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
#14: Why women investing will change the world (and how they will do it) with Heather Ettinger
Heather Ettinger is the CEO and Founder of Luma Wealth Advisors (US).
As a champion for women and girls for over 30 years, Heather Ettinger is widely recognised for her unique experience and dedication to helping women build their financial acumen and wealth, culminating in the founding of Luma Wealth Advisors in 2017. She specialises in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes and to align their resources around family values and impact in their communities.
Heather has a bestselling book entitled, Lumination: Shining a Light on A Woman’s Journey to Financial Wellness and she has co-authored two research studies about women and wealth.
Heather has been featured in many publications including The Wall Street Journal, Barron’s, and Bloomberg.
She has served on numerous non-profit and private company boards across a wide range of industries including technology, financial services and healthcare.
Heather considers raising her three children with her husband, Jeff to be her greatest and most rewarding accomplishment.
Her favourite activities include playing ice hockey, skiing and hiking.
We cover the following in our conversation:
- What is financial wellness?
- What role do emotions play in how we manage our money?
- How do we move from the 'fear zone' to the 'confidence zone'?
- ESG & impact investing.
- Why invest in female-led start-ups?
- How does the financial services industry to change?
- And what will the world look like in 2075 when women own the majority of private wealth globally (& women make the majority investing decisions?)
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