What Every Woman Needs to Know About Her Family's Financial Plan with Abbe Large, Managing Director at Lenox Advisors
Join your host Syama Bunten, as she talks with Abbe Large. Abbe built one of the most decorated careers in financial services — the only woman in MassMutual's history since 1851 to win both Freshman Five and Chairman's Club — but her road there started with nothing but grit. Growing up in a dysfunctional household, working her first job at 14, and putting herself through college while paying her own rent in New York City, Abbe learned early that if it was going to happen, it was up to her. Now, after more than three decades of helping families protect what matters most, Abbe brings something most advisors can't — a lived understanding of what it actually feels like to be on the other side of the table. She's not selling a script. She's sharing a life. This episode is packed with hard-won wisdom on financial planning, family legacy, raising money-smart kids, and why the spouse in the corner needs to be at the table. Key Topics: How early self-reliance can become your greatest professional asset Why finding the right culture and people to surround yourself with matters as much as the work itself How to talk about money at home — practical ways Abbe raised financially literate kids who now manage their own travel budgets and credit card points The critical estate planning mistake that cost one widow hundreds of thousands of dollars — and how to make sure it doesn't happen to your family Why listeners who have a spouse or partner need both people in the room during financial planning conversations — and what's at stake when they don't What the accumulation, distribution, and preservation phases of wealth actually look like — and why most people only think about one of them How to know if your existing financial plan is outdated, incomplete, or just plain wrong — and what to do about it Connect with Abbe Large online: Website: https://www.lenoxadvisors.com/ LinkedIn: https://www.linkedin.com/in/abbeflarge/ Email: alarge@lenoxadvisors.com Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com
The Emotional Side of Wealth Nobody Talks About with Wendy Wecksell, Creator of the EQ of Wealth
Join your host Syama Bunten as she talks with Wendy Wecksell. Wendy Wecksell has spent her career doing something most financial professionals won't touch — going beneath the numbers to explore the fear, guilt, love, and legacy that quietly drive every money decision we make. As the founder of Wecksell Partners and creator of the EQ of Wealth, Wendy works with ultra-high-net-worth women and families to transform their relationship with money from a source of conflict into a force for good. But Wendy's path here wasn't linear. From inheriting money she didn't know how to manage, to spending to self-soothe, to nearly moving to Paris before watching it all fall apart overnight — her story is one of radical honesty, hard-won wisdom, and the slow, powerful work of building something that truly matters. This episode is for anyone who has ever felt complicated about money — and wants to finally do something about it. Key Topics: How financial silence shapes adult money behavior Why understanding your emotional triggers around money matters as much as the numbers themselves How to recognize when you're spending to self-soothe — and what to do instead What "Wealthy Time" is and how a simple weekly practice can transform your relationship with your finances Why listeners who've inherited wealth or built it through a business face different emotional challenges — and how to navigate both How Wendy's legacy magic framework can help anyone figure out their unique contribution at the intersection of personal, professional, and potential What it looks like to move capital aligned with your values — and why doing so is one of the most powerful things wealth-holders can do Connect with Wendy Wecksell online: Website: https://www.wxlpartners.com/ LinkedIn: https://www.linkedin.com/in/wendy-wecksell-wxl-a47a735/ Instagram: https://www.instagram.com/wendywecksell/ Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com
How to Turn Every Career Setback Into Your Greatest Asset with India Gary-Martin, Leadership Advisor & Founder of Act Three Convening
Join your host, Syama Bunten as she talks with India Gary-Martin, the former CTO & COO of international banking operations spanning 40 countries. India is also a trusted advisor to Fortune 100 CEOs and founders, and the visionary behind the Act Three Convening — a global gathering redefining what midlife means for women. But India's path from a Cincinnati living room learning blackjack with her stepfather to the executive floors of Morgan Stanley and JP Morgan wasn't planned — it emerged. And that emergence, she'll tell you, was the whole point. In this conversation, India shares what 25 years in global financial services, building a beauty brand from scratch, and coaching some of the world's most senior leaders has taught her — and why the most powerful career move you'll ever make might be the one you accidentally stumble into. Key Topics: How to apply an abundance mindset to wealth-building How to identify values-aligned mentors and sponsors even when they don't look like you Why listeners who feel underpaid need to understand "total compensation" — and how one boss's correction changed India's entire financial trajectory What it really feels like to bet everything on your own business — and what listeners can take away from India's near-bankruptcy experience How to rebuild wealth and professional identity after a major financial setback Why listeners in midlife are navigating more than career transitions — and what India's Act Three Convening offers as a solution What it looks like to use your wealth intentionally — paying for college debt-free, building a home for aging parents, and investing in experiences over things Connect with India Gary-Martin online: Website: https://www.leadershipforexecs.com LinkedIn: https://www.linkedin.com/in/indiagarymartin/ Act Three Convening: https://www.act3convening.com Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com
Pathway to Align Your Capital With Your Values with Wendy Ryan
Join host Syama Bunten as she sits down with Wendy Ryan a bestselling author, board advisor, angel investor, and creator of the Learn Lead Lift Framework®—a leadership blueprint trusted by executives and founders worldwide. Syama and Wendy explore how to align your capital with your personal values. Featured in the documentary Show Her the Money for her trailblazing work championing women founders, Wendy has spent 30+ years at the crossroads of people, power, and capital. Her journey from an HR generalist navigating Silicon Valley's dot-com boom to writing angel checks and building a legacy in girls' leadership education is one of the most quietly powerful stories you'll hear. In this conversation, Wendy pulls back the curtain on the childhood money moments that shaped her financial identity, what it truly means to align your capital with your values, and why she believes democratizing access to capital is the greatest investment any of us can make. Key Topics: How early experiences with divorce, financial instability, and home loss wire your adult relationship with money Why viewing money as a secondary currency—not the goal itself—is the mindset shift that creates lasting financial freedom How to trust your gut when selling an investment and why harvesting gains at the right time beats chasing the next high Navigating inheritance with grief, gratitude, and a clear-eyed vision for what becomes possible Why writing your first angel check is less about expertise and more about learning to jump into the deep end The case for investing in women founders—and why it's one of the highest-return moves you can make financially and for the world How giving with purpose—through leadership gifts, institutions, and intentional capital—creates a legacy that outlives us all Connect with Wendy Ryan online: Website: https://www.learnleadlift.com/ LinkedIn: https://www.linkedin.com/in/wendyryankadabra/ Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: https://www.instagram.com/syama.co/?hl=en Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com
How to Stop Playing It Safe and Start Betting on Yourself with Shelley Kuipers, Co-Founder of The 51
Join your host Syama Bunten as she sits down with Shelley Kuipers, a prolific investor, entrepreneur, and co-founder of The 51—a venture platform unlocking the economic potential of women across Canada. From her unconventional upbringing as a forest ranger's daughter in Northern Alberta to becoming a tech industry pioneer in the late 80s, Shelley's journey is defined by calculated risk-taking and fierce independence. After spending a decade treating someone else's company like her own, she learned a pivotal lesson: what would happen if she gave that same energy to herself? Since 1999, she's been exclusively a founder or co-founder, building ventures that challenge the status quo. Now, with The 51 growing from 75 women in her kitchen to 48,000 across Canada, Shelley is redefining who gets capital, who builds wealth, and what legacy truly means. Key Topics: Why working hard for someone else will always have a ceiling. How to break into industries that weren't built for you. What shifts in your relationship with money and legacy when you start thinking beyond yourself and toward future generations Why the most powerful wealth-building opportunity isn't competing for a slice of the existing pie. What it actually takes to build a movement from scratch. How to stop underestimating your own qualifications and start showing up as the capital steward you already are. Why passion projects hit differently once you have the skills, capital, and confidence to execute. Connect with Shelley Kuipers online: Website: https://www.the51.com LinkedIn: https://www.linkedin.com/in/shelleykuipers/ Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons/ Instagram: https://www.instagram.com/syama.co/ Join Syama's Substack: https://thewealthcatalystwithsyama.substack.com/ Website: https://wealthcatalyst.com Download Syama's Free Resources: https://wealthcatalyst.com/resources Wealth Catalyst Summit: https://wealthcatalyst.com/summits Speaking: https://syamabunten.com Big Delta Capital: www.bigdeltacapital.com