Best Savvy Women Wealth Management Podcasts (2024)

1
The Financial Perils of Divorce 12:11

2h ago12:11

12:11

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor. The opinions expressed in thi…

1
Interview with Kim Folsom Serial Entrepreneur 24:51

8d ago24:51

24:51

Welcome to Season 1 Episode 16 of The Savvy Up Podcast. In this episode, Kim Folsom and I discuss her story to becoming a successful serial entrepreneur. She is Founder and CEO of Founders First Capital Partners Inc. and Founders First CDC. Kim Folsom founded her seventh company to help entrepreneurs grow their business with the use of curriculums,…

1
Money Moves: Smart Financial Strategies for Early Career Success 21:02

9d ago21:02

21:02

Navigating the complexities of early career finances can be difficult but can establish a solid foundation for long-term financial stability and growth. In this episode, we focus on empowering young professionals to achieve financial success. Guest, Melissa Olson, Head of Wealth Education at Johnson Financial Group, shares her knowledge on foundati…

1
Starting Over After 50: The Realities of Gray Divorce 15:08

11d ago15:08

15:08

Divorce is never easy, and it becomes even more complex when it involves long-term marriages. This phenomenon, often referred to as "gray divorce," is increasingly common as more couples over the age of 50 decide to part ways. In this episode of “Your Money. Your Mission.”, host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager…

1
Unseen Financial Risks: Losing a Spouse 9:44

19d ago9:44

9:44

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this…

1
Dr. Saphire and Dr. Kirchweger, The Not So Obvious Difference Between Men & Women 29:14

21d ago29:14

29:14

Welcome to Season 1 Episode 15 of The Savvy Women Show. In this episode, Erica Ollmann Saphire, P.h.D., MBA & Gina Kirchweger, Ph.D., Rachel and I discuss the immune system and the not so obvious difference between women and men. So if you want to hear the stories of 2 incredibly successful women in science, how The La Jolla Institute for Immunolog…

1
Empowering Women: Building Financial Strength 34:30

1M ago34:30

34:30

Overcoming adversity is a common theme for women throughout their careers. In this episode of “Your Money. Your Mission.”, Kelly has a candid discussion with two remarkable women, Tamarra Coleman, Executive Director of the Shalom Center, and Karla Krehbiel, Regional President of Johnson Financial Group in the Southeast region. With a combined exper…

1
Crystal Clear Mindset 29:36

2M ago29:36

29:36

Welcome to this episode of the Savvy Women Show In this episode, Crystal Lynn Privett, Rachel Ivanovich and I discuss releasing stress, anxiety and overwhelm. So if you want to achieve clarity ,calmness, and improve communication so you can foster healthy relationships and supreme success, tune in now! In this episode, you'll discover: “Crystal Cle…

1
Money Mistake: Ignoring Workplace Retirement Plans 9:43

2M ago9:43

9:43

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this…

1
Develop Financial Confidence 10:36

2M ago10:36

10:36

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
From Blueprint to Reality: The Construction Financing Process 23:32

3M ago23:32

23:32

Are you interested in learning more about building your dream home and all that it entails? On this episode, host Kelly Mould is joined by Loren Fellows, Vice President and Construction Financing Specialist, and Zach Knutson, Managing Partner of Next Generation, a leading builder and general contractor. They delve into the differences between build…

1
Are You Saving Enough? 11:54

3M ago11:54

11:54

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Financially Fearless: Wake Up Calls for Women 14:15

4M ago14:15

14:15

Statistically, women feel less confident in investing compared to men. Therefore, many women avoid starting to save money at the same rates as men, even though surveys show that when women do invest, they actually outperform men. In this episode of “Your Money. Your Mission.” Kelly sits down with Merissa Slowik, a Wealth Advisor and Financial Plann…

1
Risks of Financial Dependency 8:35

4M ago8:35

8:35

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Longevity Risk 9:10

4M ago9:10

9:10

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. http://savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this…

1
Money Priorities 10:16

4M ago10:16

10:16

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Happily Ever After (or Not): Legal and Financial Realities of Love and Relationships 28:59

5M ago28:59

28:59

In marriage, things don't always go as planned. Amidst the vows and promises lies a complex financial landscape that can profoundly impact the course of a relationship. In this episode of "Your Money. Your Mission," we cover all aspects of finances related to marriage – from prenuptial agreements to navigating divorce, exploring what makes couples …

1
Retiring By Design 8:40

5M ago8:40

8:40

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
2024 Economic Insights: Perspectives from our New CIO 12:06

5M ago12:06

12:06

What's on tap for 2024? How do you navigate the potentially volatile financial markets during an election year? Those are the two main topics we cover in this episode of "Your Money, Your Mission." Host Kelly is joined by Johnson Financial Group CEO Jim Popp and newly appointed CIO, Dominic CeCi. In this episode, you'll get an introduction to Domin…

1
New Year Finance Review 9:39

5M ago9:39

9:39

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Powerful Words For 2024 11:00

6M ago11:00

11:00

In the Savvy Up! podcast we share ideas to help women become financially independent without budgeting the fun out of life. Tune in to learn how to make better financial decisions and get the most from your money. savvyup.com | (760) 692-5700 Savvy Women Wealth Management is an SEC Registered Investment Advisor The opinions expressed in this progra…

1
Planning for The New Year & Setting Goals 22:52

6M ago22:52

22:52

Welcome to Savvy Up, your guide to financial wisdom and life strategies. Segment 1: Year-End Reflection · Review last year's goals: · Celebrate successes and learn from challenges. Segment 2: Preparing for Next Year · College funding strategies. · Prioritize big projects efficiently. Segment 3: Managing Emergencies · Building an emergency fund. · C…

1
CEO Jim Popp takes the Mic: Exploring Your Finances through the Ages, Plus a 2024 Outlook 15:22

7M ago15:22

15:22

Welcome to a special episode of the "Your Money. Your Mission." podcast, where our CEO, Jim Popp, joins host Kelly Mould to reflect on 2023 and share insights into what lies ahead in 2024. From the podcast's success to economic volatility and generational shifts, Jim and Kelly discuss the surprises of the past year. They also preview what is to com…

1
Year End Financial Strategies 8:25

7M ago8:25

8:25

Welcome to Savvy Up, your go-to for simplified financial insights. In today's episode, we're covering key year-end strategies for a financially sound future. Let's dive in! Segment 1: Gifting for the Holidays – Smart Down Payments As the holidays approach, clients consider unique gifts like down payments. We explore tax implications, and the import…

1
3 Big Retirement Planning Questions | Proactive Wealth Process 14:22

8M ago14:22

14:22

Welcome To The Proactive Wealth Process. In this episode, Rachel Ivanovich, EA, MBA and Catherine Magaña, CFP® discuss 3 big questions. So if you want to know how much to save, what to invest in, and when to start investing so you can avoid running out of money in retirement, tune in now! In this episode, you'll discover: “3 Big Retirement Planning…

1
Portfolio Management 101: What You Need to Know for Long Term Financial Growth 34:55

8M ago34:55

34:55

Wondering how to build a strong foundation for financial success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Dominic Ceci, Senior Vice President and Director of Portfolio Management & Trading at Johnson Financial Group, to shed light on some key insights to help new investors navigate the complex financial landscape. This epi…

1
WIN, Women's Inclusion Network, Personal Finance Q&A 13:03

8M ago13:03

13:03

We were honored to be invited to speak at the Women’s Inclusion Network recently. It was a wonderful experience and we particularly enjoyed answering questions at the end of the presentation. In this episode we are going to share some of the questions and answers that came up at that event. How to create a budget? What should I be doing at age 27, …

1
Legacy Planning: Creating a Positive Impact for Loved Ones 18:06

8M ago18:06

18:06

How do you leave a lasting legacy and set your family up for future success? In this episode of “Your Money. Your Mission.”, Kelly speaks with Joe Maier, an attorney and Wealth Strategy Director at Johnson Financial Group, to help guide you through the importance of legacy planning. They explore the pivotal difference between estate planning and le…

1
Home Sweet Home: Navigating Today's Housing Market 19:02

9M ago19:02

19:02

Wondering how to navigate today’s housing market when it comes to buying your first home, next home or the potential benefits of investing in rental properties? In this episode we help answer your questions on the housing market with Loren Fellows, Vice President of Mortgage Production at Johnson Financial Group, bringing over two decades of expert…

1
Cash Strategies That Can Help Safeguard Your Wealth and Maximize Returns in Turbulent Financial Times 14:48

10M ago14:48

14:48

Are you looking to generate safe returns in volatile times? In this episode of "Your Money, Your Mission.", financial experts Eric Bernal and Luke Kasten, both from Johnson Financial Group, provide valuable insights into cash strategies. The conversation revolves around various scenarios, including managing surplus cash for businesses, transitionin…

1
Demystifying Private Banking: What You Need to Know 14:47

10M ago14:47

14:47

What is private banking and is it right for you? How does it exactly work and what are the benefits? In this episode of “Your Money. Your Mission.”, Kelly speaks with Jackie Ruppel, Senior Vice President of Private Banking at Johnson Financial Group, to discuss benefits of private banking and how it can provide personalized financial solutions to c…

1
Navigating Behavioral Investing: The Key to Financial Success 22:41

11M ago22:41

22:41

Wondering how to make good decisions when it comes to investing amidst the daily barrage of negative news affecting the market? In this episode of “Your Money. Your Mission.”, Kelly speaks with Joe Maier, Director of Wealth Strategy at Johnson Financial Group, to tackle the challenges of investing during turbulent market conditions. Joe highlights …

1
5 Money Mistakes to Avoid as a Young Professional 16:40

1y ago16:40

16:40

What do you need to avoid to set yourself up for a successful financial future? On this episode of Your Money. Your Mission., Tim Kiesling takes a listener question and breaks down the common mistakes you should avoid and how to set yourself up for success. We dive into how to create a strong financial plan, the team you need to surround yourself w…

1
Get Out of Debt: How Busy Professionals Can Achieve Financial Freedom 14:34

1y ago14:34

14:34

As a former student that's not ready to sacrifice your quality of life, it can be difficult to make an impact on your student debt--even if you're a high earner. In this episode, Attorney Jillian Scheidegger joins us to break down her financial situation and how she was able to pay off her “mountain of debt” in only five years–all without going on …

1
How to Avoid Financial Fraud in 2023 11:23

1y ago11:23

11:23

Are you concerned about receiving unknown calls and texts related to paying bills, despite paying your bills on time? In this episode, Kelly speaks with Anisa Dunn, Senior Vice President of Private Banking for Johnson Financial Group, about how to protect yourself from financial scams and fraud. With increasing fraudsters’ tactics to scam people, i…

1
Welcome to Your Money. Your Mission. 3:28

1y ago3:28

3:28

Why are we launching a podcast? Ultimately to better serve you. With people spending more and more time consuming content through podcasts, videos, and social media, this will be a great outlet to dive into the financial topics you want to learn more about and provide expert advice. Jim Popp, CEO of Johnson Financial Group, joins us on this first e…

Podcasts Worth a Listen

Savvy Women Wealth Management Podcasts

Podcasts Worth a Listen

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