Shannon McLay is the founder and CEO of The Financial Gym, a financial services company that’s disrupting the industry’s approach with women (and some men) on how they overhaul their relationships with money and work towards financial success. We discuss why women want (and need) different financial advice, what’s working, what isn’t and how Shannon is successfully raising capital for her company from men who can’t relate. In Mailbag, we answer your questions on finding a job in the financial services industry, balancing wants vs. needs and understanding an annuity alongside other retirement accounts. Finally, because there’s so much going on in our world that’s blazing a light on our differences rather than our similarities, we thought it would be nice to focus on something we all want: happiness. Join us in Thrive.
This podcast is proudly supported by Fidelity Investments. Making smarter, more informed financial decisions can help you meet your goals. Look to Fidelity for tools, resources, and investment advice that can help. Learn more at Fidelity.com/HerMoney. Fidelity Brokerage Services LLC Member NYSE, SIPC.