or outright ignored by traditional financial advice. So what gives? In this episode of Everyone's Talkin' Money, Shannah and Shari are joined by Cary Carbonaro—award-winning Certified Financial Planner™, Women & Wealth Ambassador at Ashton Thomas, and author of the soon-to-be-released Women and Wealth—to uncover exactly where the industry is falling short and how to fix it. We cover: Why 67% of female investors feel misunderstood by their advisors How to attract and retain female clients through better communication Behavioral finance tools every advisor should be using with women Breaking outdated gender assumptions in financial planning Why Women and Wealth is the playbook the industry needs right now If you're a woman navigating wealth—or a financial pro ready to serve women better—this episode is your wake-up call. Grab Cary's new book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley) Learn more about Cary and her work: https://www.carycarbonaro.com Learn more about your ad choices. Visit megaphone.fm/adchoices

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/

Dr. Latifat is dedicated to helping women physicians take control of their finances with confidence and ease. Through mindset shifts and practical strategies, she empowers them to build wealth without burnout.In this episode, she shares powerful strategies to reduce financial anxiety. She explains how shifting your mindset, surrounding yourself with the right people, and adjusting your goals wisely can help you achieve financial freedom with less stress.Key Takeaways:The future you will be more equipped.Stop inflating your problems.Slowing down can actually help you move faster.Timestamps: 16:57 Understanding that your future self is more equipped17:53 The power of self-talk and reframing your thoughts19:03 Every financial problem has been solved before19:37 Surround yourself with the right people for growth21:11 When and how to adjust your financial goals22:04 Why slowing down can help you reach goals faster22:49 How MoneyFitMD can support your financial journey23:58 Final words and call to actionConnect with Dr. Latifat:☎️ Book A Call: www.moneyfitmd.com/call

Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families. Together, they go beyond the numbers to discuss: • How family dynamics impact estate and wealth planning • How women are leading and guiding the next generation • How to take a more active role in your family's financial future Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.

In this episode of The She Believed She Could podcast, host Allison Walsh sits down with financial strategist Michelle Taylor, founder of Women in Wealth, to talk about the keys to financial empowerment for ambitious women. Michelle shares expert advice on wealth-building, tax strategies, investment planning, and estate protection, helping you take control of your financial future. Whether you're a business owner, executive, or someone ready to make smarter money moves, this conversation will give you the tools to build lasting wealth, gain financial confidence, and create a legacy that lasts for generations.

Starting over financially can feel overwhelming—especially after divorce, debt, and career setbacks. In this episode, I sit down with Melissa Hampton, a financial expert and mom who transformed her life after hitting rock bottom. She shares practical strategies for budgeting, debt repayment, and estate planning—plus the mindset shifts that helped her take control of her future.If you're feeling stuck financially, this episode is packed with actionable tips to help you break free from debt, start saving, and create long-term financial stability.Key Takeaways:✔️ How Melissa paid off significant debt and built financial security✔️ The snowball method for debt repayment and why it works✔️ Budgeting strategies to break the paycheck-to-paycheck cycle✔️ Estate planning essentials: Wills, trusts & protecting your family's future✔️ How to start investing & saving for retirement—even on a tight budget✔️ The power of financial mindset shifts and how to stay motivatedMelissa Hampton, CFP®, is the founder of Hampton Wealth Management, an independent firm through LPL Financial, specializing in investment management and financial planning for complex wealth strategies. With years of experience, she has helped thousands of clients navigate retirement, optimize their finances, and build lasting legacies. She is passionate about educating clients and providing actionable strategies to maximize their wealth potential, in addition to creating an ideal life full of purpose for herself and her two children.Connect with Melissa:www.hamptonwm.comOn Facebook Want a specific topic covered? Let me know here.After you listen to this, tag me on Instagram @aliciakrasko and let me know what you think!Get all the FREE RESOURCES here.Want to learn more about The Stepmom Side community? Here's where you get all the info. Looking forward to connecting with you on the inside.All things Alicia visit www.aliciakrasko.comGet on the list, get behind the scene info on Stepmom life, and tips delivered to your inbox.

Want to know the money mindset shift that separates wealthy women from the rest?

In this episode, we focus on the unique challenges and opportunities women face in managing their finances. From the gender pay gap to navigating wealth-building strategies, this episode aims to empower women with the knowledge, tools, and confidence to take control of their financial futures. Ebooks: https://payhip.com/mjfm14 #tipswithte #podcast #letstalkmoney #entrepreneur #smallbusiness

Join Julianne as she brings you a behind the curtain view of some of the great content offered at the Women Leaders Association, with this Women and Wealth Masterclass. In it you will learn that wealth is not just about money... true wealth is about health, well-being, and legacy! Did you know women control about 32% of the world's wealth and is valued at over $93 trillion dollars? But if that's the only metric of success we look at, we are missing the bigger picture. Join in today for a glimpse into one of the Women Leaders Association's special Masterclasses. For more stories & resources about and for Fierce Female Leaders, along with how to join a Women Leaders Association Chapter near you, be sure to check out www.womensleaderspodcast.com The Women Leaders Association has chapters in: Akron OH, Albany NY, Albuquerque NM, Atlanta GA, Austin TX, Baltimore MD, Baton Rouge LA, Birmingham AL, Boise IA, Boston MA, Buffalo NY, Charleston SC, Charlotte NY, Chattanooga TN, Chicago IL, Cincinnati OH, Cleveland OH, Columbus OH, Dallas TX, Denver CO, Des Moines IA, Detroit MI, El Paso TX, Grand Rapids MI, Greensboro NC, Greenville SC, Hartford CT, Honolulu HI, Houston TX, Indianapolis IN, Jackson MS, Jacksonville FL, Kansas City MO, Knoxville TN, Las Vegas NV, Little Rock AR, Los Angeles CA, Louisville KY, Madison WI, Memphis TN, Miami FL, Milwaukee WI, Minneapolis MN, Nashville TN, New Orleans LA, New York NY, Norfolk VA, Oklahoma City OK, Omaha NE, Orange County CA, Orlando FL, Philadelphia PA, Phoenix AZ, Pittsburgh PA, Portland OR, Richmond VA, Rochester NY, Sacramento CA, Salt Lake City UT, San Antonio TX, San Diego CA, San Francisco CA, San Juan PR, Seattle CA, Silicon Valley CA, Spokane WA, St Louis MO, Syracuse NY, Tampa FL, Tucson AZ, Tulsa OK, Washington DC, and Wichita KS. We also have very active state-level chapters such as California, Texas, Florida, Pennsylvania, Ohio, Georgia, North Carolina, Michigan, New Jersey, Virginia, Arizona, Massachusetts, Tennessee, Indiana, Maryland, Missouri, Wisconsin, Colorado, Minnesota, South Carolina, Alabama,

In Episode #24 of NAPFA Nation, host Marie Swift speaks with Bridget Venus Grimes, CFP®, President of WealthChoice and Co-Founder of Equita Financial Network. The conversation focuses on Grimes's expertise and passion for empowering women through financial education. Grimes shares the story and motivation behind launching her RIA firm, WealthChoice, as well as Equita Financial Network, a network and platform built for women-led and independently owned fee-only firms, discussing how she manages the capacity and growth of those companies. She emphasizes the value of a good community for success and discusses her experience as a CFP board ambassador and NAPFA member. Learn why Grimes strongly believes in upholding the fiduciary standard and many more valuable insights in this episode. In a nutshell: Financial planning for women The benefits of industry organizations Growth and capacity management Community and volunteer activities Succession planning NAPFA and the fiduciary standard Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org.

In our latest episode of Conversations on Wealth, Sarah Widmeyer, SVP, Head of Wealth Strategies, chats with Natalie Bisset, SVP, Head of Corporate Development about how the wealth management landscape is evolving as women prepare to control nearly half of Canadian wealth by 2026. Sarah and Natalie talk about how female investors want their investments to influence social change, the importance of a holistic wealth plan that considers the variable journey of a woman's life, and how careers in wealth management can allow for more autonomy for women.

Artemis is the huntress and goddess of wealth. You deserve wealth and there's nothing wrong with you embodying this goddess and going after your birthright of wealth, abundance and money. Why do we even have to make this a thing? Why is this even a conversation to begin with?  Karla Ukman, Founder of Artemis Wealth and expert wealth planner takes us into the common beliefs, understandings, misconceptions, and projections that have held women back for way too long. Are you still operating under some of these beliefs? Are they hiding in your subconscious?  To connect with Karla and get your money right: www.aretemiswealth.net https://www.linkedin.com/in/karlaukman/ https://www.facebook.com/ArtemisWealthManagement X @karla_ukman ******** To find out more about the next cohort of the epic Goddess Collective click here. https://app.clixlo.com/v2/preview/1F9HXS4v7eO9ks7m4qg1?notrack=true   Find me on Youtube: https://www.youtube.com/channel/UCz0to_JubLqzQS1OuZdbnuQ For more juiciness drop by my Website: https://www.latoyazavala.com To get your copy of my explosive, raw, and down to your every day life play book on stopping the self-sabotage, get it here: https://payhip.com/b/HngNU **********  

Haley Sacks, aka Mrs. Dow Jones, uses her background in comedy to help millions of people make smarter financial decisions. She joins us on the show to break down the taboo of prenups, shares her Little Black Dress of personal finance tips, and dishes on why money conversations are the key to healthy relationships. With wit and wisdom, Haley navigates through the financial complexities of modern love and wealth-building, proving that talking dollars and cents can be both empowering and entertaining.See omnystudio.com/listener for privacy information.

Do you ever think about your wealth? Not just your financial wealth but your whole wealth wheel? Do you shy away from even thinking about money? What could be different if you could embrace and empower your relationship with your wealth? Do you ever wonder where these limiting beliefs around wealth may have come from?In this episode I introduce the idea of a wealth like real wealth and I hope you start to get curious with yourself about your relationship with wealth.I would love to hear if and how this episode ripples for you.Lots of love,Kate 

Whether it's those who are working in finance or those who are making their own way as investors, women are building confidence – and portfolios. Explore the investment strategies that women have, why stereotypes of how they manage wealth are outdated, their risk appetites, and more. The Beyond Markets Podcast is joined by Mayssa Scheib, Intermediaries Relationship Manager with Julius Baer.

Balancing a dental practice, a household (often with children), and a myriad of other duties can be a major challenge for women in dentistry. Investing, saving for retirement, and pursuing financial goals can get lost in the shuffle. On this Dentist Money Show, Matt, Victoria, and Megan explore the history of women's financial rights and why women need to bridge the investment gap. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Ep#187: Join hosts, Helen Edwards and January Liddell on a subject that is imperative for your growth mindset and success journey as they dive in on the subject of “Expanders” in your circle. What are Expanders? They are the people who help you expand your vision and normalize your dreams. Check out this episode today!  Disclaimer:  The hosts of this show are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Although some of our guests are professionals in these areas, be advised if you have any life-threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988 Helen Edwards is a Financial Strategist, Host to the Sexy Freedom Media Podcast, and International Author of Nothing Sexier Than Freedom & Your Inner Evolution.  January Liddell is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today! More info here: https://januaryliddell.com/  CLICK LINK FOR ALL EVENTS, SERVICES, & PRODUCTS: https://linktr.ee/sexyfreedommedia   Support the show "Buy us a coffee" https://www.buymeacoffee.com/Helofajourney https://www.buymeacoffee.com/januarylidl Support the show

On this special episode, I'm sharing a step-by-step guide for your journey to financial freedom! Tune in as I break down in clear terms the what and how, on your path to wealth building and investing. This episode was originally aired on the Amy Rushworth Show and it was packed with SO much gold, I had to bring it to you here so you can share in the wisdom too.Witch, if you've ever dreamt of financial independence or just looking for ways to grow your wealth, this episode is a goldmine of useful tips and inspiring conversations. Join us on this exciting journey towards financial empowerment!xo Laura Join the The Witch of Wall Street Community: Say hi on IG @thewitchof_wallstreet Download your free Investing Starter Guide here: lauratynan.com/investing_minibook Order your copy of "The Witch of Wall Street - A Step-by-Step guide to Personal Finance Mastery & Confident Investing for Women" on Amazon now. Explore everything else at lauratynan.com

On this special episode, I'm sharing a step-by-step guide for your journey to financial freedom! Tune in as I break down in clear terms the what and how, on your path to wealth building and investing. This episode was originally aired on the Amy Rushworth Show and it was packed with SO much gold, I had to bring it to you here so you can share in the wisdom too.Witch, if you've ever dreamt of financial independence or just looking for ways to grow your wealth, this episode is a goldmine of useful tips and inspiring conversations. Join us on this exciting journey towards financial empowerment!**Doors to The Witches of Wall Street LIVE, our 7 week immersive investing and manifesting experience are now open. Find out all the witchy details here: lauratynan.com/wowlFor more on The Witch of Wall Street: Visit lauratynan.com Connect on IG @thewitchof_wallstreet Download your free Investing Guide here: lauratynan.com/investing_minibook

Because women will control trillions of dollars in wealth and because women tend to live 5 years longer than men, we need to inform ourselves on investment strategy. Meet Nancy Tengler, the powerhouse behind Laffer Tengler Investments. As the CEO and Chief Investment Officer, she not only spearheads active equity management research and portfolio management but also leads the entire firm. Nancy is on a mission to boost financial literacy for women through the Women & Wealth initiative at Laffer Tengler. This initiative empowers and educates women on taking control of their financial and investment planning. Before joining Laffer Tengler, Nancy carved out an impressive career in senior leadership roles. She served as the Chief Investment Officer at Heartland Financial and was a Director of Arizona Bank & Trust. In San Francisco, she held the positions of President, CEO, and Chief Investment Officer at Fremont Investment Advisors. Nancy also founded Global Alliance Value Investors and held key roles at UBS Asset Management and Spare, Tengler, Kaplan and Bischel, Ltd. Find Nancy Tengler on the web: Website | Twitter | LinkedIn | Amazon 

Minisode Ep#175: Join January Liddell for this quick snack bite episode for some empowerment and inspiration on the power of mindset. Enjoy the show!Disclaimer:  We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988   Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom Media You can also send us a note or review to SexyFreedomNow@gmail.com Join our Facebook Group: Sexy, Successful, and Soul Fed  https://www.facebook.com/groups/sexys... Helen Edwards is a Financial Strategist, Creator of Speaking Events, Workshops, Yoga Retreats, & Host to the Sexy Freedom Media Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution. January Liddell is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today! More info here: https://januaryliddell.com/ CLICK HERE for to book your 10-minute Financial Consultation Get your copy of the book, Nothing Sexier Than Freedom CLICK HERE FOR MORE INFORMATION: https://linktr.ee/sexyfreedommedia  Support the show "Buy us a coffee" https://www.buymeacoffee.com/Helofajo... https://www.buymeacoffee.com/januarylidl Support the show

Money is one of the most emotionally charged words in the human language. It can elicit feelings of extreme joy, or alternatively, extreme angst.  Michelle & Sandy discuss how money is simply energy and give actionable tips to get better at manifesting, keeping and growing your money. They challenge you to examine the phrases and energy around money that you picked up in your childhood and to "get naked" in front of the mirror with your finances.   SCREENSHOT & TAG US ON SOCIAL MEDIA: Liberated:  https://instagram.com/sheisliberated?igshid=MzRlODBiNWFlZA== Sandy:  https://instagram.com/sandy_veilleux?igshid=MzRlODBiNWFlZA== Michelle:  https://instagram.com/michelle.rogers_?igshid=MzRlODBiNWFlZA== Liberated Facebook: https://www.facebook.com/sheisliberated1 PLEASE LEAVE A REVIEW FOR US!!

Over her career, Ingrid Macintosh has had a front-row seat in watching how the industry acknowledges and addresses women investors. The VP Wealth, Head of Sales Enablement, Marketing and Digital Strategy at TD, says we've come a long way, but despite out-learning, up-earning, and out-living men, women are consistently retiring less wealthy than men. In this episode, Macintosh shares eye-opening stats on the reality women investors face and tangible changes the industry should make to better serve 50% of the population… Plus, why empowering women investors isn't just a good thing to do…it's good for business.

Learn more about the affects inflation and rising interest rates have on the housing market and what you can do if you're in the buying or selling processes. Connect with ChrisLearn more in the free course:

Women have unique needs that often differ from their male counterparts.  For this reason, in this audio episode, Miguel Gonzalez talks about wealth management for high-earning women.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Ep#162: 6 Mantras & Quotes to Give You An Empowerment BoostJoin Helen and January for this quick boost of empowerment to get you pumped throughout your day! You might be able to relate to these top 6 mantras and quotes. We'd love to hear your review and gain your support. Thank you for sharing and subscribing. To support Maui during this difficult time click HERETo locate Maui friends and relatives, CLICK HEREHelen Edwards is a Financial Strategist, Creator of Speaking Events, Workshops, Yoga Retreats, & Host to the Sexy Freedom Media Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution. January Liddell is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today! More info here: VIP Finance BuildersGet your copy of the book, Nothing Sexier Than FreedomCLICK HERE FOR MORE INFORMATION:https://linktr.ee/sexyfreedommediaDisclaimer:  We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988 Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom MediaYou can also send us a note or review to SexyFreedomNow@gmail.comJoin our Facebook Group: Sexy, Successful, and Soul Fed https://www.facebook.com/groups/sexys...Support the show "Buy us a coffee"https://www.buymeacoffee.com/Helofajourneyhttps://www.buymeacoffee.com/januarylidl Support the show

On this week's episode of Upticks, join Jake and Cory as they discuss an ever-popular topic: Women and Wealth. Spoiler alert! This episode is for men, too! Upticks is a show about financial planning and investments. Join Jake Falcon, CRPC® as he discusses financial planning topics including retirement, tax planning, debt, charitable giving, etc. In addition, Jake dives deep into investments and explains stocks, bonds, options, cryptocurrency and other timely market topics. Be sure to subscribe so you don't miss an episode!               Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro.  Our team of 15 professionals specializes in retirement planning for individuals.  We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.                   In addition to helping our clients plan for a successful retirement we also implement investments solutions.  We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients.  We do this to eliminate the middleman, which we believe increases control and transparency and decreases fees.          Clients choose to work with us to enhance their financial literacy and explain exactly what their financial plan means to them.              Visit Our Website         https://www.falconwealthadvisors.com/              Listen to our Podcasts          https://www.falconwealthadvisors.com/content.html             We're Social!         https://www.facebook.com/FalconWAdvisors/         https://www.instagram.com/falconwadvisors/         https://twitter.com/FalconWAdvisors         https://www.linkedin.com/company/falcon-wealth-advisors/              Connect with Jake Falcon, CRPC         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors             #womenandwealth #investing #financialliteracy #upticks #retirement #kansascity

In today's episode, we discuss the upsides and downsides of long-term care insurance and delve into key considerations when purchasing it. Join your host, Melissa Fradenburg, AIF® as we navigate the intricate world of personal finance, specifically designed for women.  Melissa shares her recent experience visiting her grandmother in an assisted living facility as well as a basic overview of how long-term care insurance works  as a standalone policy and as a rider on a life insurance policy. In addition to covering considerations when purchasing long-term care insurance, Melissa will share the most cost effective time to purchase coverage.Resources:Learn more about Melissa Fradenburg, AIF® and  Pearl Planning .LongTermCare.gov - A resource by the U.S Department of Health and Human Services providing an overview of long-term care, cost estimates, and other helpful information.Genworth Financial 2020 Cost of Care Survey - Information on the average costs of various types of long-term care.American Association for Long-Term Care Insurance (AALTCI) - Resource for researching and comparing long-term care insurance.Register for our Summer Economic Update and Investment Outlook Webinar. Links are being provided for information purposes only. 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 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 matters. You should discuss any tax matters with the appropriate professional.

Sign up for the Bad Bitch Investing Masterclass. Learn to invest in high-growth female-led businesses: Jalak Jobanputra has two decades of experience as a venture capitalist investing in blockchain technology to create impact. Having built her fund as a solo female fund manager and woman of color, Jalak joined us to share her wealth of insights on breaking barriers to build her $60 million fund that's invested in 50+ companies.  In this podcast episode, we dig into Jalak's journey of going from a dedicated ballet dancer in Nairobi, Kenya to building her third fund and being named Institutional Investor's Most Powerful Fintech Dealmakers & one of the top five investors during the blockchain boom. Get ready to learn from woman who's creating exponential impact by investing millions of dollars into blockchain technology to to create a more equitable world.We discuss how to:Break free from good girl brainwashing and conflicting cultural expectationsOvercome fear of speaking up to contribute your ideas to pivotal conversationsTrust your intuition to build genuine relationships while protecting your timeAnalyze up-and-coming industries and how those tie into startup investing Stay “ahead-of-the-curve” to make confident investment decisionsGet your copy of The Bad Bitch Business Bible: https://badbitchempire.com/bookConnect with us: https://instagram.com/lisacarmenwang/https://instagram.com/thebadbitchempire/https://www.linkedin.com/in/lisacarmenwang/   

Ep#149: Join Hosts, Helen Edwards and January Liddell to uncover 10 Sexy Things About Money! Disclaimer:  We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988  Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom Media You can also send us a note or review to SexyFreedomNow@gmail.com Join our Facebook Group: Sexy, Successful, and Soul Fed https://www.facebook.com/groups/sexys... Thank you for your gifts and financial support of this podcast through Venmo @SexyFreedomMedia Sexy Freedom Media Podcast -Good vibes, Inspiration, true life, freedom of expression, and cool humans. Helen Edwards is a Financial Strategist, Creator of Speaking Events, Workshops, Yoga Retreats, & Host to the Sexy Freedom Media Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution. January Liddell is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today! More info here: https://januaryliddell.com/ Find our #Podcast on YouTube, Spotify, and iTunes Hosts, Helen Edwards and January Liddell Get your copy of the book, Nothing Sexier Than Freedom CLICK HERE FOR MORE INFORMATION: https://linktr.ee/sexyfreedommedia  Support the show "Buy us a coffee" https://www.buymeacoffee.com/Helofajo... https://www.buymeacoffee.com/januarylidl  **Want to start your own podcast? We love using Buzzsprout! Following the link in the show notes let's Buzzsprout know we sent you, gets you a $20 credit if you sign up for a paid plan, and helps support our show. https://www.buzzsprout.com/?referrer_...Support the show

Ep#148: Join Hosts, Helen Edwards on this solocast minisode for some quick inspiration and empowerment. Discover one of the questions you may be saying to yourself that is repelling abundance in your life. Disclaimer:  We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom MediaYou can also send us a note or review to SexyFreedomNow@gmail.comJoin our Facebook Group: Sexy, Successful, and Soul Fedhttps://www.facebook.com/groups/sexys...Thank you for your gifts and financial support of this podcast through Venmo @SexyFreedomMediaSexy Freedom Media Podcast -Good vibes, Inspiration, true life, freedom of expression, and cool humans.Helen Edwards is a Financial Strategist, Creator of Speaking Events, Workshops, Yoga Retreats, & Host to the Sexy Freedom Media Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution.January Liddell is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today! More info here: https://januaryliddell.com/Find our #Podcast on YouTube, Spotify, and iTunes Hosts, Helen Edwards and January LiddellGet your copy of the book, Nothing Sexier Than FreedomCLICK HERE FOR MORE INFORMATION:https://linktr.ee/sexyfreedommediaSupport the show "Buy us a coffee"https://www.buymeacoffee.com/Helofajo...https://www.buymeacoffee.com/januarylidl**Want to start your own podcast? We love using Buzzsprout! Following the link in the show notes let's Buzzsprout know we sent you, gets you a $20 credit if you sign up for a paid plan, and helps support our show. https://www.buzzsprout.com/?referrer_...Support the show

In this episode, Lisa Carmen Wang shares her personal journey of pitching the The Bad Bitch Business Bible and reveals the secrets to how she secured a six-figure book deal with HarperCollins. Drawing parallels between entrepreneurship and writing, Lisa offers practical advice for aspiring authors, guiding them through the process of refining their book idea, finding a literary agent, and navigating the book proposal process. Tune in to unlock the secrets of confidently securing a six-figure book deal.Pre-Order The Bad Bitch Business Bible 

In today's episode, I have a book review on “The rise of women and wealth” by Cindy Couyoumjian and R.F Georgy. —p.s I did not know that there was another author until uploading this episode.  — p.s Sorry for the barks of the neighbor's dogsFollow me on TikTok: @ouchthathurtspodcast Follow me on Pinterest@ouchthathurtsbyyolanyThank you for listening to Ouch, that hurts! Podcast— Yolany--- Support this podcast: https://podcasters.spotify.com/pod/show/yolany7/support

David, Jeri Anne, and guest Olivia Hails recap as recent event that we held that focused on women and their important in the financial industry. They highlight key statistics and shed some light on how important this topic is.

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

Ep#138: Join Hosts, Helen Edwards and January Liddell to learn 10 Tips to Begin Investing Now in Your Entrepreneurial Journey. Are you just beginning your business journey or don't know where to start? This is a great podcast for you! Grab a pen and paper to jot down these 10 awesome tips to getting started in business.Disclaimer:  We are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Please be advised if you have any life threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988Thank you for all the continued support. Please leave us a review  here or on our Facebook Page: Sexy Freedom MediaYou can also send us a note or review to SexyFreedomNow@gmail.comJoin our Facebook Group: Sexy, Successful, and Soul Fedhttps://www.facebook.com/groups/sexys...Affiliated with Amazon. #Ad  Click here to shop now:https://amzn.to/3VYLk4GThank you for your gifts and financial support of this podcast through Venmo @SexyFreedomMediaSexy Freedom Media Podcast -Good vibes, Inspiration, true life, freedom of expression, and cool humans. Helen is the Creator of Speaking Events, Workshops, Yoga Retreats, & Host Podcast. International Author: Nothing Sexier Than Freedom & Your Inner Evolution.  January is a Financial Expert, author, and military wife. Click our Link below to find more information on us and our offers today!Find our #Podcast on YouTube, Spotify, and iTunes Hosts, Helen Edwards and January LiddellGet your copy of the book, Nothing Sexier Than FreedomCLICK HERE FOR MORE INFORMATION:https://linktr.ee/sexyfreedommediaSupport the show "Buy us a coffee"https://www.buymeacoffee.com/Helofajo...https://www.buymeacoffee.com/januarylidl**Want to start your own podcast? We love using Buzzsprout! Following the link in the show notes let's Buzzsprout know we sent you, gets you a $20 credit if you sign up for a paid plan, and helps support our show. https://www.buzzsprout.com/?referrer_...Support the show

Kelly Winget is on the podcast this week to speak on managing wealth, whether it is yours or you've been employed to manage someone else's, and what that world looks like for women. Kelly is a financial entrepreneur and founder of Dallas-based private equity company Alternative Wealth Partners. She has built her career with a fierceness that demanded respect from men in the wealth industry and oil industry. There's more reflections on how women are spoken to about money, what happens when men are confronted with a woman who knows how to manage wealth, and who is making moves to make sure women's voices are being heard in the world of money. The best piece of advice given during the episode? When being talked down to about your money, ask if there is a woman who is able to help you that is hired by the company.Follow us at @menivetoleratedpod on Instagram and https://www.patreon.com/menivetoleratedpod on Patreon for bonus content! All ways to support the show, including our merchandise, can be found at https://linktr.ee/menivetoleratedpod. “Still Comfy?” Can be found live on Instagram and YouTube. Make sure to like, subscribe, and review so Natalie can send some good vibes and positive manifestations your way as well! Find Kelly:Linkedin: https://www.linkedin.com/in/kellyannwinget/Instagram: @kellyannwinget

Today's conversation in the suite is about extraordinary journeys with Megan Gorman. Megan is the Founder and Managing Partner at Chequers Financial Management, a female-owned high-net-worth tax and financial planning firm in San Francisco, California, that started nearly 8 years ago. Megan's financial career began when she took her first tax class at Rutgers Law School after earning a B.S. in history from Bryn Mawr College and studying in London. Her insatiable curiosity and passion for exploring financial issues through the lens of psychology, culture, and history has spawned a specialization in tax planning, a firm with a single premise:  to establish long-term, lasting relationships best to serve the needs of high-net-worth individuals and families. Driven by this passion, she spent almost 20 years advising wealthy families on navigating their financial lives in her roles at Goldman Sachs and BNY Mellon Wealth Management before starting Chequers. The name Chequers Financial Management has special significance you'll discover about 15 minutes into our conversation and derives its meaning from the U.K. It is the second home of the U.K. Prime Minister, and today is Rishi Sunak. Megan is a deep thinker, and her efforts have earned her the distinction of being named to the Forbes 2022 list of America's top women wealth advisors. She's also a senior contributor at Forbes, writing on the intersection of her passions: tax, finance, retirement, and estate planning. She's frequently quoted in prominent financial media outlets, including the Washington Post, CNN, and The Wall Street Journal, and more! She can be heard weekly on the Money Tree Investing Podcast panel, discussing trending topics in the investment world. In addition to everything she already does, Megan has recently joined the advisory board of Swaay Media Inc. Her other engagements include Schwab Impact, Tory Burch Foundation, Chief, and Better Place Forests. Just WOW.In fact, one of the many gifts you'll discover about Megan Gorman in this episode is her unmistakable passion for problem-solving and bold entrepreneurial journeys. As an adjunct law professor at Golden Gate School of Law and the author of www.thewealthintersection.com, she shares sound advice on taking control of our taxes and finances in the present and planning for our future destiny In The Suite. ResourcesChequers Financial ManagementMegan Gorman LinkedIn Megan Gorman TwitterMegan Gorman ForbesThe Wealth IntersectionNational Endowment for Financial Education Mercy Brown Bag Program

THANK YOU for joining me for episode #22 of The Jo DeVoe Show. You can find the show notes with relevent links here : http://www.joannadevoe.com/2022/10/the-jo-devoe-show-22-spiritually-rooted.html MUCH LOVE -xo peace... Joanna DeVoe

Reshell Smith helps individuals achieve financial wellness and promote financial literacy; be an expert resource for first-generation wealth builders and women impacted by divorce; and influence Generations X and Y to become more economically powerful through strategic investing.More at www.reshellsmith.comReshell's YouTube channel 'She's So Wealthy': https://www.youtube.com/channel/UC6YYeQ5pZeV09u4wsO8_3Jg

What is the entrepreneur life really like? Lisa Carmen Wang shares the ups and downs of the entrepreneurial hustle building the BAD BITCH EMPIRE. She shares lessons learned about embodying Bad Bitch Energy, setting strong boundaries, and building unapologetic confidence. Topics covered:How to prioritize your time and mental well beingOvercoming self-doubt as an entrepreneurHow to have confidence in your pitchOvercoming the perfection trapHow to start taking actionHow to listen to yourself and be confident in your decisionsHow to embody positive energy and attract the right peopleHow to let go of toxic energy people with weak boundariesLetting go of people who aren't growing leveling up with youThis episode is brought to you by FTX US. Start Investing in crypto with code badbitches to start earning free crypto. Sign up here: https://swiy.co/ftxus-badbitchesJoin us: BadBitchEmpire.comInstagram:@TheBadBitchEmpire @LisaCarmenWangTwitter:@BadBitch_Empire @lisacarmenwang

Today's busy world has many of us picking and choosing where to focus our time. If you have a spouse or partner, you may be relying on them when it comes to financial knowledge. Today, my guest and colleague Lori Taylor will share ideas that can help keep everyone in the loop. 

New to investing and Web3? Lisa Carmen Wang shares behind the scenes of BAD BITCH EMPIRE and breaks down why it's so important for women to invest in Web3, the power of blockchain technology, and why angel investing is an exciting opportunity for Bad Bitch investors to make money and impact. Tune in to hear:How to think about making your money workWhy it's important to learn, build, and invest in Web3Lisa's recent trip to Lisbon and her conviction in uplifting women investorsHow to get involved as a Bad Bitch InvestorUpcoming season 2 announcements and new partnership with FTX USThis episode is brought to you by FTX US. Start Investing in crypto with code badbitches to start earning free crypto. Sign up here: https://swiy.co/ftxus-badbitchesJoin us: BadBitchEmpire.comInstagram:@TheBadBitchEmpire @LisaCarmenWangTwitter:@BadBitch_Empire @LisaCarmenWang

When was the last time you reviewed your finances? Does thinking about money make you feel anxious or overwhelmed?  Listen in as psychiatrist, Dr. Jennifer Reid, speaks to Dr. Latifat Akintade about women taking control of our financial futures with clarity and confidence. Topics we Discuss:*What are money stories, and how can they hold us back?*What are some common myths women believe about money?*Is debt something to fear or avoid?*What would the world look like if women held a larger share of the wealth?Dr. Latifat Akintade, creator of MoneyFitMD, is a practicing Gastroenterologist and founder of The Money Coaching school for badass women physicians. She combines her knowledge of personal finance and skills as a certified life coach to help every woman, irrespective of their past, learn about money and have the financial freedom to live life & practice medicine on their own terms.Looking for more from The Reflective Doc? Subscribe today so you don't miss out!Also check out Dr. Reid's regular contributions to Psychology Today: Think Like a Shrink**********************Seeking a mental health provider? Try Psychology TodayNational Suicide Prevention Lifeline: 1-800-273-8255SAMHSA's National Helpline - 1-800-662-HELP (4357)-a free, confidential, 24/7, 365-day-a-year treatment referral and information service (in English and Spanish) for individuals and families facing mental and/or substance use disorders.Thank you to Brendan Callahan for the original music featured on the podcast.Disclaimer:The information and other content provided on this podcast or in any linked materials, are not intended and should not be construed as medical advice, nor is the information a substitute for professional medical expertise or treatment. All content, including text, graphics, images and information, contained on or available through this website is for general information purposes only.If you or any other person has a medical concern, you should consult with your health care provider or seek other professional medical treatment. Never disregard professional medical advice or delay in seeking it because of something that have read on this website, blog or in any linked materials. If you think you may have a medical emergency, call your doctor or emergency services (911) immediately. You can also access the National Suicide Help Line at 1-800-273-8255

Cindy Couyoumjian--founder of Cinergy Financial, with over thirty-six years of experience--is on a mission to empower women to stop being spectators and enter the financial arena; to stand up and assert their inalienable right to financial self-determination. Although today in the US, women are making gains in higher education, hold corporate positions, and are successful leaders, men still control most of the household wealth. Yet women are powerful agents of change with boundless potential in the financial realm. In The Rise of Women and Wealth: Our Fight for Freedom, Equality, and Control of Our Financial Future (Greenleaf, 2022), Cindy shows that by confronting America's patriarchal past, women can become financially literate; reclaim the power and liberty that have been taken away; embrace a financial future filled with endless possibilities; strongly affirm, "Yes, I can." Women everywhere must find the courage, strength, and inspiration to move forward by understanding the past. Cindy's message is a hopeful one, filled with intuitive truths about a brighter tomorrow for women and their financial power and freedom. Cindy Couyoumjian is a Registered Representative offering securities and advisory services through Independent Financial Group LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Cinergy Financial and IFG are unaffiliated. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

Today's episode is all about women and money! Danielle Margraff, a leader in the feminine wealth movement, joins us to shed light on a few of the things that often holds us back, as women, from making money and being more prosperous and gives tips about how to overcome those obstacles, too.She shares:How money can be a spiritual tool, or a mirrorWhy women sometimes undercharge for their genius and feel like they're less thanMoney as an energy exchangeTips for women who are ready to uplevel their relationship with moneyRelated LinksFollow Danielle Insta - @daniellemarggrafFB Danielle MarggrafLinked In Danielle Marggraf Book a Call with DonnaGet the Simplify and Scale TemplateJoin the Simply and Scale Facebook group About Danielle Marggraf Danielle Marggraf is a leader in the feminine wealth movement. Followed by women worldwide for her inspiring and no-nonsense teaching style, Danielle mixes her spiritual badassery with money coach trainings for women.Her programs of all levels transform women in their business and personal lives. She is an activator for women to be wealth generators and growing lucrative, soul-enriching businesses.As a result, graduates of Danielle's wealth consciousness programs quickly begin to massively uplevel their income, let go of past money blocks, and experience deep, soul-level breakthroughs in claiming their worth.About Donna AshtonDonna Ashton is a consultant, speaker & online course expert. She built her freedom lifestyle business using her Work Less, Make More formula. She's taught hundreds of others how to create & market profitable programs that allow time for family, travel and that impact the world.Her mission is to teach you how you can easily take the process you already have and make money with a course in your business to create a Freedom Lifestyle.Whether you're running a full coaching practice, a busy agency, are speaking or just slammed with family and life – adding digital products creates leveraged income, without more work for you.