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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.

Bring Magic and Sparkle to Your Interview: A Smart Women/Savvy Money Podcast

Want to Leave a Fabulous Impression?

In our March Smart Women/Savvy Money podcast, Yasmeen Muqtasid shares successful strategies to stand out and differentiate yourself during an interview. Learn to tell your story, close your interview, and get the next one. We want you to make it to the final round! This is for anyone who wants to leave an amazing impression. We want people to talk about you. Blow everyone away.

Sign up for the Smart Women/Savvy Money newsletter to be notified when the podcast is available!

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

 

yasmeen_muqtasid_pic.jpg Yasmeen Muqtasid is a solutions, sales and communications leader, with more than 20 years of experience at the intersection of marketing, sales, brand communications, and business development. She is the creator of Rich Black Woman, a lifestyle destination for Black women entrepreneurs and professionals to build wealth for themselves, families and their communities. A valedictorian of UCLA’s communications studies program, Yasmeen is also a distinguished J. Paul Getty Fellow, UCLA Andersen School of Business Riordan Fellow, and an award-winning sales professional. She has a passion for all people and cultures. If she could have a super-power, it would be to allow anyone to walk in the shoes of another; she believes this would put an end to our world’s most pressing social and moral problems.

 


Perfect Your Perfect Pitch: A Smart Women/Savvy Money Podcast

Pitch Perfect

In our April Smart Women/Savvy Money podcast, we'll be joined by internationally acclaimed speaker Mimi Donaldson. She'll show us how to improve the quality of our personal pitch.

You need to sell your best product, which is you. Your personal pitch must be relevant, timely, and effective—and your success will depend on your self-confidence and professionalism. Mimi will provide an action plan to help you use your energy in positive ways to burn off nervousness, understand your audience, and organize your pitch to meet your audience's concerns.

Sign up for the Smart Women/Savvy Money newsletter to be notified when the podcast is available!

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

 

mimi_donaldson_pic.jpg With her combination of sophisticated humor and solid content, Mimi Donaldson is a superstar in the speaking business. She is an official speech coach for TEDx Talks and TED Talks and has created many speeches for executives, celebrities, entrepreneurs, and sales staffs. Before going into the speaking and coaching business, she was a Human Resources Specialist with Walt Disney Company, Northrop Aircraft, and Rockwell International. She earned a Masters Degree from Columbia University Teachers College. Mimi’s latest book is Pitch Perfect: Speak to Grow Your Business in 7 Simple Steps. She is the author of three other books: Necessary Roughness: New Rules for the Contact Sport of Life, Bless Your Stress: It Means You’re Still Alive! and Negotiating for Dummies, which has sold almost 2 million copies and been translated into 6 languages.

 

 


Using Housing for Retirement Planning: A Smart Women/Savvy Money Podcast

Are You Getting the Most Out of Every Asset?

If you're like most people, your home is your biggest asset—especially if you've worked hard to pay off your mortgage. When you're planning for retirement, it's important to take account of every asset you have, including your home. With careful planning and good guidance, it's possible to leverage your equity in your home safely to not only cover taxes and maintenance but also help secure your long-term financial future.

As a licensed Reverse Mortgage Loan Officer, Janice Cohen has seen reverse mortgages transform from an option of last resort to an important element in strategic financial and estate planning. In our May SW/SM podcast, she'll explain how the 2013 Reverse Mortgage Stabilization Act created transparency requirements, standardized procedures, and regulatory oversight that allow borrowers and their families to use reverse mortgages to turn one of their greatest physical assets into a financial resource that can enhance their income and help maintain their lifestyle. 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

 

Janice Cohen is an HECM Reverse Mortgage Specialist. For the past 15 years, she has helped people in the L.A. area understand how a reverse mortgage works and whether or not it is the right option for them. She takes pride in being able to help homeowners align their housing plans with their retirement and lifestyle goals. Janice has worked directly with lenders such as Wells Fargo, Metlife, and now Retirement Funding Solutions, a division of Synergy One Lending.

 


Slam Your Scammers: A Smart Women/Savvy Money Podcast

Protect Yourself and Strike Back at Scammers

You know how common scams have become these days. Phone scams prey on our uncertainty and politeness. Convincing "phishing" emails try to fool you into giving up good information. It's frustrating, but with a little knowledge, you can fight back. In our June Smart Women/Savvy Money Podcast, "Tech Diva" Zenobia Millet joins us with important tips to empower you to recognize and resist technology-based scams. Technology is a fact of life. So don't let scammers scare you—take control and fight back!

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

20150226-michael_timmons-431_crop_2.jpeg Zenobia Millet is the founder of Media Technologies MarketPlace, which aims to make technology "touchable" by helping companies and individuals eliminate their fears and embrace their tools. She is a successful serial entrepreneur, whose other business ventures include luxury car-rental agency Klassy Kars Rental Services of Palm Springs, and The Funding Boutique, which connects small businesses, entrepreneurs, and start-ups with working capital and investors. Zenobia is active and well regarded among L.A.'s community of audio engineers and multimedia producers, and is also known for her deep love and extensive knowledge of jazz. Her online programs Tech Diva and the Luxury Lifestyle Online TV Show and Jazz Sensuals Special on Mixcloud bring her worlds of tech and music together for the enlightenment and entertainment of her audiences.


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 disenge 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!

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

 

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.

 

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.