Getting Rich Together Ensuring You Feel Represented With Your Investments, with Jacki Zehner, ShePlace and SheMoney
I’m thrilled to bring you this insightful conversation with the legendary Jacki Zehner. Jacki is an OG money maven with 14 powerful years at Goldman Sachs. She's now retired from the corporate grind, and spends her time dedicated to helping women invest with purpose through initiatives like 'Women Moving Millions' and her latest ventures, ShePlace and SheMoney.
We delve into her story, discussing the financial principles she learned from her hard-working parents and how those values fueled her career. Jackie shares inspirational stories from her days at Goldman Sachs, including her bold strategy for making partner and the hard lessons learned about advocating for herself.
You'll discover her evolution into a savvy investor, her pioneering efforts in supporting women fund managers, and the impactful legacy she's building through SheMoney. This episode is packed with wisdom on financial empowerment, aligning investments with values, and the importance of both personal and collective financial wellness.
You'll come away inspired to take charge of your financial dreams, support other women, and maybe even start your own impactful journey in the world of finance.
Key Topics:
- Learning that money meant freedom from a young age
- The decision she made at a college party that changed her life trajectory forever
- Living a life without debt in NYC
- Navigating the competitive one-upmanship of Wall Street
- Becoming the youngest woman and first female partner of Goldman Sachs
- Debunking the myth that financial services people are good at investing their money
- Using financial gifts to help serve the world
- Capitalizing on values through investing
- Why Jacki didn’t feel represented with her money and how she set out to change that
- How Jacki’s investment decisions have changed over time
- Jacki’s plans for SheMoney and building her legacy
- Compulsively buying Wonder Woman paraphernalia
Connect with Jacki online:
Website: https://www.shemoney.com/
LinkedIn: https://www.linkedin.com/in/jacki-zehner/
Find more from Syama Bunten:
Instagram: @syama.co, @gettingrichpod
Website: https://scalingretail.com/, https://syamabunten.com/