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This week on Getting Rich Together, I had the honor of sitting down with the amazing Annie Evans of Dream Ventures to dive into her life and experiences in angel investing, her entrepreneurial aspirations, parenting with a wealth-conscious mindset, and more.
Annie shares her beginnings as an aspiring entrepreneur, inspired by her parents' small businesses, to now being a leader empowering women in the investment world. We talk about her early money experiences, the pivotal roles of her family, and the transformative power of community and networking among female investors.
Annie also opens up about how motherhood has influenced her values around money and investing, and she discusses her future vision for women in angel investing. Her ultimate mantra in life is “We rise by lifting others.” And she’s certainly done that by using her capital and influence to invest in other women while seeking out new areas where she can make an even bigger impact.
Key Topics:
Annie's early aspirations as an entrepreneur The transition from corporate life to angel investing How Annie made her first angel investment The founding story of Dream Ventures Key focus areas for Dream Ventures investments The importance of teaching children about money and entrepreneurship Annie's approach to building a community of women investors The impact of Dream Ventures' accelerator program on female founders Annie's vision for the future of women-led investing How Annie defines wealth and success The changing perspective on material possessions versus investing Annie's life philosophy and its influence on her business approach
Connect with Annie online:
Website: https://www.dreamventures.co/
LinkedIn: https://www.linkedin.com/in/annierevans/
Instagram: @dreamventures.co
Email: [email protected]
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Today, I'm thrilled to bring you a deeply inspiring conversation with Janine Firpo, a renowned financial activist and the co-founder of Invest for Better. Janine's career and financial journey is not just a testament to resilience but a blueprint for financial empowerment for women everywhere.
In this episode, Janine shares anecdotes from her youth, the influence of her fearless mother in the real estate market, and her early ventures into the stock market. We explore her career shifts, including moving from a flourishing tech career to doing impactful work in global poverty alleviation.
She also dives into her strategic financial decisions, including her investments in socially responsible banks and workforce housing projects, and the role pivotal women’s networks played in these decisions.
Janine is a testament to the incredible impact women can collectively make by taking control of their financial futures. Don't miss the wealth of wisdom Janine provides on fostering financial security, the power of community in financial growth, and how we can all take steps towards a more financially empowered life together.
Key Topics:
Money lessons from the struggles of older women growing up Switching from zoology to technology in university studies The advice from a stranger that changed her entire career trajectory Getting past the “bag lady syndrome” she had from growing up poor First experiences investing in the stock market and buying real estate How a women’s investment club helped educate her about the stock market Having more risk tolerance as you gain more confidence in investing Navigating the early, pre-internet days of the tech world Merging business thinking and tech to help solve global poverty Letting things in life unfold naturally and trusting your gut Keeping money separate in a relationship to have a safety net Writing Activate Your Money as an investment education resource written by women, for women Navigating fears around retirement and finding a new passion Putting women’s money to work in new and meaningful ways Investing in banks and other financial institutions that are aligned with your values
Connect with Janine online:
Website: https://investforbetter.org/
LinkedIn: https://www.linkedin.com/in/janine-firpo-047282
Book: https://activateyourmoney.net/
Instagram: @janinefirpo
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Get ready to be inspired by the incredible journey of Michelle Reeves, a true innovator and entrepreneur who mastered the art of betting on herself. In this episode, we explore Michelle’s path from humble beginnings in Australia to becoming a wine and tech trailblazer in the US.
Michelle shares about her early career moves, including her bold decision to relocate to New York City just before 9/11. She discusses how she leveraged her savings to take calculated risks, from launching a pioneering online wine business to making her first angel investments and real estate purchases in her early 30s.
Perhaps what has had the biggest impact on her career so far has been understanding that nobody can be truly self-made. It takes a village — whether family, friends, or mentors — to help build you up and lay the path for future success.
Michelle’s story serves as inspiration to take big risks and advocate for yourself to make things happen for you. It’s not just about the number in your bank account, but the positive impact that you make on others’ lives along the way.
Key Topics:
Getting inspired to do what you really love at a young age Using her first earnings to start a fashion magazine at 13 with friends Realizing you have to stand out in order to move up in the world How savings unlocks opportunities to bet on yourself Early investments in stocks starting at 18 years old Betting on herself and moving to NYC for work Michelle’s first exposure to wine futures and the wine industry Innovating the wine industry with a world-first touch trademark Using entrepreneurial powers for philanthropic endeavours What Michelle wishes she did differently when first starting out Pivoting from wine to tech and crypto Early lessons from angel investing Demonstrating money values to your kids It takes a village to truly be successful Connecting with other women who are innovating and pushing boundaries Learning by being the dumbest person in the room
Connect with Michelle online:
Website: https://michellejreeves.com/
LinkedIn: https://www.linkedin.com/in/michelle-reeves-25a41013/
Instagram: @michellejreeves
What Now Podcast: https://michellejreeves.com/podcast/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Hi everyone, I'm thrilled to bring you my first solo episode, giving you a deeper look into my personal journey and sharing the impact of my investments and life experiences this year since starting the podcast.
From exciting investments in women's healthcare and sustainable housing to my intro to Broadway investing with Cabaret, there's a lot to unpack. I also delve into my commitment to continuing education, with a special focus on AI, and discuss some of the incredible opportunities I’ve had in public speaking.
Beyond investments, I discuss my rewarding work with clients, from public speaking coaching to co-CEOing a music tech company and consulting on luxury brands. I also share about my travels and personal milestones — like winning a leadership award, being featured in the New York Times, and buying a house with my husband, John.
Lastly, I reflect on the powerful stories of the incredible women I've interviewed so far and the lessons learned from them. This episode is a celebration of growth, investment, and the journey we're all on to build wealth and leave a lasting legacy. Thank you for tuning in and being part of this exciting journey!
Key Topics:
My favorite investments and their missions Investing in my continued education to discover the depths of AI Where I’m traveling and the fun things I’m spending money on Who I’m working with lately Awards and speaking opportunities — TED, SXSW, etc. Family milestones — new house, being a stepmom Lessons and takeaways from the women I’ve interviewed so far
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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I am thrilled to bring the amazing Emily Scott back on the podcast, this time in the interview hot seat, to tell us about her money story and give us a vulnerable look into who she is as a person.
Emily shares deeply about her experience with a tumultuous childhood filled with mixed messages about money to overcoming patriarchal challenges on Wall Street. Despite the struggles and setbacks, she acknowledges that all of those experiences allowed her to be the woman she is today.
Through it all, she found that philanthropy and volunteerism were always what truly spoke to her soul — regardless of financial gain. Now, Emily helps guide people through the emotional stories we create around money to help them understand their own finances and money stories more deeply.
This episode also honors Emily's remarkable leadership and the subtle yet profound impacts she makes by sharing her wealth with others. Don't miss out on this heartfelt conversation packed with lessons on self-advocacy, understanding money stories, and creating a legacy driven by purpose and generosity.
Key Topics:
A childhood full of mixed messages around money Navigating insecurities and lacking a sense of self at a young age Learning tough lessons in order to reap the rewards years later Early career moves on Wall Street after leaving retail Learning positive lessons from negative experiences Seeking security in money and careers How therapy helped guide Emily through trauma and career decisions The opposite of uncertainty isn’t certainty; it’s self-trust Playing the role of the “good corporate wife” When you align money with your values, it gives you peace of mind and clarity Shifting from writing $100 checks to $100,000 checks Determining for yourself what’s a no and communicating those boundaries with empathy The difference between how men and women are conditioned to discuss money Shifting from fighting for others to fighting for herself Diving into the emotional side of money Checking in with your values Creating avenues of safety for people to talk about money
Connect with Emily online:
Website: https://emilyscottand.com/
LinkedIn: https://www.linkedin.com/in/emilyscottand/
Instagram: @emilyscottand
TED Talk: https://emilyscottand.com/ted-talk
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Welcome to this very special episode where I had the incredible privilege of being interviewed by the inspiring Emily Scott. This episode is unique as Emily dives deep into my personal money story, leadership journey, and the pivotal moments that shaped who I am today.
We explore my upbringing in San Francisco, my bold ambitions in the fashion industry, and my transformative experiences from personal and business divorces. She asks about my early fascination with economics and retail, my struggles and triumphs negotiating for myself in my career, and how having a supportive community around me, shaped my educational and career pursuits.
Emily and I also delve into the emotional deaths one experiences through life and business challenges, and how self-actualized leadership can transform not only oneself but also the community around us.
Emily asked some thought-provoking and deep questions that allowed me to really bare my soul about my life’s journey so far, and I’m proud to share more of who I am with you.
Key Topics:
The importance of education and how external community outside of the home shaped me growing up Finding freedom in realizing, “What do I have to lose?” Taking every opportunity that came my way to prove myself to others Finding mentorship and support within the family Having a sense of determination about my career ambitions from a young age Defining success at a young age Finding opportunity on the dance floor Early lessons in negotiating your worth The role of money in building a career and business Having no choice but to double down on myself A desire for independence coupled with a desire for community Separating myself from the need to prove myself to others Learning to care for myself instead of others Pain is a great teacher — personal and business divorces Being ok with disappointing others and being disappointed by others Unlocking self-actualized leadership 25 year old Syama vs. now Offering your inner child security Giving ourselves opportunities to know ourselves in ways we never have before
Connect with Emily online:
Website: https://emilyscottand.com/
LinkedIn: https://www.linkedin.com/in/emilyscottand/
Instagram: @emilyscottand
TED Talk: https://emilyscottand.com/ted-talk
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Dive into the inspiring journey of Kelley Arena, a trailblazing angel investor and advocate for women in business. In this episode, Kelley shares her remarkable story of taking charge of her own story early in life and building a successful career in finance and investing.
Kelley's path has been anything but conventional. She opens up about her challenging childhood, her determination to break generational patterns, and her relentless pursuit of education and financial security. She discusses her evolution from investment banking to angel investing, and how becoming a mother shifted her perspective on success and work-life balance.
Kelley's current mission is to increase women's access to angel investing and support female founders. She shares her innovative approach to creating investment syndicates and her vision for changing the landscape of venture capital.
This episode is a masterclass in resilience, reinvention, and using your experiences to create positive change. Kelley’s story and goals remind us of the importance of pursuing work that truly lights your heart on fire.
Key Topics:
Kelley’s determination to break generational cycles Learning the power of self-advocacy to get people to believe in you Following your curiosity to learn from others’ experiences Kelley’s first exposure to a male-dominated career and the lessons it taught her Learning to wear a mask in certain roles in order to learn and get ahead The first feelings of security after earning a big paycheck Unlocking financial literacy through wealthy friends and coworkers Becoming more active in investment spaces Realizing that money alone won’t make you happy Shifting perspectives on success and work-life balance in motherhood Learning from mistakes in angel investing Non-money investments Passing down money stories and values to kids Bringing more women to the investment table
Connect with Kelley online:
Website: https://goldenhourventures.co/
Golden Hour Ventures Newsletter: https://goldenhourventures.beehiiv.com/subscribe
LinkedIn: https://www.linkedin.com/in/kelley-arena-9915521a0/
Instagram: @kelleyarena
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Today, I had the incredible Julie Castro Abrams on the show. She's a powerhouse in the world of women's wealth and empowerment who has used her career to help build up other women to give them opportunities that previous generations before her have never had.
Julie opened up getting her first internship at the University of Chicago which ultimately sparked her passion for working with other women in social justice initiatives. From there, she’s worked in countless roles, most notably as CEO of the Women’s Initiative for Self-Employment.
To highlight her current mission, Julie shares about the gender disparity that still exists in asset management and leadership roles, especially for women of color. She believes that the more women we help find their voice and power, the more we can rebalance the power scales for future generations.
Julie’s story is a testament to the decades she’s dedicated to helping women find opportunities to change their lives. Her vision for the future is clear — she wants every woman to understand the power of her financial decisions and use that power to create systemic change. It's an inspiring legacy she's building for future generations of women in finance and beyond.
Key Topics:
Reflecting on the incredible economic and social barriers for women just a few decades ago Julie’s first exposure to ideas that changed her worldview forever Seeing women use their wealth for transformational causes for the first time The impact of women leaders in Julie’s life growing up Forming her life philosophy in her early career Helping women become business owners as the CEO of the Women’s Initiative for Self-Employment Navigating work and chronic illness Becoming foster parents for the first time Learning the true value of how money can change lives Deciding to shift her career in her 40’s to focus on getting more economic power in women’s hands At what point Julie felt she had power over her own finances Realigning investments with core values Creating an opportunity for an economic power play for women Spending money on fun and enjoyment
Connect with Julie online:
Website: https://www.howwomenlead.com/
The New Table: https://www.howwomenlead.com/new-table
LinkedIn: https://www.linkedin.com/in/julie-castro-abrams/
Instagram: @howwomenlead
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Today, we sit down with Joanne Bradford, a seasoned executive with an impressive career spanning tech giants like Microsoft, Yahoo, Pinterest, and Sofi. Joanne shares her journey from her early entrepreneurial efforts to becoming a key player in the corporate world, offering valuable insights on career growth and financial management.
In our conversation, Joanne provides a candid perspective on angel investing, discussing its allure and high-risk potential. She emphasizes the importance of having a clear strategy and realistic expectations when entering this space. We also learn how Joanne's negotiation skills played a crucial role in her career advancement, particularly in navigating complex compensation packages and quota discussions.
Her emphasis on curiosity and adaptability throughout one's career is particularly noteworthy. Her story provides a thoughtful look at building long-term financial stability while navigating the corporate landscape.
I hope you find Joanne's experiences and insights as enlightening as I did. Her story demonstrates how strategic thinking and persistent effort can lead to both professional success and financial security.
Key Topics:
The joys of learning to earn and save money as a kid How driving revenue for a business keeps people employed High school performance is not an indicator of future success Running the school newspaper at San Diego State The importance of negotiations to move up in corporate Being on the cutting edge of the online advertising space Upskilling throughout your career is essential Value creation is the real precursor to negotiation Taking a risk to leave corporate and work at a startup How Joanne transformed how Pinterest earns revenue The do’s and don’t’s Joanne learned about investing Taking the shame out of financial mistakes What people don’t tell you about angel investing Putting money to work against your values Staying curious, open, and willing to learn throughout life
Connect with Joanne online:
Website: https://www.thefemalequotient.com/our-story/
https://www.domainmoney.com/
LinkedIn: https://www.linkedin.com/in/joanne-bradford-9a588022/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Today on Getting Rich Together, we're joined by Christine Heckart, a tech industry leader with a powerful perspective on wealth and impact. Christine shares her wealth journey to becoming a successful executive and boldly shares her views on using money as a force for positive change.
Christine discusses how she leverages her resources or “currencies” to transform lives, from supporting family members' education to founding Xapa, a company aimed at helping people unlock their true potential to live happier and more fulfilled lives.
She emphasizes that true wealth goes beyond financial assets. Intangible currencies like social, political, emotional, and intellectual capital are all ways Christine encourages others to use generously to make a positive impact on others.
This episode challenges us to reconsider our relationship with money and success. Christine's approach reminds us that our greatest legacy comes from how we use our resources to benefit others and create lasting, positive impact in the world.
Key Topics:
Working full-time but never having enough money — early money stories Learning to live on 25 cents per day Studying economics and what drove her decision to study it Conscious capitalism as a way to give capitalism a facelift Pushing the boundaries on earnings goals early in her career Buying land instead of a property The turning point in Christine’s career that made her the breadwinner of the family Only you can decide what is “enough” for you financially Christine’s first realization that money is power to change people’s lives Investing and spending with the heart over the mind Giving your friends and loved ones a seat at the investment table Money is a great way to make others happy Getting filthy enriched™
Connect with Christine online:
Website: https://xapa.com/
LinkedIn: https://www.linkedin.com/in/christineheckart
Press: https://medium.com/authority-magazine/christine-heckart-of-xapa-on-the-case-for-optimism-about-the-next-ten-twenty-years-e869b0d904e7
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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This week on Getting Rich Together, I had the pleasure of sitting down with the amazing Candice Cook Simmons. Let me tell you, this woman is a powerhouse of inspiration when it comes to building wealth on your own terms.
In this episode, Candice shares her unique approach to building wealth — one that's all about aligning your money with your values and passions. From Broadway shows to climate-resilient housing in Ghana, we explore how investing in culture and creativity can lead to amazing returns, both financially and personally.
What I love most about Candice's perspective is how she encourages us to think beyond traditional investment vehicles. She reminds us that there's money to be made in amplifying voices and ideas that might be overlooked by others. It's about finding that sweet spot where your investments not only grow your wealth but also contribute to a world you want to see.
That’s the true power of investing with your values.
Key Topics:
It takes a village to raise money-savvy kids Candice’s first jobs and money-making ventures Taking ownership of her financial decisionmaking in grad school The unfortunate reality of generational wealth and luxury of choice The great influence our networks and peer groups have on our financial choices Choosing financial stability over a career aligned with passions and interests What’s driving Candice’s decisions around investments today Creating a financial safety net with the Cook Law Group Investing with your values and investing in culture Timing investments and knowing when to say no How often Candice is looking at deal flow Leaving a legacy of equitable opportunity and unapologetic joy for all
Connect with Rebecca online:
Instagram: @candicesc1of1
Website: https://www.candicecook.com/
LinkedIn: https://www.linkedin.com/in/candice-s-cook-7454177/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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For many, wealth and money mean security. And for those who grew up without it, that search for security can have even more meaning that we carry with us throughout life. This week’s guest, Jennifer Justice, is no exception.
JJ knew from a young age she was ready to break cycles. From being the first in her family to attend university to become a lawyer, to creating The Justice Department to help inspire women to ask for more in life, she has always had a fire inside of her that’s willing to push boundaries for good.
In this episode, we talk about what it was like starting out in a male-dominated industry, what her turning point was to start focusing on women’s leadership and pushing for gender equality, and the ideals she’s instilling in her children about money.
JJ doesn’t take any of the successes she’s had throughout her career for granted and works hard to ensure that other women are afforded the same opportunities to live richer lives.
Key Topics:
JJ’s early experience with poverty in childhood Becoming an attorney to gain stability What she learned from being in male-dominated rooms Learning financial literacy and seeking out more from her money Deciding to work with a financial advisor and early investing experience Moving to become and advocate for women’s equality Investing in female-founded companies as an angel investor Don’t try to do everything yourself, but seek out knowledge and experts Money gives women power to have their voices heard Educating her kids on the value of money and wealth The legacy she’s leaving for her kids and other women The neverending value of using money for travel and experiences Trauma and past pain can end with you
Connect with JJ online:
Website: https://www.thejusticedept.com/jennifer-justice, https://www.thejusticedept.com/
Instagram: @thejustice.dept
TikTok: @takincareofladybusiness
Podcast: Takin’ Care of Lady Business
Find more from Syama Bunten:
Instagram: @syama.co
Website: https://scalingretail.com/, https://syamameagher.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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This week on Getting Rich Together, get ready for an unfiltered look into the bold life and financial journey of fashion icon Rebecca Minkoff.
In this candid conversation, Rebecca lets us in on the lean early days of hustling to build her brand — from a starting salary of $23k in NYC to paying off $60k in credit card debt to start her business. We also explore her mindset around partnering with her brother, taking on investors, buying real estate, and ultimately selling her company when supply chain struggles started to set in.
Rebecca's transparency about the lack of trustworthy financial advice available to founders is an eye-opener, but what struck me most was her driving desire to uplift other women through The Female Founder Collective. Rebecca's legacy goal of empowering women to feel confident, both inside and out, is a powerful reminder that true wealth goes far beyond just money.
Key Topics:
Using childhood allowance money to invest in her earliest business — selling arts and crafts at flea markets Rebecca’s decision that college wasn’t for her Rebecca’s earliest career moves working with her brother at an NYC designer Making ends meet on a $23k/yr salary in NYC The first recognition she and her brother got for her designs Finding capital to grow her business once it started to rise in popularity Making her first real moves in saving and investing Coming to terms with selling the business in 2022 Helping to make the female founder journey less lonely Keeping kids rooted in reality around money What Rebecca is spending money on right now and what she believes is worth the investment Doing work to help build a legacy of uplifting women to have more economic power Rewarding yourself for hard work Money opens doors, but it won’t make you happy
Connect with Rebecca online:
Instagram: @thefemalefoundercollective
Website: https://femalefoundercollective.com/
The 10th House Membership: https://the10thhouse.femalefoundercollective.com/
LinkedIn: https://www.linkedin.com/in/rebeccaminkoff/
Super Women Podcast: https://podcasts.apple.com/us/podcast/superwomen-with-rebecca-minkoff/id1426026971
Book: https://www.amazon.com/Fearless-Unlocking-Creativity-Courage-Success/dp/1400220718
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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This week, we have a truly inspiring story of resilience, perseverance, and the power of financial education. Our guest, Amanda Wolfe, shares her incredible journey from a childhood marked by hardship to becoming the powerhouse known as the SHEWOLFEOFWALLSTREET.
Amanda candidly discusses the challenges she faced growing up and the determination that fueled her quest for financial freedom. She also discusses her strategic approach to planning her career transitions and her unwavering commitment to empowering others through accessible financial literacy.
Amanda later unveils her mission to help women (and men) break free from the shackles of financial insecurity and start living their dream lives today. Her practical insights on couples' finances and her vision for creating a safe space for financial education are truly inspiring.
This episode is a must-listen for anyone seeking to take control of their finances, build wealth, and cultivate a fulfilling life on their own terms. Amanda's story will ignite your passion and provide you with the tools to embark on your own journey towards financial freedom.
Key Topics:
Using childhood baggage to propel forward in life Finding chosen family through friends in college Amanda’s wake-up call to start taking saving and investing seriously Pre-planning a huge career leap to take off the edge Learning how to learn new things again Summoning the courage to become the SHEWOLFEOFWALLSTREET Opening new doors by closing others How 1-1 coaching showed Amanda people need financial education Money gets you out of survival mode and gives peace of mind Equal vs. equitable in relationships Creating a safe space for women to be empowered and confident in their own money stories
Connect with Amanda online:
Instagram: @shewolfeofwallstreet
Website: https://shewolfeofwallstreet.com/
Free investing class: https://shewolfeofwallstreet.com/free-investing-class
Courses: https://shewolfeofwallstreet.com/courses
LinkedIn: https://www.linkedin.com/in/shewolfeofwallstreet/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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This week on Getting Rich Together, I had the pleasure of sitting down with the incredible Nancy Tsuei. Nancy is a force in the retail world, having built businesses and been at the forefront of brands like Bed Bath & Beyond, Millerknoll, Gap, and West Elm. But what many people don't know is her financial prowess and the inspiring ways she's evolved throughout her lifetime to create change, especially in the space of women and wealth.
In this episode, we dive into how Nancy's parents shaped her relationship with money, the missteps and lessons she learned early in her career, and how she built multiple streams of income that work together to build on each other.
As she enters her "third phase" of life, Nancy is focused on exiting the corporate world to be of service to others and is working on developing frameworks for deeper human connection.
I hope you find Nancy's story as moving and motivational as I did. Her wealth of experience and wisdom is something we can all learn from, no matter what stage of our financial journey we're in.
Key Topics:
How Nancy’s immigration story influenced her childhood Starting to build businesses as soon as possible Navigating financial trauma and learning to respect money from a young age Dealing with the ebbs and flows of finances right out of college Why everyone should invest in their 401k if they have it When Nancy started taking bigger risks with money Creating a “double helix” of income Moving into the third phase of her career away from corporate Money does not = happiness Nancy’s approach to money conversations with her kids Spending on travel and experiences The role allyship will play in Nancy’s legacy
Connect with Nancy online:
Instagram: @ntsuei
LinkedIn: https://www.linkedin.com/in/nancy-tsuei-2906321/
Articles: https://www.forbes.com/sites/hollycorbett/2024/02/29/the-great-wealth-transfer-what-it-means-for-women-and-for-the-world/?sh=64eb43cb6525
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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Fran Hauser is a true inspiration who has empowered women for decades through her work. In our conversation, she opens up about the profound money lessons she learned from her hardworking immigrant parents at a young age. From doing invoices for her father's business as a child to maxing out her 401k early in her career, Fran shares how those formative experiences instilled strong financial values around saving, responsibility, and appreciating earned income.
We explore the pivotal moments that sparked Fran's passion for investing, like receiving stock options early on in her career and getting exposed to startup opportunities while working at Time, Inc.
She shares fascinating insights into her evolving investment portfolio over the years, ultimately investing in over 35 female-founded companies across different sectors. Fran also gets real about the mindset shifts of running your own business versus having corporate resources to lean on.
On a personal note, Fran shares her heartfelt approach to raising her two adopted sons. She prioritizes passing down money principles through tools like Greenlight for their allowances, while balancing that with an appreciation for experiences over material items.
Her reflections on creating an empowering legacy through her writing, speaking, and work with female authors is truly inspiring.
Key Topics:
Fran’s early lessons about running a business Feeling lost in choosing a career path What Fran learned from her parents about saving money How stock options from her job changed her viewpoint on investing Fran’s first venture into funding women-led startups Being clear about where you’re putting your time and energy Lessons in running a business vs. working for a large corporation What money lessons she’s passing on to her kids Money is a gift of experience A legacy of helping women unlock their full potential
Connect with Fran online:
Website (personal): https://www.franhauser.com/
Website (business): https://www.bookboundco.com/
Books: https://www.franhauser.com/books
Instagram: @fran_hauser, @bookbound_co
LinkedIn: https://www.linkedin.com/in/franhauser/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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On this week’s episode of Getting Rich Together, I had the pleasure of speaking with Cam Rogers, a thought leader and powerhouse in the space of women and wealth. Cam shares her incredible journey with money, starting from her earliest memories of opening her first bank account as a child.
Cam walks us through her career path, from working at JP Morgan handling institutional investment portfolios to her current role at Ellevest, a pioneering company focused on closing the gender investing gap.
At Ellevest, Cam gets to directly serve women clients and help them overcome barriers to investing and building wealth. We talk about the "feminization of wealth" — the rising financial empowerment of women through earned income, business successes, and the great wealth transfer from baby boomers.
Cam opened up about her personal investment philosophy and approach, where timing is very important in her strategy. She also shares how she finds joy in collecting art from diverse, contemporary women artists and using her wealth for travel and experiences.
Key Topics:
Earliest money memories as a kid What it was like working for JP Morgan right out of college Knowing when to walk away from risky investments Transitioning from JP Morgan to Ellevest How Cam’s network has influenced her personal finance journey Balancing your risk when you first start investing Don’t bet the house on a hard investment lesson The feminization of wealth Preparing for The Great Wealth Transfer Wealth means voting with your dollars to effect change Funding things that are transformational for society What purchases bring Cam joy
Connect with Cameron online:
Website (business): https://www.ellevest.com/
Instagram: @ellevest
LinkedIn: https://www.linkedin.com/in/cameron-rogers-cfa-85768520/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/
Youtube: https://www.youtube.com/scalingretailconsulting
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So many powerful women start with humble beginnings, and Amy Jo Martin is no exception. From a young age, she learned what it meant to truly work hard and pound pavement to get what you want in life. Effort has always been her superpower, and it’s paid off in full.
Now, she wants to give more women that same power to build their wealth by investing in themselves and each other. She believes that the more economic power we give to women, the stronger we all become.
Her early investing stories will inspire you to consider time as its own form of currency, while her philosophy on wealth and legacy will leave you wanting to join the movement she’s trailblazing.
Join us to hear her inspiring story about learning to forge your own path in life while building up others along the way.
Key Topics:
Equating success with sacrifice early on in life Effort and hard work as a superpower for success Knowing she could be happy anywhere at any level of success or failure The pivotal career moment that changed her trajectory forever Asking a lot of questions to open doors to more wealth Always be aligned with who you’re investing in Surrounding yourself with the right key influencers as you make investment decisions More women deserve opportunities to invest in each other Paying it forward generationally Investing in experiences and your own personal sanctuary Women don’t just need mentorship, they need sponsorship Seeking like-hearted and like-minded individuals at Renegade Shifting our relationship with time and money for maximum economic impact
Connect with Amy Jo online:
Website (business): https://www.renegade.global/
Website (personal): https://amyjomartin.com/about-amy-jo
Instagram: @amyjomartin
Podcast: Why Not Now?
LinkedIn: https://www.linkedin.com/in/amyjomartin/
Find more from Syama Bunten:
Instagram: @gettingrichpod, @syama.co,
Website: https://scalingretail.com/, www.syamabunten.com
Youtube: https://www.youtube.com/scalingretailconsulting
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When education meets determination, big things happen. Nyakio Grieco's entrepreneurial journey is no exception.
During our conversation, she takes us back to her childhood growing up in a Kenyan-American household, instilled with the values of hard work, education, and giving back. Despite initial shyness, Nyakio found her voice and bravely struck out on her own in her mid-20s to launch her first beauty brand celebrating African ingredients.
With fearless determination and a mere $172,000 in capital raised from credit cards and loved ones, Nyakio built her brand from the ground up while working tirelessly to ship orders and provide customer service herself. Though the path was difficult, with many starts and stops, her resilience shone through. In 2017, Nyakio's brand was acquired by Unilever, providing her with invaluable experience before she left to co-found her next ventures with her current business partner.
Today, Nyakio is the co-founder of Thirteen Lune and Relevant Skin — companies centered on inclusivity by amplifying BIPOC-owned beauty brands from around the world.
Her vision extends far beyond just business success. Nyakio hopes her legacy will be as a true catalyst in making the beauty industry more equitable. With plans to become a donor helping fund other entrepreneurs' dreams, this inspiring woman is paving the way for generational wealth in communities of color.
Key Topics:
Education is freedom — lessons from Nyakio’s parents Finding moments to educate and inspire others to honor her dad’s legacy Nyakio’s first experiences with blatant racism in college Chasing big dreams to move to LA to start her career Getting exposed to the beauty industry through her assistant job Branching out on her own to build her own beauty brand Launching the brand in 180 boutiques with only $172,000 Staying disciplined about your business Self-worth lessons around accepting money from investors Exiting her first business to start the next one Don’t take a backseat on the financial health of your business Teaching kids about poverty consciousness Normalizing women discussing money the same way men do Being a true catalyst for making the beauty industry more equitable
Connect with Nyakio online:
Websites: https://thirteenlune.com/, https://relevantskin.com/, https://www.nyakio.com/us/en
Instagram: @nyakio, @relevant.skin
LinkedIn: https://www.linkedin.com/in/nyakio-grieco-1b13926/
Find more from Syama Bunten:
Instagram: @gettingrichpod, @syama.co,
Website: https://scalingretail.com/, www.syamabunten.com
Youtube: https://www.youtube.com/scalingretailconsulting
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In this week’s episode, I’m speaking with the incredible Lydia Fenet, an acclaimed auctioneer and two-time bestselling author.
Lydia shares her story of how she grew her relationship with money and what it was like building an understanding of financial literacy throughout her life. After starting her career at Christie’s auction house in her early 20s, she was suddenly faced with the reality of credit cards, saving, and advocating for yourself in the real world.
Lydia takes us through her journey from first discovering she was way underpaid, to now investing in startups that she truly believes in and advocating for other women to do the same.
Her story is truly inspiring for anyone (especially women) looking to jumpstart their investment portfolio and wanting to discover how much greater life can be when the answer is always “yes.”
Key Topics:
Lydia’s relationship with money as a child vs. where she is now Experiencing the true value of money from the ultra-wealthy in her 20s Learning to take charge of her own financial future The power of self-advocating always Getting into the layers of investing for the first time What she’s currently interested in investing in Women shouldn’t be scared of investing Money as a form of security Instilling financial literacy in children as a parent The future of Lydia’s entrepreneurial journey Life is better when the answer is always “yes” Lydia’s most joyful purchasesWhat does legacy look like?
Connect with Lydia online:
Website: https://lydiafenet.com/
Instagram: @lydiafenet
Books: The Most Powerful Woman in the Room is You, Claim Your Confidence
Claim Your Confidence Podcast
Find more from Syama Bunten:
Instagram: @gettingrichpod, @syama.co,
Website: https://scalingretail.com/, www.syamabunten.com
Youtube: https://www.youtube.com/scalingretailconsulting
- Visa fler
