What's Driving Women's Investing Trends?

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Aug 18, 2025

Join Jeannie Bidner, head of Schwab's branch network and sponsor of the Women's Interactive Network, as she dives into the evolving landscape of women investors. She discusses a recent survey revealing rising confidence and engagement among women of all ages. Listen in for insights on generational trends, such as older women focusing on retirement and younger women exploring investments with curiosity. Jeannie also emphasizes the importance of community support and the unique financial challenges women face, advocating for openness in investing conversations.

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INSIGHT

Younger Women Start Sooner And Feel Empowered

Women are starting to invest earlier and feel more empowered and optimistic about their financial futures.
Millennials began investing around 27 while boomers started near 36, showing a clear generational shift.

INSIGHT

High Enjoyment And Empowerment Among Women Investors

A large majority of women report enjoyment and empowerment from investing, signaling rising engagement.
91% feel empowered and 83% say they enjoy investing, which may boost long-term participation.

INSIGHT

Persistent Barriers Despite Progress

Key barriers remain: lack of financial knowledge, feeling of insufficient funds, and not identifying as an investor.
Structural issues like pay gaps, caregiving breaks, and longer life expectancy also complicate planning.

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After you listen:

Discover more about the findings discussed in today's episode by visiting the Charles Schwab Women Investors Survey.
Learn about the financial next steps to take after losing a loved one.

On this episode, Mark Riepe is joined by the head of Schwab's branch network, Jeannie Bidner, to discuss a the results of a recent survey from Schwab on women investors. Jeannie shares key takeaways from the responses as well as her own insights, highlighting the motivators for women who invest, how they frame decisions about their portfolios, and the generational trends toward leaning more on community and digital resources for support in their financial lives.

Resources mentioned in the episode:

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