#041 The Meno-money Mindset, with Rebecca Penny

Delighted to be speaking to Rebecca Penny, an Independent Financial Advisor, who helps women feel confident and in control of their finances during perimenopause and menopause, a life stage she is navigating herself, making her advice both relevant and relatable.

With over 25 years’ experience, Rebecca understands how menopause can affect careers, confidence and earning potential, often leading to career breaks, reduced hours and significant pension gaps. Yet this financial impact is rarely talked about.

Rebecca is one of the only advisers openly speaking about this overlooked issue. A trusted

media voice, she has appeared on radio and podcasts and has been featured in national

publications, sharing practical, jargon-free financial guidance that empowers women to

protect their financial future.

KEY TAKE AWAYS:

00:00 - Introduction to Menopause and Financial Planning

02:20 - The Intersection of Menopause and Financial Awareness

05:06 - Rebecca's Journey in Finance and Corporate Life

08:03 - Navigating Symptoms and Career Changes

10:56 - Starting a New Chapter: Setting Up a Financial Firm

12:32 - Overcoming Imposter Syndrome in a New Role

13:26 - Practical Financial Advice for Women

15:43 - Redefining Retirement and Financial Independence

19:35 - The Importance of Comprehensive Financial Planning

25:08 - Understanding Financial Behaviours and Patterns

26:56 - Navigating Financial Conversations and Mindsets

29:49 - Creating a Positive Spending Plan

32:56 - Engaging with Financial Guidance and Resources

USEFUL RESOURCES:

https://www.retirementlivingstandards.org.uk/

https://www.gov.uk/government/organisations/office-of-the-public-guardian

https://planitfinancial.co.uk/

Instagram: @menopausemoney

ABOUT THE HOST:

Anel’s passion to help others, is evident from her professional life, having worked extensively within Recruitment, Human Resources, and the Third Sector.

This passion is predominately the inspiration for her podcast.

Blindsided by the perimenopause, when it took hold with a vengeance at the start of Lockdown, Anél is fiercely passionate about raising more awareness of the perimenopause, menopause and post menopause, and will tackle many taboo subjects head on, as she is a strong believer in ‘knowledge is power’.

CONTACT ME:

LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7252979209604673536/

E-mail: info@madwiththemenopause.com