The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.
Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.
From Household Decisions to Financial Exclusion: The Reality for Women in Families with Ryan Viktorin, CFP (Ep. 28)
This episode explores the challenges women face managing finances and being heard within their families. Blending compelling data with real-life stories, Ryan Viktorin, CFP guides the conversation to highlight how patterns emerge and why recognizing them is the first step toward meaningful change. About Our Guest:Ryan is a Vice President, Financial Consultant and CFP® at Fidelity Investments in the Framingham, MA Investor Center. She has been an advisor for 18 years and joined Fidelity in 2013. She and her team work with high-net-worth individuals and families in the areas of retirement planning, legacy planning, tax minimization, investment strategy and overall financial planning. One of her strengths is taking complex financial concepts and communicating them in a way that is easy to understand for her clients. This is why she is a recurring panelist for Fidelity’s Women Talk Money program and is a regular spokesperson for Fidelity in her area of expertise. She is passionate about helping clients understand their financial picture so that they can securely and efficiently reach their goals. Outside of work, Ryan and her husband are busy keeping up with their twin boys 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.
20 Oct 2025TRANSCRIPT
Women Accelerating In The Financial Industry with Alexandra Roca (Ep. 27)
Alexandra Roca discusses how understanding women's unique financial planning needs accelerates success in the financial industry, emphasizing it's never too late to start, in an interview with Melissa Carter.
7 Jun 2024TRANSCRIPT
Empowered By Adversity: Financial Independence With Tina Powell (Ep. 26)
Tina Powell, Chief of Community at Intention.ly, is a recent cancer survivor. The experience transformed her perspective on life. Listen as Tina addresses the transformative power that financial independence has on women who take charge of their financial life, now and in retirement.
Inside a recent episode
From Household Decisions to Financial Exclusion: The Reality for Women in Families with Ryan Viktorin, CFP (Ep. 28)
Published 13 Feb 2026 · Transcript excerpt
[…] So, you know, and again, to put some of the data in our research behind this, what's really interesting that I found, and I think it tracks, is that, let's talk about the millennial generation where they say, I'm ready. I'm ready to inherit this. I'm ready to handle this. And some parents, you know, up to a quarter of our parents say, oh, I don't know that they are actually ready to, to handle this. And sometimes the millennial generation doesn't know what they don't know. Almost none of them have ever come across the word pension before because they haven't had one. It's the same as they're like, what's a you know, it's just like, it almost feels like a dated piece of information in there, but sometimes they deal with parents pensions they've never seen it before, or like their parents annuities they've never encountered it before, or a required minimum distribution, which you don't even have to start until you're now 73 or 75, they never had to do it before. […]
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