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Atara is an experienced attorney with expertise in securities class action litigation and securities regulation. As a securities class action attorney, her goal is to assist you in maximizing claim recoveries related to your investment portfolio, including direct claims, class action claims, class action settlement claims, derivative claims, tax recovery claims, and where appropriate to pursue whistleblower claims and other claims that will ensure and protect the integrity of the securities markets and your investment portfolio.
Episode Highlights:
Key Takeaway:
"The real message that I want women to take away, is let's free up our time to do our passion projects, to do the things that may bring us joy, and the things that make us happy to spend time with the people that we love."
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Website
Amber thinks of risk as a necessity. A non-negotiable in her life. Sometimes the idea of risk is uncomfortable and scary, but the idea of staying stagnant, not growing, and being the same person in the same place year after year is much scarier to her. She realized a long time ago that there will always be fear, but she refuses to let it control her.
Episode Highlights:
Key Takeaway:
"Women vouching for other women is so much important in growing our business and keeping it alive. Empowering women and showing support to each other can push us beyond our comfort zones to discover that we can be so much more."
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Website
Everything changed when Tess learned about the gender investing gap. When she learned that women not only get paid less but also invest less contributing to what's called the gender investing gap, she wanted to help make a chance. She has now been investing in real estate, the stock market, and businesses for over 10 years and is a successful investor. She made a few big mistakes that cost her thousands. She trusted a financial planner before educating herself on the basics of investing. They didn't make decisions in her best interest which cost her roughly over $200,000 over time.
Episode Highlights:
Key Takeaway:
"I would tell them that everything is figured out a bowl, there is always a way to figure out and you might not even accomplish that dream or goal, but there's always a way to at least try, and then you can learn from that failure"
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Celebrating her 23rd year in the Insurance Industry, Meg McKeen founded Adjunct Advisors LLC in 2018 with the essential belief that the way we sell insurance is ripe for change. Throughout her career, working both as an underwriter and agent within the insurance industry, Meg has held a seat at the table during thousands of insurance negotiations. Meg now holds space, at the crossroads of personal and professional development, for individuals as they grow their sales and leadership acumen through private coaching, consulting engagements, and the podcast she hosts, Bound & Determined℠. Meg’s contributions to the insurance industry have been recognized with her inclusion in Insurance Business America’s Hot 100 and Elite Women for 2021.
Episode Highlights:
Key Takeaway:
Being courageous for one thing or another can lead us to bigger opportunities. Taking risks for the right things could either break or make our lives. Whatever the outcome of taking a risk, remembering and processing the lessons and experiences that came from it could make perfect-fit pieces of a bigger puzzle of success for our lives
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Sarah Muniz's book Undiscovered Voices is a vital contribution to a major problem faced by the insurance and financial services industries - valuing the unique voices and talents of women. While women have long filled many roles in the industry, too often they have not been in positions of influence. Learn about Her Journey & Contributions She is making!
Episode Highlights:
Key Takeaway:
"Women take up the majority of the business industry yet only a few climb up the ladder of success due to gender bias, race, and the downplay of capabilities. It’s high time the norms and the system of refusing women higher opportunities and denying their strengths be taken down once and for all. Emphasizing that women are as valuable as the opposite gender while giving them their due merit is the best way the industry should thrive on."
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Website
Annabel Quintero is a certified wellness coach, best-selling author & DEI strategist. Also known as a "Cultural Wellness Coach". Her best-selling book Step Jump Annabel Quintero is a story of hope dedicated to helping others transform trauma into triumph. Her life was irrevocably altered on September 11th, 2001, when she narrowly escaped from the 46th floor of the One World Trade Center during the deadliest terrorist attack on U.S. soil.
Episode Highlights:
Key Takeaway:
"Women's future are not defined by their past traumas. We could have had so much pain and trouble back then, but our future lies ahead of us, bright and beautiful. Stay steadfast and strong, and we can transcend our previous tragedies and reach transformation."
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The third-generation professional in the insurance vertical, Sara brings more than three decades of agency ownership and management, complemented by a background in company commercial underwriting and cluster creation/management, Sara brings a wealth of industry experience and knowledge to the table. Her vast experience coupled with a keen sense of the dynamics of efficiency, and its impact on productivity uniquely suits her to meet a variety of operational, management, and marketing needs in agencies today. The founder of the Agency Opportunities department at Big I Oklahoma, Ms. Ray is also an executive coach and heads up the consulting practice designed to provide strategic resources, professional development, and management consulting services to BIGiOK members who are looking to thrive in today’s dynamic environment.
Episode Highlights:
Key Takeaway:
"When you see an opportunity ahead of you, seize it, and keep in mind that the rest of us are right here if you need us. There are a lot of amazing women out there, so you are never alone. I'm pretty passionate about educating, assisting, empowering, and encouraging women in general, and it's a part of the journey that you're on."
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Website
Blog
Adrienne Ostroff, FSA, EA, CERA, MAAA, and FCA is a credentialed actuary and business owner. She has a decade of experience delivering actuarial consulting services across healthcare, retirement, and other workforce risk areas at two large consulting firms. In 2020, she took a leap of faith and founded Athena Actuarial Consulting, a certified woman-owned small business focused on delivering innovative, technology-driven actuarial and workforce analytics solutions to the private and public sectors.
Episode Highlights:
Key Takeaway:
"It is what we all need to keep going in challenging times. When your business is your value, the life of an entrepreneur is a roller coaster filled with highs and lows. I find it fascinating to learn how other people have turned their beliefs into business. Therefore, maintain your current actions."
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Kim Reed is the co-owner of Purple Rose home with her mother Vicki Martelli. Purple Rose Home was started in 1997 when Kim was just graduating high school and going off to college to study fashion design. She had no intentions of later joining her mom, but in 2005 mom beckoned Kim's creativity into the shop and together they've been growing their vintage style home décor brand, locally and online. This month marks its 25th anniversary in business.
Episode Highlights:
Key Takeaway:
"I've been in a very reflective phase of my life, noticing both the highs and lows, and I have the perspective to see that this particular time is essential for our growth."
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Website
Lauren Golanty works with brands and organizations to turn their purpose-driven efforts into movements, as the Senior Director of Partnerships at Public Good. She spent 20 years in the professional services sector and now seeks to revolutionize that industry and others with the Safe at Work Policy, a Fast Company 2022 World-Changing Idea. Lauren now seeks to engage a massive community of people, particularly women, in the movement to change the workplace for the better.
Episode Highlights:
Key Takeaway:
"We had a system that worked and was standard, but as time went on, it became flawed and didn't work for everyone, especially women. Therefore, it is now in our hands to challenge it once more and refuse to be satisfied with it until it is suitable for all."
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Lauren's LinkedIn
Lauren's Website
Kit's LinkedIn
Kit's Website
Kit's Twitter
From the publisher's feed
Transcend With M is a global leadership and transformation podcast for ambitious leaders, founders, and professionals navigating growth, reinvention, and change in a rapidly evolving…
Hosted by insurance and innovation leader Monica Adwani, the show features powerful conversations with executives, entrepreneurs, and change-makers who have rebuilt, redefined, and elevated their paths across industries.
Each episode goes beyond achievement headlines to explore the real journey behind meaningful success: identity shifts, resilience, failure, courage, and evolution. Guests share how they navigated uncertainty, broke barriers, and built impact on their own terms offering insight for anyone stepping into bigger leadership or personal transformation.
Rooted in the belief that true success lives at the intersection of human potential and intelligent progress, Transcend With M explores leadership, entrepreneurship, reinvention, the future of work, and personal growth in complex environments.
Whether you’re scaling a business, evolving your career, or redefining your next chapter, this podcast offers perspective, strategy, and inspiration from voices shaping more human, conscious, and forward-thinking paths to success.
Because leadership isn’t just what you achieve, it’s who you become.