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Results for "Financial Planning"

194. Marah Curtin: Transforming Financial Advice and Planning through a Femolution

Marah Curtin describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”.  Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning.  She can be found on Instagram under @femolutionist, where she writes about money, careers and life from a female point of view.   She is also the founder of Cents for Kids and Side Hustle.

21. Laura J. LaTourette: Financial Planner, Farmer, Llama Lover and Authenticity Champion

Laura LaTourette is a financial planner that describes her practice as one designed to enable LGBTQ+ folx make a plan to simplify their lives to enable them to live authentically and leave a legacy of love. Based on her own 18 acre farm in Dahlonega Georgia,  Laura has been a financial planner for over 20 years and is also a National Resource Center Ambassador for LGBT Elder Issues. 

134. Tremaine Wills – Mind over Money and Mind over Matter

Tremaine Wills is the founder and chief operating officer of Mind Over Money, which provides financial planning advice and manages investment portfolios to help clients meet their financial goals. She formerly spent time as an investment advisor representative, and from 2015 to 2019 worked as a maths teacher initially for Teach for America. Based in Virginia, she is passionate about increasing financial literacy for the black community in particular.

Sam Kunz – Trading Places – An Investing Odyssey

Sam Kunz is Chief Investment Officer at Core Financial Partners, a firm that provides financial planning to small and medium sized businesses based in Venice, CA. He was previously a Senior Managing Director responsible for asset allocation and investment strategy at the University of California and prior to that he was my predecessor as CIO at the Chicago Policemen’s Annuity and Benefit Fund.

A fascinating discussion of a trader’s mentality, asset allocation and the importance of learning to love yourself.

Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones

Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead’s rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents’ work ethic instilled in her.

Emma Olivier – Trail Blazer and Disability Advocate: Highlighting the Twenty Percent

Emma Olivier is the founder and CEO of Twenty Percent, a disability Advisory working with Corporate Australia.  She was born with a limb difference – without a left hand – and understands from her own lived experience the challenges and opportunities of having a disability in the corporate world.  She spent over 30 years in consulting, most recently at Accenture in Melbourne.  She is a member of the Risk and Audit Committee of Scope, among other roles. 

Trailer: Series 3 of 2023 A Deep Dive

In Series 3 of the Fiftyfaces Podcast we start to dig deep – into sustainability standards, fintech, what impact actually means, and bust myths around hybrid working, the great resignation and entrepreneurship.

Series 1 2023 – Investment Stories – from Chicken Arbitrage to Ageism, Socio-Economic Mobility and the Power of the Middle Voice

It is hard to believe that we are back for our fourth year of the Fiftyfaces Podcast – and in Series 1 of 2023 we hear about unorthodox beginnings such as the twelve year old who arbitraged the price of chickens when growing up in Uganda, and ended up in a senior role in Bridgewater before starting his own firm. We hear about traditional ones too, about investment instincts honed at the family dinner table, or through seeing the world through an artist’s eyes.