Women Will Inherit $125 Trillion. That's Not the Same as Power. with Kate Nevin

An estimated $125 trillion is expected to change hands over the coming years, with women poised to control a significant share of it. But inheriting money and having the leverage to decide what happens to it are two very different things. Takin' Care of Lady Business Episode 177 Kate Nevin, President of TSWII Capital Advisors, believes the great wealth transfer could change who holds financial leverage. But that depends on whether women take an active role in deciding where their money goes, who gets funded, and which businesses get the opportunity to grow. In this episode, Jennifer Justice and Kate discuss why women are often mislabeled as risk-averse investors, how the skills women use in philanthropy translate to investing, and why financial advisors should be working for you, not making you feel intimidated by your own money. JJ also shares how growing up with financial insecurity shaped her relationship with wealth and why she's committed to investing in businesses that create economic opportunities for women. They also get practical about what comes next: understanding your investments, finding advisors who listen, and sharing the introductions, opportunities, and knowledge that help more women build wealth. What You'll Learn Why inheriting wealth doesn't automatically translate into financial leverage How philanthropic experience can translate into investment decisions What to look for in a financial advisor and when to find someone new How women can use their capital to fund businesses and create economic opportunity Highlights: (00:00) Meet Kate Nevin (01:33) The $125 trillion wealth transfer (02:10) Money can transfer without leverage transferring (03:50) How generational change is driving wealth into women's hands (06:06) Why financial security creates choice for women (07:49) Using investment dollars with the same brain as philanthropic dollars (09:06) Kate's theory of change: more capital to women means everything works better (10:55) Women are risk-aware (16:59) Why women need to move from the why to the how (25:06) How to invest in a way that supports your values (34:46) The worst advice Kate ever received About Our Guest: Kate Nevin believes the next great shift in women's power won't come from how much money they inherit, but from what they choose to do with it. As President of TSWII Capital Advisors, she focuses on using investment capital to create opportunities for women and drive systemic change. A passionate advocate for women's financial empowerment, Kate sees the historic wealth transfer as an opportunity to reshape how capital is invested and who benefits from it. Her work encourages women to take an active role in managing their wealth, support businesses addressing systemic challenges, and use investing as a tool for lasting impact. Through her work, Kate challenges traditional narratives about women and money, advocating for greater financial agency and more capital flowing toward women-led initiatives. Kate Nevin’s LinkedIn: https://www.linkedin.com/in/kate-nevin-2690a1221/ Explore TSWII Capital Advisors: https://www.tswii.com/  About Jennifer Justice and The Justice Dept. JJ’s LinkedIn: https://www.linkedin.com/in/jennifer-justice-354a0b99 The Justice Dept: https://www.thejusticedept.com/ JJ’s Instagram: https://www.instagram.com/jenniferjusticel/  Newsletter: https://tkolb-newsletter-a50814.beehiiv.com/ JJ’s YouTube: https://www.youtube.com/@TakinCareOfLadyBusiness  The Justice Dept. is a female-focused advisory, consulting, and law firm advocating for female founders, talent, execs, and brands. We represent bo$$ ladies to make them 💰💰. If you love what you hear, please subscribe and share with a friend. This is a Lady Business LLC Production.