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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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#149: Financial insight & empowerment: women, wealth, and change with Tiffany Irving
The Purse Podcast
48 minutes 49 seconds
3 months ago
#149: Financial insight & empowerment: women, wealth, and change with Tiffany Irving

Tiffany Irving joined Mesirow Wealth Management in 2021 and has 25 years of financial experience. She is a Senior Vice President, Wealth Adviser and a member of the Mesirow Inclusion Council. She provides comprehensive wealth management planning and advice to high-net-worth individuals, families and non-profit organisations.

Tiffany is a member of the National Association of Women Business Owners, and Legacy Partners, an association of the Ann & Robert H. Lurie Children’s Hospital of Chicago Foundation. She is a Board Member for the Caring Place and the Women’s Impact Fund for the Porter County Community Foundation. She is a frequent speaker on the WGN radio show “Your Money Matters.”

Tiffany earned her degree in Finance from DePaul University and her MBA from the University of Phoenix. She is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA®) and holds FINRA licenses.

We cover the following:

  • 02:09 Tiffany's early money experience
  • 03:28 Generational differences in financial perspectives
  • 09:28 Financial literacy and confidence among women
  • 11:39 Common misconceptions about women and money
  • 17:01 Challenges in the financial services industry
  • 23:01 The Great Wealth Transfer: are we ready?
  • 25:13 The importance of high EQ in financial advisory
  • 25:20 Building trust with female clients
  • 26:18 Legacy planning and generational wealth
  • 29:33 Values-based and impact investing
  • 35:42 Female investment in female founders
  • 43:05 Closing the gender wealth gap
  • 47:15 Final thoughts


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).