Ep 139: Yes, Women Want & Need Different Financial Advice

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 12 December 2018

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We’ve got the O.G. B.F.F. (best financial friend) on the show this week. Shannon McLay is the founder and CEO of The Financial Gym, a financial services company that’s disrupting the industry’s approach with women (and some men) on how they overhaul their relationships with money and work towards financial success. We discuss why women want (and need) different financial advice, what's working, what isn't and how Shannon is successfully raising capital for her company from men who can't relate. In Mailbag, we answer your questions on finding a job in the financial services industry, balancing wants vs. needs and understanding an annuity alongside other retirement accounts. Finally, because there’s so much going on in our world that’s blazing a light on our differences rather than our similarities, we thought it would be nice to focus on something we all want: happiness. Join us in Thrive. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	You're listening to an airwave media podcast.
0:04.0	Her money is made possible.
0:07.0	Her money is made possible by Fidelity Investments.
0:14.0	Together we're encouraging you to always be in the front seat when it comes to your money.
0:19.0	Discover how at Fidelity.com slash Front Seat.
0:24.0	Her money comes to you through PRX. Hey everybody it's it's Jean Chatsky.
0:38.4	Welcome to Her Money and we've got the OG BFF that would be your best financial friend in the studio with me this week.
0:48.0	All right, I'm going to confess I had to ask Kelly what OG means because I've never heard it. She writes these intros from me sometimes and okay.
0:57.4	And I'm not that cool.
0:58.4	I was wondering who the OG was. I can't believe I'm the OG.
1:00.9	You're the OG. I didn't know it was me. I thought we were talking about you.
1:04.3	We are talking to Shannon Mclay and Shannon is the founder and CEO of the
1:09.3	Financial Gym. They are a financial services company that is disrupting the industry's approach with women and some men.
1:19.0	We do need to note on how they overhaul their relationships with money and work toward financial
1:28.2	success.
1:29.5	She is also the host of the award-winning podcastini's and your money and it's a little too
1:35.2	early in the day for a martini I'm drinking coffee.
1:37.8	It's all good.
1:38.8	Shannon welcome.
1:40.8	Thank you so excited to be here.
1:43.0	The OGBFF.
1:44.0	That's high praise from Kelly.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Jean Chatzky Her Money, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Jean Chatzky Her Money and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.