The Purse Podcast
We are changing the conversation for women about money and investing.We focus on how women can manage and invest their money in the public and private markets and how they are the driving force behind the change we want to see in the world.We talk to change makers, financial experts, wealth managers… read more
#74: Women's relationship to money, budgeting vs investing and working with a financial planner with Victoria Ross
Victoria Ross is a Chartered Financial Planner for Progeny Wealth.
Progeny bring together independent financial planning, asset management, tax, HR and private and corporate legal services, under one roof. Victoria has 18 years experience within financial services, during which she also completed the qualifications as a chartered financial analyst and chartered managerial accountant.
As a financial planner, her key drivers are ensuring women reach out for and receive appropriate financial advice and that younger generations are financially informed.
We cover the following in this conversation:
- Women's relationship to money
- Why the cost of living crisis is more of a concern for women
- What women can do to protect and grow their money during this time
- Index funds vs ETFs
- The new tax incentives for investing in startups and smaller companies
- Progeny research: women's aspirations and concerns about transferring money onto their loved ones
- Tips for finding a good financial planner
- How to start working with a financial planner.
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