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At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests.

Retirement is Not for the Weak! A Smart Women/Savvy Money Podcast

Plan Ahead for Your Third Act

When people talk about retirement planning, they usually mean important financial planning activities. However, as retirement draws closer, it's equally essential to prepare for the non-financial challenges that will accompany your transition from employment to your "3rd Act." Retirement involves many emotional, psychological, intellectual, and physical adjustments as people disengage from job identities, schedules, and daily socialization—as well as opportunities to apply their expertise and be recognized for their contributions. Without preparation, joyful expectations for retirement can quickly shift to frustration, boredom, procrastination, depression, and feelings of inadequacy.

In our July podcast, Devra Korwin will provide crucial guidance on how to approach these changes and actively prepare—not only for what you want to do in "Act 3" but also for a potential "Act 4." Sign up for the Smart Women/Savvy Money newsletter to be notified as soon as the podcast is available!

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devra_korwin_sq.jpeg Devra Korwin's passion is coaching people through transitions, whether they're finding a new career, preparing for retirement, increasing self-motivation, or enhancing leadership skills. She is known for her work in coaching, communication, critical thinking, and leadership development and has held senior positions in organization and career development with Cedars-Sinai Medical Center, Kaiser Permanente, the Actors Fund of America—Los Angeles, and Lee Hecht Harrison Outplacement Services. Devra holds an M.A. in Organizational Management from Antioch University and is a certified graduate of the Hudson Coach Institute, as well as a Certified Professional Coach (International Coach Federation) and a Certified Transition and Retirement Coach (Career Partners International). She aims to help people achieve their goals, enhance their lives, assess and address challenges, and implement solutions. In addition to her work in coaching and organization development, Devra has a varied entertainment résumé, including performance, directing, and choreography.


Planning for Elder Care: A Smart Women/Savvy Money Podcast

Housing and Care for Aging Loved Ones

Elder care is a team effort. If you're caring for aging loved ones, you can sometimes feel isolated. However, there are programs and services that you can draw on for support and information and to learn from others who have experienced the same challenges. By the same token, one of the best things you can do for your own family and future caregivers is to make careful and thorough long-term financial and practical plans. Communicating openly and sharing the decision-making load will ensure that your desires are clearly spelled out and your support team is well equipped.

In our August SW/SM podcast, Certified Senior Advisor Loli Ramezani will discuss some of the resources that are available to support elder care, as well as some of the questions that you should anticipate in making your own long-term future plans. Sign up for the Smart Women/Savvy Money newsletter to be notified as soon as the podcast is available!

Sign up for the SW/SM Newsletter to be notified when this is available

 

loli-ramezani.jpg Loli Ramezani is a Certified Senior Advisor (CSA) and President of Always Best Care—Beach Cities/Los Angeles, which provides short-term and long-term in-home care and helps senior adults find Independent Living or Assisted Living communities if the need arises. Loli is a long-time resident of Manhattan Beach and has served on the Boards of several nonprofits serving the beach cities and neighboring communities. She is also a speaker with Alzheimer’s Los Angeles, educating community groups about caring for people with Alzheimer's Disease, and has facilitated a monthly support group on for families of people living with dementia.


College Planning: A Smart Women/Savvy Money Podcast

Have you ever thought, “How do colleges expect families to pay these high tuition prices?” One reason: as long as someone is willing to pay, they have no incentive to lower their prices. This is particularly true of popular schools, schools with name recognition, and schools in desirable areas. Increased demand, reduced state funding, the rising costs of competitive faculty and staff compensation, and expanding student services are other factors that contribute to rising tuition. The most expensive colleges in the world can cost more than $50,000 per year—and that doesn’t even include room and board!

College financial planning can be an overwhelming process, and poor planning (or none) can leave students and/or families saddled with debt. In our September Smart Women/Savvy Money podcast, Derenda King will present essential information to help you navigate the maze of college funding, answering questions such as 

Will my student qualify for financial aid? Will my investments hurt my student's chances for aid? What do the FAFSA and PROFILE take into account? What do they ignore? What's the best way for grandparents or extended family to help?
 

Sign up for the Smart Women/Savvy Money newsletter to get an email as soon as Derenda's podcast is available!

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d-king-sq.jpg Derenda King is a Certified Financial Planning® professional and a financial advisor with Urban Wealth Management. Before becoming a financial advisor, Derenda worked in higher education and held various positions at local colleges and universities. Although she is no longer in a formal education setting, she is still an educator at heart. She provides comprehensive, holistic financial planning services and is passionate about educating, empowering, and equipping individuals with the knowledge to make more informed decisions about their money.


Impact Investing: A Smart Women/Savvy Money Podcast

ESG/SRI: What’s the Difference?

Investment professionals sometimes get caught up in acronyms: RI, SRI, ESG. They stand for real things—real stances on investing and real business approaches by companies. And they're not quite interchangeable, although they have some things in common. In our October Smart Women/Savvy Money podcast, Margaret Leung of the global investment firm Nuveen will explain the ins, outs, and opportunities of "responsible investing," "socially responsible investing," and "environmental, social, and governance" investing—as well as other ways you can make an impact while also helping secure your own financial future.

Investors have more chances than ever before to use their money for good. Sign up for the Smart Women/Savvy Money newsletter to get an email as soon as this podcast is available!

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margaret-leung-sm.jpeg Margaret Leung leads a team of specialists at Nuveen, one of the global leaders in responsible investing. Margaret's team covers ETFs, 529s, and closed-end funds and is also involved in the development and execution of the Nuveen's distribution plan of these investment vehicles. Margaret started her career in investment with SunAmerica Capital Services and later served as a business development specialist at Invesco, driving business through product and market expertise and partnering on strategic initiatives. She obtained a BA in Psychology and Social Behavior from the University of California, Irvine, and she holds FINRA Series 7 and 65 securities registrations.

 


Sustainable Investing: A Smart Women/Savvy Money Podcast

Sustainable Investing to the Next Level Using Shareholder Engagement for Positive Outcomes at Public Companies


Can sustainable investing really make an impact on the world? In our November Smart Women/Savvy Money podcast, Heather Smith of Impax Asset Management shares strategies and success stories about ways shareholder engagement is positively affecting corporate actions, gender pay equity, and gender diversity.

Sign up for the Smart Women/Savvy Money newsletter to get an email as soon as this podcast is available!

Join the SW/SM Club to be notified when the podcast is available

 

heather-smith.jpg Heather Smith is Lead Sustainability Research Analyst at Impax Asset Management LLC (formerly Pax World Management LLC) as well as Vice President, Sustainable Investing, at Pax World Funds. She researches and evaluates the environmental, social, and governance (ESG) performance of companies for inclusion in the firm’s portfolios. Heather is also a member of the Impax Gender Analytics team, oversees the firm’s proxy voting, and coordinates gender-related shareholder engagements. She holds a bachelor’s degree in Political Science and an MBA from the University of New Hampshire. Before joining Impax, she worked as a Legislative Aide for the New Hampshire State Senate. Impax Asset Management LLC is investment adviser to Pax World Funds. (Pax World Funds are distributed by ALPS Distributors, Inc. ALPS Distributors is not affiliated with Impax Asset Management LLC.)

 

 

At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, connect with us for a complimentary half-hour chat.