How Can Women Achieve Financial Equity and Empowerment?

In episode 007 of the Kiln.RoadTrip, created and produced by The Swell Pod, hosts Spencer McKeown and Josh Taylor interview Jackie Zehner, founder of SheMoney, during their Kiln Road Trip. Jacki, a former Goldman Sachs partner and financial feminist, discusses her dedication to aligning women with money and power. She highlights the emotional and traumatic aspects of financial management, especially for women, and emphasizes the importance of storytelling in her work. SheMoney, her platform, offers events and workshops to empower women financially, supported by strategic partnerships and the state of Utah.

Jacki Zehner describes herself as a financial feminist. The latest Global Gender Gap Report states that at the current rate of change, it will take over 135 years to reach gender parity, and for Jacki, that’s completely unacceptable. As the founder of ShePlace and SheMoney, she is bringing all her decades of experience championing for the advancement of women and girls under these new umbrellas. Jacki learned quite a lot about finance while working at Goldman Sachs, where at the age of 32, she became the youngest woman and first female trader to make partner. After leaving Goldman in 2002, Jacki spent almost a decade absorbing as much as she could about the wealth management industry, before diving into philanthropy full force, serving on many women focused non-profit boards, giving through her family foundation, and co-founding a global philanthropic network called Women Moving Millions whose over 330 members have collectively given over one billion dollars with a gender lens. Jacki is an active investor and champion of gender-lens investing more generally. She began writing about women and money in 2009 on her personal blog and other platforms, and now primarily publishes regular content as an Influencer on LinkedIn where she has a following of over 750,000. Jacki is the recipient of numerous awards and recognitions for her work, including being named by The Economist magazine as one of the top 50 Diversity Leaders in Public Life.

About SheMoney

A consultancy and content platform dedicated to women+, money & financial equity.

https://www.shemoney.com/

 

Follow Jacki Zehner and SheMoney:

Linkedin: https://www.linkedin.com/in/jacki-zehner/

Instagram:

• @jackizehner
• @thesheplace

TikTok: @jzehner

Twitter: JackiZehner

 

Bullets

• Focus on women and financial equity
• Purpose of SheMoney
• Importance of storytelling in the community
• Trauma associated with money
• Implementing ideas and bringing them to practice
• Business model and revenue sources for SheMoney
• Support and partnerships for SheMoney

Timestamps:

The Kiln Road Trip (00:00:02) Introducing the journey across five states and the purpose of interviewing 100 pleasantly rebellious humans.

Jacki Zehner's Background (00:01:12) Jacki Zehner's introduction and her background in finance and philanthropy, leading to the founding of She Money.

She Money's Purpose (00:04:43) Jacki Zehner's explanation of the purpose of She Money and the importance of discussing money for women.

Storytelling and Community (00:07:04) The significance of storytelling and promoting the stories of women in the She Money community.

Money and Trauma (00:09:54) Discussion on the intersection of money and trauma, including personal, systemic, and cultural aspects.

Business Model and Revenue (00:16:00) Jacki Zehner's insights into the business model of SheMoney and its revenue sources.

Financial equity and diverse professional network (00:19:41) SheMoney's approach to diversity, inclusion, and financial equity in their professional network and strategic partnerships for revenue.

Revenue streams and future plans (00:20:39) Discussion on SheMoney's revenue sources, including sponsorships, merchandise, events, consulting, and future plans for courses, books, and media.

Philanthropic efforts and the seven money moves (00:21:38) SheMoney's focus on philanthropy, the seven money moves framework, and promoting intentional spending.

Supporting women-owned businesses (00:23:15) Initiative to support intentional, value-based spending and the importance of supporting women-owned businesses.

Experience in storytelling and making finance fun (00:25:23) Plans for incorporating storytelling and emotion into financial education and making finance more accessible and fun.

Acknowledgment of support from Kiln (00:26:17) Gratitude for the support received from Kiln and their role in hosting workshops and supporting the She Money community.

 

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