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The Money with Katie Show

Fresh Invest x Money with Katie: Women’s Financial Wellness

The Money with Katie Show

Money with Katie

Investing, How To, Self-improvement, Business, Education

4.81.3K Ratings

🗓️ 15 September 2023

⏱️ 24 minutes

🧾️ Download transcript

Summary

Women and men can have very different lived experiences when it comes to money. We talk through what some of these differences are, discuss how they impact financial planning, and explore investing strategies that support women’s unique financial goals. About Fresh Invest: From market shifts to emerging asset classes, Fresh Invest breaks down the current financial climate, what it means to you as an investor, and actionable steps you can take to manage your money and set yourself up for a solid financial future. Join Morning Brew co-founder and executive chairman Alex Lieberman on his weekly deep dive with Fidelity guests. Custom music by Davis Jones. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

What's up, everyone? I'm Alex Lieberman, co-founder and executive chairman of Morning Brew. Welcome

0:13.9

to season four of Fresh Invest, the podcast where we explore all things investing, sponsored

0:20.0

by Fidelity Investments, and powered by Morning Brew. This time around, we are exploring

0:25.7

strategies and tips to help you invest wisely wherever you are in life. With help from

0:31.2

our friends at Fidelity, we'll dive into the investing life cycle in the context of today's

0:36.2

market landscape, emerging trends, and long-term wealth building strategies. Let's get into it.

0:46.3

Last week, we kicked off the season by talking about the economic landscape and market trends,

0:52.2

plus some of the investing vehicles well-suited for these conditions. This week, we're diving into

0:57.8

what financial wellness looks like for women from legal rights to cultural norms. Women and men have

1:04.5

historically had very different lived experiences when it comes to money. And while every person's

1:10.0

experience is unique, today we'll talk generally about what those differences are, how they impact

1:15.9

financial planning, and which investing strategies might be well-suited to support women's financial

1:21.6

goals. Cheshire, light on this very important topic. We have not won, but two special guests with

1:27.6

us today. Morning Brew's very own Katie Gatti Tossin, as well as Lorna Capista, head of women

1:34.5

and engagement at Fidelity. Thanks so much for joining Fresh Invest. Thank you for having us here today.

1:40.2

Before we hop into obviously an incredibly important conversation, we'd love just to

1:44.1

cover some intros first. So, Lorna, let's start with you. You introduced my title, but I think

1:49.0

more than anything else what's important in what I do day and night is focused on helping women

1:54.2

work as hard as they do. Across the firm, we're really focused on making sure we're building

1:58.4

experience, offerings, and solutions that are built to support women, given that they do have a

2:04.5

different life and financial journey. I also am the host of our Women Talk Money Community,

2:09.8

which I'm hoping we can get into a little bit. Hundreds of thousands of women come together to talk

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