Your Money Story

Feminism in Financial Advice - Trish Gregory

Feminism in Financial Advice In today's episode, we're joined by Trish Gregory, an advocate for including the feminist lens in financial advice. Trish discusses the significance of supporting women within the financial advice profession and beyond. Insights into the challenges women face in the workplace, particularly regarding personal experiences and life cycles. Creating Inclusive Workspaces: Trish highlights the importance of fostering openness and inclusivity in workspaces, especially concerning topics such as women's life cycles. Discussion on how Fox & Hare, leads by example with inclusive company policies and practices. Humanising Financial Advice: Trish emphasizes the importance of bringing the human side to financial advice, going beyond numbers to build meaningful relationships with clients. Insights into how open conversations and empathy contribute to creating a supportive and empowering environment for clients. Role Modelling Diversity and Inclusivity: Trish shares how Fox & Hare serves as a role model in promoting diversity and inclusivity within the financial advice profession.Discussion on the impact of company culture on attracting and retaining talent from diverse backgrounds. Empowering Professionals and Clients: Strategies for supporting individuals on their financial journeys, regardless of their background or life circumstances. Trish's advocacy for creating spaces where all individuals feel valued and empowered to achieve their financial goals. Stay tuned for more thought-provoking discussions as we continue to explore Your Money Story. Connect with Trish on Social Media (LinkedIn, Instagram and Tik Tok) Don't forget to subscribe and share your thoughts on today's episode!   General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

It's Not About the Money - Jenny Rolfe-Wallace

Episode Title: It is Not About the Money with Jenny Rolfe-Wallace Introduction: Joining us today is Jenny Rolfe-Wallace, owner of Sprout Education Group, and a passionate advocate for uplifting women in the financial services profession. Jenny is self-described as a feminist, financial education specialist, bibliophile and thrives on helping people change how they think and feel about money. Key Discussion Points: Jenny's Journey in Financial Advice: Jenny takes us on her journey in financial advice, starting in 1999. Insights into the challenges and triumphs she faced and how these experiences shaped her advocacy for women in the industry. The launch of her podcast “It is Not About the Money”: This is Jenny’s passion project to add much needed conversations with a feminist lens. Intersectionality: A deep dive into the complexity of intersectionality within the money conversation. Jenny's perspective on addressing the unique challenges faced by women with diverse backgrounds and experiences. Championing Women inFinance: Jenny's role as a cheerleader for women in finance, offering support and guidance that she wished for earlier in her career. The value of collaboration and how it plays a pivotal role in advancing the outcomes of women in the financial services profession. International Women's Day Beyond Symbolism: Jenny shares her firm views on approaching International Women's Day in a meaningful manner. Insights into organising her recent "It's Not About the Cupcake" IWD event, focusing on paying speakers and ensuring a diverse panel, despite being a micro-business. Financial Literacy vs. Financial Capability: A critical discussion on why the focus should shift from financial literacy to financial capability. Jenny's perspective on measuring financial success and the importance of empowering individuals to navigate their financial journey effectively. Book Recommendations from Jenny: Jenny, an avid reader, shares some of her favourite finance books. Discussion on the growing trend of finance books authored by women, providing more relatable content for women in finance. Links: Sprout Education: https://sprouteducation.com.au/ It’s not About the Money Podcast: https://open.spotify.com/show/42wzpQWPbbs54kCWAmFuYg?si=740ba3310007404d Don't forget to subscribe and share your thoughts on today's episode! General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

DEI Action, Not DEI Talk - Tim Henry

DEI Action, Not DEI Talk Introduction: Welcome back to "Your Money Story," where we dive deep into crucial financial discussions. Season kick-off with our regular guest, and ally Tim Henry, sharing his views on the WGEA gender pay gap report, especially how it pertains to the financial planning profession Key Discussion Points: Gender Pay Gap in Financial Planning: nsightful take on the WGEA Gender Pay Gap report and its implications for the financial planning profession. Tim advocates for increased representation, citing that only 23% of financial advisers are women. Impact on Financial Advice: Tim delves into his belief that having more women in financial advisory roles can significantly enhance the accessibility and appeal of financial advice. Discussion on the correlation between gender diversity in the industry and the broader reach of financial planning services. Scathing Critique of Gender Pay Gap in Financial Services: Tim doesn't hold back in criticizing the gender pay gap results within the financial services industry. Analysing the implications of these disparities and their effects on both professionals and clients. Progress on Diversity, Equity, and Inclusion (DEI) Strategies: Tim shares his journey in implementing DEI strategies within his business, Aspire Planning. The use of Financy's Impactor program as a benchmark for measuring progress and impact. Real-world examples of initiatives aimed at fostering a more inclusive and equitable work environment. Guest Profile: Tim Henry, owner of Aspire Financial Planning and host of "The Grass is Greener" podcast. Stay tuned for more enlightening episodes as we navigate the intricate web of Your Money Story. Links: Aspire Planning: https://www.aspireplanning.com.au The Grass is Greener Podcast: https://www.tgigpodcast.com.au/ Don't forget to subscribe and share your thoughts on today's episode!     General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Fix the System, Not Women - Lacey Filipich

Welcome to Season 4 of "Your Money Story!" We kick off our new season with a powerhouse guest, Lacey Filipich, a regular season starter and a change-maker. As we launch just before International Women's Day, Episode 1 dives deep into a crucial topic - the myth of Imposter Phenomena and why fixing the system is the real solution. Show Notes: Joining us for this impactful conversation is Lacey Filipich, an advocate for real change. Launching just before International Women's Day, we're thrilled to bring you a discussion that challenges the status quo. Exploring the Myth of Imposter Phenomena: Lacey Filipich shares insights into the myth of Imposter Phenomena and why it's not a syndrome. Delve into the damaging effects of perpetuating this myth, especially for women in various fields. Title of the Episode: "Fix the System, Not Women": Uncover why fixing the system is the key to empowering women and creating a more inclusive environment. Lacey's perspective on real change for International Women's Day. Real Change for International Women's Day: Lacey provides actionable steps and strategies for creating tangible change. A call to action for listeners to be a part of the solution. Closing Thoughts: Reflect on the importance of addressing systemic issues and supporting women in their authentic journeys. Stay tuned for more empowering conversations in Season 4! Links Mentioned: Stop Telling Women They Have Imposter Syndrome: https://hbr.org/2021/02/stop-telling-women-they-have-imposter-syndrome Imposter Syndrome is Sexist, Actually: Embracing Your Feelings as Protest: https://bookishbrews.com/overcoming-imposter-syndrome/#:~:text=Through%20this%20lens%2C%20we%20already,was%20never%20meant%20to%20exist Financy Women’s Index: https://financy.com.au/financy-womens-index-report/ Workplace Gender Equality Agency: https://www.wgea.gov.au/about/reporting How to Connect to Lacey: Follow Lacey Filipich on LinkenIn and MoneySchoolOrg on Instagram and Facebook. https://www.moneyschool.org.au/   Thank you for joining us in Episode 1 of Season 4! If you enjoyed this episode, don't forget to subscribe, leave a review, and share it with your community. Together, let's continue rewriting our money stories. Until next time, stay empowered!   General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Season 4 Trailer

Hello, beautiful souls! I'm Dawn Thomas, your host of 'Your Money Story,' the podcast where we dive deep into the tales of incredible individuals who have paved their own way, faced challenges head-on, and are making waves in the world. Welcome to Season 4 As we embark on this new season, we're delving into stories of resilience, empowerment, and breaking through barriers. This isn't just about money; it's about the journeys that shape us, the voices that inspire us, and the impactful work that changes our world. Get ready for conversations that challenge the status quo, discussions on feminism, bridging the gender gap, and finding the courage to walk your own path. It's about more than just dollars and cents; it's about reclaiming our narratives, especially as women navigating the realms of finance, purpose, and influence. I've lined up some extraordinary guests for you this season. They're not just sharing their success stories; they're baring their souls, revealing the raw and authentic moments that led them to where they are today. These are stories of triumph, heartbreak, and the unwavering belief in creating a better world. I'm not just your host; I'm a financial adviser, a mother of three, and a Ph.D. student delving into the superannuation experiences of Gen Z. Together, we're going to explore the intersections of money, purpose, and the power of our voices. So, join me, Dawn Thomas, on 'Your Money Story.' Let's uncover the narratives that shape us, ignite the spark of change, and empower each other to rewrite our own stories. Subscribe now, because this season is not just about money; it's about rewriting the script of our lives. Season 4 drops soon. Get ready for a journey of discovery, empowerment, and the courage to redefine your money story. Until then, stay inspired, stay empowered, and I'll catch you in the next episode!