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In this week's episode of Women and Wealth, Regina is joined by a very special guest that has a business that we can all aspire to have one day.. Her very own chocolate shop. That's right! Estelle Tracy IS living the dream – as founder of 37 Chocolates and a chocolate sommelier herself, Estelle brings a unique (and tasty) view of business ownership that we haven't seen on Women and Wealth before! From her journey to founding 37 Chocolates and what pushed her to make the leap in the first place, to the personal challenges she faced, her delicious events and much more – Estelle shares what it's like to achieve the perfect mixture of passion, purpose and your career! Episode Highlights: 0:00 - Introduction 0:40 - Intro to Estelle Tracy 7:07 - More about Estelle's events 11:03 - “How did you transition to the chocolate business?” 17:45 - Where you can learn more about Estelle 18:04 - Challenges Estelle has faced as a professional woman ABOUT REGINA MCCANN HESS Regina McCann Hess, CFP®, CDFA®, is the Founder and President of Forge Wealth Management, with more than 25 years of experience guiding clients through wealth-building and life transitions—including divorce. She is a Certified Divorce Financial Analyst® and has completed the Amicable Divorce Professional Training and Collaborative Divorce Training, allowing her to support clients as they navigate the divorce process. Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero and host of the Women & Wealth podcast. Her insights have been featured across national platforms including Schwab TV, Yahoo Finance, CBS Philadelphia, KTLA Los Angeles, FOX 29 Philadelphia, King 5 Seattle, and NTD Television. She's also been quoted in top publications such as Forbes, Business Insider, USA Today, U.S. News & World Report, The Muse, and more. A sought-after speaker, Regina regularly presents at women's networks, divorce and financial wellness events, and has been a podcast guest on Financially Intentional, Average Joe Finances, Money & Mortgages, and more. CONNECT WITH REGINA Website: 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/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH ESTELLE TRACY Website: https://37chocolates.com/ LinkedIn: https://www.linkedin.com/in/estelletracy/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com. This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
In this week's episode of Women and Wealth, Regina covers yet another difficult topic that many people—especially most recent college graduates—have to deal with: Student loans. These loans help make a college education possible for many Americans and can be a big part of the equation in launching your career. However, paying them off can be a tricky situation for young people trying to find financial footing—especially in today's economy. Join Regina as she breaks down the current landscape of student debt but more importantly, what you can do personally, or recommend to others that are leaving college and entering the workforce. From striking the balance between repayment and saving, to creating a budget and how you can leverage your new role to help your retirement! Episode Highlights: 0:00 - Introduction 0:34 - Graduation season and student loans 3:30 - Start contributing to plans as soon as your eligible 5:02 - Creating a monthly budget 10:32 - Take advantage of your company's retirement plan match 12:13 - Setup good habits, a new rule for student loans 13:51 - More about company match (and how it impacts your future) 20:29 - Action item and episode wrap-up ABOUT REGINA MCCANN HESS Regina McCann Hess, CFP®, CDFA®, is the Founder and President of Forge Wealth Management, with more than 25 years of experience guiding clients through wealth-building and life transitions—including divorce. She is a Certified Divorce Financial Analyst® and has completed the Amicable Divorce Professional Training and Collaborative Divorce Training, allowing her to support clients as they navigate the divorce process. Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero and host of the Women & Wealth podcast. Her insights have been featured across national platforms including Schwab TV, Yahoo Finance, CBS Philadelphia, KTLA Los Angeles, FOX 29 Philadelphia, King 5 Seattle, and NTD Television. She's also been quoted in top publications such as Forbes, Business Insider, USA Today, U.S. News & World Report, The Muse, and more. A sought-after speaker, Regina regularly presents at women's networks, divorce and financial wellness events, and has been a podcast guest on Financially Intentional, Average Joe Finances, Money & Mortgages, and more. CONNECT WITH REGINA Website: 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/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com. This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
What happens when financial advisors ignore half their potential clients? They miss out on a trillion-dollar opportunity.This compelling conversation with Cary Carbonaro, CFP® and author of Women and Wealth, explores how the financial services industry has consistently overlooked women—and what needs to change. As Cary puts it, “Financial services is the least sympathetic to women, but the one that has the most to gain if they get it right.”We explore why 70–80% of women leave their financial advisors after the death of a spouse (hint: it's not because they want to), and how common industry missteps—like unconscious bias, excessive jargon, and dismissing women's priorities—push female clients away. Cary also unpacks key emotional and financial concerns, including the “bag lady fear” that affects over 50% of women regardless of net worth, and why values-based financial planning matters more than ever.By 2030, women are expected to control two-thirds of the nation's wealth—an estimated $30 trillion—driven by increased longevity, entrepreneurship, “gray divorce,” and rising numbers of female breadwinners. This shift presents a massive opportunity for advisors who are willing to evolve.Whether you're a woman taking charge of your finances, someone who wants to support the women in your life, or a financial professional aiming to create a more inclusive practice, this conversation offers powerful insights into why empathy, education, and intentionality lead to stronger financial outcomes for all.Key Themes:How the industry has failed women—and how it can do betterThe emotional drivers behind women's financial decisionsWhy women often switch advisors after major life eventsThe trillion-dollar wealth transfer and what it means for the futureCreating financial plans that prioritize purpose, not just performanceConnect with Cary Carbonaro Website: https://carycarbonaro.com/ LinkedIn: https://www.linkedin.com/in/carycarbonarocfp/ Facebook: https://www.facebook.com/ccarbonaro Instagram: https://www.instagram.com/carycarbonaro/ https://x.com/CaryCarbonaroThe previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...
In this episode, Dr Rufaro Nyakatawa, our Market Development Consultant – Africa, speaks with Genevieve Hennessy-Barrett, co-founder of 4G Capital, to explore how responsible finance is driving sustainable development and empowering female entrepreneurs across Africa. With a focus on financial inclusion and innovation, the conversation highlights how 4G Capital is transforming lives in the region, demonstrating the global impact of purposeful finance and the value Jersey brings as a forward-thinking international finance centre.
Send us a textIn this episode of the Women's Wealth Canada Podcast, host Glory Gray dives into the world of real estate with guest Puja Aggarwal, an expert in wealth building through property investment. Together, they explore how Canadian women can confidently navigate the ever-changing housing market, even in uncertain economic times. Puja shares practical strategies for getting started in real estate, building equity, and making smart investment decisions that align with your financial goals. Whether you're a first-time homebuyer or looking to grow your property portfolio, this episode offers empowering insights to help you take ownership of your financial future through real estate. Resources: www.KAPSrealtygroup.com Hosted by Glory GrayTake Action:Watch the webinars:
Send us a textIn this empowering episode of the I AM Well MD podcast, Dr. Santi sits down with Amanda DeCesar and Amber Schiffert, the dynamic co-founders of TARA Wealth, a financial planning firm rooted in transparency, authenticity, and real advice. These two powerhouse women are on a mission to help individuals, especially women, build a healthier relationship with money through education and values-based guidance.Meet the Guests:Amanda DeCesar, CFP® - Co-Founder of TARA WealthAmanda is on a mission to promote healthy relationships with money through financial education, guidance, and actionable advice. She is passionate about helping clients use their money as a tool to achieve their dreams and break through financial roadblocks.With 20 years of knowledge and experience in the financial services industry, Amanda continues to pursue her passion for helping clients gain clarity, confidence, and control of their finances through founding TARA Wealth with Amber. Amber Schiffert - Co-Founder of TARA WealthAmber has a passion for making a lasting impact on the lives of others. Because of this, in 2017 she changed careers and entered the financial services industry. Recognizing the outdated practices of the industry, she sought to redefine financial education and empowerment in a more meaningful and personalized way which led her and Amanda to launch TARA Wealth in 2023. TARA Wealth is a women-led financial firm built on transparency and empathy, aiming to support clients in achieving long-term financial wellness. They're reshaping how we think about financial planning, making it more personal, approachable, and aligned with long-term well-being. Learn more at www.tarawealth.com and connect on LinkedIn! Visit our website at iamwellmd.com.Follow I AM Well MD on Instagram | LinkedIn | FacebookSubscribe, leave a review, and share this episode with someone who's ready to take control of her financial wellness!Dr. Tanikella practices General Pediatrics, Integrative Medicine, and is an expert in Mind-Body medicine. She has traveled the world to learn more about the intersection where mind, body, personal beliefs, and motivation meet. She is founder and CEO of Integrative Approaches to Mastering Wellness, where she brings the wisdom of mind body medicine and the power of life coaching together to help her clients break through their glass ceilings. Want to learn more? Visit Dr. Tanikella at iamwellmd.com. You can join our email list or drop us a message by going to iamwellmd.com/contact. You may just get a shout out in the next episode! Follow I AM Well MD on Instagram | LinkedIn | FacebookWelcome home!Disclaimer: While I am a practicing physician, in this space, I function as a life coach and wellness advocate. The information provided here is for educational purposes only and does not necessarily reflect that of my employers. If you need medical or psychological services, I strongly recommend that you contact your physician. If you are having an emergency, please call 911 and proceed to the ER.
What happens when you reach the pinnacle of your career, only to realize it's not your true calling? Join Caytie Langford and me for an inspiring conversation with a powerhouse who walked away from a six-figure salary to empower women in real estate and wealth creation. We delve into her journey of self-discovery, the courage it takes to pivot, and why now is the most crucial time for women to step into their financial power.Key Highlights:Courageous Pivots: Learn how to recognize and act on your true calling, even when it means leaving a seemingly perfect career.Empowering Women in Wealth: Discover the importance of women's involvement in real estate investing and wealth creation.Aligning Passion & Purpose: Understand how to build a career and business that reflects your authentic self.Embracing Calculated Risk: Gain insights on overcoming fear and taking bold steps towards your financial goals.The Wealth Transfer Opportunity: Explore why this is a pivotal moment for women to secure their financial future.Discover how to align your career with your passion, embrace risk, and seize the opportunities of the greatest wealth transfer in history.Caytie Langford, a real estate investor and empowerment advocate, champions women in finance. As General Partner at Selene Brighthouse, she drives education and community for women investors. Founder of Trailblazers: Women in Real Estate Investing, she aims to boost female participation in the field. With 20+ years empowering executives, Caytie inspires confidence and resilience, sharing her own journey of transformation.Caytie's Links:Website: https://www.selenebrighthouse.com/ Listen to Caytie's Ted TalkWant 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/
For many of us, the word “investor” tends to be closely associated with the male gender. This may need to change soon because women are on track to control 38% of investable wealth by 2030. Our Director of Practice Management, Kathleen Pritchard, and Divisional Sales Manager, Megan Hopps, explain why it's time for the industry to reframe the way it approaches women and wealth.
Today on Crina and Kirsten Get to Work, our hosts have “the talk”—no, not that one. We're talking money—earning it, saving it, investing it, and, most importantly, not stressing ourselves into a financial spiral. While our dynamic duo are certainly not investment experts, they are two regular chicks talking about what regular chicks think about and do with their hard earned dollars. First things first: stop punishing yourself for things beyond your control (looking at you, scale). Instead, focus on what is in your control—like making smart money moves, setting yourself up for financial success, and dodging bad investment advice from that one cousin who just put every penny they have in crypto. Women have historically been encouraged to save, but not necessarily invest. That's changing. More women than ever are putting their money to work—seven in ten now own stock, a massive jump from last year. Gen Z women are leading the charge, with 71% already investing in the stock market, outpacing older generations. Even so, financial stress is real. More than half of working women feel behind on retirement savings, and nearly half say money negatively impacts their mental health. Despite the challenges—hello, gender pay gap, unpaid labor, and single-parent superhero status—women are financial powerhouses. We are most proud of providing for our families, paying off debt, and saving for the future. Unfortunately, the financial industry still has work to do to provide the kinds of services we women want. Nearly two-thirds of us lady breadwinners say it's patronizing, catered to men, and assumes their spouse is the primary earner. But that hasn't stopped us from taking charge of their money. The reality? By 2030, women in the U.S. will control much of the $30 trillion in assets currently held by baby boomers. That's a serious power shift. What is the biggest money regret we have? Not investing sooner. But here's the good news: it's never too late. Step one is checking in on your financial health—do you know your 401k balance? Can you cover an emergency expense? Then, put your money to work. Women are stepping up, showing up, and investing like bosses. So let's keep the momentum going—our future (and our wallets) depend on it.
Women are increasingly taking the lead in managing their families' finances, but many still face challenges in feeling confident about their financial decisions. In this episode, Wealth Advisors Cassandra Cross and Dami Gittens explore the crucial role of financial literacy and empowerment, and why it's so important for women to take control of their financial futures. Drawing from their own experiences growing up in households with traditional financial roles, Cassandra and Dami share practical tools and strategies for women to feel more confident in their financial decisions. They also discuss the impact of financial literacy, managing stress, and the unique approach to legacy planning that they find resonate with many women.
In this special WealthWaveNOW episode celebrating WealthWave Women's Day, host Kim Scouller is joined by three powerhouse leaders in the financial industry: - Holly Snyder, President of Nationwide Life Insurance - Wendy Boyd, Chief Distribution Officer of WFG (World Financial Group) - Michelle Barry, President of Transamerica Financial Advisors Together, they discuss the transformative role of women in financial services, addressing common misconceptions, the keys to financial confidence, and the incredible opportunities available through education and entrepreneurship. They share actionable insights on financial independence, business success, and breaking barriers in a traditionally male-dominated industry. Whether you're looking to secure your own future or help others do the same, this episode is an inspiring call to action.
Women and Wealth: Financial Planning for a Confident FutureIn Episode 43 of the Home Tour Podcast, the co-hosts are joined by financial expert Teresa Fitzgerald from Affinity Planning Partners. Teresa shares her journey into finance and provides invaluable insights into financial planning, especially for women entrepreneurs. Key topics include overcoming financial fears, strategies to build a financial foundation, the importance of liquidity, and tax planning. Teresa emphasizes that financial planning doesn't have to be daunting and offers practical advice for achieving financial independence. This episode is a must-watch for anyone looking to take control of their finances and build lasting wealth.Contact Teresa M. Fitzgerald today!Financial Planning ConsultantInvestment Advisor RepresentativeFounder & Ownerwww.affinityplanningpartners.comteresa@affinityplanningpartners.comText: 847.713.1876Office: 815.210.1315259 Hwy 74 N Suite 2 Peachtree City, GA 30269AR Insurance License #10170240CA Insurance License #OM77215Investment Registered in AR, CA, CO, DE, GA, FL, IL, IN, MA, MD, MI, NJ, OH, SC, TX, VA, and WI.00:00 Introduction and Special Guest Announcement00:41 Meet Teresa Fitzgerald: Financial Expert02:11 Teresa's Journey into Finance04:19 Unique Financial Challenges for Women07:10 First Steps in Building Financial Foundations10:58 Short-Term vs Long-Term Financial Goals16:34 Wealth Building Beyond Basics20:15 The Role of Social Media in Financial Planning23:30 Breaking Financial Molds23:48 Client-Centric Financial Advice26:08 Navigating Financial Polarization29:45 Financial Strategies for Women Entrepreneurs35:55 Comprehensive Financial Planning41:22 Real Estate and Liquidity45:11 Concluding Thoughts and Contact InformationThe views and opinions expressed herein are those of the author(s) and may or may not represent the views of Capital Analysts or Lincoln Investment. The material presented is provided for informational purposes only. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC www.lincolninvestment.com. Affinity Planning Partners and the above firms are independent and non-affiliated. Affinity Planning Partners; 259 Hwy 74 N. Suite #2, Peachtree City, GA 30269. Hosted on Acast. See acast.com/privacy for more information.
In this episode, we're joined by Michaela Lindsay, founder of Savvy InvestHer, a social entrepreneur on a mission to close the gender wealth gap. After years in the tech industry, Michaela transitioned into entrepreneurship, creating spaces for women to feel empowered to talk about money. Tune in as Michaela shares her journey and offers advice on investing and building financial independence!
Episode 156, with Yewande Adewusi, a visionary strategist and dynamic leader, currently the Chief Operating Officer and Operating Principal. With a keen eye for market trends and a proven track record in driving strategy, business development and operational excellence, she spearheads the firm's operations, steering value creation initiatives, and enhancing operational efficiencies across portfolio companies.Alitheia Capital is a pioneering impact investment firm dedicated to directing capital toward businesses that expand access to essential goods and services for small and growing enterprises, as well as low-income households.Since launching their inaugural fund in 2009, Alitheia Capital has grown to manage a diverse portfolio exceeding $250 million across multiple funds. These include the fully deployed Alitheia Clean Energy Fund (ACEF), which promotes sustainable energy solutions, and their financial inclusion funds, Goodwell West Africa Microfinance Development Company (GWAMDC) and its successor funds, uMunthu I and II, together investing over $50 million in SMEs across sub-Saharan Africa. Additionally, their flagship fund, Alitheia IDF, stands as the largest gender lens fund on the continent, with a portfolio surpassing $100 million, driving transformative change in gender-focused investments.What We Discuss With YewandeHow Alitheia Capital maintains a balance between financial returns and social impact, embodying their tagline, “true profit with a purpose.”The strategic priority of gender-lens investing at Alitheia Capital and the impactful results achieved through this focus.Alitheia Capital's commitment to a long-term, patient capital approach and its focus on sustainable growth in a short-term-driven industry.The key factors and strategies Alitheia Capital uses to identify high-potential businesses and make investment decisions.The specific criteria Alitheia Capital uses to evaluate a company's contribution to social or environmental impact within its community.Did you miss my previous episode where I discuss Streamlining Payouts, Managing Global Expenses, Automating Finances, and Driving Revenue Growth for African Businesses? Make sure to check it out!Like this show? Please leave us a review here -- even one sentence helps!Connect with Terser:LinkedIn - Terser AdamuInstagram - unlockingafricaTwitter (X) - @TerserAdamuConnect with Yewande on LinkedIn at Yewande Adewusi, and Twitter (X) @goli80Do you want to do business in Africa? Explore the vast business opportunities in African markets and increase your success with ETK Group. Connect with us at www.etkgroup.co.uk or reach out via email at info@etkgroup.co.uk
Women, Wealth, & Entrepreneurship welcomes Mompreneurs on a SPECIAL CAMPAIGN 2024 Edition. These ladies who are mothers, grandmothers, and entrepreneurs gather to share their views on this historical election of The United States 2024 Presidential Election, as the first Woman of Color is nominated to run for President on a major party's ticket. Welcome to Women, Wealth & Entrepreneurship with Ariel Shaw, MBA! We want to increase your bottom line and create generational wealth that lasts way beyond you! It's 2024, the year of Reinvention & Domination.
Many women aren't aware of the financial opportunities available to them, especially in managing and growing their money! In this episode, Deborah and financial expert Debbie Sassen discuss the importance of understanding money terms and cash flow. This knowledge is key to empowering women and achieving financial independence! Stay tuned! Here are the things to expect in the episode:How did Debbie come to understand the potential for women to achieve financial independence?The need for women to have open conversations about money and take charge of their finances is crucial.Overcoming limiting beliefs and owning one's worth.Connect with your money DNA to better understand your financial habits.And much more! About Debbie:Debbie Sassen is a Business and Money Coach and host of the Jewish Entrepreneur Podcast. She helps entrepreneurs create consistent $5k-20K months and build wealth in alignment with Jewish values.Debbie is the one business owners turn to when they want to raise their prices and sell high ticket offers without feeling sleazy. Her coaching combines strategy, sales expertise, and money mindset to help entrepreneurs dissolve the limiting beliefs that keep them underearning. Debbie believes that no woman should undercharge or dim her light to build financial sustainability for her family. Connect with Debbie Sassen!Website: https://debbiesassen.com/LinkedIn: https://www.linkedin.com/in/debbiesassen/Facebook: https://www.facebook.com/debbiesassencoachingInstagram: https://www.instagram.com/debbiesassen/The Jewish Entrepreneur Podcast: https://debbiesassen.com/podcast/Your Money Mindset Workbook: https://debbiesassen.com/mindset/ Book Recommendation:The $1K Investor: Simple, Smart Steps to Start Investing with $1K or Less by Debbie Sassen Connect with Deborah Kevin:Website: www.deborahkevin.comInstagram: www.instagram.com/debbykevinwriterLinkedIn: https://www.linkedin.com/in/deborah-kevin/Book Recommendations: https://bookshop.org/shop/storytellher Check out Highlander Press:Website: www.highlanderpressbooks.comTikTok: https://www.tiktok.com/@highlanderpressInstagram: https://www.instagram.com/highlanderpressFacebook: https://www.facebook.com/highlanderpress
Send us a textIn this episode of Financial Planner Life, host Sam Oakes sits down with financial planner Tracy Brookes for an honest and open conversation about her journey into the financial planning profession. Join us as Tracy discusses her remarkable journey from a chartered financial planner to becoming an influential voice in the financial planning community as the new host of the Wealth and Women podcast. She shares her valuable insights on leadership, organisational strategies, and the importance of a supportive, growth-minded work environment. Learn firsthand how her podcast with the Personal Finance Society (PFS) aims to attract more women to the financial planning profession, making a substantial impact in a profession where female representation is still limited.Sam and Tracy talk about the art of juggling a thriving career and a busy family life, while she reveals her tips for effective organisation, discipline, and delegation as a working mother. The two also delve into a conversation about the evolution of the profession toward a client-focused service model, and how leveraging technology can elevate client engagement and free up valuable time for meaningful interactions. Listen to Tracy and Sam uncover the myths and realities of the financial planning profession. Tackling the misconceptions head-on, from the outdated view of financial planning as a sales job to the gender disparities still present in the field. This episode offers practical solutions for increasing gender diversity, building credibility and fostering professional growth - especially by harnessing the power of podcasts to promote women's voices in finance. Begin your financial planning career journey todayWhether you are looking to become a paraplanner, administrator, mortgage and protection adviser or financial planner, the Financial Planner Life Academy is for you. With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it'll also help you achieve success much faster.&nbsBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! If you're looking to start your career in Financial Planning, check out the Financial Planner Life Academy hereReach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or career development.
Access The Episode Webpage here.What if you could transform your daily routine and unlock a life of abundance in just 40 days? Join me as I share the strategies and mindfulness practices that have reshaped my life and can do the same for you. This episode is dedicated to cultivating self-care and inspiring mindful habits, focusing specifically on women, wealth, and abundance. We'll break out of our daily routines and create new neural pathways to support our goals and dreams. I invite you to join my daily live meditations on Instagram at 8 AM Eastern Time this month, where we'll work together to build a mindset geared toward abundance and possibility.This episode also celebrates a personal milestone—my 28th wedding anniversary with my husband, Peter. Reflecting on our journey since 1992, I explore the power of intention and mutual support in relationships, sharing insights on how these principles have guided our lives. Wishing you a week filled with big blessings and endless possibilities.Let's Connect!Get my Free Stress Less More Success Map Download The Seasons Self Care App for free access to The Cyclical Self Care Primer: App Store - IOS Google Play - AndroidInstagram (& all social media): @sheilaabotelhoLinkedIn: https://www.linkedin.com/in/sheilaabotelho/PS: Thanks so much for listening. I would love your review! If you enjoy what I share in this episode, rate, Review & Subscribe on Apple Podcasts:https://podcasts.apple.com/ca/podcast/connect-with-sheila-botelho/id1527363160 I would really appreciate it. Thanks!DM SHINE here on Instagram for details on how you can Join the Season to Shine Summer Incubator starting mid-August and craft and launch your next breakthrough business idea in just 6 weeks.
Kendra E Thornbury, MA, is an international highly acclaimed coach, trusted advisor, spiritual guide, best selling author, humanitarian and visionary entrepreneur. She helps Soul-centered women & legacy leaders create spiritual and financial freedom … all while being true to who they are. Deeply devoted to the reclamation of the Feminine as an integral force of change and evolution, her unconventional business and money approaches lead women to build 6, 7 & 8 figure businesses grounded in nature's wisdom, purposeful contribution and personal liberation. Labels aside, she considers herself a human being simply doing her best to walk a path of authenticity and integrity while making a much-needed difference. Talked About in Today's Episode: Reclamation of Feminine Power The transformative power of nature Wealth Consciousness and Feminine Power The shift from scarcity mindsets to recognizing inherent wealth and abundance The role of feminine power in creating a new paradigm of collaborative wealth Free Gift: 3 Keys to Making Money Being You www.kendraethornbury.com or www.kendrathornbury.com Contact Kendra: kendra@spiritalive.net Learn More About Kendra: www.kendraethornbury.com www.kendrathornbury.com https://www.instagram.com/kendraethornbury/ https://www.facebook.com/kendra.e.thornbury/ https://www.youtube.com/c/KendraEThornbury
How can aligning investments with values drive positive social change? Through conscious investing, individuals can leverage their financial resources to advocate for positive change and contribute to building a more equitable and sustainable future for all.In this episode of the Power, Purpose & Prosperity Podcast, Sabine discusses with Janine Firpo the significant role women can play in the finance world. Janine is an experienced investor who prioritizes values, and has a rich background in empowering women to manage their finances. She's also a leading investor in Next Wave Impact, a fund aimed at encouraging more women to become angel investors.Tune in to discover how joining supportive communities like investment circles can empower women, giving them the knowledge and confidence to invest with purpose. You'll also hear real-life examples highlighting the importance of paying attention to your investments to ensure financial growth.Key TakeawaysThe potential for women to influence the economy significantly by 2030 through wealth control, and how this can lead to a more equitable and sustainable economy.How joining investment circles can empower women to confidently discuss and manage their finances.The importance of actively managing investments to ensure financial growth.The benefits of having a supportive community of women to overcome financial fears and gain investment knowledge.What You Will Learn in This Episode: [02:24] Janine's career evolution and the pivotal moment that led her to shift towards impact investing.[05:51] She describes her collaboration with Ellen Remmer and the founding of Invest for Better to help women invest with their values.[10:09] Understanding investment circles and how they empower women to confidently discuss and manage their finances.[14:09] The shame and guilt women feel around money, plus statistics and societal messages that discourage women from engaging with money.[17:46] Janine shares some real-life examples of women missing out on significant financial growth due to a lack of attention and knowledge. [23:09] The importance of seeking help to deal with your money trauma and taking small steps towards experimenting and gaining knowledge. [27:30] Tools and resources like robo-advisors (Betterment, Ellevest) for beginners, plus a few things to keep in mind.Connect with Janine:Website: https://investforbetter.org/ LinkedIn: https://www.linkedin.com/in/janine-firpo-047282/ Book Recommendation:Activate Your Money, Invest to Grow Your Wealth, and Build a Better WorldDesigning Your Life by Bill Burnett and Dave Evans *************HOST INFO:Sabine Gedeon is a transformative figure in leadership and personal development and serves as the CEO of Gedeon Enterprises. With nearly two decades of experience, she guides clients in startups and Fortune 500 companies. Sabine's unique approach combines human-centered principles with tech-enabled solutions, delivering customized programs for leaders at all levels to tackle crucial leadership and talent development challenges. *************ADDITIONAL SUPPORT:Download Free Resources - https://sabinegedeon/giftsGet Coaching Support: https://meetwithsabine.as.me/Discovery
We have a wealth of information available to us on the internet, thousands of books on finance— how to grow your money, how to pay all your debts etc. But why are a lot of us still having trouble managing our finances: saving, getting out of debt, feeling like we never have enough? Women, most especially, have had (and continue to have) deeply rooted financial challenges. On this episode, we have with us back on the show, talking about overcoming financial hurdles, the importance of financial literacy and shifting and improving your relationship with money — your financial beshie— Salve Duplito! Hosted on Acast. See acast.com/privacy for more information.
Access The Episode Webpage here.This episode shares a replay of the Women, Wealth, and Worthiness Masterclass. Join us as we explore how strategic self-care can revolutionize our approach to business and personal growth. We'll discuss overcoming common barriers such as resistance, limiting beliefs, and the stress of expansion, and share practical strategies for aligning your actions with your vision. Whether you're dealing with business challenges or ready to take your achievements to the next level, this episode offers valuable insights and actionable advice to help you thrive in both your personal and professional life. Tune in to discover how you can transform your approach and achieve your goals with greater ease and support.***DM me the word MASTERCLASS on Instagram to learn more details about the Self Care For Business Program that opens in June.***Connect with Sheila:Download The Seasons Self Care App for free access to The Cyclical Self Care Primer: App Store - IOS Google Play - AndroidGet on the waitlist for the Seasons Collective and receive my Free Stress Less MapInstagram (& all social media): @sheilaabotelhoLinkedIn: https://www.linkedin.com/in/sheilaabotelho/PS: Thanks so much for listening. I would love your review! If you enjoy what I share in this episode, rate, Review & Subscribe on Apple Podcasts:https://podcasts.apple.com/ca/podcast/connect-with-sheila-botelho/id1527363160 I would really appreciate it. Thanks!
Feeling stuck in a budget rut and dreaming of a life beyond the 9-to-5? This episode's for you! We're ditching the restrictive money diets (hello, financial freedom!) and chatting with Lisa Sakai, a financial consultant who spills the tea on how to unlock your financial confidence and start living your bucket list life, today. Forget about traditional budgets - Lisa reveals why they don't work and offers practical strategies for managing your money effectively. Learn how to finally ditch the paycheck-to-paycheck cycle! Whether you're younger or over 40, Lisa's advice will empower you to take control of your financial future. Tune in for actionable tips, like reading financial articles to boost your money know-how, and discover why trying things out before retirement might be a game-changer.
Google has taken its Gemini AI image generator offline after the tool's historically inaccurate images prompted criticism across the internet. Heroic Ventures founder, futurist and podcaster Michael Fertik discusses various LLM controversies–some involving Elon Musk–and the solutions to bias in AI. Fertik underlines the importance of these “fixes” early in AI adoption, before AI-generated inaccuracies find their way into public knowledge. Anthony Scaramucci breaks down CNBC's latest conversation with JPMorgan CEO Jamie Dimon, including his perspective on the economy, bitcoin, and politics. Plus, CNBC's Sharon Epperson loves talking about personal finance, but a new survey shows that many people–and many women–do not. Tune into CNBC's “Women & Wealth” event on March 5th for more personal finance conversation. Anthony Scaramucci - 02:53Michael Fertik - 22:41Sharon Epperson - 31:13 In this episode:Michael Fertik, @michaelfertikAnthony Scaramucci, @scaramucciSharon Epperson, @Sharon_EppersonJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
As women, we weren't educated on money, investing or building wealth growing up, so let's talk about it & let's start educating each other.
Are you ready to transform your financial perspective? With Sarah Kolla-Empey, a financial planner and wealth advisor, we journey into the world of holistic financial advice. Sarah's commitment to comprehensive financial planning has helped her clients thrive, and she's here to share her insights with you too. From her beginnings in an accounting firm to her specialized practice, Sarah's journey is a reflection to the power of understanding your clients' long-term goals and short-term concerns. We delve into the nuances of making sound financial decisions, from investments to insurance, and estate planning.One of the critical areas we unpack with Sarah is tax planning for business owners – a topic often overlooked but vital. Realize how a comprehensive understanding of your financial situation can dramatically shift your investment strategies. You'll discover that there's more to consider than just long-term equities in RSPs, and how working with an advisor who comprehends tax-efficient strategies is crucial. As business owners age, their needs change, and we emphasize the importance of early succession planning. Beyond money matters, we explore the rise of women in finance. As more women take control of their finances, a positive ripple effect is being felt throughout the industry. This shift not only empowers women but also enhances our ability to work with clients in terms of succession and estate planning. Join us on this riveting journey as we navigate these important issues and learn how to be future-ready in the world of finance.Links mentioned in the episode: https://mallardwealth.ca/https://www.linkedin.com/in/sarah-kolla-empey1/Thanks for listening. Be sure to rate and subscribe to The Future-Ready Advisor podcast to not miss an episode. What's Next?Staying Ahead of the Curve: Insights for Financial AdvisorsIn today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.I have a wealth of resources to help you navigate these challenges: Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies. While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace. Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox. Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...
What's your relationship like with money and finances? What does financial independence mean for you and why are so many women struggling to achieve it?In this episode, I have a real and raw convo with Janine Rogan, Founder and CEO of The Wealth Building Academy, TedX Speaker and author of The Pink Tax: Dismantling a Financial System Designed to Keep Women Broke. Here's a glimpse into what we covered:The fears women have around building a side hustle for extra moneyJanine's four foundations of financial feminism (and what that actually means)Why becoming a mother is a huge financial riskHow beauty products can prevent you from becoming a millionaire (we did the math)How ageism is incredibly prevalent in our world and how I was basically told my “days were numbered” by a male business coach. He was referring to my physical appearance and I still cringe when I think about it.My recent experience trying to get support for perimenopause symptoms and the realization that aging as a woman is becoming a pay-to-play privilege.Janine's mission is to educate and empower women to confidently and profitably grow their wealth so that we don't have to stay stuck living a life that disempowers usIf you're already passionate about building wealth, you might gain a new perspective and if the thought of wealth building intimidates you, Janine shares the one thing you can do right now.Connect with Janine on InstagramVisit Janine's websiteVisit the podcast page here: https://jackiedumaine.com
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
I'm super excited for you to listen to my recent interview with the amazing Nikki Hamilton, the founder of Women Wealth WordPress all about how to make lots of money as a web designer! Nikki's story is seriously inspiring and shows just how bold and determined she is. Nikki and I talk about: Her journey from starting a skincare business to leaving her corporate job and starting her web design business – making $150k in her first year! The value of making mistakes and the lessons learned from them in the process of starting a business. Why Nikki's on a mission to help women achieve financial independence and success through web design and WordPress. Mindset shifts needed to charge premium prices for your work. The advice Nikki's give herself if she were just starting out. Nikki's course, Women Wealth WordPress, is more than just your typical web design course. It covers everything from web design and hosting to WordPress installation, plugins, templates, and even launching and optimizing websites for search engines. Her goal is to help women succeed in the web development industry and gain the confidence to charge premium prices for their services. She's all about giving her students a shortcut to success so they can achieve their goals faster. If you're curious and want to learn more about Nikki's course, podcast, and other awesome work, you can find her on Instagram at @SeedlingDigital and @womenwealthwordpress. I'm so grateful for Nikki's openness and authenticity, and I know you'll find her insights just as valuable as I did! Resources Mentioned: Nikki's Instagram – @SeedlingDigital Nikki's Website – Seedling Digital Women Wealth WordPress Podcast
Financial literacy is something we all need but for many women around the world, it's not a priority or wasn't an educational opportunity. Modern role models aside, women have typically relied on their spouses to take care of the finances white they take care of the kids. It's not something they've needed to know in many cases, until suddenly they do. And then it's a desperate process to learn quickly and likely to make some mistakes. Rosalia Gitau is one of those women. She became an orphan at age 14 when her mother died of cancer and had to figure out how to become financially secure. But her mother made one critical investment decision before she died that transformed the lives of her loved ones. You'll hear about that investment decision in this interview, what that taught Rosalia, and what she's doing to help educate other women around the world about financial security. Rosalia is the winner of this year's Money Awareness and Inclusion Awards. MAIA is an organization dedicated to the problem of weak financial literacy around the world and finding the best solutions to help people make better choices. Rosalia is also the founder and CEO of Bixie which is an app that helps people increase their financial literacy. You can find out more at her website, https://www.mybixie.com. At RealWealth we are also dedicated to helping people create wealth through real estate. You can learn how to do it as a RealWealth member. It's free to sign up and will give you full access to our website and information on rental markets, property teams that with inventory, and investment counselors that can answer your questions. As always, please be sure you are subscribed to our podcast, and if you haven't done so yet, please leave us a review! Thank you for joining me on the Real Wealth Show! Kathy Fettke Links for our Guest: Rosalia Gitau's social media: Facebook - https://www.facebook.com/mybixie/?_rdc=2&_rdr Instagram - https://www.instagram.com/mybixie/ Twitter - https://twitter.com/mybixie/ Linkedin - https://www.linkedin.com/company/mybixie/
Hi friends! For today's episode, I've invited Tiffany Wallace back. She is a business + leadership strategist and mentor. Tiffany is the Host and CEO of a Top 100 Podcast, The Well Integrated Woman. In this episode, we talk about: the difference between making money and building wealth the ripple effects of having success in your business limiting beliefs of making money and being successful as a woman I can't wait for you to listen today and share what resonates with you. I am honored to show up each week for the conversation we're having on the More of What Matters podcast and bring you inspiring and actionable content that I hope is truly helpful for you. One of the best ways you can help me build this community is to subscribe to the show and leave a 5 star review! By subscribing, you allow each episode to be downloaded straight to your phone which helps our download numbers and makes sure you never miss an episode. And when you leave a review, you help show others the value of what we provide! You can GO HERE to subscribe and review! Come connect with me on Instagram @moreofwhatmatterspodcast and @alwaysa - I would love to hear your story!
I have some big desires for you, Lover - and for all the women of the world! I desire for you to be well-paid, well-rested, well-fed, well-fucked & for you to find a sexy pathway to wealth that lasts. In today's episode, I'm sharing a transmission around women, wealth, and how to invite more collaboration into your experience so that your money doesn't just simply benefit you, but expands out to the collective as well. You're a woman who gets what she wants - ready to share more of your resources, knowledge & turn-on with your sisters? I get into: Collaboration & how we can help each other rise The sex & money connection Sharing our resources as women Building wealth that lasts And more The Wealthy Woman Vault (affiliate link): https://www.matriarch.love/a/2147532238/9fYSMCb2 Connect with me: Follow me on Instagram: https://www.instagram.com/theamberrenee/ & on TikTok! https://www.tiktok.com/@theamberrenee Catch up on the blog: https://amberleitz.com/blog
Lilly Ledbetter made a fateful decision to challenge pay equity—and women everywhere have benefited from it. This Women's History Month, she tells her incredible story firsthand on Bernstein's Women & Wealth. Hear who supported her, where she found courage and why she just couldn't let it go. Go to https://www.bernstein.com/our-insights/women-and-wealth.html for the full virtual event with this fair pay icon. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2023 AllianceBernstein L.P.
When it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at John Hancock Investment Management, Julie Cronin and Sarah Walter, CIMA, ABFP, PMA, CSRIC, AWMA. Julie and Sarah join podcast host John P. Bryson to discuss the importance of women taking charge of their finances. Among the topics they cover: the biggest differences between female and male investors, why it's important for financial professionals to focus on their female clientele, and why it can be important to serve female and male clients differently. Julie and Sarah offer tips on how to best serve each gender and present findings from case studies that are covered in our Women, Wealth, and Wisdom presentation. Finally, they share positive changes they've witnessed with respect to women in finance over the last 20 years that they've been working with women and investment professionals, and some of the areas they think we still need to improve.
Welcome to Women, Wealth & Entrepreneurship with Ariel Shaw, MBA! We want to increase your bottom line and create generational wealth that lasts way beyond you. It's 2022 and it's the year of ACTION! About Our Guest Tyronica S. Carter is a native Mississippian currently residing in Georgia with her husband Benjamin of 21 years, and 2 sons Benjamin and Brayden. She is a graduate of Jackson State University in Jackson, MS and a member of Alpha Kappa Alpha Sorority, Inc. Prior to her current endeavor, Tyronica was an elementary school teacher with a Master's Degree. She enjoyed teaching. However, In 2015 she decided to give entrepreneurship a try to supplement her income. In only 2 years she was able to leave education to pursue entrepreneurship full time. The 15 years in the classroom laid the foundation of her now role as a powerhouse in her current company where she leads a team of over 130,000 men and women to help them reach their full potential. Because of her consistency to show up, many opportunities have come her way! From hosting numerous events, including red carpets, to being featured on 4 magazine covers and many radio shows and podcasts. She is a 7 Figure earner, Published Author, Motivational Speaker, Business Coach, Influencer, and Mentor. Her slogan is “Outdream Yourself”. Her goal now is to continue to provide the necessary tools to all entrepreneurs to see everyone reach their goals and dreams as she has. ABOUT OUR SPONSORS We could not do this without our amazing sponsors! We are sponsored by Alzheimer's Services Center at ascga.org, Xtreme Fun on Wheels at extremefunonwheels.com, Sherry DeVouse-Dennard of State Farm at sddinsurance.com, Tyronica Carter of Radiant Styles at radiantstylesjewelry2.com, Kim Mays of State Farm at coveredbykim.com, and Page Testing Solutions at pagetestsolutions.com. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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“How to live in the world of and versus or.” Elizabeth Connelly made the Forbes list of America's Top Women Wealth Advisors Best-In-State and St. Louis Small Business Monthly's Top 100 St. Louisans You Should Know. Connelly and Brett discuss her early start in education, how she practices moving on from the past, and why... The post Elizabeth Connelly Started at a Small Bank, Then Landed on Forbes America's Top Women Wealth Advisors appeared first on The Circuit of Success with Brett Gilliland.
In this episode, Victoria Washington joins us to talk about embodied leadership. She is an incredible woman with a wealth of knowledge and experience to share, and we're so excited to have her on the show! After filing for bankruptcy in 2018, Victoria started her coaching business from scratch. Three years later, Victoria Washington, Inc. is a 7-figure/yr global brand that has supported over 3,000 women on the journey of financial liberation. She is now on a mission to help others release financial trauma from their bodies and water the seeds of their most abundant realities so they can change the face of wealth for generations to come. In this conversation, we explore: How hustle can be holy & the right type of "hard" work How to shift your energy when you feel moments of money fear or scarcity Conversations on what a healthy romantic relationship looks like alongside a booming career And SO much more! This is a jam-packed episode with so much honesty about what it looks like to expand your brand, business, and wealth, and we just know you're going to LOVE it. Thanks for listening! For full show notes, resources, and links: https://www.hungryforhappiness.com/episode-244 Now accepting applications for the next Pause Breathwork Facilitator Training! Go to https://www.pausebreathwork.com/ to apply today. Get the Pause Breathwork App: https://pausebreathwork.com/appThe Sam Skelly Show combines personal development, deep conversations, and comedy to shake up the way you connect with yourself and the world. Be sure to subscribe on Apple Podcasts, so you don't miss an episode!
Welcome to Women, Wealth, & Web3, your real-talk podcast for investing in Web3, where critical thinking meets crypto with a feminine lens, presented by Eve Wealth DAO. Each episode, we cover topics that will help you learn how you can build your wealth, help close the investing gap, and discuss finance relatable to women. We want to demystify and bring awareness to historically male-dominated spaces. Let's normalize the conversation about wealth creation and investing, focusing on cryptocurrency, NFTs, Web3, DeFi, and DAOs. Why should you care? Should you invest in crypto? What is the metaverse? How are people spending their cryptocurrency? I'm your host Patty Kan, and I'll be your guide as we sit down to answer those questions and more with the experts. We'll also share a behind-the-scenes insider take on what it's like to build a wealth DAO. You don't need to know anything to join us - I certainly don't - but I know who to ask. Let's redefine what wealth means and who gets to build it. About Eve Wealth At Eve Wealth, we have no incentive other than creating a community that will serve under-represented people and sharing information about this crazy crypto domain. We're a global community of women who share portfolios and support each other through peer-to-peer learning. Resources Learn more and go from crypto-curious to crypto-confident with the DeFi Curious Course https://www.evewealth.com/defi-curious Check out our social channels at @evewealthhq on: LinkedIn https://www.linkedin.com/company/eve-wealth-hq/ Instagram https://www.instagram.com/evewealthhq/ Twitter https://twitter.com/evewealthhq Facebook https://www.facebook.com/evewealthhq Eve Wealth Website https://www.evewealth.com/
On today's episode of the Entrepreneur Evolution Podcast, we are joined by Barbara Huson, the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher & wealth coach, Barbara has helped millions take charge of their finances and their lives. Barbara's background in business, her years as a journalist, her Master's Degree in Counseling Psychology, her extensive research, and her personal experience with money give her a unique perspective and makes her the foremost expert on empowering women to live up to their financial and personal potential. Barbara is the author of 7 books, her newest, Rewire for Wealth, was published in 2021. You can learn more about Barbara and her work at www.Barbara-Huson.com. We would love to hear from you, and it would be awesome if you left us a 5-star review. Your feedback means the world to us, and we will be sure to send you a special thank you for your kind words. Don't forget to hit “subscribe” to automatically be notified when guest interviews and Express Tips drop every Tuesday and Friday. Interested in joining our monthly entrepreneur membership? Email Annette directly at yourock@ievolveconsulting.com to learn more. Ready to invest in yourself? Book your free session with Annette HERE. Keep evolving, entrepreneur. We are SO proud of you! --- Support this podcast: https://anchor.fm/annette-walter/support
Since March 2020, women have started more businesses than men, according to a July 2021 report — and financial professionals need to be ready to respond. Women and finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss how to adapt to the changing face of the small business owner and the opportunities available to financial professionals.
Losing a spouse is a seismic event, especially for wives. How can financial professionals help their female clients navigate this challenging period? Experts on women in finance Ann Hughes and Patti Hausherr speak with host Dan Corcoran about how financial professionals can provide guidance during an especially vulnerable time in their clients' lives while also maintaining strong relationships.
Women over 50 are divorcing in record numbers, presenting both a challenge and opportunity for financial professionals. Host Dan Corcoran speaks with Ann Hughes and Patti Hausherr, who are experts in women's finance, to unpack how ‘gray divorce' affects women, how it is impacting the industry, and how financial professionals can court this growing segment of the population.
Whether they're supporting a college-age child, ailing spouse, or aging parent, caregivers are everywhere — and 66% of them are women. Caregiving can extract a toll on their energy, time, and finances. Women in finance experts Patti Hausherr and Ann Hughes join host Dan Corcoran to discuss why this is such an important demographic for financial professionals.
"Take The LEAP with Colleen Biggs" Episode #4 Join me today as I Interview Barbara Huson on "Take the Leap with Colleen Biggs". Barbara Huson (previously known as Barbara Stanny), is the leading authority on women, wealth, and power. As a bestselling author, financial therapist, teacher & wealth coach, Barbara has helped millions take charge of their finances and their lives. And of course, we invite you to join us in subscribing to our podcast, attending our events, or simply following us on social media! https://www.linkedin.com/in/colleen-biggs/ You can also reach our team and send an email to info@colleenbiggs.net Snag a copy of her latest book, Step Into the Spotlight to Expand your Influence here https://colleenbiggs.net/books/ And of course to find out more about how you can work directly with Colleen, click here https://colleenbiggs.net/ You can also find our videos on Youtube here. Subscribe today to be kept up-to-date on the latest episodes! https://www.youtube.com/c/ColleenBiggs Thank you to our Sponsor today: Hey Taxi! Take the Empowered CEO Survey today - to identify the Gaps and Gold Stars in your current business strategy and structure! https://www.surveymonkey.com/r/SwissCheeseSurvey To connect with our guest today: Barbara Huson www.Barbara-Huson.com
With the release of the Enhancing Investor Trust: 2022 CFA Institute Investor Trust Study, Gary DeMoss, director at Invesco Consulting, and Adrienne Penta, executive director of the BBH Center for Women & Wealth at Brown Brothers Harriman, discuss the factors that are driving higher trust in financial services. While there is certainly cause for optimism, Gary and Adrienne share what the industry must do to sustain that trust even during periods of volatility. To view the full survey and results, visit https://trust.cfainstitute.org/.
ManifestHer, A Manifest Podcast by and for Ambitious AF Women
Jaime Schmidt is an entrepreneur and the founder of Schmidt's Naturals, which she started in her kitchen in Portland, Oregon in 2010. Under her leadership, Schmidt's grew into a household and ultimately was acquired by Unilever. Jaime is also the co-founder of Color Capital, an investment fund specializing in Web 3.0 and consumer goods. She recently launched BFF, a brand aimed at helping women get educated, connected, and financially rewarded in crypto, as well as Crypto Packaged Goods, a community and NFT project bridging the consumer packaged goods industry with emerging opportunities in Web 3.0.
In this exciting episode, our very special guest is Alana Riley, Senior Vice President, IG Wealth Management, Western Canada. Alana is a success-driven executive leader who delivers superior results by building and motivating top-performing diverse teams. Alana has an expansive career in Financial Services, leading teams of 1000+ employees in Wealth Management, Insurance, Banking & Mortgages Portfolios, Estate & Trust and Small & Medium-Sized Business Lines. Alana currently provides passionate strategic leadership for the Western Canada team to inspire financial confidence. Alana is committed to building a high-performance team with a promise to inspire, motivate and engage creating an environment for individuals and teams to do their best work. In this episode of the podcast, we discussed the changing role of financial advisors due to COVID-19 as well as women's wealth and wellness. We also discussed how to do a quarterly review of your personal finances, the split in financial responsibilities at home (with couples) as well as how women can structure their finances. Tune in to listen to this exciting episode of the Holistic Wealth podcast with Keisha Blair and special guest Alana Riley. Resources Used In This Episode: Holistic Wealth (Expanded and Updated): 36 Life Lessons To Help You Recover From Disruption, Find Your Life Purpose and Achieve Financial Freedom What You'll Learn in This Episode: · Alana's journey as a female executive in the Finance industry in Canada and how sponsorship can help women climb the corporate ladder and get a boost in their careers. Alana shares her experience with that and what it meant to her career. · Alana's thoughts on the changing role of the Financial Advisor in light of Covid-19, especially for women and traditionally underrepresented groups who traditionally access Advisors at historically lower rates. · Alana's thoughts on how IG Wealth Management has been trying to close the gap with regards to women and their finances. (In light of the Institute on Holistic Wealth partnering with organizations to establish Holistic Wealth Project Groups in their organizations to foster creativity and innovation and to heighten the client experience and overall value). • Alana's thoughts on the importance of conducting a quarterly review of your finances, as well as the domestic split of personal finances with couples at home. • Alana's thoughts on the importance of knowing and embracing your own personal financial identity (based on Keisha Blair's Personal Financial Identities Framework and Quiz). --- Support this podcast: https://anchor.fm/keisha-blair/support
Alana Riley Women, Wealth & Wellbeing With Alana Riley, Senior Vice President, IG Wealth Management, Western Canada In this exciting episode, our very special guest is Alana Riley, Senior Vice President, IG Wealth Management, Western Canada. Alana is a success driven executive... The post Women, Wealth & Wellbeing With Alana Riley, Senior Vice President, IG Wealth Management, Western Canada appeared first on .
Executive Coach, Business Mentor, Tedex Speaker Monikah Ogando shares the story of a surprising performance review that led to her starting her own business...and how it all led to a beta launch of her program Creator, Women Wealth and Worthiness™. Connect with Monikah: https://ceomastery.lpages.co/business-is-sacred/ https://www.instagram.com/monikahogando/ https://www.youtube.com/watch?v=wu7db2gVnDA