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158: Women and Investing with Meredith Jones

meredith jones

Today’s guest is Meredith Jones. Meredith is the founder of MJ Alternative Investment Research, where she provides timely research, education, and actionable insights to the alternative investment community. She’s also the author of Women of The Street: Why Female Money Managers Generate Higher Returns (and How You Can Too), which looks at behavioral and biological investment research to explore how women think about investing, and why women may have a money management edge!

Over the past 17 years, Meredith has presented her original research and insights to industry participants around the world, and she is a frequent speaker on the international conference circuit. You may have seen her findings published in major media outlets including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, and the Journal of Investing, to name a few.

Meredith has a deep understanding of the cognitive and behavioral factors that affect investing at every level for both men and women. Today, she joins the podcast to bust stereotypes, talk about the unique traits that make women outperform in a male-dominated field, and how women can become financially empowered at every stage of life.

In this podcast interview, you’ll learn:

  • Why Meredith is on a mission to help women better understand their personal finances and retirement planning – and the big ways that the financial industry still lets many women down.
  • The importance of bringing a wide variety of perspectives to important decisions and financial planning.
  • How our society and education system fails to make many women as financially literate as men – and the major impacts and consequences that this has in retirement.
  • What exactly hedge funds and alternative investments are, who they’re right for, and who should avoid them.
  • Why Meredith finds meaning and purpose by bringing diversity and inclusion into her life’s work – and what retirement means to her.

Inspiring Quote

  • I think it’s really critical for women not to be looked at just as a ‘We need to get them in by having mimosa night and pink brochures.’ We really need to react to their specific needs and we need to do a better job of recruiting so that maybe these women actually meet people that look like them when they come in to talk.” – Meredith Jones
  • If you look at the percentage of women who fire their financial planner when they become a widow and their husband is no longer making the selections, it’s about 75%.” – Meredith Jones

Interview Resources

Disclosure

Offer valid in the 50 United States and the District of Columbia, to first-time requestors. During the offer period, receive one (1) in-stock book per request. Limit (1) book per week per household. Limit three (3) books total each calendar year, between January 1 and December 31. Offer valid while supplies last. Howard Bailey Financial, Inc. reserves the right to cancel, terminate or modify this offer at any time. Void where restricted or otherwise prohibited.

Read The Transcript