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F3: Female Forward Finance

by UBS advisor podcasts

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 unique challenges women face in the financial world. Whether you're a female founder seeking funding, a business owner striving for financial independence, or managing family wealth, this podcast offers a supportive space to explore financial literacy, investment strategies, and personal empowerment through informed financial decisions.

Latest episodes

Showing 13 · updated from the feed

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 planni

Aug 20
34 min

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 Pla

Jul 27

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

Jun 1
46 min

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

Apr 27
49 min

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 r

Apr 14
37 min

Ep. 8. Love, Liquidity, and Letting Go: How the Hardest Decisions Shape Our Financial Futures with Libby Leffler, Founder & CEO of First

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 pre

Feb 11
32 min

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 gai

Dec 8 2025
38 min

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 exactl

Sep 22 2025
34 min

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

Sep 22 2025
38 min

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

Sep 22 2025
25 min

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 r

Sep 22 2025
33 min

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

May 14 2025
36 min

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

May 14 2025
37 min

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