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F3: Female Forward Finance

by UBS advisor podcasts · 13 episodes

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The F3: Female Forward Finance, provides actionable insights, inspiring stories, and expert advice tailored for female investors and entrepreneurs. Hosted by Jill Faherty Lloyd, a wealth advisor with a deep passion for helping women create agency with their capital, this podcast delves into the complex intersection of women, money, and power. Each episode offers strategies to build, protect, and grow wealth while aligning financial decisions with personal values. With Jill's extensive experience serving ultra-high net worth clients, the podcast provides both practical and forward-thinking advice. From wealth-building tips to navigating life-changing financial events, The F3: Female Forward Finance addresses the...

Latest episodes

  1. Ep. 13. Your Business Is Not Your Legacy: Preparing for Life After Exit with Leigh Kearney

    On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with C-suite talent and team coach Dr. Leigh Priebe Kearney to explore the side of exit planning founder…

    35 min
  2. Ep. 12. The Line in the Sand: Planning Your Wealth Before the Sale with Carrie Larson

    On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Larson, CFP® Executive Director and Senior Wealth Strategist in UBS's Advanced Planning Grou…

  3. Ep. 11. Build Backwards: Scaling, Selling, and Closing the Exit Gap with Carrie Kerpen

    On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Kerpen, co-founder and CEO of The Whisper Group and exited co-founder of Likeable Media. Jil…

    47 min
  4. Ep. 10. Ownership, Risk, and the Stories That Last: Investing in Women, Culture, and Legacy with Jenna Segal

    On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jenna Segal, Emmy, Tony, and Clio Award-winning producer, impact investor, and founder of Gatherer…

    50 min
  5. Ep. 9. Built, Broken, Rebuilt: What Founders Learn About Power, Money, and Themselves with Jodi Neuhauser

    On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jodi Neuhauser, four-time founder and CEO, to explore what it means to build, lose, and rebuild wit…

    37 min
  6. Ep. 8. Love, Liquidity, and Letting Go: How the Hardest Decisions Shape Our Financial Futures with Libby Leffl…

    On this episode of F3: Female Forward Finance, Jill Faherty Lloyd speaks with Libby Leffler, founder and CEO of First, the leading consumer legal platform modernizing prenuptial ag…

    33 min
  7. Ep. 7. Master Class in Building, Selling, and Wealth Planning for Founders with Stephanie Kirkpatrick

    Hear Stephanie Kirkpatrick, FinTech founder and product leader, share her journey building and selling startups, including Orum’s recent acquisition by Stripe. You’ll gain practica…

    39 min
  8. Ep. 6. What would you do if someone offered to buy your business tomorrow?

    On this episode of F3: Female Forward Finance, I talk with Cate Luzio, CEO & Founder of Luminary, about scaling with intention, mastering your numbers, and knowing exactly when to…

    35 min
  9. Ep. 5. From Startup Scrappy to Strategic Exit: Lessons from Gwen Whiting

    Explore the journey of Gwen Whiting, co-founder of The Laundress and founder of The Fill, as she shares the unfiltered truth about life before, during, and after a major exit. Lear…

    38 min
  10. Ep. 1. Women & The $31 Trillion Wealth Transfer: Why Financial Power is Female

    By 2030, women will control the majority of wealth in the United States. In the inaugural episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Carey Shuffman,…

    26 min
  11. Ep. 2. From Loss to Financial Independence: One Woman’s Journey Through Grief and Wealth

    When Jody LaVoie’s husband unexpectedly passed away, her life changed overnight. Suddenly, she was not only grieving an unimaginable loss — she was also responsible for running his…

    34 min
  12. Ep. 3. Women and Financial Independence: Navigating Gray Divorce

    Did you know that most divorces are initiated by women? If this is something you are considering, in the throes of, or on the other side, this episode is for you. In this empowerin…

    36 min
  13. Ep. 4. Empowering Female Founders: Insights from the UBS Entrepreneur's Report

    In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with James Jack, head of the strategic client segment for Entrepreneurs at UBS, about the key findings…

    38 min
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