Category Archives: financial planning

Angel Investors



I have an amazing guest who is a top female investor. She offers a way to get started in angel investing, and diversify your portfolio. This is a smart way you can also help women. Startups and entrepreneurs struggle. Because they lack capital a lot of the times. They may have a lack of sense of how to run a business. But they have this passionate idea that they really want to get out there. And so capital is a huge issue. An angel investor is someone who provides funding for small startups or entrepreneurs. The funding can be any amount, really, and sometimes the angels will get an ownership stake in the company for their investment, while other times there will be an agreement drawn up for getting your money back — plus profits — once the company gets off the ground. You may sometimes hear angel investors referred to as “private investors,” “seed investors,” or “angel funders,” but one thing is clear — no matter what you call them, angels can make a huge difference in the life of an entrepreneur, and they can also make some serious money in the process. With me on this episode is Brianna McDonald. She is the President of the Northwest Region of the Keiretsu Forum angel investment community, the largest and most active venture investor globally, comprising over 50 chapters with over 3,000 active members investing over $450 million annually into over 600 companies. She’s an active leader and angel investor with Keiretsu Forum and has been a part of the organization since it launched in Seattle in 2005 and supporting its growth to become the largest and most active group globally. She’s proven over time to be adept at screening companies for angel investment, coaching companies on presentation and investor relations, sales strategy execution, relationship management, and leading due diligence teams. Listen in as Brianna McDonald gives us all a crash course in what angel investing really is, and breaks down how angel investing differs from crowdfunding and venture capital. Brianna talks about how angel investors can find successful rates of return, and why now is a great time for women to consider becoming angel investors. Brianna also walks us through how she got started investing, how to find angel investing groups around the country and the importance of doing your research. She offers up 7 tips.
  1. Is this something you want to do?
  2. Find female support
  3. Sit in on meetings (a great question to ask – rather than “how are things going?”, ask “what challenges are they going through?”)
  4. Pick the brains of the experts
  5. Find something that is interesting to you
  6. Stay active with the investment
  7. Reach your financial goals
This is THE podcast that advances women toward economic, social and political achievement. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home. For more information, go to the Resources page at Brady Ware and Company. Remember to follow this podcast on Apple Podcasts and Google Podcasts.  And forward our podcast along to other Inspiring Women in your life.

Charting A Financial Course For Women



As the title states, I am talking about a financial guide for women. It’s mind boggling that women today take financial planning and put it in a drawer; maybe a closet; under the rug. You would be amazed. It’s not something that they really are at the helm of.

Why is that?

We’re dominating in so many ways. We’re educating ourselves further than men. We are definitely dominating marketplace, where we’re starting more businesses. We’re providing for our families – sometimes, THE provider. We’re becoming a lot more influential in top leadership positions, such as CEOs. According to statistics from UBS, a financial planning firm. 85 percent of women today manage the expenses of their household, whether they’re married or single. It’s just the woman takes that on. Only 23 percent take the lead when it comes to long-term financial planning.

What should you do?

First, you’ve got to manage your own money. If you have a confidence issue with money, or you hate money, or you don’t want to face it, or you just don’t want to deal with it, then picture your life over the next five, 10, and 15 years without money and a plan. What is it going to look like? What are you going to look like when you don’t have the ability to work, or you’re staring at retirement?

It’s a long journey – maybe as long as 40 years. Life is too short, and it’s meant to be enjoyed. Chances are, you will have to work, so make it worth all the time and effort that you do. You can either live in control of your financial path, or you can be controlled by it. I would suggest choose wisely and determine how you are going to chart your course to some financial freedom where you can enjoy life on your terms.

Joining me on this podcast as well is Helen Colon, with Capstone Wealth Advisors. I met Helen through NAWBO Columbus, which is the National Association of Women Business Owners. She has an amazing career and background, and her passion, along with her New York sass, are what sets her apart.

As Helen states:

“Financial planning is a relationship with the client. I take great pride in developing a team effect around my clients, as you know. I bring in the CPA for the tax strategies. I bring in the estate attorney for legacy planning, multi-generational planning. Those women that come to me realize that they find value in being- they feel safe. They feel they have their team around them so they can go on and do what they need to do.

She continues:

“Financial planning doesn’t just involve investments. We look at risk protection, long-term care. I work with a CPA, with tax strategies, things of that nature. I had a client come to me, as you know, several years ago that wanted help with financial planning. Her fear was that she was going to live in her daughter’s basement if she didn’t plan properly. Well, I can tell you, as of today, that will never happen.”

This is THE podcast that advances women toward economic, social and political achievement. Hosted by Betty Collins, CPA, and Director at Brady Ware and Company. Betty also serves as the Committee Chair for Empowering Women, and Director of the Brady Ware Women Initiative. Each episode is presented by Brady Ware and Company, committed to empowering women to go their distance in the workplace and at home.

For more information, go to the Resources page at Brady Ware and Company.

Remember to follow this podcast on Apple Podcasts and Google Podcasts.  And forward our podcast along to other Inspiring Women in your life.