65. HERself Expert: Cameron Rogers, Financial Advisor on Why Women Need a Seat at the Money and Investment Table When Money and Investments are Being Discussed

HERself

Abby and Amy

Best Self, Comparison, Opportunity, Health & Fitness, Purpose, Grow, Education, Parenting, Honest, Vulnerable, Mental Health, Future, Kids & Family, Real, Self-improvement

4.9 • 1.8K Ratings

🗓️ 1 March 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today on the podcast we have financial advisor Cameron Rogers from @ellevest . This is an episode that you aren't going to want to miss. Cameron discusses everything from common financial mistakes that people make, to step 1 when it comes to investing, to whether you should be maxing out a 401K or investing elsewhere. This episode is jam-packed with investment information- and if you're thinking, "My husband handles our investments..." we made it with you in mind. The company she works for ...

Transcript

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0:00.0	As a woman, I think it's also hard to identify with the vast majority of advisors, financial advisors
0:07.2	at these financial institutions because 86% of them are men over the age of 50.
0:14.2	And so I stale of this because, you know, what happens when the tools and resources aren't
0:21.9	easily relatable or accessible to women? Well, women then don't invest.
0:30.4	I'm Amy. And I'm Abby. And as women, we are constantly comparing ourselves to others.
0:37.6	But your life isn't supposed to look like hers. Being your best self means standing firm in your
0:43.1	decisions and always being willing to grow with a purpose. We get vulnerable and real with an
0:49.2	honest look into the challenges and triumphs we all face. Every woman listening gets the opportunity
0:55.2	to choose what life looks like for herself. Today on the podcast, we have the pleasure of
1:04.8	interviewing Cameron Rogers. Cameron is a financial advisor and chartered financial analyst.
1:11.2	She works at Alivest, a company that was built by women for women. They are on a mission to get
1:18.4	more money into the hands of women. A decade ago, I was Cameron's personal trainer in Chicago
1:24.8	and I have absolutely loved seeing how successful she has become and what she's up to nowadays.
1:31.9	So, Cameron, we're excited to dive into all the important topics with you today. But please start
1:37.9	by introducing yourself to our listeners. Yeah, absolutely. Thank you, Amy and Abby. I am so
1:45.7	glad to be on an Amy. It's really fun to reflect back on that time 11 years ago. You know, provide
1:54.0	some context for the audience and your listeners. For me, when I met Amy, I had just graduated
2:02.1	college. So, I was 22 years old. I had just moved to a city, to a new city, the city of Chicago.
2:11.6	And so, I felt like I was perpetually cold during that time. I did toughen up, but I'm a
2:16.7	California originally. So, I wasn't very tough at the time. And I had just started my first
2:22.3	big investment job at a bank, which as wonderful as it was. You know, I was working 12 plus hours
2:28.9	a day at a desk. I was eating all of the things I ate in college, but not moving as I did in college.
	...

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