WISE PODCAST

If you are interested in learning about resources for women entrepreneurs or securing corporate and non-profit board positions, here's the WISE(R) podcast for you!

Linda DiMario is a mover and shaker here in Orange County. She is Director of Community Engagement for the Octane Foundation for Innovation. In that role, she leads the Foundation's Women Leaders of Octane initiative whose mission is to help women entrepreneurs access resources and extend their impact in the community.

WISE CEO Angela Dailey interviewed Linda on Octane's far-reaching impact in Orange County:

In this podcast you will learn:

· What resources there are for women entrepreneurs which are tailored to women's needs

· How to best position yourself and prepare for corporate board participation

· How non-profits can benefit from Octane's accelerator program

Bonus Feature: Hear about Linda's career journey that enabled her to make a significant contribution to economic development in cities across the country, to meet fascinating people from around the globe, and to be a role model to so many.

Best Advice: Don't let age define you and be true to yourself!

A Rewarding Long-Term Career in Finance: Nella Webster O’Grady, CFP built her skills then launched her own firm

Facing a Required Minimum Distribution from a Retirement Account? Consider Making a Charitable Gift

A Rewarding Long-Term Career in Finance: Nella Webster O’Grady, CFP built her skills then launched her own firm

If you missed our event last week, you missed very valuable insights from Karen Choi, Sarah Ketterer and Robin Potts interviewed by Consuelo Mack. In this special conversation with WISE, learn about how to succeed in finance from some of the nation’s best and brightest investors, whose firms collectively manage over $2.5 Trillion in assets, wherein they addressed the following:

●  2022 investment outlook in an inflationary environment for equity, real estate and bonds

●  Frank, honest career advice from incredible role models

●  Inspirational stories on reaching the top echelons in finance

Barron’s, the magazine of record on investments, puts together a yearly list highlighting the most powerful women in finance.  

Curious about how it all comes together and the stories of the women included? 

WISE Chief Executive Officer, Angela Dailey, interviews Barron’s Associate Editor, Reshma Kapedia, for our podcast series.  

They discuss:

-How the list is compiled-Progress in diversity efforts

-Why it is important to highlight powerful women in finance

-Lessons learned from the stories of this year’s survey

WISE Podcasts cover a range of topics from personal finance to career inspiration to be enjoyed at your leisure.  Check them out!! https://www.wiseinvestors.org/podcast

Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel Senior RDS at NuVision Federal Credit Union.

They discussed the following issues:

Don't miss the first in a new podcast series from WISE - a hallmark of our Tearing Down the Pink Wall series.

Stephanie King, CFA, WISE board member, interviewed Lindsey Knodel Senior RDS at NuVision Federal Credit Union.

They discussed the following issues:

Don't miss the first in a new podcast series from WISE - a hallmark of our Tearing Down the Pink Wall series.

Laura McDowell is a Director with Schwab Asset Management, and in this special conversation with WISE members, she will give us the strategies we need to stick with a sound financial plan.

In this workshop, Laura  will address the following:

Don’t miss this opportunity to learn how “Investing from the Inside Out" puts the heart in the center of investing and helps women focus on what they care about most.  At the end of this workshop, you will learn about her journey to pursue her passion and become an expert in her field.

Biography

Laura McDowell is a Director with Schwab Asset Management responsible for Family Office education supporting Schwab’s Investment solutions.She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a Certified Financial Planner (™) practitioner. She is an Accredited Investment Fiduciary (AIF), and holds Series 7 and 63 licenses.

* McKinsey & Company - Women in the next wave of growth in US wealth management, 7/20/20

“How prepared is prepared ENOUGH? We all know we should be prepared for the future— particularly the inevitable. But how many of us have actually taken that step? We have so many excuses: We’re too busy. It’s too much work. It’s complicated. My partner is taking care of it. It’s not my priority. But, in truth, you need to make it a priority or be prepared to face the punishing aftereffects of loss.”

Join us for a thought-provoking discussion with Susan Alpert who is an author and experienced life coach who will prepare you for “Hard Conversations that Can’t Wait.”  Among many other questions, she will address these topics:

Susan Covell Alpert is an author, speaker, entrepreneur, and frequent guest on national radio and television shows.  Susan has been the owner of several multimillion-dollar companies and has impressive experience in the fields of negotiation, finance, international services, and business. She holds a master’s degree in psychology and education from Brooklyn College in New York, and devotes much of her time to guest speaking engagements and pro bono work on the subject of of grief and preparing for the future. Susan resides in Newport Beach and Palm Desert, California.  www.susanalpertconsulting.com