This week on the Money Tales podcast, Sandi Bragar and Cammie Doder sit down with movie producer, author, Catherine Gray as she shares how and why she’s putting the spotlight on women-founded venture funds. Catherine is the producer of the groundbreaking new documentary “Show Her the Money”- featuring rock-star female investors who invest in diverse women entrepreneurs with innovations that will change the world. Catherine is doing a 50-city grassroots tour of the film to encourage more women to invest in female founded funds to move the needle on women getting less than 2% of venture capital. Listen, learn more about her story on #MoneyTales #podcast: https://lnkd.in/g7F4s3p3 #financialjourney #financialinsights
Aspiriant
Investment Management
Los Angeles, CA 6,031 followers
A leading independent wealth management firm.
About us
We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.
- Website
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http://www.aspiriant.com
External link for Aspiriant
- Industry
- Investment Management
- Company size
- 201-500 employees
- Headquarters
- Los Angeles, CA
- Type
- Privately Held
- Specialties
- Wealth Management, Financial Planning, Investment Management, Family Office, Estate Planning, Charitable Giving, Tax Planning, Risk Management, Concentrated Stock Wealth, Compensation Structuring, Legacy Planning, Succession Planning, Wealth Transition, Retirement Planning, Insurance Review, Foundation Management, Bill & Debt Management, and Stock Options
Locations
Employees at Aspiriant
Updates
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Money Tales guest Maher Kaddoura spoke with Sandi Bragar and Cammie Doder on #MoneyTales. Here’s a brief clip of his time on the podcast talking about #money. Listen to the podcast here: https://lnkd.in/g4d8_U2u #Aspiriant #wealthmanagement #podcast
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Receiving stock options as part of your equity compensation package can be exciting, especially with companies like Apple (AAPL) and NVIDIA (NVDA ). However, concentrating your portfolio in a single stock can be risky. Learn how to effectively manage your concentrated stock positions and ensure your financial future stays on track with your goals. Read more: https://buff.ly/3A0vH6X #WealthManagement #StockOptions #CapitalGainsManagement #DiversificationStrategies #FinancialPlanning
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In our detailed equity compensation guide, learn smart strategies for optimizing shares and minimizing taxes. 📖 View guide: https://buff.ly/3RLGjwG #equitycompensation #rsus #stockoptions
Equity Compensation Guide on RSUs, Stock Options and Taxes
https://aspiriant.com
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“Women are expected to live longer than men. To close the knowledge gap and, ultimately, the wealth gap, we need to start by increasing gender and racial diversity in the finance profession. And if we can cut through the jargon and complexity, everyone, male and female, benefits in spades,” our Senior Manager in Wealth Management, Teresa Greenip, told TheStreet. Check out the full piece about minimizing the gender disparity in the financial industry: https://buff.ly/3AhmneY
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In this week’s edition of the #MoneyTales podcast, co-hosts Sandi Bragar and Cammie Doder welcomed successful serial entrepreneur, angel investor and social change maker, Maher Kaddoura. Maher shares how fueling his passion with discipline led to achievement and money. Maher Kaddoura stands out as role model of innovation and social entrepreneurship. As a former managing partner at Accenture-Middle East and a seasoned entrepreneur, Maher has founded several firms that are leaders in their fields, from strategy consulting to system integration. His investments and board roles span a variety of sectors, illustrating his versatile business acumen and dedication to fostering growth in the knowledge economy and beyond. Listen, learn more about his story on #MoneyTales #podcast: https://lnkd.in/g4d8_U2u
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Aspiriant's Investing Outlook Webinar has been rescheduled to Aug. 6 at 10 a.m. Pacific time. Register today and gain valuable insights into the current investment landscape from our Chief Investment Officer and partner, John Allen, and Managing Director and partner, Marc Castellani, CFA, CAIA, CIMA®. This webinar will provide: ✔️ Updated research and perspectives on the economy and markets ✔️ Portfolio positioning and outlook Register: https://buff.ly/466H9Ks #webinar #wealth #investing #wealthmanagement
Aspiriant's Investing Outlook: Summer 2024 Webinar
https://aspiriant.com
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Aspiriant recently welcomed 30 Junior Achievement of Northern California summer interns to our San Francisco office for an immersive exploration of career opportunities in the financial services sector. The students had the chance to partake in an exclusive behind-the-scenes office tour, engage in a stimulating career panel discussion featuring Matthew Sharp, CFP®, Samuel Castro, and Patrick Chen, and enjoy a casual yet insightful luncheon where they interacted with experienced wealth managers such as Lani Kapur and April Antonio, CFP®. Additionally, they actively participated in an engaging money management workshop, leaving with a comprehensive grasp of the financial services landscape and its potential for their future endeavors. #FinanceIndustry #ProfessionalDevelopment #WealthManagement
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Wedding season is in full swing. Sandi Bragar speaks with Yahoo Finance Wealth about prenuptial agreements, financial planning and having important money conversations between couples. https://buff.ly/3XXq6Iv #prenup #prenuptialagreement #wedding
Is a prenup the right choice for you?
finance.yahoo.com
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Money Tales guest Mike Robbins spoke with Sandi Bragar and Cammie Doder on #MoneyTales. Here’s a brief clip of his time on the podcast talking about #money. Listen to the podcast here: https://lnkd.in/gSWaiDSB #Aspiriant #wealthmanagement #podcast