Your Money Story

About Your Money Story

Dive into the empowering narratives of 'Your Money Story,' where I, Dawn Thomas, your financial adviser, mother of three, and Ph.D. student, guide you through stories of resilience, feminism, and rewriting your money story. Join me and extraordinary guests in Season 4 as we explore triumphs, break barriers, and inspire change. Subscribe for raw conversations, and together, let's reclaim our power and rewrite our stories. This is 'Your Money Story.'

Publisher

Dawn Thomas

Category

business

Language

en

Explicit

No

First episode

27 Feb 2021

Latest episode

16 Mar 2024

Latest episodes

39 episodes in the feed.

1. 

   16 Mar 2024

   Feminism in Financial Advice - Trish Gregory

   Feminism in Financial Advice In today's episode, we're joined by Trish Gregory, an advocate for including the feminist lens in financial advice. Trish discusses the significance of supporting women within the financial advice profession and beyond. Insights into the challenges women face in the workplace, particularly regarding personal experiences and life cycles. Creating Inclusive Workspaces: Trish highlights the importance of fostering openness and inclusivity in workspaces, especially concerning topics such as women's life cycles. Discussion on how Fox & Hare, leads by example with inclusive company policies and practices. Humanising Financial Advice: Trish emphasizes the importance of bringing the human side to financial advice, going beyond numbers to build meaningful relationships with clients. Insights into how open conversations and empathy contribute to creating a supportive and empowering environment for clients. Role Modelling Diversity and Inclusivity: Trish shares how Fox & Hare serves as a role model in promoting diversity and inclusivity within the financial advice profession.Discussion on the impact of company culture on attracting and retaining talent from diverse backgrounds. Empowering Professionals and Clients: Strategies for supporting individuals on their financial journeys, regardless of their background or life circumstances. Trish's advocacy for creating spaces where all individuals feel valued and empowered to achieve their financial goals. Stay tuned for more thought-provoking discussions as we continue to explore Your Money Story. Connect with Trish on Social Media (LinkedIn, Instagram and Tik Tok) Don't forget to subscribe and share your thoughts on today's episode! General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

2. 

   10 Mar 2024

   It's Not About the Money - Jenny Rolfe-Wallace

   Episode Title: It is Not About the Money with Jenny Rolfe-Wallace Introduction: Joining us today is Jenny Rolfe-Wallace, owner of Sprout Education Group, and a passionate advocate for uplifting women in the financial services profession. Jenny is self-described as a feminist, financial education specialist, bibliophile and thrives on helping people change how they think and feel about money. Key Discussion Points: Jenny's Journey in Financial Advice: Jenny takes us on her journey in financial advice, starting in 1999. Insights into the challenges and triumphs she faced and how these experiences shaped her advocacy for women in the industry. The launch of her podcast “It is Not About the Money”: This is Jenny’s passion project to add much needed conversations with a feminist lens. Intersectionality: A deep dive into the complexity of intersectionality within the money conversation. Jenny's perspective on addressing the unique challenges faced by women with diverse backgrounds and experiences. Championing Women inFinance: Jenny's role as a cheerleader for women in finance, offering support and guidance that she wished for earlier in her career. The value of collaboration and how it plays a pivotal role in advancing the outcomes of women in the financial services profession. International Women's Day Beyond Symbolism: Jenny shares her firm views on approaching International Women's Day in a meaningful manner. Insights into organising her recent "It's Not About the Cupcake" IWD event, focusing on paying speakers and ensuring a diverse panel, despite being a micro-business. Financial Literacy vs. Financial Capability: A critical discussion on why the focus should shift from financial literacy to financial capability. Jenny's perspective on measuring financial success and the importance of empowering individuals to navigate their financial journey effectively. Book Recommendations from Jenny: Jenny, an avid reader, shares some of her favourite finance books. Discussion on the growing trend of finance books authored by women, providing more relatable content for women in finance. Links: Sprout Education: https://sprouteducation.com.au/ It’s not About the Money Podcast: https://open.spotify.com/show/42wzpQWPbbs54kCWAmFuYg?si=740ba3310007404d Don't forget to subscribe and share your thoughts on today's episode! General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

3. 

   3 Mar 2024

   DEI Action, Not DEI Talk - Tim Henry

   DEI Action, Not DEI Talk Introduction: Welcome back to "Your Money Story," where we dive deep into crucial financial discussions. Season kick-off with our regular guest, and ally Tim Henry, sharing his views on the WGEA gender pay gap report, especially how it pertains to the financial planning profession Key Discussion Points: Gender Pay Gap in Financial Planning: nsightful take on the WGEA Gender Pay Gap report and its implications for the financial planning profession. Tim advocates for increased representation, citing that only 23% of financial advisers are women. Impact on Financial Advice: Tim delves into his belief that having more women in financial advisory roles can significantly enhance the accessibility and appeal of financial advice. Discussion on the correlation between gender diversity in the industry and the broader reach of financial planning services. Scathing Critique of Gender Pay Gap in Financial Services: Tim doesn't hold back in criticizing the gender pay gap results within the financial services industry. Analysing the implications of these disparities and their effects on both professionals and clients. Progress on Diversity, Equity, and Inclusion (DEI) Strategies: Tim shares his journey in implementing DEI strategies within his business, Aspire Planning. The use of Financy's Impactor program as a benchmark for measuring progress and impact. Real-world examples of initiatives aimed at fostering a more inclusive and equitable work environment. Guest Profile: Tim Henry, owner of Aspire Financial Planning and host of "The Grass is Greener" podcast. Stay tuned for more enlightening episodes as we navigate the intricate web of Your Money Story. Links: Aspire Planning: https://www.aspireplanning.com.au The Grass is Greener Podcast: https://www.tgigpodcast.com.au/ Don't forget to subscribe and share your thoughts on today's episode! General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

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Guest appearances

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