Banking On Girls

This episode is a rewind of my conversation with Judy Herbst, the Executive Director of Savvy Ladies, a non-profit organization that offers a FREE financial help line and financial planning education to women. Savvy Ladies is completely independent from any financial institution or organization and its resources are provided free of charge. You can find out more about Savvy Ladies here: https://ww...

This is episode is recorded at the 2024 Milken Global Conference in Beverly Hills, California. My guest  is Nicole Valentine, the director, Fintech at the Milken Institute with over a decade of financial services and innovation experience. Nicole's work engages policymakers to improve access to capital and financial inclusion. She is frequently featured in the media including CNBC, Forbes, USA Tod...

In this episode of Banking on Girls, I reflect on my experience at the United Nations 68th Commission on the Status of Women, highlighting the urgent need for gender financial inclusion. From the grandeur of the General Assembly Hall to intimate panel discussions, the event showcased global efforts to address disparities in economic empowerment. Insights from Nordic countries underscored persisten...

In this episode I speak with Josina Kamerling, the Head of Regulatory Outreach for the Europe, Middle East, and Africa (EMEA) region for the CFA Institute, about their recently released paper The Finfluencer Appeal: Investing in the Age of Social Media. Josina tells us that financial regulatory systems around the world are not fit for purpose for dealing with this new way of marketing financial ad...

This is a REWIND EPISODE where my guest is Karina Montilla Edmonds an aeronautical engineerr and leader in the field of innovation and technology transfer. Karina has a distinguished career spanning from the Obama Administration to tech companies such as Google. She currently serves as the Senior Vice President and Global Head of Academies and University Alliances at SAP, a multinational software...

My guest today is Elizabeth Rossiello  the CEO and founder of AZA Finance, a fintech company which is accelerating global access to frontier markets through an innovative infrastructure. In this episode Elizabeth tells us how she became one of the 1.5% of female fintech founders globally. Elizabeth also gives us a lesson on cryptocurrency, and tells us the most important money lessons she is tecah...

My guest today is Melanie Mortimer the President of the SIFMA Foundation. SIFMA is the Securities Industry and Financial Markets Association, and the SIFMA Foundation is the nation's leader in youth investor and financial education that ensures all young people, regardless of background, have access to transformative knowledge and tools to prepare for their financial futures. Melanie has a Master'...

My guest today is Martine Ferland, the Chief Executive Officer of Mercer, a $5 billion global leader in redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. She also serves as Vice Chair of Marsh McLennan, Mercer's parent company, the leading global professional services firm in risk, strategy and people. In this episode Martine tell...

In this episode we discuss some of the early learning concepts for children that are thought to lead to adult money behaviors and habits. We discuss ways in which parents can think about engaging children to develop their concepts and skills in some of these areas.

My guest today is Rebecca Maxcy, the Director and Principal Investigator at the University of Chicago Financial Education Initiative, where she has led the research and development of finEDge, a single-semester financial education course for high school students and Talking Cents, conversation cards developed to engage people in conversations about money.  She is also an author of Everyday Mathema...

Today I speak with Farnoosh Torabi, bestselling Financial Author and creator of the So Money Podcast, which has had over 25 million downloads. Farnoosh holds a degree in Finance and International Business from Pennsylvania State University and a Masters in Journalism from Columbia University. As one of the US's favorite money experts, she's been featured in countless publications and on TV, includ...

Today is a REWIND Episode where I speak with Lacey Filipich, the Founder of Money School which helps people become financially independent and raise financially capable kids. Money School is also the title of her award-winning book which was the winner of the best book 2022 at the Money Awareness and Inclusion Awards. Lacey graduated as valedictorian from the University of Queensland in Australia...

This episode is a Rewind Episode of my conversation with Entertainment Industry CEO Sarah Harden who leads Reese Witherspoon's company Hello Sunshine. Sarah has led Hello Sunshine's rapid growth as a premium content studio and direct-to-consumer media brand. Prior to her time with Hello Sunshine, she was President of Otter Media, and spent 10 years at News Corp/Fox, serving as Group Director at Ne...

My guest today is Lady Cherie Blair CBE KC, founder of the Cherie Blair Foundation for Women,  a leading international human rights lawyer, a passionate campaigner for women's equality, and wife of former British Prime Minister Tony Blair.  Cherie studied law at the London School of Economics, she's a King's Counsel, and a founding member of Omnia Strategy, a pioneering international law firm that...

My guest today is Mike Lanning, an attorney and scoutmaster extraordinaire! Mike is the Scoutmaster at Troop 223 in the Pacific Palisades, a suburb of Los Angeles where he has been Scoutmaster since 1953. Mike is an Eagle Scout himself and has received numerous scouting awards including Distinguished Eagle and Scoutmaster of the Year. This past year Mike was recognized as Citizen of the Year in th...

My guest today is Judy Herbst, the Executive Director of Savvy Ladies, a non-profit organization that offers a FREE financial help line and financial planning education to women. Savvy Ladies is completely independent from any financial institution or organization and its resources are provided free of charge. You can find out more about Savvy Ladies here: https://www.savvyladies.org/?gclid=CjwKCA...

In this episode I speak with Will Rainey, the founder of Blue Tree, a blog on financial literacy which he started up to help as many parents as possible teach their kids about money. In his blog Will covers some really great topics like the story of how basketball player Shaquille O'Neil went from poor to wealthy and the explanation for why diamonds are so expensive. Will is also the author of Gra...

In this episode of Banking on Girls podcast I speak with Nick Stone, Founder of Bluestone Lane, the fastest growing premium cafe brand in the US. Nick has excelled in three vastly different careers, as a professional football player in Australia, an investment banker, and now as an entrepreneur. Nick talks about the skills that helped him bridge 3 very different and succesful careers. Nick tells u...

This episode is a REWIND of my conversation with Karen Holland, the Founder of  GiftingSense.org . If you've ever had a child come to ask you for something they want to buy and you've thought to yourself, if only they understood the value of money better, then today's episode is going to be extremely informative. Karen has created a FREE online quiz that is helping parents and schools teach kids t...

This episode is a rewind of one the most popular Banking On Girls episodes in which we learn practical tips and advice on raising kids with financial literacy from a Professor of Finance. In this episode we speak with Professor Julia Plotts, the Academic Director of the Masters of Finance program and Professor of Clinical Finance and Business Economics at the USC Marshall School of Business- where...

My guest today is Rekha Mody, a philanthropist and women's activist based in Calcutta India. Rekha is the founder of 3 organizations: Divya Chaya Trust (1984) -which rehabilitates and supports underprivileged children and destitute women. Habiart Foundation to promote contemporary art, and spearheaded Sphote  "A creative protest against terror" in 2001. Sri Shakti (1998) - which translates as "the...

This week was a billion dollar week for girl power in LA.  Barbie and Taylor Swift ruled LA this week, and with two teenage daughters it was hard for me to escape the fever, with one local radio station even renaming themselves to SWIFT FM. Greta Gerwig's Barbie movie is estimated to have brought in $1b after  just 3 weeks at the box office. This makes Greta Gerwig the first solo female director w...

  My guest today is Berenice ("Bere") Giannini who is no stranger to innovation and success. Giannini is not a typical venture-backed founder. She's a Mexican immigrant, solo entrepreneur who launched and exited her first venture-funded company, eTailPet, after a 20-year-long career outside the tech ecosystem in only four years. After earning an MBA from the University of Southern California while...

My guest today is Zerbanoo Gifford, a human rights campaigner based in London, England, and founder of The ASHA Centre, a charity working for the empowerment of young people, sustainable development and peace & reconciliation worldwide.  Zerbanoo is the author of several books and holds countless awards  including the International Woman of the Year Award 2006  for her humanitarian work, which spa...

My guest today is Katrina Johantgen who is the Executive Director of the California School Finance Authority where since 2000 she has overseen the development of the state and federal charter school grant and loan programs. Under her leadership The California School Finance Authority has disbursed over $4 and half billion dollars to non-profit borrowers for educational facilities and student housi...