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#041 The Meno-money Mindset, with Rebecca Penny
Delighted to be speaking to Rebecca Penny, an Independent Financial Advisor, who helps women feel confident and in control of their finances during perimenopause and menopause, a life stage she is navigating herself, making her advice both relevant and relatable.
With over 25 years’ experience, Rebecca understands how menopause can affect careers, confidence and earning potential, often leading to career breaks, reduced hours and significant pension gaps. Yet this financial impact is rarely talked about.
Rebecca is one of the only advisers openly speaking about this overlooked issue. A trusted
media voice, she has appeared on radio and podcasts and has been featured in national
publications, sharing practical, jargon-free financial guidance that empowers women to
protect their financial future.
KEY TAKE AWAYS:
00:00 - Introduction to Menopause and Financial Planning
02:20 - The Intersection of Menopause and Financial Awareness
05:06 - Rebecca's Journey in Finance and Corporate Life
08:03 - Navigating Symptoms and Career Changes
10:56 - Starting a New Chapter: Setting Up a Financial Firm
12:32 - Overcoming Imposter Syndrome in a New Role
13:26 - Practical Financial Advice for Women
15:43 - Redefining Retirement and Financial Independence
19:35 - The Importance of Comprehensive Financial Planning
25:08 - Understanding Financial Behaviours and Patterns
26:56 - Navigating Financial Conversations and Mindsets
29:49 - Creating a Positive Spending Plan
32:56 - Engaging with Financial Guidance and Resources
USEFUL RESOURCES:
https://www.retirementlivingstandards.org.uk/
https://www.gov.uk/government/organisations/office-of-the-public-guardian
https://planitfinancial.co.uk/
Instagram: @menopausemoney
ABOUT THE HOST:
Anel’s passion to help others, is evident from her professional life, having worked extensively within Recruitment, Human Resources, and the Third Sector.
This passion is predominately the inspiration for her podcast.
Blindsided by the perimenopause, when it took hold with a vengeance at the start of Lockdown, Anél is fiercely passionate about raising more awareness of the perimenopause, menopause and post menopause, and will tackle many taboo subjects head on, as she is a strong believer in ‘knowledge is power’.
CONTACT ME:
LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7252979209604673536/
E-mail: [email protected]
View all episodes
By Anel QuilliamDelighted to be speaking to Rebecca Penny, an Independent Financial Advisor, who helps women feel confident and in control of their finances during perimenopause and menopause, a life stage she is navigating herself, making her advice both relevant and relatable.
With over 25 years’ experience, Rebecca understands how menopause can affect careers, confidence and earning potential, often leading to career breaks, reduced hours and significant pension gaps. Yet this financial impact is rarely talked about.
Rebecca is one of the only advisers openly speaking about this overlooked issue. A trusted
media voice, she has appeared on radio and podcasts and has been featured in national
publications, sharing practical, jargon-free financial guidance that empowers women to
protect their financial future.
KEY TAKE AWAYS:
00:00 - Introduction to Menopause and Financial Planning
02:20 - The Intersection of Menopause and Financial Awareness
05:06 - Rebecca's Journey in Finance and Corporate Life
08:03 - Navigating Symptoms and Career Changes
10:56 - Starting a New Chapter: Setting Up a Financial Firm
12:32 - Overcoming Imposter Syndrome in a New Role
13:26 - Practical Financial Advice for Women
15:43 - Redefining Retirement and Financial Independence
19:35 - The Importance of Comprehensive Financial Planning
25:08 - Understanding Financial Behaviours and Patterns
26:56 - Navigating Financial Conversations and Mindsets
29:49 - Creating a Positive Spending Plan
32:56 - Engaging with Financial Guidance and Resources
USEFUL RESOURCES:
https://www.retirementlivingstandards.org.uk/
https://www.gov.uk/government/organisations/office-of-the-public-guardian
https://planitfinancial.co.uk/
Instagram: @menopausemoney
ABOUT THE HOST:
Anel’s passion to help others, is evident from her professional life, having worked extensively within Recruitment, Human Resources, and the Third Sector.
This passion is predominately the inspiration for her podcast.
Blindsided by the perimenopause, when it took hold with a vengeance at the start of Lockdown, Anél is fiercely passionate about raising more awareness of the perimenopause, menopause and post menopause, and will tackle many taboo subjects head on, as she is a strong believer in ‘knowledge is power’.
CONTACT ME:
LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7252979209604673536/
E-mail: [email protected]