SoFi’s Post

A 2020 study by McKinsey found that women will be major beneficiaries of the Great Wealth Transfer, controlling nearly $30 trillion in wealth by 2030. Learn more about the impact in our podcast. #InspireInclusion #IWD2024 #WomensHistoryMonth

What would you have liked to know about #money growing up? There may be different nuances in how women approach financial planning. 🎙️ **New Episode Alert: Wealth and Women** 🎙️ In this episode, we delve into the unique ways women approach financial planning—nuanced, personal, and purpose-driven. 💪 These conversations are often rooted in values, beliefs, and unspoken fears—thoughts and emotions that aren’t always shared, heard, or fully understood. For women to get real and be fully engaged with financial planning, they need a space of trust, validation, and empowerment. 💖 I never imagined speaking on a podcast—fear of being misunderstood, judged for my accent or struggling with language barriers held me back. But surrounded by women who truly GET me, I found the courage to speak from the heart. Thank you, Emma, Hazel and Tracy for creating a safe space for me to voice my opinions, even if not perfectly articulated or polished. While women often connect deeply, these open, honest conversations are for EVERYONE. Financial planning is about more than practical solutions—it’s about trust, authenticity, and approaching the process as a meaningful discovery journey, not just a task. Please share your experience in creating a safe and constructive space for men and women to access and share their best ideas and engage with money conversations and financial planning. #WealthAndWomen #FinancialEmpowerment #Authenticity #BreakingBarriers Personal Finance Society Financial Planner Life Eva Petrova

Listen to the latest episode of the Tony Sirianni Podcast, where Holly Reimel & Beth Fitzgerald discuss the benefits of listening skills and long-term planning, an increase of women inheriting wealth, & changes in client acquisition: https://lnkd.in/d-4FcUFq AdviseHer Consulting | AdvisorHub #wealthmanagement #marketinsights #bestpractices #womeninfinace

#FlashbackFriday: In the first episode of The She-Wolf Investor podcast host Claire Barker sat down with Cathi Harrison FPFS, CFP ®️ and Phoebe Chamier to talk about how we can enlighten young women to take charge of their education and empower their investments. Listen to this episode wherever you get podcasts or here: https://lnkd.in/eFrATent #FemaleInvestors #FemaleEmpowerment #WomenInFinance #SheWolfInvestorPodcast

Tune into the Women & Money episode of our podcast. Host Francisco Negrón and four financial experts, from different generations, delve into actionable steps and valuable advice to help women determine their financial strategy. https://lnkd.in/ejzY7FCm

This drives me absolutely nuts. There is so much lost opportunity in this world simply because so many people, especially women, try something once and then “give up” on it. If this resonates for you, remember: If you want something different than you have today, it’s going to take action over and above what you’re doing today to get it. Don’t be afraid to get out there and push your comfort zone.  The world deserves what you have to offer it. P.S. - You can check out the full conversation of the Emotional Balance Sheet Podcast by clicking here: https://lnkd.in/eJDMJq7t

Empowering women investors is more important than ever. In this episode, Emily Barczak joins three T. Rowe Price financial experts to discuss what motivates them in life and how it connects to their financial strategy. Find it wherever you get your podcasts.

Why is gender lens investing so important? We recently posed that question to Jessica Espinoza, CEO at 2X Global. Listen to her answer to that important question in our latest IMPACT = podcast. In this episode, Jessica also spoke to us about the evolution of gender lens investing, what’s needed to help accelerate this type of investing and the challenges and opportunities for investors. Listen here: https://lnkd.in/eSsvuD3N  #InspireInclusion #InternationalWomensDay #IWD2024

How is the planning sector impacting women – and how can we do better? 🤔 Those were the questions put to the guests on our latest 'Planning Unplugged' podcast. Tune into our brand new episode 🎧 https://ow.ly/8vS230sBuX5 #PlanningUnplugged #UKPlanning #WomenAndPlanning

Purpose, impact and equality - 3 of Sarah’s favourite topics! Check out her conversation with Kieran John below (& let us know your thoughts). 🎧 🎙️ #purposeled #impact #overbeingunderfunded #equality #angelinvesting