Latest InPersonal Finance
This is a special bonus episode on the heels of my new, exciting partnership with Citizens Bank. I normally don’t publish new episodes on Thursdays, but this one couldn’t wait!
"We’re aiming to deliver on both purpose and profit. We’re focusing on companies that are in areas like social and environmental challenges that we’re all facing...What’s different about Swell is that we really focus on companies in our portfolios that are addressing these challenges and the business and the product and the service that they have."
"There's just so many issues around where women are not being treated equally. And yet women, it's like none of us were talking about women's empowerment...So I looked at media and events and I thought "Wow, you know, we're being fed fashion and beauty and fun, we're not really being fed empowerment and role models,” and so the idea of S.H.E. Summit was born."
"I want to help my parents who have never invested for their retirement. I'm 31 and my parents are 67 and 74. They currently have about $80K in cash that they keep handy. While they are getting by for now, my concern is they don't have enough should they need long term care. Where should I start by helping them?"
"The main thing that keeps me going is I really see creating media as an opportunity to help people discover something that they didn’t necessarily know before, or get them curious to discover more about something about their world or themselves that they didn’t know. That’s exciting to me."
"There's a lot of research that the best thing for children is financial security. Not only is it great for women but for our economy overall. We need women to be working and earning, and taking responsibility for their personal finances."
"I'm in my early 30s trying hard to save money between contributing to my retirement account, future house down payment, travel funds, and emergency savings. That doesn't leave much left over to buy fancy clothes, shoes or cars. My question is... how do you fight the urge to keep up with the Joneses?"
"I started my own company because I was fed up with the industry of financial planners... I got sick of my bosses telling me, "You have to work with a 55 year old, white couple that's looking to retire tomorrow with a million dollars." Because that's not my life, right? That's not who I connect with."
"I asked my friend, "Hey! Can I take over the front part of your mosaic tile studio? I see an opportunity here to sell art." And she said, "Yes!" So, I started having exhibitions and reaching out to artists that I love, to say, "Hey! would you like to join my portfolio? I don't really know what I'm doing yet, but would you like to?" And, over the last 3 years I've amassed a beautiful collection of emerging artists."
