Videos

  • Potential

    Set Your Mind, Set Your Potential

    March 14, 2019

    Looking on the bright side can lead you down a stronger and better path. Haley Barrows of the USC Performance Science Institute explains how your perception of the future can impact your life.

    lifestyle
    professional-women
  • Health and Wellness

    Listening to Your Body

    February 14, 2019

    Sarah Greenfield on a topic that many have questions about but are afraid to discuss. You might be surprised how much you learn!

    lifestyle
  • René Nourse on CNBC's Closing Bell, 15 Feb 2019

    Closing Bell: A Nasty First Quarter

    February 15, 2019

    The Dow was up today, but the first quarter still looks shaky, says René.

    stock-market
    television-appearances
  • A Special Message for Women from René Nourse

    television-appearances
  • René Nourse on CNBC's Closing Bell, 31 Jan 2019

    Closing Bell: Grave Concerns

    January 31, 2019

    René discusses reasons to be concerned about how the markets are moving.

    stock-market
    television-appearances
  • Riskalyze

    About Riskalyze

    How much investment risk can you handle? How much is in your portfolio already? Learn what our Riskalyze quiz can do for you.

    client-tools
    financial-planning
  • René Nourse - 5 Star Los Angeles Wealth Manager

    René Nourse: 2019 Five Star Los Angeles Wealth Manager

  • Wendy Ida

    Take Back Your Fabulous!

    January 10, 2019

    Ready for a fabulous New Year? Start with inspirational, award-winning fitness coach Wendy Ida.

    lifestyle
  • A New Year's Wish

    New Year's Wish

    Happy 2019! Wishes can become reality, especially with careful planning. What's your wish for the new year?

    financial-planning
  • René Nourse on CNBC's Closing Bell, 12 Dec 2018

    Closing Bell: Resolution Before Trade War

    December 12, 2018

    René discusses the global economy in light of uncertainty about U.S. trade with China.

    stock-market
    television-appearances
  • René Nourse on CNBC's Closing Bell, 28 Nov 2018

    Closing Bell: Boring is Good

    November 28, 2018

    René discusses market fluctuations in a Closing Bell Exchange.

    stock-market
    television-appearances
  • Dr. Lois P. Frankel

    Lead with Courage & Confidence

    November 8, 2018

    How can we have more courage and confidence and be the best leaders possible? Lois Frankel helps us reflect on leadership goals and plan ahead.

    gender-diversity
    lifestyle
    professional-women
  • Protecting your digital assets

    Cover Your Digital Assets!

    October 11, 2018

    On social media? Have banking or other online accounts? Megan Nogle & Laura Chooljian discuss how to care for digital assets if you become incapacitated or die.

    estate-planning
    lifestyle
    technology
  • Medicare Maze

    Take the Mystery Out of Medicare

    September 13, 2018

    If you think Medicare is a maze, you're right! Debbie Hoffman & Melinda Gann have the info you need and tips to ease the transition.

    insurance
    personal-finance
    retirement-planning
  • Feeling drained after work

    Do More That Energizes, Less that Drains

    August 9, 2018

    Is your routine draining or energizing? Susette Aguiar-Possnack shares ways to create a happier, more fulfilled life at work and home.

    lifestyle
    professional-women
  • Spoonful of Sugar

    How to Combat Sugar Addiction

    July 12, 2018

    Sarah Greenfield has tips to start eliminating excess sugar from your diet and combat cravings.

    lifestyle
  • Woman doing taxes

    What's Up with the Tax Cuts and Jobs Act?

    June 14, 2018

    How will tax reform affect you? Bella Wang explains the implications and has tips to get the most out of the new law.

    financial-planning
    personal-finance
  • How Do I Budget

    How Do I Budget?

    Your budget is your #1 financial document and essential to help you stay in control of your money. Here's how to start.

    financial-planning
  • Social Security Earnings

    Make Social Security Work For You

    May 10, 2018

    You probably pay into Social Security. But do you know how it works, what you're eligible for, and when and how to access benefits? René has answers, plus filing tips to maximize income.

    investing
    personal-finance
    retirement-planning
  • Take Control - eMoney video for Urban Wealth Management

    Take Control

    Take control of your finances and your future — join the Smart Women/Savvy Money Club!

    client-tools
    financial-planning
    professional-women
  • Mindfulness photo by Lesly Juarez on Unsplash

    Mindful Goal-Setting

    April 12, 2018

    Chasing your goals but not making progress? Imelda Villalobos has mindfulness techniques to help balance living in the moment with achieving your goals.

    lifestyle
    personal-finance
  • The Power of a Trust

    Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.

    elder-care
    estate-planning
  • Trustee

    Does Your Trustee Have the Right Stuff?

    March 8, 2018

    With a living trust, your trustee must act on your behalf when you can't. Zakiya Norton & Somita Basu share 3 things to consider to when choosing someone for the job.

    elder-care
    estate-planning
  • Collaboration

    Interpreting Gender Communication

    February 8, 2018

    "Hello? Can you hear me?" Devra Korwin explains how building your "Gender Intelligence" can improve communication at work and at home.

    gender-diversity
    lifestyle
    professional-women
  • What's in a Number?

    When it comes to your finances, do you know where everything is? And what it's worth? We have tools to help.

    client-tools
    financial-planning
  • Styling and Smiling

    Styling and Smiling

    January 11, 2018

    Jana Coke will help you make sure your style personality reflects who you are—or want to be.

    lifestyle
  • Want the Corner Office?

    November 9, 2017

    Want the corner office? Don’t be nice. Lois Frankel shares common mistakes & opportunities to help you navigate your career path.

    gender-diversity
    lifestyle
    professional-women
  • How Now Do I Cloud?

    October 12, 2017

    It’s inevitable that “the cloud” is touching your business as well as your personal life.

    technology
  • Planning for Retirement? Think Bucket Bliss

    When it comes to retirement savings, several buckets are better than one. Our tool makes managing your buckets blissfully easy.

    client-tools
    financial-planning
  • Investing in Women

    September 14, 2017

    Companies that have more women in leadership tend to be more profitable, according to Pax World Investment Management.

    gender-diversity
    investing
    lifestyle
    personal-finance
    professional-women
  • Aging in Place: Helping to Manage Your Loved One’s Care

    August 10, 2017

    Are you helping to manage your senior loved one’s care? This webinar is the third in our mini-series, “Aging in Place”.

    elder-care
    family
    lifestyle
    retirement-planning
  • Insurance

    You know you're a grown up when you have to buy insurance. Why do you need it? What kinds? And how much?

    financial-planning
  • Aging in Place: Working with a Senior Housing Specialist

    July 13, 2017

    Choosing the appropriate over-50 living arrangement is challenging because of the emotional dimension and complex issues such as cost, location, services, amenities, activities, and current/future

    elder-care
    family
    lifestyle
    real-estate
    retirement-planning
  • Align Your Investments With Your Values

    June 8, 2017

    Have you wondered about Sustainable and Responsible Investing (SRI)? Is it for real? Is it for you?

    investing
    lifestyle
  • UWM Client Financial Dashboard

    Our clients enjoy a powerful personal financial dashboard and tools that make it easy to understand and manage all of their assets from one place. Have a look!

    client-tools
  • Aging in Place: Having the Conversation

    May 11, 2017

    You know it’s important to plan for your own future and help your kids build good financial habits. What about older loved ones?

    elder-care
    family
    lifestyle
    retirement-planning
  • Hack-Proof Your Life

    April 13, 2017

    It seems every day we hear about a cyberhack of some sort.

    lifestyle
    technology
  • Does Fear Get in the Way of Your Money Mojo?

    March 9, 2017

    Whether it’s fear of taking on investment risks, running out of money, or simply sitting down to look at your monthly bills, many of us can feel overwhelmed when it comes to money matters.

    investing
    lifestyle
    personal-finance
  • Reverse Mortgages for Retirement Planning

    February 9, 2017

    Once seen as a last resort, reverse mortgages are now potentially a key part of strategic financial and estate planning.

    real-estate
    retirement-planning
  • playing the money game

    5 Ways to Up Your Money Game

    January 12, 2017

    What are savvy women doing to boost their financial future? The Smart Women’s Club is for women like you who are learning and doing what it takes to create the life they desire and deserve.

    personal-finance
  • What Does "Fiduciary" Mean?

    Whom do you trust to act on your behalf when you financial future or legacy is at stake? Learn more about what a "fiduciary" is, and why it matters.

    client-tools
    elder-care
    estate-planning
    family
  • Professional Women

    Professional women have specific financial needs. We understand that. Learn about some of the tools we have just for you.

    client-tools
    financial-planning
    professional-women
  • Holiday Styling

    November 10, 2016

    LaurieBstyle, voted one of L.A.’s 5 top stylists, is back for another Smart Women 20/10 Webinar! Want to look like a million bucks this holiday season, but don’t have a million bucks lying around?

    lifestyle
  • Is Your Greatest Asset Covered?

    October 13, 2016

    If you’re like most people, life insurance is top of mind when it comes to protecting your family and loved ones. But let’s be real—you only die once.

    insurance
    personal-finance
    retirement-planning
  • Elder Care

    Watching our loved ones age is tough. Being realistic about their needs and abilities can be even tougher. What steps can you take to plan for their future, as well as your own?

    elder-care
  • Cutting the Digital Umbilical Cord

    September 8, 2016

    We live in a digital world, and suffice to say, we are never going back to doing things the way we used to—listening to music, talking to friends, conducting a business meeting, or watching our fav

    lifestyle
    technology
  • My Financial FitBit

    August 11, 2016

    OK, we’re going to make a prediction here… One of your New Year’s resolutions was about getting your finances in order, wasn’t it? Or saving more, spending less, or whatever?

    lifestyle
    personal-finance
  • "Oh no! The ‘D’ word! What now?"

    July 14, 2016

    Ending a marriage counts as one of the most stressful and emotionally draining experiences anyone will face in their lifetime.

    family
    lifestyle
  • Life in a Box

    Wouldn't it be great if you could get all the different pieces of your financial life together in one box? We can do that.

    client-tools
    financial-planning
  • Goals

    We all know goals are important, but sometimes it's hard to know how to set financial goals that are realistic, clear, and achievable. Our process can help you figure out what you want—and how to get there.

    financial-planning
  • Developing Trends in Real Estate

    June 9, 2016

    There's never a dull moment in real estate. From property purchase to mortgage financing, what was commonplace last year looks a little different now.

    investing
    real-estate
  • Health Care Planning

    Health care costs can pack a wallop. Planning for health care is critical. But there are tools to help, and it's probably easier than you expect.

    financial-planning
  • Why Gender Diversity Should Matter to Investors

    May 12, 2016

    The advantages of gender diversity in the business world—and the risks of ignoring it—are well documented. Yet gender inequality stubbornly persists. Can you, as an investor, have any influence?

    financial-planning
    gender-diversity
    investing
    professional-women
  • Estate Planning For Pets

    April 14, 2016

    WOOF WOOF, MEOW, TWEET TWEET! Congratulations! You’ve got your estate planning in order, either in the form of a Will or a Living Trust.

    estate-planning
    family
    lifestyle
  • Password Inundation

    March 10, 2016

    How many IDs, passwords, reference numbers, and PIN codes have you got rolling around in your head right now? Zenobia Millet, a.k.a. the "Tech Diva", equips you to deal with password overload.

    lifestyle
    technology
  • Long-Term Care: A Women's Issue Now

    February 11, 2016

    Life-expectancy continues to increase, and the longer you live the greater your chance to need some level of personal care assistance.

    elder-care
    financial-planning
    gender-diversity
    insurance
    lifestyle
    personal-finance
    professional-women
    retirement-planning
  • "Stylepowerment"

    January 8, 2016

    Style yourself ahead! Image consultant and stylist Laurie Brucker of LaurieBstyle brings us her message of "Stylepowerment".

    lifestyle
  • Meet Your Cell Phone! A Smart Women 20/10 Webinar

    August 13, 2015

    Are you using your cell phone efficiently? While many of us use our phones for business and pleasure, we often forget how much our phone can do to make our lives easier.

    lifestyle
    technology
  • No Bag Ladies Here!

    July 9, 2015

    Does stress about your financial future keep you up at night? You’re not alone.

    personal-finance
    professional-women
    retirement-planning
  • What Women Want

    June 11, 2015

    We know men and women are different: no great news flash here. But when it comes to money and financial issues, the differences are so stark that it bears taking a deeper look.

    gender-diversity
    lifestyle
    personal-finance
    professional-women