WISE PODCAST

Wealth Building Tips for Women Featuring Kimberlee Davis, J.D., CDFA® Building wealth might sound like an overwhelming goal — but it’s not as hard as you might think! Once you understand the importance of a positive money mindset and the basics of financial literacy, you'll be surprised to find that building wealth is easier than you thought. Discover the five steps to financial freedom. Learn...

Gena Reed’s philanthropic journey began in high school, where she led a team supporting a young African girl, Emma, needing financial aid for school and food. Many car washes and brownie and cupcake sales were involved. Thus, Emma was the genesis of Gena supporting others less fortunate. After university, her career at a major pharmaceutical company was very successful, having been put on a “fast...

Reshma Kapadia is one of the most admired and influential financial journalists in this country.  As Associate Editor at Barron’s Reshma is a member of the team that screens the 100s of nominations for their most influential women in finance list.  Hear WISE CEO, Angela Dailey interview Reshma about the getting this list together and the stories behind the names: - What does it take to make the li...

Julie Hill is one of the highest profile and respected member of the Orange County business community and well known as a business leader, entrepreneur and philanthropist on the world stage.  Julie spoke candidly to WISE CEO, Angela Dailey, about her career as CEO and corporate board member sharing the strategies that led her to the pinnacle of the corporate world. Some of her insights are counter...

Mercedes Shaffer is interviewed by Trae Lewis and shares her tips, pros and cons of buying a home in this current high interest rate environment, including advice for first time buyers and first time investors.   Mercedes Shaffer is an expert in Orange County real estate and has over 20 years of experience buying and selling properties and maximizing real estate investment portfolios. She has a ke...

Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® about the importance of asset allocation. In this interview you will learn: How an investor’s decision regarding mix of assets impacts future returns What factors to consider when tailoring an investment portfolio to suit your needs The role diversification plays in risk management How disciplined rebalancing (to keep asset all...

Recent statistics show there is one divorce in America every 36 seconds.  That equates to 86 divorces per hour, 2,400 divorces per day, 16,800 per week, and 873,600 divorces per year!  This could affect you or anyone you know. Sign up for our WISE Empowerment webcast event to see Inspired Financial's panel of divorce professionals.  They will discuss the divorce process in general,...

Whether you are participating in Medicare now, have Medicare enrollment in your future, or have a loved one participating, don’t miss this important podcast. Jan Walsh, WISE Board member and Insurance Executive with over 20 years' experience in Medicare, moderates a discussion with two certified Medicare agents:   Lina Thach & Andy Kien.  They discuss the ins and outs of various opti...

If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you! In addition to an MBA with a concentration in Financial and Portfolio Management, Evelyn has nearly 25 years’ experience in investments and personal finance to share with us. In this important online event for ALL investors, you will learn: What is the first thing t...

Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on estate planning, asset protection and estate litigation. Kinnery is currently a Partner at Mozingo & Patel in Irvine, California, and will elaborate on the following points: Does every adult need a Will? Should I choose family or a professional as an executor? Wh...

If you are interested in learning about resources for women entrepreneurs or securing corporate and non-profit board positions, here's the WISE(R) podcast for you! Linda DiMario is a mover and shaker here in Orange County. She is Director of Community Engagement for the Octane Foundation for Innovation. In that role, she leads the Foundation's Women Leaders of Octane initiative whose mission is to...

A donor-advised fund (DAF) is a tax-smart investment fund you can establish for charitable giving Streamline the process of donating appreciated securities for you and the recipient of your charitable gift Receive an immediate tax deduction; then, recommend charitable grants from the fund over time Facing a Required Minimum Distribution from a Retirement Account? Consider Making a Charitable Gift...

If you missed our event last week, you missed very valuable insights from Karen Choi, Sarah Ketterer and Robin Potts interviewed by Consuelo Mack . In this special conversation with WISE, learn about how to succeed in finance from some of the nation’s best and brightest investors, whose firms collectively manage over $2.5 Trillion in assets, wherein they addressed the following: ●  2022 inves...

Barron’s , the magazine of record on investments, puts together a yearly list highlighting the most powerful women in finance.   Curious about how it all comes together and the stories of the women included?  WISE Chief Executive Officer, Angela Dailey, interviews Barron’s Associate Editor, Reshma Kapedia, for our podcast series.   They discuss: -How the list is compiled-P...

Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel Senior RDS at NuVision Federal Credit Union. They discussed the following issues: Credit unions offer a variety of products similar to banks. Credit unions are not-for-profit financial institutions-- owned by and managed to benefit their member customers. Credit Unions may re-deploy earnings to their members in the form of higher i...

Did you know that women hold more financial power than ever?  By 2030, women could control $30 trillion in assets.* Laura McDowell is a Director with Schwab Asset Management, and in this special conversation with WISE members, she will give us the strategies we need to stick with a sound financial plan. In this workshop, Laura  will address the following: How to turn personal values and...

“How prepared is prepared ENOUGH? We all know we should be prepared for the future— particularly the inevitable. But how many of us have actually taken that step? We have so many excuses: We’re too busy. It’s too much work. It’s complicated. My partner is taking care of it. It’s not my priority. But, in truth, you need to make it a priority or be prepared to face the punishing aftereffects of loss...

SPEAKERS Yana S. Barton, CFA, VP, Director of Specialty Solutions, Eaton Vance Ellen Lee, Fundamental Portfolio Manager, Causeway Capital Management Sonali Pier, Managing Director, PIMCO Join us and learn from some of the nation’s best and brightest investors, whose firms collectively manage over $2 Trillion in assets. Hear about: 2022 investment outlook for equity and bonds Fascinating personal s...

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO, interviewed Tina Schackman, CFA, Principal, Benefit Financial Services Group. They discussed the pros and cons of leasing vs. buying a vehicle, covering these issues: Decision-making guidelines when making a large purchase Key distinctions between a lease vs. a loan Helpful hints when negotiating the purchase or lease of a vehic...

SPEAKER Tamsen R. Reinheimer, Esq, Mortensen & Reinheimer, PC, Certified Specialist in Estate Planning, Trust & Probate Law Do you already have an Estate Plan or need to start from scratch?  Did you know that changes in estate planning law are being considered in 2021? Women Investing in Security and Education (WISE) will present a seasoned specialist in Estate Planning to bring aware...

Listen to the podcast where Victoria Collins. WISE co-founder speaks to Angela Dailey, WISE Executive Director, about the founding of WISE.  In 1997, a group of women gathered to put on a conference on investing and the rest is history!  Also hear about Victoria’s career journey from a PhD in Psychology into finance.

Stephanie King, CFA, WISE board member, and 17-year veteran of PIMCO interviewed Erinn King, CFA, Managing Director, Payden & Rygel. They discussed the bond market and careers, covering these issues: Reasons why investors might consider including bonds in their diversified investment portfolio; The variety of investment options within the bond market; and The value of mentorship when changing...

Speakers Jane Buchan, PhD , CEO, Martlet Asset Management Andrea Eisfeldt, PhD , Professor of Finance, UCLA Anderson School of Management Katy Sherrerd, PhD , Partner, CEO, Research Affiliates 2021 Market Outlook What you should know about Socially Responsible and Alternative Investing Fintech Disruptors and the Future of Finance Reassessing Leadership in a Post-Pandemic World You can watch the vi...

Speakers Erin Browne, Managing Director, PIMCO Jane Buchan, PhD, CAIA, Chief Executive Officer, Martlet Asset Management Katy Sherrerd, PhD, Partner, CEO, Research Affiliates Investment Perspectives from a Group of the Most Influential Women in Investing A Discussion of Investment Strategies and Careers Moderated by Consuelo Mack, host of Public Television’s WealthTrack A rare opportunity to hear...

In these unprecedented times, there is more stress on marriages than ever, even in happy marriages.  Couples who are already unhappy may find they need coping strategies for managing their futures, if that means staying together or breaking up.  This virtual workshop is designed to help women take the next step, no matter where they are in the process of untying the knot. With the guidan...