Shows
Women Talking MoneyMoney, Mindset & Vision: A Creative Entrepreneur’s Journey with Mary Lord In this episode of Women Talking Money, host Gretchen Betts chats with Mary Lord, founder of Yay Creative, to explore her entrepreneurial journey and the financial mindset that has shaped her success. Mary opens up about her early experiences with money, the lessons she’s learned along the way, and how she balances enjoying the present while planning for the future. From the power of financial education to the significance of vision boarding, this conversation is packed with insights on achieving financial freedom and making empowered money decisions. Mary also shares the advice she’d give...2025-04-2834 min
Women Talking MoneyBreaking Barriers: Diversity, Trust & Financial Literacy with Tracy Vegro OBE In this episode of Women Talking Money, host Gretchen Betts chats with Tracy Vegro, Chief Executive of the Chartered Institute for Securities and Investments (CISI), to explore the evolving world of financial advice. They discuss the critical role of diversity in financial services, the need for trust in financial guidance, and the challenges younger generations face in managing their money. Tracy reflects on her own financial journey, the lessons she learned from childhood, and how financial literacy has changed in the face of rising living costs and technological advancements. Together, they highlight the power of...2025-04-2145 min
Women Talking MoneyFrom Hardship to Success – Rayner Mayers on Money, Mindset & Entrepreneurship In this episode of Women Talking Money, host Gretchen Betts chats with self-made millionaire and entrepreneur Rayner Mayers to explore her inspiring journey from a challenging upbringing to building and selling her business, Falcon Cleaning Academy. Rayner opens up about her early money experiences, the importance of setting financial goals, and how her relationship with money has evolved. She shares insights on personal budgeting, financial challenges during her divorce, and the emotional complexities that come with managing wealth. Now embarking on a new business venture, Rayner reflects on the lessons learned from her past, the...2025-04-1443 min
Women Talking MoneyCutting Through the Noise – Marketing, Money & Mindset with Lisa Marie Mallier In this episode of Women Talking Money, host Gretchen Betts chats with award-winning communications expert Lisa Marie Mallier, founder of No Fluff Communications. They explore the power of a no-nonsense approach to marketing, Lisa’s journey into entrepreneurship, and the personal experiences that shaped her financial mindset. From childhood money lessons to the challenges of teaching financial responsibility to the next generation, Lisa shares her insights on pensions, financial planning, and achieving a balance between family life and financial goals. The conversation highlights the importance of open discussions about money and offers valuable adv...2025-04-0737 min
Women Talking MoneyEthical Recruitment & Money Mindset with Pam Sutherland In this episode of Women Talking Money, host Gretchen Betts chats with Pam Sutherland, founder of Truestar Talent, to discuss her journey in recruitment and her perspective on money management. Pam shares how her early experiences shaped her financial mindset, the lessons she’s learned along the way, and why ethical practices in the financial sector are more important than ever. Together, they explore the power of open conversations about money - especially among women - and the delicate balance between enjoying the present and planning for the future. In this epi...2025-03-3137 min
Women Talking MoneyLiving Well with Chronic Illness: Redefining Financial Freedom with Grace Quantock In this empowering episode of the Women Talking Money podcast, host Gretchen Betts welcomes back Grace Quantock to dive deep into the themes of financial security and interdependence, as explored in Grace's new book, Living Well with Chronic Illness. Grace shares her personal journey of navigating finances while living with chronic illness, shedding light on the importance of community support, mutual aid, and creating safety funds. She challenges the conventional notion of financial independence, arguing for the power of interdependence in financial relationships. They explore the impact of financial constraints on career choices and redefine...2025-03-2441 min
Women Talking MoneyRuth Handock 💡 Bridging the Advice Gap & The Power of Financial Planning In this episode of Women Talking Money, host Gretchen Betts chats with Ruth Hancock, CEO of Octopus Money, to explore her journey in financial planning and her passion for improving social mobility. Ruth shares personal insights on money - from early influences to balancing spending and saving - and why she believes that having a financial plan that aligns with your goals is key to achieving true financial freedom. 🎧 Tune in for a thought-provoking conversation on closing the advice gap and empowering more people to take control of their finances. In this...2025-03-1732 min
Women Talking MoneyAlex Rudnicka 💡 Money Mindset Matters: Rewriting Your Financial Story How much of your financial success is down to mindset? In this episode of Women Talking Money, host Gretchen Betts chats with mindset coach Alex Rudnicka to explore how our beliefs about money shape our financial future. From childhood money memories to common mindset blocks, Alex explains why self-image plays a crucial role in wealth-building and how women can redefine money as a neutral tool rather than a source of fear or stress. They also discuss how to balance saving for the future while enjoying life today and why financial literacy is key...2025-03-1038 min
Women Talking MoneyNicky Sevel🎙️ Money, Confidence & Data: Empowering Women In this episode of Women Talking Money, host Gretchen Betts sits down with Nicky Sevel, co-founder of Woven Advice, to explore her inspiring journey from Australia to the UK and her career in fintech. Nicky shares her early money memories, the influence of family on financial habits, and the challenges she’s faced as an entrepreneur. Together, they discuss the importance of open conversations about money, financial literacy for women, and how data can empower better financial decisions. 🎧 Tune in for a thought-provoking conversation that encourages women to seek support, build confidence, and take...2025-03-0336 min
Women Talking MoneyKerry Burgess 🎙️ Money, Mindfulness & Independence In this podcast episode of Women Talking Money, Gretchen chats with Kerry Burgess, a seasoned financial services professional and regional advisory services manager at Progeny Group. Together, they explore Kerry’s earliest memories of money and how her upbringing shaped her financial mindset. Kerry shares valuable insights on achieving financial independence, the importance of mindful spending, and how financial goals evolve over time. They also discuss the challenges of balancing career ambitions with family life and the empowerment that comes from taking control of your financial future. 🎧 Tune in for a thoughtful conversation on ma...2025-02-2434 min
Women Talking MoneyVicki Hicks - Breaking Taboos, Building Options, and Balancing Life! In this podcast episode of Women Talking Money, Gretchen chats with Vicki Hicks, co-founder and CEO of Mello, for an eye-opening conversation about money, mindset, and financial freedom. Vicki shares her journey in financial planning, her early money memories, and how those experiences have shaped her mission to empower others. Together, they explore the delicate balance between enjoying life today and preparing for the future, the dangers of lifestyle creep, and why financial literacy is key to personal and professional growth. You’ll also hear about the importance of creating options through smart plan...2025-02-1738 min
Women Talking MoneyAmanda Ford: Empowering Women Through Financial Literacy In this episode of Women Talking Money, host Gretchen Betts chats with Amanda Ford , co-founder of the Financial Planning Club. Amanda shares her journey in financial services, reflecting on her early money experiences and the lessons she’s learned along the way. Together, they dive into the challenges of managing debt, the influence of social media on spending habits, and how our relationship with money shapes decisions in the workplace. From breaking the debt cycle to understanding your financial numbers, this episode is packed with practical advice and thought-provoking discussions that encourage open dialogue about mo...2025-02-1036 min
Women Talking MoneyKathy Griffiths on Money and Independence: From Teaching to Self-Employment: In this episode of Women Talking Money, host Gretchen Betts chats with Kathy Griffiths, a regional counsellor and founder of the Blackwood Wellbeing Centre. They discuss the power of open money conversations, how early money memories shape financial behaviours, and Kathy’s journey from a secure teaching career to self-employment. Kathy shares valuable insights on budgeting, financial independence, and the role of parenting in teaching financial literacy. In this conversation, Kathy and Gretchen discuss: The importance of open discussions about money and its impact on financial behaviours. Early money me...2025-02-0437 min
Women Talking MoneyCharlotte Woodward Spending, Saving, and Finding Financial Freedom! In this episode of Women Talking Money, host Gretchen Betts chats with Charlotte Woodward, a regional development manager at Eden Tree Investment Management, about her fascinating money journey. From childhood lessons in budgeting to navigating emotional spending and debt, Charlotte opens up about how her upbringing shaped her financial habits today. Expect candid insights, tips on balancing spending and saving, and what financial freedom truly means to Charlotte. It’s a conversation packed with relatable moments and valuable takeaways! In this conversation Charlotte and Gretchen discuss how: Charlotte's upbringing ins...2025-01-1337 min
Women Talking MoneySasha Wakefield – Non-Traditional Parental Leave & Grandma’s £2 Coin Stash! In this episode of Women Talking Money, host Gretchen Betts welcomes Sasha Wakefield, founder of The Paraplan Project, to explore her unique journey in the financial services industry. Together, they uncover Sasha’s early experiences with money, the role her career has played in shaping her financial outlook, and the valuable lessons she’s gained along the way. The conversation touches on key themes, including the impact of financial education, balancing living in the moment with planning for the future, and navigating budgets within relationships. Sasha also opens up about preparing financially for pare...2025-01-0640 min
Women Talking MoneyFreya Swenson Costello - Juggling motherhood, self-employment and thriving with my neurodivergent mind In this episode of the Women Talking Money podcast, host Gretchen Betts sits down with Freya Swenson Costello, a digital marketing agency owner and passionate advocate for neurodiversity. Freya shares her inspiring journey into freelancing and the pivotal role that open conversations about money play in her family dynamics. Together, they explore how Freya’s neurodiversity shapes her approach to financial management, including the complexities of family finances and navigating debt. The conversation highlights the importance of building a financial safety net and finding a balance between saving and enjoying life. Freya also defines financial fr...2024-12-0937 min
Women Talking MoneyNatalie Collins - Rising from the roots: How hard work and self-investment can change your future In this episode of the Women Talking Money podcast, Gretchen Betts is joined by Natalie Collins, founder of Creative Collins Digital Marketing. Natalie opens up about her inspiring journey from working in marketing for over 20 years to transitioning into freelance life as a marketing manager. She shares the challenges and triumphs of running her own business, the lessons she learned about money from her upbringing, and her personal strategies for budgeting and managing debt. Together, Gretchen and Natalie dive into key topics like the importance of networking, what financial freedom truly means, and...2024-12-0240 min
Women Talking MoneyPhil Bray - Business lessons learnt and investing in experiences In November the Women Talking Money podcast is celebrating International Men’s Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money Gretchen chats with Phil Bray, ‘The Financial Services Marketing Guy’, founder of The Yardstick Agency, which is now the highest-rated agency specialising in financial services, providing marketing strategy, websites, branding and design services, blogs, newsletters and inbound marketing to clients. Phil reflects on his early experiences with money, sharing valuable lessons he's learned along the way about budgeting, managing debt, and achieving financial freedom. Together, they dis...2024-11-2537 min
Women Talking MoneyNick Elston - Overcoming toxic money traits In November the Women Talking Money podcast is celebrating International Men’s Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money Gretchen chats with Nick Elston, an award-winning Inspirational Speaker and Founder of Forging People, specialising in mental health engagement and transformational speaking coaching. They discuss Nick's journey and the connection between mental health and financial stability. Nick shares his experiences with money, including growing up in a toxic environment and the impact it had on his relationship with money. He also talks about his approach to b...2024-11-1845 min
Women Talking MoneyLewis Roddy - Pushing through dark times to the bright excitement of first home purchase In November the Women Talking Money podcast is celebrating International Men’s Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money Gretchen chats with Lewis Roddy, Business Development Manager at Timeline, a DFM and fintech business with the mission to help millions of people retire with confidence. They discuss his journey with money and financial planning. Lewis reflects on his upbringing, sharing how the strong work ethic instilled by his parents shaped his early approach to budgeting and saving. He also takes us through his first jobs and the...2024-11-1141 min
Women Talking MoneyLewis Byford - Entrepreneurial inspirations – wow how are you doing that? In November the Women Talking Money podcast is celebrating International Men’s Day – with our episodes throughout the month featuring men. In this episode of Women Talking Money, Lewis Byford, co-founder of Anthony George, shares his journey through the finance industry and how he launched his financial planning subscription-based recruitment company. Lewis opens up about the value of building strong client relationships, offering services beyond recruitment, and how his family’s financial experiences shaped his career path. He also dives into budgeting, managing debt, and the challenges of self-assessment tax payments. Lewis...2024-11-0450 min
Women Talking MoneyNicola Smith - Saving Goals and Tick Tock Savings Box Challenge In this episode of Women Talking Money, Nicola Smith, owner of New Generation Virtual Assistance, shares her inspiring journey from a career in a FTSE 100 company to building her own business. Nicola opens up about the critical role virtual assistants play in helping small businesses thrive and maintain work-life balance. She also dives into her personal strategies for saving, financial planning, and managing debt, along with the joys and challenges of teaching her son about money. Her proudest financial moment? Buying her own home. Her idea of financial freedom? Spending on her goals...2024-10-2836 min
Women Talking MoneyZoe Thompson: Generational Values Shift In this episode of Women Talking Money, Gretchen Betts chats with Zoe Thompson, a coach, trainer, and speaker building confident leaders and entrepreneurs. Zoe opens up about the challenges of moving from the public sector to self-employment, her journey, shedding light on the shifting money mindset that comes with this transition. She shares insights from her upbringing, where the focus was on saving and valuing experiences over material possessions. Zoe also discusses her personal financial goals, including her desire to work part-time and explore the world. She reflects on the crucial role of...2024-10-2139 min
Women Talking MoneyGrace Quantock: Money and Health In this episode of Women Talking Money, Gretchen Betts chats with Grace Quantock, Psycho Therapeutic Counsellor, Researcher, Writer and Advocate. Grace helps marginalised people to live well with pain, illness and trauma and believes life should be celebrated. They talk about Grace's recently launched book, Living Well with Chronic Illness, emphasising the significance of a tailored approach to health and well-being. The conversation also addresses societal pressures to adhere to specific aesthetics and the demand for more realistic and inclusive self-help materials. Grace opens up about her financial experiences from childhood and highlights...2024-10-1443 min
The Financial Planning PodcastGretchen Betts - Magenta Financial PlanningThis week on The Financial Planning Podcast, host Lewis Byford is joined by Gretchen Betts, Managing Director and multi-award-winning Certified Financial Planner at Magenta Financial Planning. Gretchen is dedicated to empowering women to take control of their finances, and she views financial planning as a way to unlock new possibilities. In this episode, Gretchen shares how outsourcing has elevated her business in recent years, allowing her to focus on delivering exceptional service to her clients. Beyond her professional life, Gretchen is a creative soul who loves to travel, and she’s been recognised as a gold-awarded LGBT ch...2024-10-0855 min
Women Talking MoneySarah Jones: Steady Eddie Approach – Common Sense Decisions In this episode of Women Talking Money, Gretchen Betts chats with Sarah Williams, Director at Morwell Talent Solutions, which offers a bespoke service to both clients and candidates. Sarah shares her journey of launching a recruitment business and managing her finances. She stresses the importance of living within your means and being smart with money. Sarah discusses how she stays on top of her budget using spreadsheets and banking apps, while also highlighting the value of saving for retirement and investing in a pension. Her greatest financial joy? Travelling! For Sarah...2024-10-0737 min
Women Talking MoneyJennifer Williams - Going It Alone In this episode of Women Talking Money, Gretchen Betts chats with Jen Williams, CEO and owner of Exec Support Solutions and Exec Recruitment Solutions. Jen shares her journey as a business owner and her thoughts on work-life balance. She opens up about how her upbringing shaped her attitude towards money, sharing the budgeting strategies that have helped her maintain financial stability in both her personal life and her businesses. Jen also discusses the financial challenges she faced following her divorce and how she navigated her path to independence. Her biggest financial goal? Becoming...2024-09-3041 min
Women Talking MoneyRhian Bowden: Reframing my money mindset In this episode of Women Talking Money, Gretchen Betts chats with Rhian Bowden, a physiotherapist and wellness advocate. Rhian shares her journey of setting up her own business, One-to-One Therapy, and her passion for holistic health and wellbeing. She discusses the importance of addressing the root causes of physical and mental health issues and shares her own experiences of overcoming anxiety and other health conditions. Rhian also talks about her changing mindset around money, the impact of financial stress on health, and her decision to prioritise experiences and enjoy life in the present. In this c...2024-09-2335 min
Women Talking MoneyRebecca Shannon: Finding balance in your budget In this episode of Women Talking Money, Gretchen Betts chats with Rebecca Shannon, the inspiring owner of Compliment Coaching and describes herself as the Queen of heart led leadership. Rebecca opens up about her passion for heart-led leadership and how to build a life we truly love. She delves into her personal money journey, from experiencing wealth to facing financial insecurity, and why it's crucial to become aware of our money stories. Rebecca explains how challenging our subconscious beliefs about money can help us break free from financial fears and embrace an abundance mindset. 2024-09-1643 min
Women Talking MoneyCarla Hoppe - Chasing the money is not enough! In this episode of Women Talking Money podcast, Gretchen Betts chats with Carla Hoppe, the owner of Wealthbrite, an award winning adult education company. They dive into why financial skills training is so important in the workplace and how poor financial literacy can impact businesses. Carla shares her own money story, reflecting on how cultural and religious influences shaped her upbringing. She passionately believes that financial education should start early - in schools and continue in workplaces - to help reduce the stress and anxiety that so many people feel about money. Carla...2024-09-0951 min
Women Talking MoneyMoira Somers - Using Money to Reduce Burden and Increase HappinessIn this episode of the Women Talking Money podcast, Gretchen Betts chats with Dr. Moira Somers, a psychologist and family wealth consultant, about the fascinating psychology behind money. They cover a range of topics, from childhood memories about money to negotiating salaries, striking the right balance between saving and enjoying wealth, and why it’s so important to have open conversations about finances. Moira highlights the need for humility and curiosity across generations, and the value of sharing both your financial wins and regrets. She also shares a heartwarming memory of buying a harp, which brought her a lot of...2024-09-0242 min
Women Talking MoneyClare Delaney - Savings & knowing your worth Today, I'm joined by Clare Delaney, Director of Operations at Nextgen. Clare has a diverse background in financial planning, having been a financial advisor, paraplanner and working in compliance before moving to Operations. Clare describes her role as piecing together Nextgen’s products like a complex puzzle ensuring everything runs smoothly. Clare deals with everything from contracts, event planning, content planning and ensuring successful outcomes for the company and the team. Outside of work Clare loves to spend time with her family and friends...2024-06-2445 minWomen Talking MoneyNikki Williams - Inherited money beliefs Today, I'm joined by Nikki Williams, the Founder of The Modern Launch Club, an online education company committed to supporting entrepreneurs to turn their expertise into profitable businesses. Nikki launched her first online business in 2020, specializing in wedding planning for brides. Over time, she built a vibrant community of over 8,000 brides and continues to support couples across the UK. Her passion for digital marketing grew alongside her business, leading her to mentor others in building their own successful ventures. In January of this year, Nikki launched her coaching business. She now runs both o...2024-06-1735 minWomen Talking MoneyKate Phillips - Money, health and saving those 50p’s! Today, I'm joined by Kate Philips, Regional Director at Timeline, a Discretionary Fund Management Company. Kate’s job is to help financial advisers by presenting them with Timeline’s solutions and technology, identifying suitable portfolios for their clients. Kate’s mission is to get consumers and financial advisers to think differently about the way people maximise their investments to ensure the money outlives the people. Kate believes she has the privilege of working with financial advisers and planners to help them to cut their costs and risk whilst generating excellent client outcomes...2024-06-1041 minWomen Talking MoneyBeth Jenkins - Emergency Savings & Pay Equity Today, I'm joined by Beth Jenkins an Online Business Manager & Systems Strategist Beth supports business owners to optimise their businesses so that they can experience the freedom they set out to achieve. With over 6 years of experience working in large UK charities in Partnership Development and a passion for bringing simplicity and flow to the online space, Beth started her business to support CEO’s to create businesses that is sustainable and profitable. Beth wholeheartedly believes that we are overcomplicating business and it’s her mission to strip businesses back and rebui...2024-06-0339 minWomen Talking MoneyHayley Rabbets - Good & Bad Debt Today, I'm joined by Hayely Rabbets the head of the Verve Foundation The Foundation aims to do good in the financial services industry, investing in the future of finance and making it a more diverse, accessible, innovative and welcoming place to be. Hayley has the classic story of 'falling into finance' back in 2007. Hayley has worked in almost every role possible within an IFA firm, from Receptionist to Senior Management, finally finding her home at The Verve Foundation. Hayley believes that everyone should have access to a...2024-05-2732 minWomen Talking MoneyHope Coumbe - The value of Financial Education Today, I'm joined by Hope Coumbe, the Editor of The Professional Advisor, a specialist publication that creates content for the Independent Financial Advisor community in the UK. Hope was highly commended for Willis Towers Watson's DB Journalist of the Year in 2021, and shortlisted for Headline Money’s Rising Star of the Year and Financial Health and Life Insurance Journalist of the Year awards in 2019. Outside of work, Hope enjoys playing sports, learning languages, and travelling. She is also a former competitive figure skater for Australia! Join Hope and I...2024-05-2038 minWomen Talking MoneySian Fisher - 50p dreams Today, I'm joined by Sian Fisher, a seasoned HR Consultant and Confidence Coach. Sian's dedicated to empowering women to feel genuinely confident, inside and out. She firmly believes that confidence unlocks endless possibilities and allows your true brilliance to shine through. Sian's mission is to inspire others to pursue their dreams with self-assurance, turning aspirations into tangible achievements. When she's not boosting confidence, you'll catch Sian cherishing moments with her daughter or indulging in crafting hobbies.2024-05-1339 minWomen Talking MoneyGemma Fenton: Balancing living for today v saving for life after work This week I’m joined by Gemma Fenton. Gemma has been in the financial services industry for the last 25 years and is now working within the Nucleus Group. She specialises in commercial property pensions under the Talbot and Muir brand. Gemma has the diploma in financial planning and is still studying and aiming to complete advanced financial planning modules over the next few years to achieve the advanced diploma, level 6. In her spare time she loves spending time with family and plays golf, enjoys walking, reading and going...2024-05-0639 minWomen Talking MoneyKatie Bullon - Equality in Finances This week I’m joined by Katie Bullon. Katie has worked in Marketing for 20 years, with in-house marketing teams in a variety of international, B2B and B2C roles. Following the birth of her first child in 2014, Katie decided to invest in a digital marketing consultancy, Activ, as a franchisee covering South Wales. In 2021, Katie negotiated a buyout of the Activ franchise and is now Activ’s Marketing Group’s owner and Managing Director, running the UK-wide business. Katie is an avid traveller, passionate about interior design an...2024-04-2945 minWomen Talking MoneyLaura Hayter - Building a Safety Net This week I’m joined by Laura Hayter a health and fitness coach who specialises in working with high-performing, but time-strapped women. Laura has built up a community of career-driven women who, Laura says, achieve big things in and out of the gym. Laura coaches’ women to be in her own words, “bulletproof in mind, body and business”. Laura is also the host of the Elevate Coaching Podcast. 2024-04-2238 minWomen Talking MoneyMichelle Ford - Teaching Financial Independence This week I’m joined by Michelle Ford, the proud owner of Cariad Home Styling, a bespoke interior design and home styling company. Michelle has almost 20 years of interior design experience, which includes 17 years of designing kitchens. Cariad is the Welsh word for love and Michelle chose this to be the business name, as she has a passion and love for all things interior. Michelle wants to help people create the home they deserve and understands that interior design can be overwhelming. Michelle helps her cl...2024-04-1533 minWomen Talking MoneySian Howarth - Seeking Money Confidence This week I’m joined by Sian Howarth, founder and CEO of Nora Rose Staging. Sian and her business have gained an excellent reputation as multi-award-winning, property staging experts across South Wales and beyond. Sian has spent eight years delivering specialist commercial projects, executive lets; luxury penthouses; guest-ready serviced accommodation and fully furnished staged-to-sell properties. Norah Rose Staging is more than just a business for Sian it’s her passion. Join Sian and I as we delve into her earliest money recollections and track the evolution of her money mindset over the y...2024-04-0842 minWomen Talking MoneyRachel Miller - Dad’s holiday bank This week I’m joined by Rachel Miller, the owner of All Things IC, a consultancy set up in 2013 advising on professional communication via consultancy, training and mentoring. Rachel is a regular keynote speaker and hosts the Candid Comms podcast. Her upcoming book Internal Communication Strategy: Design, Develop and Transform your Organisational Communication will be published by Kogan Page in 2024. Rachel has taught 3000 Comms pros via her in-person and Online Masterclasses and has written her popular blog since 2009. Join Rachel and I as we explore her earliest money memories and how her money mi...2024-04-0142 minWomen Talking MoneyBetsan Powell - 5 Little Pigs This week I’m joined by Betsan Powel, the Supervising Director for the Corporate, Employment and Commercial Litigation team for JCP Solicitors. Betsan is a company and commercial legal specialist and has extensive expertise in corporate transactions. She deals with a wide range of matters including the sale and purchase of businesses and companies, joint ventures, equity investments, shareholder and partnership agreements, corporate banking, and commercial contracts. As well as her legal work, Betsan is also the appointed Chair for Women in Wales, a charity helping children in Wales. ...2024-03-2526 min
The Inner Authortity PodcastEp.40 Is The Gender Pay Gap Real? With Gretchen BettsJoin Gretchen Betts, award winning Certified and Chartered Financial Planner and Owner of Magenta Financial Planning Services and I for an eye opening discussion around the gender pay gap, the pension pay gap, how to effectively manage your money as a high-performing and ambitious woman in business.
You can listen to Women Talk Money Podcast with Gretchen here:
Links for Women Talking Money podcast are:
https://podcasts.apple.com/gb/podcast/women-talking-money/id1726916648
https://open.spotify.com/show/6YCidMXwoX4w8k7DIRFLs4?si=CVndOYv3Q0exti_D...2024-03-1940 minWomen Talking MoneyRoz Lester: Grandad’s Lessons This week I’m joined by Roz Lester, a business owner of both Paws and Retreat Sanctuary; a dog boarding business and VA Pro Solutions; a virtual assistant business. Roz launched Paws and Retreat Sanctuary almost 2 years ago after volunteering for Guide Dogs during lockdown and deciding that she wanted her career to make a positive impact. She set up as a virtual assistant last year, blending corporate skills with a passion for entrepreneurship. She also loves nothing better than a cosy night in with a book and a brew! ...2024-03-1841 minWomen Talking MoneyKathryn Lloyd-Thomas - A Debt Free Life This week I’m joined by Dr Kathry Lloyd – Thomas. Kathryn is a full time Anaesthetic Consultant, who works for the NHS. Over the past few years, she has also set up a successful aesthetic business, where she provides skincare and injectable treatments to men and women who want improvements to look their best. Her most important roles, however, are as a wife and mother to 3 children and 2 cavapoochon puppies, and favourite pastimes are gardening, learning Spanish and travelling. Join Kathryn and I as we discuss her drive to live a debt free life, her earliest...2024-03-1138 minWomen Talking MoneyGeraldine Strong: Hard Work - High StandardsThis week I’m joined by Geraldine Strong, founder of Climbing Rose Virtual Assistant Services. Geraldine has over 20 years’ experience in helping businesses with their financial, marketing, and administrative requirements. Geraldine is passionate about helping those with hectic work schedules to carve out more time, by outsourcing what they can, to build their businesses and achieve their goals. Join Geraldine and I as we discuss her earliest memories of money, and her current relationship with it, including how she is educating her young children to understand the value on money in an ever growing ‘cashless’ society.2024-03-0432 minWomen Talking MoneyHelen Corsi - Cadmore: Coffee, Cake and Ice-cream This week I’m joined by Helen Corsi-Cadmore an award-winning entrepreneur who helps people, businesses, entrepreneurs and business owners set up, grow and develop successful businesses. Helen established and grew a well-known retail brand, Flying Tiger into a multi-million-pound enterprise opening a total of nine stores across the UK and growing a team of over 200 people. Helen also has her own podcast Fabulous and Female, where she talks about running a business and raising twin girls. As if that isn’t keeping Helen busy enough, she also works with the Ectopic Pregnancy Trust Unive...2024-02-2638 minWomen Talking MoneyGemma Griffiths: Overcoming Your Fear of NumbersThis week I’m joined by Gemma Griffiths a Personal and Brand Photographer based near Cardiff. Gemma has over 17 years’ experience in photography. On top of photographing families and businesses, she offers photography training for beginners and professional photographers. Gemma is passionate about creating joyful, creative, fresh images and she promises that shoots with her are relaxed and fun. At Magenta we can vouch for that, as Gemma recently took our latest brand photos of the team! Gemma and I explore her earliest memories of money and her current relationship with it. Listen in f...2024-02-1938 minWomen Talking MoneyKate O'Neill: The Rewarding GrindThis week I’m joined by Kate O’Neill a Recruitment Coach, Trainer and DISC Specialist with over 10 years experience in the recruitment industry. Kate helps recruitment agencies and recruiters to develop skills, planning and strategies to unlock their full potential. Kate launched her business 'Kate O'Neill Coaching' back in January 2021, during lockdown, and hasn't looked back! Join Kate and I as we delve into her relationship with money – exploring both the highs and lows.2024-02-1240 minWomen Talking MoneyPhilippa Hann: Money In The DrawerIn the first episode of my new podcast series, I am joined by Philippa Hann, a lawyer specialising in financial services litigation. Philippa has taken charge of more than 1,100 claims on behalf of British Steel employees who were moved out of their final salary pension schemes. She’s first-hand experience of the angst and worry money can bring people, and how it can affect our wellbeing. Outside of her law work, she is a fitness fanatic and has completed two iron distance triathlons and a 104-mile ultra marathon! Listen in as Philippa and I...2024-02-0539 min
Adviser 3.0: The PodcastEp 55: Gretchen Betts', Internal Succession Success Story for AdvisersJoin us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge.
2023-05-1046 min
The Wealth ConversationThe Wealth Cornerstones Series: FinaleThe Wealth Cornerstones Series – Round Up
We all have the desire to create wealth on our own terms. I believe that this can be achieved once you are clear on what wealth truly means to you, in the following five areas of your life: Physical; Mental; Spiritual; Social and Financial.
In this series round up The Wealth Cornerstone Series, I revisit what true wealth means to some of my previous guests and I hope that their definitions will help you to create your own unique definition of wealth in each area of your life.
...2022-05-1314 min
Financial ChangemakersFinancial Changemakers, Series 2 - ConclusionWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this concluding episode, hosts Gretchen and Olivia, discuss the key takeaways from Series 2. This podcast series is about creating a safe place for discussion and ultimately enabling you, our listener, to be a Changemaker. Let’s listen...2022-05-0933 minFinancial ChangemakersFinancial Changemakers, Series 2 - Practicality & LanguageWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this eighth episode, hosts Gretchen and Olivia, discuss Practicality and Language with their guest Anj Handa - Founder of Inspiring Women Changemakers. Anj supports organisations by working with them to keep their policies and practices up to da...2022-05-0236 minFinancial ChangemakersFinancial Changemakers, Series 2 - Hormonal HealthWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this eighth episode, hosts Gretchen and Olivia, discuss Hormonal Health with their guests Julie Flynn – Founder and Financial Coach Ebb and Flow and Cathy Brennan – Associate Financial Planning Director at Investec Wealth & Investment UK. Hormonal Health is...2022-04-2554 minFinancial ChangemakersFinancial Changemakers, Series 2 - Class, Wealth & Social DeprivationWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this seventh episode, hosts Gretchen and Olivia, discuss Class Wealth and Social Deprivation with their guests · Steve Chatterton - Head of Relationships at Citywire · Laurie Frankland - New Horizons Project There is a deep societal p...2022-04-1845 minFinancial ChangemakersFinancial Changemakers, Series 2 - Social Mobility & Conscious InclusionWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this sixth episode, hosts Gretchen and Olivia, discuss Social Mobility and Positive Inclusion with their guest Ben Sampson – Head of Employment & Skills at Voluntary Norfolk. What social mobility means is to ensure that the circumstances of whic...2022-04-1139 min
The Wealth ConversationFinancial Stability For Women with Gretchen BettsAbout Gretchen Betts:
Gretchen is a Chartered and Certified Financial Planner at Magenta – an award winning, specialist Financial Planning company that believes in delivering Planning with Passion every day. Since launch in 2016 the business has become known for its bright and bold brand and for proudly flying the flag for women in the profession. As a Certified Financial Coach, Gretchen is passionate about working closely with clients to understand what they really want from life and to create and implement a Lifetime Financial Plan to help them pursue their passions. Gretchen is active in promoting the need fo...2022-04-0827 minFinancial ChangemakersFinancial Changemakers, Series 2 - NeurodiversityWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this fifth episode, hosts Gretchen and Olivia, discuss Neurodiversity with their guests · Emily Kenna – Director at Sense Risk Solutions · Tim Mann – Director of Blackfield Creatives CIC For Tim Neurodiversity means simply a ‘different functioning...2022-04-0449 minFinancial ChangemakersFinancial Changemakers, Series 2 - Body ImageWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this fourth episode, hosts Gretchen and Olivia, discuss Body Image with their guests · Suzanne Samaka – recent founder of #HonestyAboutEditing Campaign to protect young people’s self-esteem and help them have a more positive body image. · J...2022-03-2839 minFinancial ChangemakersFinancial Changemakers, Series 2 - AllyshipWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this third episode, hosts Gretchen and Olivia, discuss Allyship with their guests · David Villa Clarke - Founder and director of DVC Wealth Management Ltd · Adam Owen - Director and Head of Content at NextGen Planners2022-03-2153 minFinancial ChangemakersFinancial Changemakers, Series 2 - Privilege & FragilityWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this second episode, hosts Gretchen and Olivia, discuss Privilege and Fragility with their guests · Dr. Bel Kerkhoff-Parnell · Brett Davidson Educting ourselves and being more open and applying ourselves means giving up a proportion of our pr...2022-03-141h 02Financial ChangemakersFinancial Changemakers, Series 2 - IntroductionWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Coach, New Horizons, Voluntary Norfolk. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this introduction to Series 2, hosts Gretchen and Olivia, discuss the reasons as to why they started the podcast series initially. What they felt were important topics to focus on for this series, and what listeners can expect to h...2022-03-0728 min
PFS Power PodcastPFS Power Podcast - Episode 18 - Gretchen BettsPFS Power Podcast - Episode 18 - Gretchen Betts by Personal Finance Society2021-10-0726 minFinancial ChangemakersFinancial ChangemakersWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this eighth episode, hosts Gretchen and Olivia, discuss the previous episodes and key takeaways from the series with their guests, Ollie Smith, Editor New Model Adviser and Jenni Kampf, Internal Coms, Cardiff University. Diversity and Inclusio...2021-03-0257 minFinancial ChangemakersFinancial ChangemakersWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this seventh episode, hosts Gretchen and Olivia, discuss the topic of Sexuality and Sexual Orientation in the Financial Services Profession with their guest, Joe Baldwin, Vice Principle from Bridgend College. The Mission Statement of Bridgend college...2021-02-2349 minFinancial ChangemakersFinancial ChangemakersWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this sixth episode, hosts Gretchen and Olivia, discuss the topic of Disability in the Financial Services Profession with their guest Kathryn Knowles, CURA insurance. Kathryn is passionate about speaking to people about gaining access to financia...2021-02-1656 minFinancial ChangemakersFinancial Changemakers - Talking AgeWelcome to the Financial Changemakers podcast with Gretchen Betts and Olivia Parnell. In this fifth episode, hosts Gretchen and Olivia, discuss the topic of Age in the Financial Services Profession with their guests, Tom Henshaw, True Potential Wealth and Jane Gow, Clear Cut Financial Planning. Jane and Tom discuss their experiences and wishes for diversity of Age within the Profession. The job market can sometimes ‘accidentally’ discriminate against younger applicants. Jobs within Financial Services often require x number of years’ experience, and a ready-made established client base. This can make it a challenge for young...2021-02-0949 minFinancial ChangemakersFinancial Changemakers - Talking Mental HealthIn this fourth episode, hosts Gretchen and Olivia, discuss the importance of Mental Health awareness in the Financial Services Profession with their guest Nick Elston, Speaker on the Lived Experience of Mental Health. The discussion looks at the profession in relation to clients, employers, and employees Mental Health. In the financial space there is a need to have conversations around mental health. It has a massive impact, but people do not want to talk about it. Money can create anxiety. How we spend, how we work, how we live. Generations vary. S...2021-02-0355 minFinancial ChangemakersFinancial Changemakers - Talking RaceWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this third episode, hosts Gretchen and Olivia, discuss the importance of Race diversity in the Financial Services Profession with their guest: Tsitsi Mutiti, Charles Stanley and The Wealth Conversation. Tsitsi discusses how over time we acce...2021-01-2756 minFinancial ChangemakersFinancial ChangemakersWelcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this second episode, hosts Gretchen and Olivia, discuss the importance of Gender diversity in the Financial Services Profession with their guest: Anna Sofat, Associate Director, Progeny Wealth Anna has been a passionate advocate and tireless campa...2021-01-1959 minFinancial ChangemakersFinancial Changemakers, Season 1, Episode 1Welcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd. This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos. In this opening episode, hosts Gretchen and Olivia, discuss Diversity and Inclusion in the Financial Services Profession with their guests: Rohan Sivajoti, Director & Head of Innovation at NextGen Planners Amira Norris, Head of account management, Nucleus Financial Grou...2021-01-0642 min
The Innovating Advice ShowBringing More Women Into Client-Facing Roles and Building an All-Women Firm with Gretchen BettsGretchen Betts, Managing Director at Magenta Financial Planning in the UK, which has a team of all women, joins the show. Gretchen shares how and why the name Magenta, and its fantastic name-inspired branding, came to be. We chat about building a team of all women, how to bring more women into the profession and into client-facing roles, how Gretchen acquired the skills and support structure to succeed as a Managing Director and the things Magenta outsources to make sure their time and energy is spent where it’s most effective. We wrap up by ch...2020-07-1400 min
NextGen PlannersFees & Charging with The Two Grumpy Northerners, Gretchen Betts and Sam SlomaIn this episode, Adam and Rohan discuss fees and charging with NextGen members Gretchen Betts of Magenta and Sam Sloma of Engage. 2020-04-281h 23
NextGen PlannersSophie Bera on building a Gen Y FP firm for her peers (with guest host Gretchen Betts) How Sophie Bera built her FP Firm Why she isn’t your father’s financial adviser The process she uses with prospects How she works with a virtual team Her thoughts on females in financial planning 2020-04-2853 min
NextGen PlannersHow Julie Lord and Gretchen Betts teamed up to create a Financial Planning firm for the future What are their backgrounds? How and Why Magenta was founded What are the beliefs and cultures at Magenta. What kind of clients do they deal with and how do they work with them? What has gone well so far for a new company and what hasn’t gone so well? What are their thoughts about the future of financial planning What are key learning resources that they tap in to? 2020-04-281h 00
GreenlandBlack History Month - what's it all about?Each February marks Black History Month in the US. Other countries, including Canada, the Netherlands and Ireland now also observe it. In essence, the month is about celebrating and recognising the contributions of African Americans throughout history. In schools and other learning institutions, students participate in a range of essay and oration competitions, put on plays and otherwise take part in activities designed to illuminate the advances made in society due to the contribution of black Americans.Some dissenters (including high profile people such as Morgan Freeman) argue that why should black history be confined to a...2020-02-0541 minGreenlandWhy do Americans celebrate Thanksgiving?Have you ever wondered why Americans celebrate Thanksgiving? Join us as we explore the origins and traditions of this important holiday in the US, while uncovering some dark truths about its origins for native American people. We learn about the similarities between how some Americans view Columbus Day and Thanksgiving as dark chapters in America's history. We also discuss the similarities and challenges for Australians celebrating our equivalent 'Columbus Day' - Australia Day - and the movement to #changethedate out of respect for Indigenous Australians. Thank you to our very special guests from Wichita, Dr Gretchen Eick f...2019-11-2728 min