Episodes

This episode explores the challenges women face managing finances and being heard within their families. Blending compelling data with real-life stories, Ryan Viktorin, CFP guides the conversation to highlight how patterns emerge and why recognizing them is the first step toward meaningful change. About Our Guest: Ryan is a Vice President, Financial Consultant and CFP® at Fidelity Investments in the Framingham, MA Investor Center. She has been an advisor for 18 years and joined Fidelity in 2...

Alexandra Roca understands the financial planning needs unique to women and has seen how addressing them can accelerate individual success in the financial industry. As the host of Fidelity's program Women Talk Money, Alexandra emphasizes that it’s never too late to get started. About Our Guest: Alexandra (Alex) Roca is the dynamic host and spokesperson for Women Talk Money, where she brings financial education to life for Fidelity clients. With a talent for transforming complex retirement and...

Tina Powell, Chief of Community at Intention.ly, is a recent cancer survivor. The experience transformed her perspective on life. Listen as Tina addresses the transformative power that financial independence has on women who take charge of their financial life, now and in retirement.

Patricia Lizarraga understands the importance of investing in women and wants to make it easier for others to do so. With the WCEO ETF, Patricia aims to get advisors and investors on board the train of more women in leadership positions, and more women CEOs. Patricia Discusses: • Investing And Working With Companies With Women CEOs • The Ongoing Wealth Transfer To Women Financial Advisors • How Men And Women CEOs Differ In Hiring And Promotions For Leadership

Emma Rodriguez-Ayala wanted to be an attorney from a young age. It’s no surprise then that she leads Ariel Investments as its General Counsel. In this episode, Emma discusses working in the financial services industry, as well as diversity and inclusion, how philanthropy fits into the big picture, and how she got to be where she is today. Emma Discusses: • DEI Initiatives and Financial Literacy • Working in Financial Services as an Attorney • How having diverse vendors can strengthen your cl...

Often times women are left out of the financial conversation, whether it be education about finances from a young age, or the management of finances in later life. Bridget Costello is hoping to change that, and works with women to teach and empower them to take control of their financial life. From writing their first check to managing stock portfolios, women can learn to do it all and take an active role in their financial affairs.

Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant.

As a successful woman, Robyn Crane understands the ins and outs of the pressure women face while wanting to exact change in the world. From generational pressures and anxiety to how society views you, there can be many things that women need to set aside in order to be successful, make money, and live fulfilling lives.

Philanthropy can mean many things to different people. In this episode of the Invest In Women Podcast, Gillian Howell of Foundation Source discusses philanthropy, motivations, and how Foundation Source can help high-net-worth clients create their own philanthropic endeavors. In particular, she breaks down what drives women to give, and the ways that can sometimes differ from their male counterparts. She also notes that for advisors who want to offer a holistic approach to wealth management for w...

Career paths can often be complex, winding roads with spontaneous decisions leading us into the uncertain future. For Heather Fortner, the decision to become a Chief Compliance Officer has brought her a successful, yet unique path to the top of the corporate ladder. In this episode, Heather Fortner discusses her rise through the ranks of SignatureFD, and how she uses her background and her journey from the bottom to provide a special perspective on risk management, client relationships, and how...

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 wanted? In this episode, Melissa Carter is joined by Christie Whitney from Rebalance to talk about the emotional and financial aspects of receiving an inheritance. Christie explains the importance of seeking professional guidance, making informed decisions and learning from experience to plan for one's...

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. That’s right. Statistics say that women will control over 30 trillion dollars in assets over the next 10 to 20 years. In this episode, Melissa Carter is joined by Erinn Ford and Dimple Shah from Advisor Group, as well as Cammie Sorensen Banks from Legacy Advisor Network, to unveil everything you n...

In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role financial advisors play in helping them communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious. Katie Discusses: ● The importance of approaching finances from a couple's standpoint rather than from an individual standpoint. ● How financial advis...

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 and money management in this week’s episode of INVEST IN WOMEN: The Podcast Series, with Holly Mazzocca, president, wealth advisor and principal at Bartlett Wealth Management. Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to...

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 and trade less, creating better long-term planning abilities. So does that end the debate and honor women as better investors? In this episode, Kiley Miller, the director of ESG Solutions at Envestnet, explains the ins and outs of sustainable female investing and the benefits to their overall port...

Business leaders, with a full new year ahead of us, it’s time to implement some new strategies that can aid in the success of your business. With the ever-changing business world, it is more important than ever to adapt to current market conditions and brand standards that might be holding you back from great exposure. In this episode, Melissa Carter is joined by Brenda O’Connor Juanas, Vice President of UBS, to explain some key processes to follow when dealing with a business in the current l...

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 financial industry. She unveils why client-advisor relationships are so important to her while detailing her approach to leadership, and the ways she helps women—like herself—pave a way in the financial arena.

Our journey to success isn’t always linear. For Susan Theder this certainly holds true. From her start as a financial advisor to her current role as the chief marketing and experience officer at FMG Suite, her story is truly inspiring. In this episode, Susan discusses how she found a passion for marketing while working as a financial advisor, and how it paved the way to her current success. Listen as she sheds light on the tips and tools she delivers when helping financial professionals grow an...

Estate Planning And Its Role During Life’s Transitions With Michelle Cooper (Ep. 10)

When someone says you can’t achieve something, think of it as an initial push to prove them wrong. In this episode of the Invest In Women: The Podcast Series, Barron’s Top 100 Advisor Erin Botsford, CPF®, details her experience in the financial services industry while mentioning what motivated her to keep striving for success. Erin details her passion for coaching and how she uses training as a tool to give back to the industry and help advisors grow their businesses and succeed.

INVEST IN WOMEN: The Podcast Series Transitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 8) Summary: Are you prepared for the unknown? How do you know? With the constant change in our daily lives, it is never too late to prepare and educate yourself on preparing for the uncertain, whatever it may be… In this episode, Susan Bradley from the Sudden Money® Institute unpacks the tips and tricks we, as women, need to prepare for life and some of its challenges. Whether it...

Summary: As women in the financial industry, the gender ratio can often impact our trading skills and our ability to invest. And here’s where the industry encourages us to get back out there and understand that there’s no perfect strategy to invest. In this episode, Dana D’Auria talks about her journey in the financial industry and ways she’s able to guide women interested in investing without having to tweak their portfolios at every market shift. Dana discusses: The difference between men...

Finances are not always an easy aspect to navigate, especially when it comes to planning, maintaining, and sticking to a plan. What some people don’t know is that there are two sides to investing: The financial side and the mental side, which can take a toll on your overall well-being if not monitored properly. In this episode, Melissa Carter is joined by Kimberly Foss from Empyrion Wealth Management. Kimberly unveils the role of mental health when it comes to our finances. She reveals how she...

Searching for your ideal client can be a quick connection or a long waiting game. But now, regardless of your situation, you will get the empowerment you need to optimize your business according to your goals and objectives. With years of experience leading her own consulting business, this week on Invest In Women The Podcast Series, Kristin Andree, founder of Andree Consulting Group, shares the best advisory practices to identify, get in front of and engage your ideal clients. With whatever ...