WISE® (Women Investing In Security and Education)
WISE PODCAST
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WISE® (Women Investing In Security and Education)
WISE PODCASTEpisodes
WISE® (Women Investing In Security and Education)
WISE PODCAST
A podcast
Good podcast? Give it some love!
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Episodes of WISE PODCAST
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Meet Ani Packard: Shaping the Future of Visionary Women Calling all philanthropists and changemakers! In this episode of How Do They Do It?, Angela Dailey, CEO of WISE (Women Investing in Security and Education), sits down with the inspiring
Meet Dawn Reese: Social Innovator at The Wooden Floor Are you passionate about education and youth development? Then you won't want to miss this episode of How Do They Do It? Angela Dailey, CEO of WISE (Women Investing in Security and Educatio
Meet Dawn Reese: Social Innovator at The Wooden Floor Are you passionate about education and youth development? Then you won't want to miss this episode of How Do They Do It? Angela Dailey, CEO of WISE (Women Investing in Security and Educatio
In this episode join WISE for an inspiring conversation with Marla Sofer, an executive who transitioned from corporate strategy to fintech, launching Knomee, a groundbreaking financial wellness app empowering women and facilitating connections
GET EXPERT GUIDANCE FROM TODAY SHOW'S MONEY MAVEN, JEAN CHATZKY, AND WALL STREET JOURNAL'S STAR, VERONICA DAGHER.Invest in YOU! Build a brighter financial future. From beginner to boss. Say goodbye to money stress! Take control of you
Missed our empowering event on career advice and investment insights? Don't worry, you can still access the valuable knowledge shared by our amazing speakers!In this recording, you'll gain valuable insights from:Top investors about their in
In this episode, we interview Xandra Laskowski, the founder of OSEA Angel Investors, a woman-focused angel investment group based in Orange County, California. Xandra has over 25 years of experience in the tech industry, and she has been an ang
In this episode of the WISE podcast, we're talking to Carleton English, a financial journalist at Barron's, about how to choose a financial advisor. Carleton will discuss the different types of advisors available, the pros and cons of working w
Wealth Building Tips for WomenFeaturing Kimberlee Davis, J.D., CDFA®Building wealth might sound like an overwhelming goal — but it’s not as hard as you might think! Once you understand the importance of a positive money mindset and the basic
Gena Reed’s philanthropic journey began in high school, where she led a team supporting a young African girl, Emma, needing financial aid for school and food. Many car washes and brownie and cupcake sales were involved. Thus, Emma was the genes
Reshma Kapadia is one of the most admired and influential financial journalists in this country. As Associate Editor at Barron’s Reshma is a member of the team that screens the 100s of nominations for their most influential women in finance li
Julie Hill is one of the highest profile and respected member of the Orange County business community and well known as a business leader, entrepreneur and philanthropist on the world stage. Julie spoke candidly to WISE CEO, Angela Dailey, abo
Mercedes Shaffer is interviewed by Trae Lewis and shares her tips, pros and cons of buying a home in this current high interest rate environment, including advice for first time buyers and first time investors. Mercedes Shaffer is an expert i
Jenny Guo was interviewed by Angela Dailey and discussed the strategies for passive investing in real estate for income and capital appreciation, outlining the benefits and downsides of each. Jenny is a Managing Partner at Vertical Street Ve
Women Investing in Security and Education (WISE)Chapman University Argyros School of Business and Economics Invite you to an Exclusive PresentationTearing Down The Pink WallSpeakers:Samantha Foster, Managing Director, Russell Investmen
Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® about the importance of asset allocation.In this interview you will learn:How an investor’s decision regarding mix of assets impacts future returnsWhat factors to consider
Recent statistics show there is one divorce in America every 36 seconds. That equates to 86 divorces per hour, 2,400 divorces per day, 16,800 per week, and 873,600 divorces per year! This could affect you or anyone you know.Sign up for our W
Whether you are participating in Medicare now, have Medicare enrollment in your future, or have a loved one participating, don’t miss this important podcast.Jan Walsh, WISE Board member and Insurance Executive with over 20 years' experience in
If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you!In addition to an MBA with a concentration in Financial and Portfolio Management, Evelyn has nearly 25 years’
Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on estate planning, asset protection and estate litigation. Kinnery is currently a Partner at Mozingo & Patel in I
Currently, DiMario is contracted by OCTANE, Orange County, California's premier incubator and LaunchPad for life science and tech companies, to lead the Octane Foundation for Innovation as Director, Community Engagement for the Octane Foundatio
If you are interested in learning about resources for women entrepreneurs or securing corporate and non-profit board positions, here's the WISE(R) podcast for you!Linda DiMario is a mover and shaker here in Orange County. She is Director of Co
A Rewarding Long-Term Career in Finance: Nella Webster O’Grady, CFP built her skills then launched her own firm
A qualified charitable distribution (QCD) is a direct transfer of funds from your IRA to a charityA QCD may allow a person facing a required minimum distribution to donate funds to a charity tax freeFeel good donating funds to make a dif
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