Tag Archives: Investing

Back to the Books: Understanding Your Finances with Holly Mazzocca, CFP® (Ep. 15)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , , , ,

Conversations around money are getting better. However, they are still taboo for many men and women of all ages.

Learn the strategies you need to discuss important topics surrounding finances, including money management, in this week’s episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, President of Wealth Advisor and Principal at Bartlett Wealth Management.

Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to regarding questions you may not have the answers to. 

Holly talks about: 

  • The importance of introducing financial literacy into dinnertime conversations 
  • Ways to prepare and educate the younger generation when it comes to money and finances
  • The emotional side of money  
  • What steps to take when you simply don’t know where to start, whether it comes to investing, saving, or spending
  • And more!

Resources:

Connect with Holly Mazzocca:

Connect with Melissa Carter: 

Connect with Financial Advisor Magazine:

About our Guest: 

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca, serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client.  Holly also serves as a wealth advisor.  Her areas of focus include multi-generational families and women in transition.  

About our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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Sustainable Investing: The Most Opportune Route for Women with Kiley Miller (Ep. 14)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , , , , , ,

Women are great candidates for sustainable investing. This approach to long-term trends and themes falls in line with how women inherently see the world. Women naturally tend to stay more disciplined and trade less, creating better long-term planning abilities. 

So does that end the debate and honor women as better investors? 

In this episode, Kiley Miller, the director of ESG Solutions at Envestnet, explains the ins and outs of sustainable female investing and the benefits to their overall portfolio. Kiley unpacks some long-term trends, such as climate change, developments in renewable energy, and regenerative agriculture, while detailing how women are more likely to play the waiting game to achieve results in these areas. 

Kiley discusses: 

  • Why women are great candidates for sustainable investing 
  • How sustainable investing practices align with the way women perceive the world
  • What you should know about personalization
  • The truth about emotions when it comes to investing 
  • And more!

Resources:

Connect with Kiley Miller:

Connect with Melissa Carter: 

Connect with Financial Advisor Magazine:

About Our Guest:

Kiley Miller leads Sustainable Investing at Envestnet. She is responsible for the strategic development of Envestnet’s sustainable investment offering, which includes the expansion of technology embedded into the Envestnet platform, as well as sustainable investment solutions, research, and data, and providing education and guidance on how to incorporate sustainable investing into advisor practices. 

Before joining PMC in 2019, Kiley was a senior client advisor at Sustainalytics, an ESG research, ratings, and analytics firm. There she supported U.S. asset managers to integrate ESG research into the investment process. Kiley also previously worked at the UN-supported Principles for Responsible Investment. 

Kiley holds an MS in Sustainability Management from Columbia University and a BS in Environmental Sustainability with a double minor in Business and Environmental Economics & Law from the University of Illinois at Urbana-Champaign.

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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