Women, Wealth & Wisdom

Anita Knotts

Welcome to Women, Wealth & Wisdom — more than a podcast. This is a movement. Hosted by Anita Knotts, a trailblazing woman of color in financial services, this podcast is about shifting power, breaking barriers, and rewriting the rules — through the most powerful tool we have: storytelling. You’ll hear real stories and bold conversations from women who are building financial independence, claiming their space in wealth-building careers, and creating generational change — often by taking the road less traveled. Because this isn’t just about personal finance. It’s about collective power. It’s about equity. It’s about transforming our world. When you listen, reflect, and take action — you become an activist. You become part of the movement to economically empower women and, in turn, change our world. The future is financially fearless. The future is female. And it starts right now.

  1. EP11 Look Up and Lead:  Why Standing Out Is Your Superpower

    07/08/2025

    EP11 Look Up and Lead: Why Standing Out Is Your Superpower

    In this bold and inspiring episode of Women, Wealth & Wisdom, Anita sits down with Lorena Cabezas, a leader in asset management who challenges every stereotype about what success is supposed to look like. Lorena’s story is a powerful reminder that you don’t have to choose between being analytical and people-oriented…or between being an introvert and excelling at business development. You don’t have to come from a traditional background to thrive in this industry. As an immigrant and first-generation college student, Lorena has carved a path that is anything but conventional—and that’s her greatest strength. Together, we explore: How owning your uniqueness is a strategic advantage A fresh and thought-provoking take on what it really means to be “underrepresented” The mindset shift from hard work to self-advocacy Why leadership isn’t about loudness—it’s about clarity, conviction, and courage This episode is for anyone who has ever felt “different” in their industry or environment—and wondered if that difference could be a strength. (Spoiler: it absolutely is.) Share this conversation with the women in your life who are redefining success on their own terms—and don’t forget to subscribe, rate, and review! Some Resources: Lorena Cabezas | LinkedIn: https://www.linkedin.com/in/lorenacabezasloo/ Anita Knotts | LinkedIn: https://www.linkedin.com/in/anita-knotts/ Lotus Women's Institute: http://lotuswomensinstitute.com/

    41 min
  2. EP8 The Freedom to Pivot: Money, Courage and Reinvention

    06/17/2025

    EP8 The Freedom to Pivot: Money, Courage and Reinvention

    In this deeply honest and inspiring episode of Women, Wealth & Wisdom, Anita sits down with Lucy Chang Evans, whose remarkable life path includes careers in engineering, the Secret Service, and now public service. At the heart of Lucy’s evolution is a powerful truth: financial security reduces fear. It gave her the confidence to leave behind roles—and relationships—that no longer aligned with her values. From stepping away from a marriage to pivoting across high-stakes careers, Lucy reminds us that when women have financial stability, they also have freedom. Her story isn’t just about reinvention—it’s about resilience. Lucy trusted her instincts and pursued purpose, knowing she had the financial foundation to fall back on—and rise again. In this episode, you’ll learn: How Lucy’s financial foundation gave her the courage to start over—professionally and personallyThe role of money in helping women navigate divorce and fear of the unknownWhat it really takes to follow your heart in male-dominated spacesWhy financial security isn’t just about wealth—it’s about agencyLucy’s life is proof that fear has less power when you have the financial means to choose your own direction. Her voice is an inspiration for any woman facing a turning point and wondering, “Can I really start over?” Spoiler: yes, you can. Some Resources: Lucy Chang Evans | LinkedIn: https://www.linkedin.com/in/lucy-chang-evans/ Anita Knotts | LinkedIn: https://www.linkedin.com/in/anita-knotts/ Lotus Women's Institute: https://lotuswomensinstitute.com/

    29 min
  3. EP7 Educate and Activate: Women Using Wealth for Transformative Change

    06/10/2025

    EP7 Educate and Activate: Women Using Wealth for Transformative Change

    How do we shift from just building wealth… to using it as a tool for meaningful, transformative change? In this episode, Anita sits down with renowned wealth management visionary and advocate Heather Ettinger, whose life’s work has centered on exactly that. As the founder of Luma Wealth and author of the bestselling book Lumination, Heather helps women align their financial resources with their values to create deep personal and community impact. With more than 35 years in the wealth management industry, Heather is a true trailblazer—educating and activating women to not only build wealth, but use it to lead, influence, and uplift. In this episode, you’ll learn: What happens when fathers raise daughters to lead boldlyWhy authenticity and self-honesty are the foundation of financial empowermentHow Heather’s illumination process helps women turn clarity into impactWhy advisors must stop making assumptions and start listening differentlyHow to find your tribe, stay curious, and lead with purposeHeather shares stories from the frontlines of women’s wealth—reminding us that financial power isn’t just about numbers. It’s about freedom, legacy, and showing up in the world with intention. Some Resources: Heather Ettinger | LinkedIn: https://www.linkedin.com/in/heatherettinger14/ Anita Knotts | LinkedIn: https://www.linkedin.com/in/anita-knotts/ Lotus Women's Institute: https://lotuswomensinstitute.com/

    38 min
  4. EP6 Changing the Face of Wealth: One Hire at a Time

    06/03/2025

    EP6 Changing the Face of Wealth: One Hire at a Time

    What drives a white male advisor to champion women and minorities in a traditionally exclusive industry? In this compelling episode, Anita sits down with Tom Canale, founder of Canale Financial Group and a dedicated ally committed to reshaping the wealth management landscape. Tom is on a mission to expand who gets to be in the room—and who gets to thrive. With a powerful mindset of “I don’t have to be one to help one,” Tom shares how he’s mentoring and recruiting diverse talent in a field still dominated by sameness. His work proves that allyship isn’t about checking a box—it’s about building lasting impact. 🎧 For those exploring the advisor career path, this episode offers invaluable insights: What it really takes to succeed as a financial advisor (hint: it’s not just about sales)How your mindset can limit—or unlock—your potentialWhy financial planning is a career rooted in purpose, not just productHow to find your voice in an industry that urgently needs more diverse perspectivesWhether you're considering a career in wealth management or mentoring someone who is, this conversation offers a fresh, purpose-driven lens on what it means to lead, serve, and grow in this field. 🔔 If you enjoy the episode, be sure to follow, rate, and share Women, Wealth & Wisdom—and help us amplify bold voices and new ideas in finance. Some Resources: Tom Canale | LinkedIn: https://www.linkedin.com/in/thomascanale/ Anita Knotts | LinkedIn: https://www.linkedin.com/in/anita-knotts/ Lotus Women's Institute: https://lotuswomensinstitute.com/

    35 min
5
out of 5
3 Ratings

About

Welcome to Women, Wealth & Wisdom — more than a podcast. This is a movement. Hosted by Anita Knotts, a trailblazing woman of color in financial services, this podcast is about shifting power, breaking barriers, and rewriting the rules — through the most powerful tool we have: storytelling. You’ll hear real stories and bold conversations from women who are building financial independence, claiming their space in wealth-building careers, and creating generational change — often by taking the road less traveled. Because this isn’t just about personal finance. It’s about collective power. It’s about equity. It’s about transforming our world. When you listen, reflect, and take action — you become an activist. You become part of the movement to economically empower women and, in turn, change our world. The future is financially fearless. The future is female. And it starts right now.