Invest In Women Podcast Series

Invest In Women Podcast Series

Latest Episodes

Inheritance: Navigating the Complexities with Christie Whitney, CFP® (Ep. 18)
June 09, 2023

How much do you know about inheritance? Do you know how to handle it properly?  You might be wondering what to do with this sudden gift.  Do you save it? Do you spend it on something you’ve always wan

It’s Not About Math. It’s About People: Female Leadership in Finance with Erinn Ford, Dimple Shah, and Cammie Sorensen Banks (Ep. 17)
May 15, 2023

When it comes to financial conversations, there is a common misconception that women do not know its ins and outs as well as their male counterparts do. But, some statistics prove quite the opposite.

Approaching Finances as a Couple: with Katie Brown, CFP®, ChFC® (Ep.16)
April 07, 2023

In a world where money can cause strained relationships, its important for couples to work with their financial advisors to build and understand each others money mindsets. In this episode, Katie (K

Back to the Books: Understanding Your Finances with Holly Mazzocca, CFP® (Ep. 15)
March 10, 2023

Conversations around money are getting better. However, they are still taboo for many men and women of all ages. Learn the strategies you need to discuss important topics surrounding finances, includi

Sustainable Investing: The Most Opportune Route for Women with Kiley Miller (Ep. 14)
February 10, 2023

Women are great candidates for sustainable investing. This approach to long-term trends and themes falls in line with how women inherently see the world. Women naturally tend to stay more disciplined

New Year, New Mindset For Business Owners and Entrepreneurs with Brenda O’Connor Juanas (Ep. 13)
January 27, 2023

Business leaders, with a full new year ahead of us, its time to implement some new strategies that can aid in the success of your business. With the ever-changing business world, it is more importan

Becoming a Financial Professional To Help Others with Lisa Brown (Ep. 12)
December 30, 2022

What made you get into the financial industry? How much do you value the relationship you have built with your clients? This week, Lisa Brown unpacks what it means to her to be a woman in the financi

The Destination is the Journey with Susan Theder (Ep. 11)
December 16, 2022

Our journey to success hasnt always been linear. And for Susan Theder, this also holds true. From working as a financial advisor to her role as a chief marketing and experience officer at FMG Suite,

Estate Planning & Its Role Within Our Life Transitions with Michelle Cooper (Ep.10)
December 02, 2022

When looking to create an estate plan alongside a financial advisor, there are several things to consider: For instance, who is named as either the executor or executrix? Whats going to happen when y

Advisor & Business Growth: The Value of Intentionality & Training with Erin Botsford, CPF® (Ep. 9)
November 18, 2022

When someone says you cant achieve something, think of it as an initial push to prove them wrong. In this episode, Barrons Top 100 Advisor Erin Botsford, CPF, details her experience in the financia