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The Purse Podcast
Jana Hlistova
154 episodes
6 days ago
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).
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Investing
Business
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All content for The Purse Podcast is the property of Jana Hlistova and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).
Show more...
Investing
Business
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#143: Redefining financial advice for women with Cary Carbonaro
The Purse Podcast
44 minutes 44 seconds
6 months ago
#143: Redefining financial advice for women with Cary Carbonaro

Cary Carbonaro is an award-winning Certified Financial Planner™ professional with over 25 years of experience, and currently serves as Managing Wealth Advisor and Women and Wealth Ambassador for Ashton Thomas. She leads a multi-million dollar financial planning practice, specialising in empowering women to overcome financial challenges and increase their financial literacy.

Cary is the author of the bestselling book The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear,  Morgan James, Oct 2015. Cary’s second book.  Women and Wealth: A Playbook To Empower Clients and Unlock Their Fortune,  published by Wiley April 29, 2025.  

She serves as a CFP® Board Ambassador, representing the financial industry in the media, and has been honored six times on Investopedia’s Top 100 Financial Advisors list. In 2016, she was awarded the prestigious Investment News Women to Watch recognition. In 2024, Cary was appointed as the sole female member of the Nasdaq Advisor Council.

We cover the following:

00:13 Meet Cary Carbonaro: Financial expert and author

02:13 Cary's journey into wealth management

03:48 Empowering women through financial literacy

05:20 Challenges faced by women in finance

06:39 Cary's professional setbacks and resilience

08:19 The financial industry's gender bias

13:12 Misconceptions about women and money

18:10 The rise of female breadwinners

21:03 The Great Wealth Transfer

22:55 The future of financial services for women

24:43 Core principles of female-centric financial advice

25:48 The importance of female leadership in finance

26:27 Challenges and opportunities for women in the industry

30:29 Emotional ties and financial decisions

38:50 Women investing in women entrepreneurs

42:48 Rebuilding the financial system for women


***

The Purse Podcast
At The Purse, we track how women are not just participating in finance — they’re transforming it. From angel investors to institutional leaders, from fintech founders to capital allocators, this is where women, wealth, and innovation meet to shape what’s next. (The Purse Ltd).