#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