Episode 22: Women, Money and Unlocking The Future
In this episode of the More Elephant Podcast, Lorna Kapusta, Head of Women and Engagement at Fidelity Investments, discusses the importance of financial planning and investing for women. The conversation discusses how often we leave behind the teaching of financial literacy and underappreciate the need for tailored solutions to meet women’s unique needs.
Lorna candidly shares her journey, including anxiety and stress related to her lack of financial well-being earlier in life and the pivotal More Elephant moments that led her to her current role. We discuss the Women Talk Money program and the power of women supporting women in financial conversations, which has elevated in importance as a post-pandemic response to rethinking how we approach financial health.
We align on the importance of financial education and empowerment for women. Lorna emphasizes the need for women to start somewhere and engage in myriad resources beyond Fidelity to begin saving, investing, and planning for the future. The conversation showcases Fidelity's commitment to supporting women. Listen, learn, live, better indeed!
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Show Notes
Lorna Kapusta is driven to help women become more actively involved and confident in their finances at every stage of life – a mission that became deeply personal after conquering her own financial stressors, getting more engaged and finding confidence in her family’s financial goals and picture overall.
In her role as Head of Women and Engagement at Fidelity Investments, one of the industry’s largest and most diversified financial services companies, Lorna is responsible for a firm-wide initiative committed to helping women become more engaged in their finances and ultimately, more confident investors.
She leads a cross-company team focused on creating educational events and resources that help women get more hands on with their money and address financial planning and investing topics most important right now. Lorna is passionate about helping women have that “a-ha moment” that brings to life how building a strong financial foundation and getting more invested can help their savings work harder to reach their goals.
Lorna and her husband, Matt, live in the suburbs of Boston, juggling a busy household with their three children (Jacob, Aiden, and Sage), three dogs (Jazzy, Rocco, and Chewy), and a cat (Vadah).
Key More Elephant Takeaways in this Episode:
Lorna talks about her all-to-common journey of not understanding financial planning and health armed with a college degree and working for a blue-chip financial services company in NYC
How the pandemic heightened the anxiety about money and Fidelity’s initial response to provide resources and information for a few months turned into a still-standing community working as one to shape the future
We discuss the evolving needs of women and families in an ever-changing financial landscape and Fidelity's commitment to supporting diverse family structures with tailored financial solutions.
and more..
More About Lorna Kapusta: LinkedIn
More About Fidelity: Website | Fidelity’s Women Talk Money community | Call Fidelity: 1-800-FIDELITY
Transcript
More Elephant Intro
[00:00:38] Jason Rudman: It's time for the latest More Elephant Podcast, and like many of the conversations I have, this one is something about history. So, I'm delighted to welcome Lorna Kapusta, who is the head of women and engagement for Fidelity Investments, to the podcast.
The short story on this is Lorna and I first worked together at American Express on the same team, reporting to the same person. That started in December 2003. So that is nearly 21 years ago. Can you believe it, Lorna?
[00:01:13] Lorna Kapusta: I cannot believe it, but I'm so excited that we're connecting and it feels like that was just yesterday.
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