Women Talking Money

In this episode of Women Talking Money, host Gretchen Betts welcomes Sasha Wakefield, founder of The Paraplan Project, to explore her unique journey in the financial services industry. Together, they uncover Sasha's early experiences with money, the role her career has played in shaping her financial outlook, and the valuable lessons she's gained along the way. The conversation touches on key them...

In this episode of the Women Talking Money podcast, host Gretchen Betts sits down with Freya Swenson Costello, a digital marketing agency owner and passionate advocate for neurodiversity. Freya shares her inspiring journey into freelancing and the pivotal role that open conversations about money play in her family dynamics. Together, they explore how Freya's neurodiversity shapes her approach to f...

In this episode of the Women Talking Money podcast, Gretchen Betts is joined by Natalie Collins, founder of Creative Collins Digital Marketing. Natalie opens up about her inspiring journey from working in marketing for over 20 years to transitioning into freelance life as a marketing manager. She shares the challenges and triumphs of running her own business, the lessons she learned about money fr...

In November the Women Talking Money podcast is celebrating International Men's Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money Gretchen chats with Phil Bray, 'The Financial Services Marketing Guy', founder of The Yardstick Agency, which is now the highest-rated agency specialising in financial services, providing marketing strategy, websites, bran...

In November the Women Talking Money podcast is celebrating International Men's Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money Gretchen chats with Nick Elston, an award-winning Inspirational Speaker and Founder of Forging People, specialising in mental health engagement and transformational speaking coaching. They discuss Nick's journey and the co...

In November the Women Talking Money podcast is celebrating International Men's Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money Gretchen chats with Lewis Roddy, Business Development Manager at Timeline, a DFM and fintech business with the mission to help millions of people retire with confidence. They discuss his journey with money and financial pl...

In November the Women Talking Money podcast is celebrating International Men's Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money, Lewis Byford, co-founder of Anthony George, shares his journey through the finance industry and how he launched his financial planning subscription-based recruitment company. Lewis opens up about the value of building str...

In this episode of Women Talking Money, Nicola Smith, owner of New Generation Virtual Assistance, shares her inspiring journey from a career in a FTSE 100 company to building her own business. Nicola opens up about the critical role virtual assistants play in helping small businesses thrive and maintain work-life balance. She also dives into her personal strategies for saving, financial planning,...

In this episode of Women Talking Money, Gretchen Betts chats with Zoe Thompson, a coach, trainer, and speaker building confident leaders and entrepreneurs. Zoe opens up about the challenges of moving from the public sector to self-employment, her journey, shedding light on the shifting money mindset that comes with this transition. She shares insights from her upbringing, where the focus was on sa...

In this episode of Women Talking Money, Gretchen Betts chats with Grace Quantock, Psycho Therapeutic Counsellor, Researcher, Writer and Advocate. Grace helps marginalised people to live well with pain, illness and trauma and believes life should be celebrated. They talk about Grace's recently launched book, Living Well with Chronic Illness, emphasising the significance of a tailored approach to he...

In this episode of Women Talking Money, Gretchen Betts chats with Sarah Williams, Director at Morwell Talent Solutions, which offers a bespoke service to both clients and candidates. Sarah shares her journey of launching a recruitment business and managing her finances. She stresses the importance of living within your means and being smart with money. Sarah discusses how she stays on top of her b...

In this episode of Women Talking Money, Gretchen Betts chats with Jen Williams, CEO and owner of Exec Support Solutions and Exec Recruitment Solutions. Jen shares her journey as a business owner and her thoughts on work-life balance. She opens up about how her upbringing shaped her attitude towards money, sharing the budgeting strategies that have helped her maintain financial stability in both he...

In this episode of Women Talking Money, Gretchen Betts chats with Rhian Bowden, a physiotherapist and wellness advocate. Rhian shares her journey of setting up her own business, One-to-One Therapy, and her passion for holistic health and wellbeing. She discusses the importance of addressing the root causes of physical and mental health issues and shares her own experiences of overcoming anxiety an...

In this episode of Women Talking Money, Gretchen Betts chats with Rebecca Shannon, the inspiring owner of Compliment Coaching and describes herself as   the Queen of heart led leadership. Rebecca opens up about her passion for heart-led leadership and how to build a life we truly love. She delves into her personal money journey, from experiencing wealth to facing financial insecurity, and why it's...

In this episode of Women Talking Money podcast, Gretchen Betts chats with Carla Hoppe, the owner of Wealthbrite, an award winning adult education company. They dive into why financial skills training is so important in the workplace and how poor financial literacy can impact businesses. Carla shares her own money story, reflecting on how cultural and religious influences shaped her upbringing. She...

In this episode of the Women Talking Money podcast, Gretchen Betts chats with Dr. Moira Somers, a psychologist and family wealth consultant, about the fascinating psychology behind money. They cover a range of topics, from childhood memories about money to negotiating salaries, striking the right balance between saving and enjoying wealth, and why it's so important to have open conversations about...

Today, I'm joined by Clare Delaney , Director of Operations at Nextgen.   Clare has a diverse background in financial planning, having been a financial advisor, paraplanner and working in compliance before moving to Operations.   Clare describes her role as piecing together Nextgen's products like a complex puzzle ensuring everything runs smoothly.      Clare deals with everything from contracts,...

Today, I'm joined by Nikki Williams, the Founder of The Modern Launch Club, an online education company committed to supporting entrepreneurs to turn their expertise into profitable businesses.   Nikki launched her first online business in 2020, specializing in wedding planning for brides. Over time, she built a vibrant community of over 8,000 brides and continues to support couples across the UK....

Today, I'm joined by Kate Philips, Regional Director at Timeline, a Discretionary Fund Management Company.    Kate's job is to help financial advisers by presenting them with Timeline's solutions and technology, identifying suitable portfolios for their clients. Kate's mission is to get consumers and financial advisers to think differently about the way people maximise their investments to ensure...

Today, I'm joined by Beth Jenkins an Online Business Manager & Systems Strategist   Beth supports business owners to optimise their businesses so that they can experience the freedom they set out to achieve. With over 6 years of experience working in large UK charities in Partnership Development and a passion for bringing simplicity and flow to the online space, Beth started her business to suppor...

Today, I'm joined by Hayely Rabbets the head of the Verve Foundation   The Foundation aims to do good in the financial services industry, investing in the future of finance and making it a more diverse, accessible, innovative and welcoming place to be.     Hayley has the classic story of 'falling into finance' back in 2007. Hayley has worked in almost every role possible within an IFA firm, from R...

Today, I'm joined by Hope Coumbe, the Editor of The Professional Advisor, a specialist publication that creates content for the Independent Financial Advisor community in the UK.   Hope was highly commended for Willis Towers Watson's DB Journalist of the Year in 2021, and shortlisted for Headline Money's Rising Star of the Year and Financial Health and Life Insurance Journalist of the Year awards...

Today, I'm joined by Sian Fisher, a seasoned HR Consultant and Confidence Coach.   Sian's dedicated to empowering women to feel genuinely confident, inside and out. She firmly believes that confidence unlocks endless possibilities and allows your true brilliance to shine through.   Sian's mission is to inspire others to pursue their dreams with self-assurance, turning aspirations into tangible ach...

This week I'm joined by Gemma Fenton. Gemma has been in the financial services industry for the last 25 years and is now working within the Nucleus Group.   She specialises in commercial property pensions under the Talbot and Muir brand.   Gemma has the diploma in financial planning and is still studying and aiming to complete advanced financial planning modules over the next few years to achieve...

This week I'm joined by Katie Bullon. Katie has worked in Marketing for 20 years, with in-house marketing teams in a variety of international, B2B and B2C roles.   Following the birth of her first child in 2014, Katie decided to invest in a digital marketing consultancy, Activ, as a franchisee covering South Wales.   In 2021, Katie negotiated a buyout of the Activ franchise and is now Activ's Mark...