The Purse Podcast

#162: Empowering women, financial planning, cash ISAs, economic shifts, and inclusive advice with Shaz Bishop

27 min · 24 apr 2026
aflevering #162: Empowering women, financial planning, cash ISAs, economic shifts, and inclusive advice with Shaz Bishop artwork

Beschrijving

Shaz Bishop is a wealth manager at RBC Brewin Dolphin. With over 21 years of expertise in financial services, Shaz advises private clients on comprehensive wealth strategies, including tax-efficient investments, pension planning, inheritance tax mitigation, trusts, and international investments. Her holistic approach empowers individuals and families to navigate complex financial landscapes with confidence. Beyond her advisory role, Shaz is a dedicated advocate for financial literacy and women’s empowerment in wealth management. As a mother to two young daughters, she champions diversity and inclusion in the industry, striving to create a future where equitable representation is the norm. She’s passionate about educating underserved communities and breaking down barriers to financial access, ensuring the next generation inherits a more inclusive financial ecosystem. We cover the following in our conversation: 02:22 Money origins story 03:24 Cash ISA changes explained 05:04 Women and investing shift 08:05 Retirement barriers for women 10:37 Choosing the right adviser 11:45 One size policy limits 13:50 Cashflow planning tool 15:18 Risk and advice framing 17:57 Reviews and life events 18:59 Family planning and pensions 22:37 Measuring success beyond markets 24:02 Industry gaps and wealth transfer 26:54 Closing ***

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Alle afleveringen

169 afleveringen

aflevering #166: Gender smart investing, climate action and systems change in finance with Sana Kapadia artwork

#166: Gender smart investing, climate action and systems change in finance with Sana Kapadia

Sana Kapadia is Chief Catalyst at Heading for Change, investing in solutions that advance climate, nature, biodiversity and gender equality. Her career has spanned gender and climate finance, impact investing and equity research. She is focused on leveraging capital as a tool for social change and to support deep and intersectional systemic shifts.  We cover the following in our conversation: 00:00 Welcome 01:44 Heading for Change mission 04:51 Why gender lens matters 08:41 Suzanne Biegel legacy 12:18 Understanding the 2X Challenge 14:33 From niche to mainstream 18:54 Climate and gender nexus 25:25 Inner work of systems change 29:44 Generational shifts in capital 32:02 Care economy as infrastructure 36:08 Measuring inclusion and impact 38:46 ESG and DEI backlash 41:33 Staying the course together 44:54 Redesigning finance for equity. **** The reports mentioned in this episode are: * Heading for Change *  Insights Reports [https://www.headingforchange.org/insights-report-2025] * Investment Toolkit & Guidance [https://www.headingforchange.org/headingforchange-tools] * Other  climate and gender Tools, Resources * Climate & gender investing overview [https://www.headingforchange.org/s/Climate-Gender-Investing_-An-Overviewpptx-7xwt.pdf] * Tools [http://headingforchange.org/s/Integrated-Climate-Gender-Investing-Frameworks.pdf] * Metrics [http://headingforchange.org/s/Compendium-of-Climate-Gender-Investing-Metrics.pdf] * Gender care and climate rubric [https://koreglobal.org/case-study/care-climate-private-sector-development/]  * Project Catalyst [https://sagana.com/report/project-catalyst-tracking-gender-lens-investing-in-private-markets/] & SAGE [https://impact.wharton.upenn.edu/wp-content/uploads/2022/08/project-sage.pdf] * Criterion report [https://www.criterioninstitute.org/resources/reimagining-gender-lens-investing-futures] * Pivotal care economy report [https://www.pivotal.com/media/the-care-economy-is-a-strong-investment-opportunity] ***

12 aug 202647 min
aflevering #165: Early-stage funds, female founders and healthtech with Triin Linamagi artwork

#165: Early-stage funds, female founders and healthtech with Triin Linamagi

Triin Linamagi is the Founding Partner of Arãya Sie Fund, an early-stage venture fund backing the next generation of women-led businesses in the UK and Europe. The fund invests at the pre-seed and seed stage across healthcare, climate, fintech, and deeptech/AI. She is also the Founder and CEO of Sie Ventures, an angel syndicate and capital platform. Sie Ventures improves access to high-quality investment opportunities for angel investors while supporting women founders through dedicated programs to help them fund and scale their ventures. Triin brings over a decade of investment experience across multiple venture capital funds. Prior to her career in VC, she spent several years as a founder and operator building technology companies, giving her a unique dual perspective as both investor and entrepreneur. 00:00 Guest intro 02:07 Smart menstrual cup investment 04:43 Why Emm matters for health 08:18 Founder origin and team 10:20 VC blind spots in femtech 13:46 Co-investing and role models 18:19 Launching Araya Sie Fund 22:29 Fund structure and community 26:12 British Business Bank investment 28:35 AI and deep tech gap 34:40 Fixing the capital system 39:26 Closing thoughts. ****

5 aug 202639 min
aflevering #164: From scientist to founder: Building Zonova and raising capital with Dr Georgia Fleet artwork

#164: From scientist to founder: Building Zonova and raising capital with Dr Georgia Fleet

Dr Georgia Fleet is a scientist turned entrepreneur on a mission to tackle one of healthcare's most persistent challenges: hospital-acquired infections. She founded Zonova on International Women's Day in 2023 and is as CEO & Co-Founder. A materials scientist by training, Georgia spotted how medical devices drive hospital infections, and how few commercial solutions exist to address it. Three years on, the company's Z-ROS® antimicrobial materials platform is in active commercial discussions with global device manufacturers to make hospital-acquired infections a problem of the past. Georgia is a 2024/25 Innovate UK Women in Innovation Award winner, named Most Disruptive at Women in Tech EU 2025 and was listed #1 in TechRound's Top 50 Women in Startups & Tech in 2026 - recognising her commitment to impact, innovation, and women in STEM. We cover the following in our conversation: 01:59 Why hospital infections persist 04:40 Breakthrough: The "aha" moment 06:50 Pivot to platform model 08:25 Founder market fit 11:05 Fundraising reality check 17:20 Pitching platform and hiring CCO 19:43 Women investors 27:30 Fundraising experience 30:06 IP and impact strategy 31:44 Looking ahead: Ten year vision 33:51 Advice for new women investors 36:38 Final thoughts

16 jun 202637 min
aflevering #163: (Repost) Money and love: how to make important life decisions with Abby Davisson artwork

#163: (Repost) Money and love: how to make important life decisions with Abby Davisson

Abby Davisson is an award-winning Fortune 200 leader-turned-author and entrepreneur. Prior to founding the Money and Love Institute [https://www.moneyloveinstitute.com/], her social impact career included nearly a decade at global retailer Gap Inc., where she served as president of the Gap Foundation and co-founded the company’s employee resource group for working parents. Abby’s prior professional experience includes strategy-focused roles across the public, private, and non-profit sectors, as well as a stint (alongside her day job) as an alumni career advisor and coach at Stanford’s Graduate School of Business. Abby holds a BA from Yale University and an MBA and MA in Education from Stanford University. We cover the following in our conversation: 02:37 Why focus on money and love? 08:09 A lesson learned the hard way 10:46 Why decisions feel zero sum 12:57 Clarity and the "Five Cs" 16:41 Scenario 1: choosing a mate 23:09 Scenario 2: family and career 34:54 Scenario 3: breakup or divorce 39:02 Courage and better communication 44:46 Final advice. ****

16 mei 202648 min
aflevering #162: Empowering women, financial planning, cash ISAs, economic shifts, and inclusive advice with Shaz Bishop artwork

#162: Empowering women, financial planning, cash ISAs, economic shifts, and inclusive advice with Shaz Bishop

Shaz Bishop is a wealth manager at RBC Brewin Dolphin. With over 21 years of expertise in financial services, Shaz advises private clients on comprehensive wealth strategies, including tax-efficient investments, pension planning, inheritance tax mitigation, trusts, and international investments. Her holistic approach empowers individuals and families to navigate complex financial landscapes with confidence. Beyond her advisory role, Shaz is a dedicated advocate for financial literacy and women’s empowerment in wealth management. As a mother to two young daughters, she champions diversity and inclusion in the industry, striving to create a future where equitable representation is the norm. She’s passionate about educating underserved communities and breaking down barriers to financial access, ensuring the next generation inherits a more inclusive financial ecosystem. We cover the following in our conversation: 02:22 Money origins story 03:24 Cash ISA changes explained 05:04 Women and investing shift 08:05 Retirement barriers for women 10:37 Choosing the right adviser 11:45 One size policy limits 13:50 Cashflow planning tool 15:18 Risk and advice framing 17:57 Reviews and life events 18:59 Family planning and pensions 22:37 Measuring success beyond markets 24:02 Industry gaps and wealth transfer 26:54 Closing ***

24 apr 202627 min