Podcasts about women in finance

Mentorship can shape not just careers, but entire industries, especially when it's driven by purpose and authenticity. How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector. Kellan and Larry explore: Kellan's path to leadership in finance Transitioning careers during the pandemic The impact of a pivotal “Queen Bee” experience on mentorship Distinguishing mentorship from sponsorship The mission and pillars of the FinServ Foundation Tips for leaning into mentorship at any career stage Transitioning skillsets across industries And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kellan Brown:  LinkedIn: Kellan Brown Website: 100 Women In Finance Kellan.Brown@100women.org  About our Guest: Kellan Brown Chief Operating Officer/Chief Development Officer, 100 Women in Finance Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms.  In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee. Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

This 4-in-1 compilation episode focuses on a persistent disconnect between capital and capability: women are founding businesses at record rates and leading high-performing funds, yet the capital rarely follows.In other words, women are underrepresented both in receiving and managing capital.Today's episode is about those pushing back against that trend – women-led investment managers and those intentionally channeling capital into women-led businesses.Here are the featured guests:Sharon Vosmek, CEO of Astia & Managing Partner of the Astia FundSharon Vosmek doesn't see gender equity in venture as a social goal – she sees it as a market inefficiency. With just 2–3% of VC funding going to women CEOs, she argues the system consistently overlooks high-potential founders. At Astia, she's investing in women-led startups with strong early traction, particularly in underserved sectors like women's health. She also challenges the informal, male-dominated networks – boardrooms, golf courses – where most deals are still made.Full episode Dr. Tara Bishop, Founder and Managing Director of Black Opal VenturesTara co-founded Black Opal Ventures to invest where healthcare and technology collide – and where traditional VC often misses.She and her partner, Eileen Tanghal, raised $63 million from institutional investors like Eli Lilly and JP Morgan, becoming one of the rare female- and minority-led funds in venture. Their portfolio reflects that identity: women-led companies, underserved markets, and problems overlooked by legacy capital.Full episode Tammy Newmark, CEO and Managing Partner of EcoEnterprises FundTammy leads EcoEnterprises Fund, a women-run investment firm focused on nature-positive businesses across Latin America. For over two decades, she's backed companies in sustainable agriculture, ecotourism, and agroforestry – many led by women and rooted in rural or Indigenous communities.Gender equity isn't the fund's focus, but it runs through the portfolio: in leadership teams, supply chains, and daily operations. About half of their investments meet 2X Challenge criteria – not because it's the mandate, but because that's who's doing the work.With $150 million under management, the fund combines financial discipline with long-term environmental and social goals.Full episode Stephanie Cohn Rupp, CEO of Veris Wealth PartnersStephanie runs Veris Wealth Partners, one of the few wealth management firms built from the ground up to do just one thing: impact. With $2.3 billion under management and offices across the U.S., Veris has been majority women-led and women-owned since its founding in 2007.It's built entirely around impact – certified B Corp, net zero, and intentionally conflict-free – and applies that lens across every asset class, with a deep focus on racial equity, climate, gender, and community wealth.For Stephanie, this isn't about doing impact. It's about being built for it.Full episode—The SRI 360° Podcast is focused exclusively on sustainable & responsible investing.—Connect with SRI360°:Sign up for the free weekly email update.Visit the SRI360° PODCAST.Visit the SRI360° WEBSITE.Follow SRI360° on X.Follow SRI360° on FACEBOOK.

Send us a text

For this week's episode, Andy Smetana is joined by Pam McIntyre, SVP & Corporate Controller at OneStream Software, and Susan Maron, Chief of Staff at Nova Advisory, for a refreshingly honest and inspiring conversation. Together, they explore the origins of OneStream's Women in Finance initiative, the unique leadership qualities women bring to the table, and how mentorship and open dialogue can help break longstanding professional barriers. Expect personal stories, surprising statistics (including a 1,000-person webinar turnout), and practical advice for women navigating the path to leadership. Whether you're a rising star or a seasoned executive, this episode is a reminder that transformation in finance goes beyond software—it's also about empowering people. ✨ Attending Splash in Nashville? Join us for the Women in Finance Luncheon at OneStream Splash, proudly sponsored by Nova Advisory. This exclusive event features a powerhouse panel moderated by Hope King (founder of Macro Talk, former Axios reporter), with leaders from Girls Who Code, the National Women's Soccer League, and OneStream Software.

This week on Beyond The Money, Jackie Campbell delves into the critical topics of women and finance, the emotional impacts of inheriting wealth, the dynamics of money in marriage, the importance of timely retirement planning, finding purpose in retirement, and overcoming procrastination in financial planning. The discussion emphasizes the significant wealth transfer expected to occur, particularly among women, and the need for proactive financial planning to navigate these changes effectively. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

The tragic death of an autistic 8-year-old in the UAE has raised the alarm over the pressure on carers. What support is available – and what do families need? We asked two parents with children of determination, Gareth Jones and Steph Hamilton. We also looked at open finance, and how it could change the way families - and specifically women - save, with Sophia Bhatti, Founder & CEO, Wimbledon Wealth. And would you turn to AI for therapy? Increasing numbers of young people are - but is that smart, or dangerous? We ask psychologist Dr Kirin Hillier and Professor Talal Abdul Ghani Shaikh of Heriot Watt University Dubai.See omnystudio.com/listener for privacy information.

Send us a textToday, I'm thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify's unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients.Since joining Amplify, Vickie has been instrumental in driving the firm's strategic direction, overseeing a high-performing team of sales and marketing professionals, and bringing Amplify's value proposition to life across the industry. She's a dynamic leader whose impact can be seen in every corner of the organization—from product development to market expansion.Before Amplify, Vickie served as Senior Vice President and Chief Success Officer at AssetMark, where she played a critical role in the company's meteoric rise from a $1 billion TAMP to a $100+ billion industry giant. With more than 30 years of experience spanning financial services, fintech, and asset management, Vickie brings a unique blend of insight, innovation, and execution to everything she does​.But that's just the beginning.In today's episode, we explore Vickie's journey from her early days in the industry to her current role helping firms future-proof their businesses through smart, scalable technology. We talk about the forces shaping the future of wealthtech, what advisors can do to stay competitive, and how to navigate growth during times of rapid change and consolidation. Vickie also shares powerful reflections on leadership, mentorship, and what it really takes to succeed in today's evolving financial landscape—especially as a woman in the C-suite.Get ready for a thoughtful, empowering, and forward-looking conversation with one of fintech's most respected voices—right here, In The Suite.

Viviane Sassen doesn't just take photographs, she creates entire worlds. Known for her dreamlike use of light and shadow, she moves seamlessly between fashion, fine art, and documentary photography, always pushing the boundaries of visual storytelling, often exploring themes of identity, memory, and mortality.In this conversation, we'll uncover the influences that shaped her artistic vision, from her childhood in Kenya to her fascination with abstraction. Whether you're an artist, a storyteller, or simply curious about the way we see the world, this conversation will leave you looking at photography and life through a new lens.If you enjoy this conversation, don't forget to rate and review on your favorite podcast platform. I love reading your thoughts! Now, let's dive in.Read more about the Women Authors of Achievement (WAA) Podcast via waa.berlin/aboutFollow us on Instagram & find us on LinkedInSubscribe to our newsletter via waa.berlin/newsletter ★ Support this podcast on Patreon ★

We speak with Sasha Lund about her book, The Rising Role of Women in Family Offices and Family Businesses. We discuss the advantage of speaking multiple languages (she speaks 11!), what pulled her into the family office world, the challenges women face in business families, common misconceptions about family offices, and the importance of values in family businesses. Sasha Lund is a Schulze-award winning researcher, author, and founder of Core Values Consulting, a consultancy designed to guide business families through multi-generational continuity and longevity. She is a global NEXUS member, a senator for the World Business Angel's Forum, and was former managing director for One Million Children, an NGO dedicated to the empowerment and education of refugee children. Shasha has been published in Forbes Italia, Robb Report, Diplomatic World, International Family Office Journal, and many others. She holds a degree from King's College London in Modern Foreign Languages with Education and Film. What Sasha is Reading Right Now: A Gentleman in Moscow by Amor Towles Sasha's Music Recommendation: “Run to the Hills” by Iron Maiden Read More from Sasha: Sasha's Website, Core Values Consulting Website, LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Presented by SmartStop Self Storage, this week's episode of SheEO Lead-In, we listen to our host, Rebecca Jones, engaging in a thought-provoking discussion with Amanda Taylor, Maven of Money Mastery, Expand Your Empire. Amanda Taylor, a dynamic entrepreneur, discusses her journey in real estate investing and empowering women financially. She highlights her mission through "Expand Your Empire" to educate women on financial literacy and investing, driven by her observation that less than 2% of venture capital goes to female-owned businesses. Amanda shares her personal experiences, including overcoming financial challenges and the importance of financial planning. She emphasizes the need for women to step into their power, value their expertise, and invest wisely. Amanda's advice includes avoiding traditional savings accounts and exploring high-yield savings or whole life insurance policies.We want to thank our incredible sponsor, SmartStop Self Storage, a leader in self storage real estate, and a company that upholds its core principles of leading together, embracing change and enhancing everyone's journey. To learn more about SmartStop, please visit SmartStop Self Storage. Thank you for being a part of the SheEO Lead-In community!  Please be sure to share our episodes and subscribe to this storage vault of wisdom and knowledge, built by women and for women.

Jackie shares how her time at in the Tri Delta chapter at the University of Pennsylvania shaped her leadership journey, giving her a lifelong network of strong, ambitious and fun women who continue to inspire her. We'll dive into her impressive career—from lessons learned at Goldman Sachs to leading Square and now running her own company. She gets real about the challenges she's faced, how she tackles setbacks (spoiler: hope is not a strategy!), and why women should always put themselves in the game, especially in finance. Jackie also reflects on the meaning of the Women of Achievement honor and why giving back isn't just a side project—it's a way of life. Plus, you won't want to miss her surprising hidden talent and her refreshingly honest take on work-life balance!

Our special guest for this episode is Demetra Streda, who has had a long career with RBC. In her discussion with Jen and Catherine, she opens up about the power of finding your passion, igniting your curiosity, and taking risks in your career. She also talks about how she found herself working in finance, the importance of self-trust, and how she learned to be comfortable with the uncomfortable.

Joining me on  the podcast today is Urmi Hossain.  Introducing Urmi Hossain, a published author of "Discovering Your Identity: A Rebirth From Interracial Struggle". With an extensive finance background, she works full-time in the financial services industry and firmly believes in the adage "higher the risk, higher the return". Urmi is an avid opportunity seeker and is dedicated to continuous self-improvement and lifelong learning. During her leisure time, she enjoys reading and refining her public speaking skills, as well as advocating for women's empowerment. Urmi is not solely an author, but also an accomplished blogger, YouTuber, speaker, and mentor for young women. Her life philosophy revolves around the notion that anything is attainable if it is genuinely desired. Let's #beagogetter Connect with Urmj on IGhttps://www.instagram.com/urmamio?igsh=MWhhc2ZianhoNWNuNw==Connect with Urmi on YouTube https://youtube.com/@urmihossain?si=MHhTR2qS9s6psnrNPurchase Urmi's book:Discovering Your Identity : A Rebirth From Interracial StruggleDiscovering Your Identity : A Rebirth From Interracial Struggle eBook : Hossain, Urmi: Amazon.ca: Kindle Store

I'm joined by Maria von Scheel-Plessen, who traveled all the way from Munich to meet me at Fotografiska's cozy Bar Clara—bringing luxury straight to the show. As a senior marketing leader for a top luxury brand, Maria is a powerhouse in her field, blending strategy, tech, and business. But her path wasn't conventional. Instead of stepping into her family's 300-year-old legacy, she carved her own path—moving across the world, taking bold risks, and redefining what leadership looks like.In this episode, we get real about the highs and lows of leading—navigating self-doubt, setting boundaries, and making big career moves. Maria also shares insights on the future of luxury, from shifting consumer habits to why personalization is everything. And of course, we talk about the power of trusting yourself—because sometimes, the best strategy isn't just knowing the market, it's knowing you.Read more about the Women Authors of Achievement (WAA) Podcast via waa.berlin/aboutFollow us on Instagram & find us on LinkedInSubscribe to our newsletter via waa.berlin/newsletter ★ Support this podcast on Patreon ★

Hear how being “cross-cut” during recruitment as a freshman gave Karen one of her first lessons in resilience—one that shaped her journey of grit and determination as she went on to realize her dream and become a Tri Delta as a sophomore. Since then, she's carried those traits throughout her career, navigating the challenges of being the only woman in the room, learning confidence and embracing her power in a male-dominated field.In this conversation, we'll hear why Karen believes in being surrounded with supportive friends who keep her grounded while pushing her toward success. She shares her philosophy on authenticity, choosing organizations that allow her to be herself, and offers valuable advice for anyone whether in business, government or service. Learn why she got to chills when learning about being named a 2025 Woman of Achievement, about the causes she's passionate about and what's next for her as she leads HP today and beyond. Congrats again, Karen! 

Send us a textWelcome back to the Self-Reflection Podcast, where we dive into conversations that empower and enlighten. I'm Lira Ndifon, and today I'm thrilled to introduce you to my dear friend, Ugochi, a brilliant accountant and entrepreneur from the Bay Area. We're tackling a topic that touches everyone: finance, and how it intricately weaves into our mental well-being.Ugochi, the founder of One-Up Accounting and a master's degree holder, shares her journey from helping classmates understand accounting to building a thriving business. She emphasizes the importance of understanding your financial landscape, whether you're a small business owner or an individual planning for the future. We discuss how she helps clients see the real numbers behind their ventures, enabling them to make informed decisions and achieve their goals.We then delve into the common financial pitfalls young adults face, particularly credit card debt and the lack of emergency funds. Ugochi stresses the significance of being proactive about financial health, not just when it's convenient, but as a consistent lifestyle choice. She shares personal anecdotes and professional insights, highlighting the power of early financial planning and the compounding growth of investments.In honor of Women's History Month, we explore the unique challenges and triumphs of women in finance. Ugochi, raised by a single mother, discusses the importance of financial independence and empowerment. We also address the societal pressures on young women to rely on men for financial support, advocating instead for self-worth rooted in personal values and achievements.Finally, we discuss the profound impact of financial stress on mental health. Ugochi shares how childhood experiences and societal influences can shape our financial behaviors and anxieties. She underscores the importance of finding role models and seeking knowledge to navigate financial challenges. We also touch on the "buy, buy, buy" culture prevalent in the US, and how it can lead to unsustainable debt and heightened stress.Thank you for joining us on this enlightening journey into financial freedom and empowerment. We hope Ugochi's insights inspire you to take control of your finances and prioritize your mental well-being.Support the showCall to Action: Engage with the Self-Reflection Podcast community! Like, follow, and subscribe on Spotify, Apple Podcasts, YouTube (Self-Reflection Podcast by Lyra Ndifon), and all major podcast platforms. Share your insights and feedback—we value your contributions! Suggest topics you'd like us to explore. Your support amplifies our reach, sharing these vital messages of self-love and empowerment. Until our next conversation, prioritize self-care and embrace your journey. Grab your copy of "Awaken Your True Self" on Amazon. Until next time, be kind to yourself and keep reflecting.

This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.

This week, we sit down with Lisa Schreiber of Gradient Investments to discuss her journey as a woman in the traditionally male-dominated field of finance. She shares valuable insights on navigating the industry, overcoming challenges, and the importance of fostering diversity. Listen in as we delve into Lisa's strategies for success and her perspective on the future of financial leadership.

Despite decades of diversity initiatives, women represent only 20-25% of financial professionals. In this forum by A Woman's Clarity®, host Kirsten joins industry trailblazers, Lindsay Lewis, MBA, CHFC®, CFP®, Managing Director & Chair for Center for Women at The American College of Financial Services, and Alanah Phillips, founder of Advisor Launch Lab and Break Up With Your Broker Dealer, to explore strategies to help women thrive in this industry. Collectively they share personal insights on building professional networks, leveraging education for career advancement, and creating a supportive community of like-minded professionals. Learn how successful female advisors have navigated industry challenges, the importance of developing a personal brand, and why authenticity is crucial for connecting with clients and colleagues. Whether you're established in your financial services career or considering entering the field, this episode delivers practical guidance on building confidence, advocating for yourself, and developing meaningful professional relationships that can transform your career trajectory.Resources:Women's professional development: American College's Center for WomenContinuing education platform: Knowledge Hub PlusMentorship program: FinServe FoundationIndustry networking organizations: Financial Planning Association (FPA,) National Association for Fixed Annuities (NAFA), Women & Finance (WIFS), National Association of Personal Financial Advisors (NAPFA)Educational content: Reshma Saujani's commencement speech on imposter syndromeStatistics:Women represent only 20-25% of financial professionals, a number that hasn't significantly changed in two decadesProfessionals with one designation experience 13% higher growth in earnings and 35% higher client retentionAdding a second designation increases these numbers to 19% higher earnings growth and 45% higher client retention16% of female professionals with designations receive client referrals76% of individuals believe mentorship would help them professionally, but only 37% have mentorsOne-third of financial advisors (approximately 100,000) plan to retire in the next decade

Join us for a very special International Women's Day episode of the TDAM Talks Podcast celebrating the achievements, resilience and leadership of women in the financial industry and beyond. With a focus on accelerating action, tune in to hear how we can challenge ourselves to move the dial forward on stereotypes, bias and discrimination, and be at the forefront of progress for women around the world.Tune in to hear Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Dawn Shaw, Vice President, Executive Journey Product Owner, TDAM, and Angie Elkhodiry, Associate Vice President, Head of Business Innovation, TD Global Investment Solutions, TDAM. Together, they explore the stories of their careers, the impact women continue to have on the financial industry, and the importance of professional and personal empowerment in breaking gender barriers.0:40     From aspiration to achievement: our career journeys5:05     How mentorship shaped our careers9:59     The shift in gender equality at work19:50   Power in numbers: sharing the room with powerful female voices25:13   Working (and thriving) in male-dominated roles  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

On this episode of SL Middle East, we dive into the fascinating world of cryptocurrency with industry experts Rachel and Frederica from Binance. First we breakdown what cryptocurrency is and how it works, before going on to discuss the mainstream adoption of cryptocurrency and its implications for the future of finance, as well as our personal journeys into the crypto world. We then go onto highlight the importance of education and community in navigating the crypto space, before touching on some real-life success stories of individuals who have ventured into crypto investing, starting with as little as $5.This episode will allow you to discover how the landscape of digital assets is evolving and why it's essential for everyone, especially women, to get involved in this financial revolution. Subscribe For More | http://bit.ly/2VmqduQ Get SheerLuxe Straight To Your Inbox, Daily | http://sheerluxe.com/signup AD | Binance | https://www.binance.com/en-GB Disclaimer: This podcast / broadcast is for informational purposes only and does not constitute financial, investment or legal advice. Cryptocurrency investments are highly volatile and involve risk, including potential loss of capital. Trading fees, withdrawal fees and other costs may apply when using Binance or any financial platform. Binance's availability and services vary by region - you must check local laws and regulations before engaging with any platform. The views expressed by any guests are their own and do not reflect the official position of SheerLuxe or Binance. SheerLuxe, its hosts, and guests make no representations or warranties regarding the accuracy or completeness of information shared and accept no liability for any decisions made based on this content. Always carry out your own research and consult a qualified professional before making any financial decisions.For more details on cryptocurrency risks, fees and regulations, please refer to Binance's official terms and conditions and consult your local financial regulator.https://www.binance.com/en/terms https://www.binance.com/en/risk-warning Hosted on Acast. See acast.com/privacy for more information.

We speak with Michaela Berglund about her journey as a young girl from Uppsala, Sweden to her role founding FemInvest, a female-oriented ecosystem including a Venture Capital fund, a membership network with over 50,000 members, and a magazine. She also hosts the FemInvest podcast – all places where she encourages women entrepreneurs across the Nordics. Michaela has a background in marketing, television, and board membership, and she holds degrees in French from Halmstead University, Marketing and Management from Uppsala University, and she studied law at Stockholm University. Some Links Discussed in the Show: The Exit Gap Investors Preferred Pitches Presented by Male Entrepreneurs VC Sterotypes About Men and Women Aren't Supported by Performance Data What Michaela is Reading Right Now: Patriot by Alexei Navalny Michaela's Music Recommendation: “Kite” by Benjamin Ingrosso Read More from Michaela: FemInvest Podcast; FemInvest Sweden; Michaela's LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

REAL TALK: Let's Get F*REAL is the no-BS podcast that rips off society's band-aids and dives straight into the raw truth about money, power, and who really gets to build wealth in America.Ever noticed how the "money talk" feels different when you're a woman or minority? Yeah, we're going there. We're exposing the uncomfortable truth about why two-thirds of student debt sits on women's shoulders, why successful minorities hide their financial struggles, and why that gut feeling of being "judged" in the banker's office isn't just in your head.Host Stoy Hall, CFP® isn't here to sugarcoat it. As a straight-shooting financial advisor, he's calling out the BS in the financial industry while building bridges for those who've been left out of the wealth conversation for too damn long.

This episode's guest is Annett Kuhlmann, co-founder of Marsano—a brand that redefined floristry in Berlin. Annett's journey is fascinating. With training in photography from the Ostkreuzschule and interior design at St. Martin's, her unique eye for beauty is what sets Marsano apart. Over the past 20 years, she and her co-founders, Katrin and Andreas, have built Marsano into something extraordinary—a perfect blend of creativity, sustainability, and collaboration.In this episode, we talk about her early inspirations, the challenges of running a creative flower business, and how Marsano's distinctive aesthetic came to life. We'll also explore her personal favorites—flowers, colors, and the joy (and challenges!) of staying creative.Sit back, relax, and get ready to be inspired by Annett's story and the world of Marsano. Let's dive in! Read more about the Women Authors of Achievement (WAA) Podcast via waa.berlin/aboutFollow us on Instagram & find us on LinkedInSubscribe to our newsletter via waa.berlin/newsletter ★ Support this podcast on Patreon ★

Hosts Casey Nelson and Kelly Wray invite three guests for their insights about how women in finance and law can advocate for themselves. Linda Filardi of Flagstar Bank, Jess Yovich at BMO Commercial Bank, and McGuireWoods' colleague Gretchen Townshend recall their own journeys to guide others. Among their suggested strategies: documenting accomplishments throughout the year, cultivating mentors, and getting the data that shows why people were promoted. They also remind women not to fall into the trap of thinking that self-advocacy is “bragging.”Connect and Learn More☑️ Linda Filardi | LinkedIn☑️ Flagstar Bank | LinkedIn | Facebook | Instagram | X☑️ Jess Yovich | LinkedIn☑️ BMO Commercial Bank | LinkedIn | Facebook | YouTube | X☑️ Gretchen Townshend | LinkedIn☑️ Casey Nelson | LinkedIn☑️ Kelly Wray | LinkedIn☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X☑️ Subscribe

How can technology improve financial services without losing the essential human connection?  Dani Fava offers her knowledge and vision for a future where innovation meets empathy. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Dani Fava, Chief Strategy Officer at Carson Group, about the evolving role of technology in financial services. Dani shares her journey into FinTech, the importance of leveraging AI to assist advisors, and how human connection will remain at the core of client relationships. Dani discusses: Her origin story in FinTech, beginning with automating tasks as a single mother navigating Wall Street The distinction between artificial intelligence and traditional programming, highlighting AI's decision-making capabilities How AI is already integrated into daily life and its potential for enhancing client-advisor communication Strategies for advisors to use AI tools for improved task management, client interactions, and personalized services The role of empathy and human connection in the financial advisory profession as technology continues to advance And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Dani Fava:  LinkedIn: Dani Fava X: Dani Fava Website: Carson Group About our Guest: Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani's leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI. Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Her impact and forward-thinking vision earned her a spot on FinTech Magazine's Top 100 Women in Finance, InvestmentNews' Women to Watch and ThinkAdvisor's 2020 IA25, underscoring her status as a trailblazer in wealth management innovation. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

The most common question advisors get is, “What should I do with my money?” The most common answer? “It depends.” Today, we explore the “why” behind that question and dive deeper into how it connects to your evolving life goals. In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA®, are joined by Marla Sofer, founder of the fintech startup, Knomee. We discuss the journey to self-actualization, how understanding your purpose influences financial decisions, and why clarity on your goals makes money management easier. But how do you define your purpose and communicate it effectively to your advisor? Tune in to find out! “You might be an expert, but it doesn't mean you're making the right decisions for yourself.” Please see important podcast disclosure information at https://monumentwealthmanagement.com/   Episode Timeline/Key Highlights: 0:00 Introduction & Important Disclosure 1:33 Knomee and Aligning Wealth With Personal Values 12:00 Self-Actualization or Vocational Independence? 16:25 Financial Goals and Retaining an Advisor 24:00 Work as a Purposeful Choice Within Purposeful Wealth 27:40 Should you “DIY” Your Investing and Wealth Planning? 31:43 What to Look For in an Advisor 33:30 Matchmaking, Relationships, and Your Financial Advisor 37:39 The Knomee Journey 43:05 LinkedIn Influencing 46:26 Concluding Thoughts About Marla Sofer: Marla Sofer, Founder and CEO of Knomee, is reshaping the way individuals—and their financial advisors—approach wealth and financial confidence. With leadership experience at BlackRock, Microsoft, and JP Morgan, she saw firsthand how the financial industry prioritizes products over solutions. Frustrated by the lack of meaningful personalization, she built Knomee to change that. Knomee introduces the concept of Financial Identity™, helping individuals uncover their values, clarify their financial priorities, and align their money with what truly matters. It's a tool for self-discovery, financial empowerment, and stronger connections—whether with existing advisors or finding the right one. For wealth advisors, Knomee serves as a breakthrough discovery platform—helping them engage clients on a deeper level, strengthen relationships, and ensure their advice aligns with evolving life goals. Marla is a recognized thought leader with 13,000+ LinkedIn followers, recently named an executive woman to know by Wednesday Women. Whether you're an individual seeking clarity or an advisor looking to differentiate, Marla's insights and Knomee's approach are transforming the future of financial advice.   Connect with Marla on LinkedIn: https://www.linkedin.com/in/marlasofer/ Learn more about Knomee: https://www.knomee.com/ and https://www.knomee.com/advisor Connect with Knomee on YouTube: https://www.youtube.com/@KnomeeApp Connect with Knomee on Instagram: https://www.instagram.com/knomeeapp/ Connect with Knomee Knomee on Facebook: https://www.facebook.com/KnomeeApp/ Connect with Monument Wealth Management:  Visit our website: https://bit.ly/monumentwealthwebsite   Follow us on Instagram: https://bit.ly/MonumentWealthIG   Connect on LinkedIn: https://bit.ly/MonumentWealthLI   Connect on Facebook: https://bit.ly/MonumentWealthFB   Connect on YouTube: https://bit.ly/YouTubeMWMFit  Subscribe to Monument #Unfiltered: https://bit.ly/monumentunfiltered   About “Off the Wall”:  OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.   Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.  

Isabelle Freidheim is the founder and managing partner of Athena Capital. She is the youngest chairman of a publicly traded company in the U.S. In her role as managing partner of Athena Capital, Freidheim oversees the company's strategic direction and leads its efforts in identifying and investing in technology companies.Freidheim is an entrepreneur and investor with more than 15 years of experience in venture capital, private equity, SPACs and IPOs. She founded Athena in 2020. Athena Capital invests at the intersection of private companies preparing to go public or considering M&A exits. Athena's platform includes board members of Fortune 100 companies and CEOs, Fortune 500 companies, company founders and investors. Freidheim is one of Inc's 250 Female Founders in 2024, a member of The Council on Foreign Relations and an alumna of Fortune's Most Powerful Women.Find out more about Athena Capital | Websitehttps://www.athenacap.com/Connect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from AmazonLove the show? Subscribe, Rate, Review, Like, and Share!

In the first hour of "Connections with Evan Dawson" on Feb. 4, 2025, we discuss Susan B. Anthony's impact on financial equity for women and preview the National Susan B. Anthony Museum & House's birthday celebration.

In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and what it takes to be successful in a "relationship business." "This has been and always will be a relationship business. The reason clients do business with you is because of that trusted relationship. They work with you because you can deliver everything else, but they want to work with people they like and trust." - Caroline Gundeck Have a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

Today, I'm thrilled to sit down with someone truly inspiring—Leyla Piedayesh, the founder and creative heart behind Lala Berlin.For over two decades, Leyla has been at the forefront of redefining contemporary fashion, blending Berlin's cosmopolitan energy with her Persian heritage to create a brand that's as bold as it is personal. From navigating the challenges of entrepreneurship and steering through turbulent times to making powerful political statements through her iconic kufiya-inspired designs, Leyla's story is one of resilience, reinvention, and purpose.Leyla opens up about the personal and professional lessons that shaped her legacy—her reflections on trust and leadership, the emotional impact of hormonal shifts, and her vision for empowering women through her work.If you enjoy this episode, don't forget to rate it on Spotify or leave a review on Apple Podcasts. Read more about the Women Authors of Achievement (WAA) Podcast via waa.berlin/aboutFollow us on Instagram & find us on LinkedInSubscribe to our newsletter via waa.berlin/newsletter ★ Support this podcast on Patreon ★

In this episode, Joey Kapp Albertson, a seasoned Profitability Coach, RevOps Consultant, and Fractional CFO, shares her expertise on building financially viable and sustainable businesses. As the Founder and CEO of Bookflow & The Profitability Project, Joey has helped companies from startups to $10 million in revenue streamline their operations and achieve profitability. Drawing from her extensive experience across diverse industries, she highlights the importance of establishing strong operational procedures early in a company's journey. Joey also offers a glimpse into her personal life as a dedicated mother of three and a passionate supporter of her husband's high-school football coaching. Tune in to gain valuable insights from Joey's proven strategies for financial growth and success!   Joey's Resources: Welcome Video Follow her on Instagram Visit her website Listen to her podcast   Resources: The Meeting Place Membership Rock The Reels 1:1 Coaching Free Client Welcome Guide Additional Trainings and Resources Connect with Brittni: Follow me on the Gram - @brittni.schroeder Join my Facebook Group  Visit my website Subscribe to my Youtube You can find the complete show notes here (WITH FREE BUDGET TEMPLATES): https://brittnischroeder.com/podcast/profitabiliy-made-simple-with-joey-albertson  

Barron's is a 100+ year institution in financial journalism, yet it's constantly evolving. Reshma Kapadia is one of the driving forces behind that innovation. She was part of the team that helped launch Barron's annual "100 Most Influential Women in US Finance" list and created the publication's female-focused "Level Up" platform. On this episode of Press Profiles, we dive into Reshma's 30-year career, why she felt compelled to be a journalist, her love of covering emerging markets, her search for “great thinkers” to interview…and of course we explore the coveted 100 Women in Finance list – who makes it, who doesn't, and why.

In this episode, we're diving into a topic that's not just about living longer but living better: longevity. My guest is the amazing Dr. Kati Ernst, co-founder of ooia, a brand that has transformed the period market in Germany and she is now exploring how to have healthier, more vibrant lives at any age.Kati's journey is nothing short of inspiring—from consulting for luxury brands to building a purpose-driven company and launching a podcast about healthy aging. We'll talk about the turning points that shaped her approach to health, how longevity influences her life and work, and what we can all learn about crafting a life full of energy and meaning.If you enjoy this episode, don't forget to rate it on Spotify or leave a review on Apple Podcasts. Let's get started!Read more about the Women Authors of Achievement (WAA) Podcast via waa.berlin/aboutFollow us on Instagram & find us on LinkedInSubscribe to our newsletter via waa.berlin/newsletter ★ Support this podcast on Patreon ★

Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services.In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of community, celebrate women's achievements, and discuss strategies for overcoming challenges unique to women in the financial services industry. Their passion for creating a supportive network shines through as they emphasize the importance of lifting each other up.Joanna and Leah discuss:Encouraging women to authentically show up, build networks, and seek genuine connectionsThe challenges women face as the “only ones in the room” and the lessons learned in overcoming burnout and isolationThe importance of sharing insights and experiences to foster collective success and support future generations in financial servicesCelebrating milestones, both personal and professional, as a way to build confidence and a sense of communityRedefining success by creating balance, authenticity, and joy in both personal and professional livesAnd more!Connect with Ana Trujillo Limón: Carson Group LLCLinkedIn: Ana Trujillo LimónConnect with Leah Alter and Joanna Ehresman:Website: WomenShare PodcastYouTube: WomenShare PodcastLinkedIn: Leah AlterLinkedIn Joanna EhresmanAbout Leah Alter: Leah Alter is the Founder of Marketing by Foxie. After years in New York City's entertainment and events industry, she moved to Austin, TX, joining an independent Broker-Dealer and RIA.At the Broker-Dealer/RIA, Leah worked on the business development team before transitioning to marketing consulting, where she helped advisors brand and market themselves in a highly regulated industry. She led marketing workshops and programs, with one of her initiatives earning two Wealthmanagement.com Award nominations. She also contributed to the marketing team, packaging and delivering products and services for financial professionals.Leah later joined a digital marketing agency serving the financial services and FinTech industries, gaining valuable expertise from industry specialists. Most recently, she was Vice President of Marketing at a FinTech company, focusing on branding, social media thought leadership, and launching a new website.A passionate marketer, Leah is dedicated to helping her clients succeed.About Joanna Ehresman: Joanna is the Founder of Momentum Growth Solutions and co-host of WomenShare, leveraging her 20+ years of marketing expertise to empower clients and listeners to make a greater impact.Her passion for marketing stems from seeing the profound impact professional financial advice has on clients' lives. At Momentum Growth Solutions, Joanna helps companies accelerate growth by aligning their purpose with their brand and marketing strategies while advising internal teams for sustainable results.Joanna also serves on the Board of Directors for BestPrep, a nonprofit focused on youth financial literacy and career skills. She lives near Minneapolis, Minnesota, with her husband and three sons.Send us your questions, we'd love to hear from you! Email us at framework@carsongroup.com.

This time around, I'm taking you with me to the Merz b. Schwanen flagship store in Berlin. Picture this: a rainy November evening, yet inside the store, we are welcomed by the whole crew into their world of timeless design. I sit down with Gitta Plotnicki, the co-owner and creative director of the brand, to dive into this fascinating story.Merz b. Schwanen, a brand that dates back to 1911, has been revived in the most inspiring way. Gitta and her husband, Peter, have brought new life to century-old loopwheel machines—affectionately nicknamed their “gentle old ladies”—to create sustainable, high-quality clothing. But it's not just about honoring history. From discovering a Henley T-shirt at a Berlin flea market to creating a viral sensation thanks to The Bear, Gitta shared how they balance tradition with modernity while staying true to their craft.In this episode Gitta reminds us that passion, patience, and the people you surround yourself with are key to building something meaningful. Let's dive into her incredible journey!And don't forget to rate and review the show on your favorite streaming platform.Read more about the Women Authors of Achievement (WAA) Podcast via waa.berlin/aboutFollow us on Instagram & find us on LinkedInSubscribe to our newsletter via waa.berlin/newsletter ★ Support this podcast on Patreon ★

Subscriber-only episodeSend us a textIn this episode of Couture Conversations, Dr. T engages with Ty Davis, an expert in financial and mental health empowerment. Ty shares her journey into the tax and financial services industry, discussing the challenges she faced as a woman of color and the importance of financial literacy. The conversation delves into common tax mistakes entrepreneurs make, the impact of proper bookkeeping, mental health, and the role of financial literacy in workforce development. Ty also discusses her podcast, 'Who God Says,' which aims to create a space for individuals to connect their spirituality with their whole selfs, in their personal and professional lives.Connect with Dr. T:Dr. Tamika S. Hood, Ph.D., ICF-PCC, CPDC, PHR, SHRM-CP   Leadership & Diversity Coach/Ted Talk Speaker/AuthorCouture Coaching By Dr. Tamika S. Hood Visit https://drtamikashood.comView my Ted Talk!  https://www.youtube.com/watch?v=TJM7z5AtnhcConnect with Tyshaundra (Ty) DavisVisit https://emeraldserve.comFacebook, Instagram, TikTok @emeraldservicespro Emerald Services: Tax Prep, Bookkeeping, Tax Planning - Emeraldserve.com Join the Kingdom Fanatics community! Get access to exclusive content, green room access with guest and more. Visit our website; Like & Follow us on Instagram, Facebook, Tiktok and make sure to subscribe to our YouTube channel! We greatly appreciate all the love and support. To donate to the show, sow a seed here.Be Blessed AND Be A Blessing

Join Plan Goal Plan Your Year! In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes. We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it's charitable giving, investing, or ensuring long-term security. If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future. Connect with Chandra:  Chandra on LinkedIn Chandra on Facebook Chandra at Edward Jones Connect with Danielle:  Join Plan Goal Plan Your Year! Email: danielle@plangoalplan.com Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279 Website: https://www.plangoalplan.com/ Be bold, be balanced, and most of all, be well. See you next time!

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Jessica Taylor, Managing Director and National Director of One Million Black Women at Goldman Sachs.  Jessica discusses the One Million Black Women initiative, a $10 billion investment commitment to create economic opportunities for Black women by 2030. She shares insights on the "Black in Business" program, which supports Black women sole proprietors with education and networking opportunities. The conversation explores the importance of mentorship, the role of storytelling in philanthropy, and the initiative's goal to close the racial wealth gap. Jessica also highlights the economic impact of investing in Black women and shares success stories from the program's participants. Join Ross and Jessica as they delve into the transformative power of intentional investment and the potential to drive systemic change in the finance industry. Meet Jessica Taylor Jessica Taylor joined Goldman Sachs in 2014, beginning her career in the firm's 10,000 Small Businesses initiative, a cornerstone philanthropic program designed to empower small business owners with the education and tools needed for growth. Her leadership in this space saw her oversee the program for several years before she transitioned to head the 1,000,000 Black Women initiative in June 2023. Launched in March 2021, the 1,000,000 Black Women initiative is a $10 billion investment commitment, with an additional $100 million in philanthropic capital, designed to advance economic opportunities for Black women in the United States by 2030. This initiative is rooted in the findings of Goldman Sachs' "Black Womenomics" report, which highlighted a significant racial wealth gap and the immense potential of investing in Black women to drive U.S. economic growth. Under Jessica's leadership, Goldman Sachs is addressing this gap through targeted investments to create jobs and boost annual GDP by an estimated $450 billion. Jessica credits the vision of senior women and women of color at Goldman Sachs for inspiring the initiative. She is proud to lead an effort that combines business strategy with social impact, proving that investing in Black women is a powerful economic catalyst.

We speak with Dr Mara Harvey about her journey from a young girl in England to her role as CEO of a Swiss bank. We discuss her passion for teaching children about money and looking into ourselves for the unconscious money lessons we have been taught. Mara was Swiss CEO of VP Bank Region Europe where she pioneered a dedicated female finance network. She won the TechFace Hidden Figures Diversity Ally award for my work in advancing female finance and early childhood financial literacy. Prior to VP Bank, she was Head of Client Services, Global Wealth Management with UBS where she won Bridge Berlin's 2017 Financial Justice Champion Award for the pioneering work in gender finance. Her latest project, A Smart Way to Start, is focused on teaching children valuable money lessons through a rhymed book series, which has been republished by the United Nations to support awareness and education for The World's Agenda of 2030. She holds a Ph.D. in Political Economy from Fribourg University, graduating summa cum laude.   What Mara is Reading Right Now: Lead Like a Girl by Dalia Feldheim; A Travel Guide to the Middle Ages by Anthony Bale Mara's Music Recommendation: “Apnea” by Emma Read More from Mara: Mara's Website; A Smart Way to Start; LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Today's guest is Marlena Lee. Marlena is Dimensional Fund Advisor's (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA's Investment Research Committee.    Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known for successfully applying academic research to practical investing.   Prior to her time at DFA, Marlena served as Co-Head of Research, directing the firm's global research agenda. Marlena was a teaching assistant for Nobel laureate Eugene Fama at the University of Chicago Booth School of Business. She holds a PhD and MBA from Chicago Booth, an MS in agricultural and resource economics, and a BS in managerial economics from UC Davis. (ChatGPT generated Bio)   In this episode, we start by covering Marlena's academic journey as a TA with Nobel Laureate Professor Gene Fama at the University of Chicago. We pivot to the investment side with a discussion about the Magnificent 7 and what is driving US market performance, an update on factor investing, a brief history of Dimensional Fund Advisors (DFA), small c(r)ap investing, the use of Russell 2000 as a benchmark and the dwindling number of public names in US markets.    Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Christina Shaffer, CFA (Director of Fixed Income, AllGen Financial)   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com   Show Notes: https://www.dimensional.com https://www.dimensional.com/hk-en/bios/marlena-lee  

We talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing demographics are shifting the industry. Jennifer is the founder of Invisible Wealth Consulting, partnering with individuals and institutions to implement the principles of wealth detailed in her best-selling book Invisible Wealth. She has been widely quoted in outlets such as The New York Times, The Financial Times, and Forbes. She carries the Certified Private Wealth Advisor designation from Booth Business School in Chicago, she holds a JD from Suffolk University Law School.   What Jennifer is Reading Right Now: Think and Grow Rich by Napoleon Hill Jennifer's Music Recommendation: “Disco” by Surf Curse Read More from Jennifer: Jennifer's Website, LinkedIn, Instagram: @Jennifer_Wines   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

In this week's episode of Success in the New Retirement, Damon Roberts and Matt Deaton discuss the critical importance of financial planning, particularly for women who may outlive their spouses or face divorce. They emphasize the need for both partners to be involved in financial decisions to ensure security and peace of mind. The conversation also highlights the significance of understanding hidden fees in financial portfolios and the benefits of a thorough portfolio analysis to identify risks and improve tax efficiency. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.comSee omnystudio.com/listener for privacy information.

I'm Jamie Lee, an executive coach for ambitious overthinkers who want to stop holding themselves back and start advocating confidently to advance their careers.If you're curious about how to make that happen for yourself, visit jamieleecoach.com, where you can take a quick leadership archetype quiz or dive into over 100 blog posts packed with actionable tips on self-advocacy.One of the biggest challenges I hear from high-achievers is figuring out how to balance their creative side with their ambitious, career-driven goals. So many of us get caught up in all-or-nothing thinking: we assume that to pursue our creative passions, we have to sacrifice our professional success, or vice versa. But what if it's possible to do both? What if, by doubting ourselves a little less and taking a few bold steps forward, we could create a career that allows space for all of our ambitions?Today, we're talking to someone who embodies this possibility beautifully. I'm thrilled to introduce Rachael Eckles—a lawyer, bioethicist, and award-winning novelist. Rachael has built a career that lets her thrive as both a successful professional and a creative force. We're going to dive into the risks she took along the way, the decisions that helped her merge these passions, and, of course, her fierce female protagonist who lights up her fiction series.You'll learn: Rachel's diverse background and career journey, including her bold move to ask for a role at a pharmaceutical company's bioethics program early in her career.Navigating office politics and gender bias as a woman in male-dominated industries like healthcare and finance.The inspiration and creation behind Rachel's "Trading Secrets" book series, featuring the powerful and unapologetic character of Celeste Donovan.Rachel's philanthropic efforts through her foundation Aphrodite Gives, which supports initiatives empowering women and girls globally.Advice Rachel shares for women in the workplace, including the importance of being confident, assertive, and advocating for yourself.The role of storytelling as a common thread throughout Rachel's diverse career experiences.Rachel's plans to continue writing and publishing books, as well as her openness to collaborating with other female authors committed to philanthropy.Featured in this episode: Connect with Rachael on Instagram, TikTok, and Twitter @rachaelecklesOr on LinkedIn: https://www.linkedIn.com/in/rachaeleckles.Subscribe to her newsletter at https://www.rachaeleckles.com Text me your thoughts on this episode!Enjoy the show? Don't miss an episode, listen and subscribe via Apple Podcasts or Spotify. Leave me a review in Apple Podcasts. Connect with me **You want to get promoted and better paid with best tools possible. That's what I offer inside my Executive Coaching Series, and you can learn all about it here: https://www.jamieleecoach.com/apply ** Connect with me on LinkedIn Email me at jamie@jamieleecoach.com

In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client's “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive career on kindness and compassion.“Everybody has a different background as to what their upbringing was around money. And I think the sooner you can learn about the language that they are accustomed to and how they speak, if you can speak on that same level, they feel heard and understood.”–Jackie LarsonHave a question for our experts? Text us for a chance to have your questions answered on the next episode.For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

In this inspiring episode, Alessandra Pollina sits down with Jessie Gabriel, the founder and CEO of All Places, a mission-driven law firm that focuses on funds and startups. Jessie shares her journey from working at a big law firm to launching her own firm aimed at demystifying law and finance for women. They discuss the challenges women face in these traditionally male-dominated fields and the importance of creating spaces where women feel empowered to ask questions and take control of their financial futures. HIGHLIGHTS The Power of Money and Law: Jessie talks about the intimidation women often feel when dealing with law and finance, and how All Places was created to combat that fear, empowering women to make informed decisions in these critical areas. Jessie's Journey: Jessie shares her path from studying law, influenced by a friend's experience, to working at big law firms, and finally, to founding her own firm. She reflects on how her experiences, including the loss of her father, led her to reassess her priorities and launch her own business. The Role of Branding: The conversation highlights the importance of branding in creating a welcoming and inclusive environment, even in traditionally conservative industries like law. Jessie discusses how All Places' unique branding has helped them stand out and attract clients, including men who appreciate their fresh approach. Women in Finance: Jessie explains the crucial role women can play in finance, particularly in fund management, and the impact of having more women in control of money. She also breaks down the basics of how funds work and the importance of equity in financial decision-making. Client Success Stories: Jessie shares inspiring stories of her clients, particularly female entrepreneurs, who have overcome significant challenges to achieve success. She emphasizes the importance of having legal support that not only advises but empowers clients to grow their businesses and wealth. RESOURCES + LINKS If you have any other tips or ideas leave a comment or shoot me a DM on Instagram. Website- https://www.all-places.com/ FOLLOW US: @quotablemediaco @quotablemagazine FOLLOW JESSIE: Instagram-  https://www.instagram.com/thisisallplaces/ LinkedIn- https://www.linkedin.com/in/jessiegabriel/ Quotable: A Female Entrepreneur Podcast is the podcast by and for female entrepreneurs and business owners. For any show ideas, to submit a guest to the podcast, or if you have any questions, please visit quotablemediaco.com/podcast.   Did you love this week's episode? Leave us a review wherever you're listening right now! Or, Comment on this week's episode's Instagram post with how this has inspired you! 

Today, we're honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard's influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey's story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale's Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university's endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise.Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments. At just 30, Casey became the New York Public Library's first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation.But this isn't just a career highlight reel. Casey opens up about the personal challenges she's faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation.Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite.

Send us a textJoin us on Average Joe Finances as our guest Regina McCann Hess, a certified divorce financial analyst and author of 'Superwoman Wealth: How to Become Your Own Financial Hero', shares her journey from being a critical care nurse to a financial advisor, inspired by an early interest in the stock market.In this episode:Discover the value of financial literacy, especially during pivotal moments like divorce.Familiarize yourself with the complexities of asset division in divorce and how professionals help clients navigate these challenges, ensuring fair financial outcomes and long-term security.Learn how avoiding high-interest debt and prioritizing investments, such as retirement plans and Roth IRAs, can improve your financial health.Understand the importance of continuous financial education and seeking guidance from mentors or coaches. And so much more!Key Moments:00:03:28 Introducing Regina McCann Hess00:03:58 Regina's Journey from Nursing to Finance00:06:56 The Role of a Certified Divorce Financial Analyst00:09:14 Regina's Personal Motivation00:11:24 Empowering Women Through Financial Literacy00:16:11 Financial Challenges and Solutions for Women00:22:06 Understanding the Bucket Theory00:22:44 Meet Tanya, the Money Life Coach00:23:42 Introducing Edit Pods00:24:22 Navigating Financial Conversations in Relationships00:26:02 The Importance of Prenups00:31:37 Final Round: Tough Financial Questions00:35:33 Regina's Financial Advice and Resources00:40:05 Closing Thoughts and FarewellsFind Regina McCann Hess on:Websites:https://reginamccannhess.com/https://www.forgewealth.com/LinkedIn: https://www.linkedin.com/in/reginamccannhess/Facebook: https://www.facebook.com/ForgeWealth/Instagram: https://www.instagram.com/forgewealthmanagement/Youtube: https://www.youtube.com/channel/UCgN_tcH1RrtHitajN-mlBIgAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comAbout Tawnya: https://www.themoneylifecoach.com/Show Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

In this podcast episode, Dr. Jonathan H. Westover talks with Lindsey Lewis about diversity and inclusion and empowering women in finance. Lindsey Lewis (https://www.linkedin.com/in/lindseycarolyn/) has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as Senior Director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. Check out all of the podcasts in the HCI Podcast Network! Check out the ⁠HCI Academy⁠: Courses, Micro-Credentials, and Certificates to Upskill and Reskill for the Future of Work! Check out the LinkedIn ⁠Alchemizing Human Capital⁠ Newsletter. Check out Dr. Westover's book, ⁠The Future Leader⁠. Check out Dr. Westover's book, ⁠'Bluer than Indigo' Leadership⁠. Check out Dr. Westover's book, ⁠The Alchemy of Truly Remarkable Leadership⁠. Check out the latest issue of the ⁠Human Capital Leadership magazine⁠. Each HCI Podcast episode (Program, ID No. 655967) has been approved for 0.50 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Each HCI Podcast episode (Program ID: 24-DP529) has been approved for 0.50 HR (General) SHRM Professional Development Credits (PDCs) for SHRM-CP and SHRM-SCPHR recertification through SHRM, as part of the knowledge and competency programs related to the SHRM Body of Applied Skills and Knowledge™ (the SHRM BASK™). Human Capital Innovations has been pre-approved by the ATD Certification Institute to offer educational programs that can be used towards initial eligibility and recertification of the Certified Professional in Talent Development (CPTD) and Associate Professional in Talent Development (APTD) credentials. Each HCI Podcast episode qualifies for a maximum of 0.50 points.

Vrinda Gupta is the CEO & Co-Founder of Sequin, the first debit card and banking in U.S. history designed by and for women and minorities. She is a globally recognized credit expert featured by Forbes, ABC7 News, and Fintech Magazine and has been named one of the top 10 women to watch in Fintech.Vrinda helped launch the popular Chase Sapphire Reserve credit card at Visa Inc. But, when she applied for the card she helped create, she was rejected.This inspired Vrinda to act. She quit her job at Visa to found Sequin, to recognize women's financial power and fight against the injustices that opposed it, including credit card debt and the Pink Tax.Money is power - and this proud first-generation Indian immigrant is on a mission to design a world where women have more of both. You can sign up for Sequin today completely fee-free at sequincard.com/shebelievedshecould.Memorable Moments:“The pink tax is a well-documented phenomenon where women are paying more for everyday products and services 42% of the time, which adds up to thousands of dollars a year, and hundreds of thousands a lifetime.” “As women and minorities, we are not having conversations that are necessary to be successful in the financial world. We feel at fault and alone in our unknowingness, but most hardships have stemmed from a system that is steeped in the patriarchy.” When fundraising, it's important to find mission-driven investors, recognize that you don't need to know wealthy people to recruit support, and never, ever under-sell yourself.“It is so important to have accounts in your own name. Whether that's a bank account or a credit card, it is important to set yourself up for success by knowing the steps.”Every woman is a walking billion dollar opportunity because we have been continually underserved.  Connect with Vrinda:WEBSITE: www.sequincard.com/SheBelievedSheCouldINSTAGRAM: @sequin_cardTIKTOK:https://www.tiktok.com/@sequin_card Connect with AllisonInterested in working together? Fill out this form.www.instagram.com/allisonwalshwww.shebelievedbook.comwww.allisonwalshconsulting.comhttps://www.facebook.com/groups/shebelievedshecouldcommunity20 ways to make money being YOU!: https://www.allisonwalshconsulting.com/monetizeyourbrand