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Nội dung được cung cấp bởi Julie Flynn. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Julie Flynn hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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112. Lis & Nitika from Aila Money

37:55
 
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Manage episode 392786202 series 3011006
Nội dung được cung cấp bởi Julie Flynn. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Julie Flynn hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Nitika and Lis from Aila Money discuss the gender wealth gap and ways to address it. They discuss Aila Money's innovative approach to equipping women with financial tools and knowledge. This includes a beta version of their not-yet-an-app, which focuses on life goal planning, not just finance, and understanding individuals' needs and wants for their life. Also discussed are the shifting patterns of wealth management in relation to women, the importance of investing, and the influence of language in financial advice and understanding.
01:58 The Importance of Financial Education for Women
02:47 Interview with Liz and Nikita from Aila Money
03:03 The Story Behind Aila Money
07:16 The Role of Language in Financial Advice
11:46 The Target Audience for Aila Money
27:16 The Importance of Investing

GUEST EXPERTS: LIZ PRAGER & NITIKA VYAS met at university. Over their careers they've come to see how much financial advice people with money have access to and the fact that the money advice gap is increasing! They have joined forces to co-found Aila Money, a digital financial coaching solution that helps people get more comfortable and confident managing their money. Aila combines technology, psychology, human coaching and financial advice to help people achieve their money goals.
Follow Aila Money:
Instagram | LinkedIn | Facebook | Web

YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.

Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.

Support the Show.

And if you enjoyed the show, please leave us a review.

We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via
instagram with your thoughts and suggestions.

  continue reading

129 tập

Artwork
iconChia sẻ
 
Manage episode 392786202 series 3011006
Nội dung được cung cấp bởi Julie Flynn. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Julie Flynn hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

Nitika and Lis from Aila Money discuss the gender wealth gap and ways to address it. They discuss Aila Money's innovative approach to equipping women with financial tools and knowledge. This includes a beta version of their not-yet-an-app, which focuses on life goal planning, not just finance, and understanding individuals' needs and wants for their life. Also discussed are the shifting patterns of wealth management in relation to women, the importance of investing, and the influence of language in financial advice and understanding.
01:58 The Importance of Financial Education for Women
02:47 Interview with Liz and Nikita from Aila Money
03:03 The Story Behind Aila Money
07:16 The Role of Language in Financial Advice
11:46 The Target Audience for Aila Money
27:16 The Importance of Investing

GUEST EXPERTS: LIZ PRAGER & NITIKA VYAS met at university. Over their careers they've come to see how much financial advice people with money have access to and the fact that the money advice gap is increasing! They have joined forces to co-found Aila Money, a digital financial coaching solution that helps people get more comfortable and confident managing their money. Aila combines technology, psychology, human coaching and financial advice to help people achieve their money goals.
Follow Aila Money:
Instagram | LinkedIn | Facebook | Web

YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making. Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.

Michelle Lambell started her career in financial services as a Stockbroker in 1999 undertaking both advisory and discretionary investment management. Today she is a Chartered Financial Planner, specialising in retirement planning advice, pensions and investments and a Certified Financial Coach.

Sara Walker is a financial planner and financial coach with 33 years’ experience in financial services. She wants all women to feel financially confident and uses her professional and life experiences to support and educate women over 40 so they in turn feel able to support and be role models for the younger women in their lives.

Support the Show.

And if you enjoyed the show, please leave us a review.

We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via
instagram with your thoughts and suggestions.

  continue reading

129 tập

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