WISE PODCAST

Meet Dawn Reese: Social Innovator at The Wooden Floor 

Are you passionate about education and youth development? Then you won't want to miss this episode of How Do They Do It? Angela Dailey, CEO of WISE (Women Investing in Security and Education), chats with the incredible Dawn Reese, CEO of The Wooden Floor. 

Dawn is a social innovator who uses her unique blend of business, technology, education, and arts expertise to propel young people forward. Discover her inspiring story and how The Wooden Floor is transforming lives. 

This episode will cover: 

Feeling inspired to make a difference? Learn how you can get involved with The Wooden Floor and support their vital work. Visit: https://thewoodenfloor.org/

Visit our website at: www.wiseinvestors.org

In this episode join WISE for an inspiring conversation with Marla Sofer, an executive who transitioned from corporate strategy to fintech, launching Knomee, a groundbreaking financial wellness app empowering women and facilitating connections with financial service providers. Marla's journey stemmed from recognizing the challenges women face in making financial decisions, and the corresponding struggles encountered in meeting women’s needs. Much of this starts with understanding your financial identity. Listen in to learn about what your financial identity is and why it is so important.

As the founder of two women’s networks, Marla is dedicated to empowering women to achieve their desired futures by aligning their values, goals, and priorities. Tune in to discover how to navigate your financial journey and realize the future you've been dreaming of.

Learn more at www.wiseinvestos.org and www.knomee.com

#financialwellness #womenempowerment #fintech #finance #money #financialgoals #financialfreedom

GET EXPERT GUIDANCE FROM TODAY SHOW'S MONEY MAVEN, JEAN CHATZKY, AND WALL STREET JOURNAL'S STAR, VERONICA DAGHER.

Invest in YOU! Build a brighter financial future. 

Missed our empowering event on career advice and investment insights? Don't worry, you can still access the valuable knowledge shared by our amazing speakers!

In this recording, you'll gain valuable insights from:

Learn More at: www.wiseinvestors.org

In this episode, we interview Xandra Laskowski, the founder of OSEA Angel Investors, a woman-focused angel investment group based in Orange County, California. Xandra has over 25 years of experience in the tech industry, and she has been an angel investor for over 10 years. She is passionate about helping women entrepreneurs get the funding they need to grow their businesses.

In this episode, Xandra shares her insights on angel investing, and she gives advice to women who are interested in becoming angel investors. She also talks about the importance of networking, building relationships with other women in the investment community, and being radically open-minded.

This episode is a must-listen for any woman who is interested in learning more about angel investing or who wants to connect with other women in the investment community.

Learn more about WISE at www.wiseinvestors.org

Learn more about OSEA Angel Investors at www.oseaangelinvestors.com

In this episode of the WISE podcast, we're talking to Carleton English, a financial journalist at Barron's, about how to choose a financial advisor. Carleton will discuss the different types of advisors available, the pros and cons of working with an advisor, and how to find the right advisor for your needs.

We'll cover the following topics:

We'll also talk about Carleton's own career journey, from her early days as a financial journalist to her current role as a TV personality. Carleton will share her advice for those starting out in their careers, as well as those who are considering a career change.

So if you're thinking about hiring a financial advisor, or you're just curious about how the process works, this episode is for you. Tune in to learn more from Carleton English!

Learn more about WISE at ⁠www.wiseinvestors.org

Wealth Building Tips for Women

Featuring Kimberlee Davis, J.D., CDFA®

Building wealth might sound like an overwhelming goal — but it’s not as hard as you might think! Once you understand the importance of a positive money mindset and the basics of financial literacy, you'll be surprised to find that building wealth is easier than you thought.

KIMBERLEE A. DAVIS, J.D., CDFA®

MANAGING DIRECTOR, PARTNER

Kimberlee Davis is a Wealth Manager, Certified Divorce Financial Analyst, host, and author of The Fiscal Feminist, a book and podcast about women and their relationship with money and finance. Her mission is to help women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing. Kimberlee has more than twenty-five years of finance, legal, and corporate experience. She is currently a Managing Director and Partner at the private wealth management firm, The Bahnsen Group.

Gena Reed’s philanthropic journey began in high school, where she led a team supporting a young African girl, Emma, needing financial aid for school and food. Many car washes and brownie and cupcake sales were involved. Thus, Emma was the genesis of Gena supporting others less fortunate. After university, her career at a major pharmaceutical company was very successful, having been put on a “fast track.” In 1990, she and her husband launched a contract research company and grew the business into an global enterprise, having offices in the U.S., U.K., Poland, and India. She continued to support philanthropic groups, including the environment, women’s rights, and the childhood education. Working with Girls Inc. and Samueli Academy made her realize how uneven the playing field still was for girls and women. She became committed to supporting them offering college scholarships. While attending a Spanish immersion program in Guatemala, she saw the same struggles for the girls there, which resulted in her building a training center in one of the poorest communities of Panajachel, Guatemala.

“I have been very fortunate and am compelled to help others so they can have an opportunity to be successful. I believe women belong in all places where decisions are being made and therefore focus on the education of girls, women, political action, and civil rights.” – Gena Reed

Reshma Kapadia is one of the most admired and influential financial journalists in this country.  As Associate Editor at Barron’s Reshma is a member of the team that screens the 100s of nominations for their most influential women in finance list.  Hear WISE CEO, Angela Dailey interview Reshma about the getting this list together and the stories behind the names:

- What does it take to make the list?

- How has the list evolved?

- How close are we to parity in finance?

- Hear why these uber successful women believe in mentorship/sponsorship and paying it forward

Julie Hill is one of the highest profile and respected member of the Orange County business community and well known as a business leader, entrepreneur and philanthropist on the world stage.  Julie spoke candidly to WISE CEO, Angela Dailey, about her career as CEO and corporate board member sharing the strategies that led her to the pinnacle of the corporate world. Some of her insights are counterintuitive so you don’t want to miss this podcast.  The fascinating wide ranging discussion covers such wisdom as:   

- When opportunity knocks, just say YES

- Confidence – a critical attribute to success

- How to prepare for career moves – you don’t need to check all the boxes

- How to integrate into new business communities

- Lifting the curtain on corporate board rooms

- The importance of paying it forward by helping to advance women

Julie Hill is a member of the board of directors of Anthem (a Fortune 50 company and the largest U.S. health insurance company by member), The Lord Abbett Family of Funds, (a $180 billion New York-based mutual fund management firm), and UNYQ, a Silicon Valley based medical wearables company. She was previously on the board of Lend Lease, based in Sydney, Australia, (a $9 billion international construction, development, investment and management firm, publicly traded on the Australian exchange), and Holcim (US), the US operation of a Swiss company, as well as several other public corporate boards. Ms. Hill founded Hillsdale Development, a home building and land development company based in Newport Beach, California, in 1998, which she sold in 2003, and The Hill Company, which has a portfolio of interests. From 1991-1998, Ms. Hill was president and chief executive officer in the US of Costain Homes, a division of the Costain Group based in London, England. She was previously a senior executive with Mobil Land Development Corporation in Atlanta, Georgia, a division of Mobil Oil.

Ms. Hill is active in numerous philanthropic endeavors. She is currently Chair of the Board of Trustees of the University of California at Irvine (UCI), and is a past Chair of the UCI CEO Roundtable. She is a board member of Leaders’ Quest, and the Alliance for SoCal Innovation. She was a long-time Chair of the board of directors of Human Options, a shelter for abused women and children. As CEO of Costain Homes, the company built the ULI award‐winning domestic violence shelter. She served on the board of directors of the Orange County Community Foundation. She is a member of the International Women’s Forum and Los Angeles Trusteeship, and is a prior member of the Women’s Leadership Board of the Kennedy School of Government at Harvard. She has traveled to Burma to work with refugees, is a champion of various human rights organizations and several international women’s rights philanthropies.

She is past Chair of the Paul Merage School of Business board, and has served in various other capacities for the School of Social Ecology, the School of Biological Sciences, the School of Humanities, and the Women’s Opportunities Center. She has received the Amelia Earhart Award from the Women’s Opportunities Center, as well as the Glass Ceiling Award from the American Red Cross.

Ms. Hill earned a bachelor of arts degree in English from UCLA, and a master’s degree in marketing from the University of Georgia. She lives with her family in Newport Coast, California and London, England.