137: Taking Charge of your Future and Protecting Your Assets with Lauren Foundos and Britany Geautreau
Women Investing Network Podcast
Release Date: 09/01/2025
Women Investing Network Podcast
Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC. Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital...
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Courtney Poulos, founder of Acme Real Estate, shares her journey from aspiring actress to successful real estate entrepreneur. She discusses her expertise in renovation resale, focusing on value creation and market analysis. Poulos emphasizes the importance of combining old-school customer service with modern trends, and highlights the opportunities in down markets. She expands on creative financing options in high-interest environments and the potential in Florida's real estate market. Poulos stresses the value of experience in real estate, advocating for mandatory apprenticeships. Her...
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Emily Farley, Chief Lending Officer at Atlantic Bay Mortgage Group, shares insights on women in leadership, the mortgage industry, and current market trends. With 16 years of experience, Farley discusses the importance of personal development, community involvement, and supporting women in the industry. She addresses the current high-interest rate environment, inventory challenges, and potential market shifts in 2024. Farley emphasizes the importance of understanding loan-to-value ratios and debt-to-income ratios in lending. She offers advice for homeowners facing adjustable-rate mortgage...
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Min Alexander, CEO and founder of Bosscat, shares her journey as a real estate innovator on the Women Investing Network podcast. As a first-generation immigrant from South Korea, Min's passion for American homes began upon arrival in Raleigh, NC. Despite family pressure to pursue medicine, she chose a business path, starting as a small-time townhome investor in Cambridge, MA. Min emphasizes the importance of real estate investing for women, noting it's the top creator of millionaires in America. Her career spans technology and real estate, focusing on simplifying processes for investors. Min's...
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Dr. Andi Simon, a corporate anthropologist and author, discusses adapting to change in business and investing on the Women Investing Network podcast. She emphasizes the importance of embracing new perspectives, exploring unfamiliar ideas, and managing one's mindset during times of uncertainty. Simon advises investors to see opportunities in market fluctuations and technological advancements. She highlights the value of learning from diverse sources and creating new narratives to overcome challenges. Simon's latest focus is on women entrepreneurs building purposeful and profitable businesses....
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In part 2 of Jason's talk with Catherine Austin Fitts, they discuss China's approach to Central Bank Digital Currencies (CBDCs), which integrates CBDCs through commercial banks to avoid disrupting the existing banking system. They contrasted this with the European Central Bank's approach, which might eliminate traditional banks. Fitts expressed concerns about CBDCs' potential for government control and surveillance, emphasizing the need for privacy and financial autonomy. They also discuss the broader implications of digital currencies, inflation, and the importance of decentralized financial...
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Jason welcomes Catherine Austin Fitts, of the Solari Report back to his show after nearly eight years. Catherine, served as Assistant Secretary of Housing under George H.W. Bush. They discuss the disappearance of trillions of dollars from federal budgets, starting in the mid-90s and escalating over the years. By 2001, $4 trillion was unaccounted for, rising to $21 trillion by 2015. Catherine reveals systemic financial mismanagement and secrecy within the U.S. government, emphasizing the impact on inflation and economic control. She highlights the need for property owners to navigate this...
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Jason discussed his concerns about the influence of big tech and media on public opinion, criticizing their censorship and alignment with government wishes. He also highlighted the importance of seeking alternative news sources for a more accurate understanding of events. Additionally, Jason introduced Elena Clark, a former lawyer in the former Soviet Union who has become an empowered investor in real estate. Jason then welcomes Elena as they discuss Elena's experiences during the privatization phase in Russia, including her role as an attorney in Samara City and Moscow, and the economic...
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When you're getting started in your field, networking events can be INCREDIBLY useful. But what is the best way to actually get the most out of an event that may only give you 30-60 minutes to network with those attending? Elisabeth lays out a technique called F.O.R.M. and breaks down each part of the acronym. Then, Jason Hartman talks with Kare Anderson, author of Moving From Me to We, as well as her newest book Mutuality Matters. Kare is a former NBC and Wall Street Journal reporter, an Emmy award winner, and is now a connective behavior speaker/columnist for Forbes and Huffington Post....
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Welcome to the Women's Investing Network hosted by Sharon Lecter, featuring guest Eunicia Peret. Eunicia, a wealth advisor and strategist, aims to empower individuals to create generational abundance. The discussion highlights financial blind spots such as tax inefficiencies and inadequate wealth management strategies. Peret emphasizes the importance of tailored financial guidance and the need to reevaluate advisors as financial needs evolve. She advocates for accessible wealth strategies beyond traditional high net worth circles. Listeners are encouraged to address financial pitfalls and...
info_outlineElisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC.
Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited.
Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte's goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand.
Key Takeaways:
Britany Geautreau Interview:
3:32 Who Britany is and what her specialty is
4:15 Britany breaks down what a CFA and a CFP are
8:10 When you should use a financial firm rather than an online platform like E-trade
12:23 How people should be researching which firm is right for them, and some questions to ask to vet the firm
15:38 Your relationship with your financial advisor isn't just a one time meeting
19:56 The market is at an all time high, which means you need to ensure you're not too heavily invested in one particular stock
Website:
"In this type of environment, don't be greedy. If you have this mentality of "oh I can't lose"...remember companies like AOL"
Lauren Foundos Interview:
24:58 Lauren's target audience
27:36 What is Exhale?
29:32 Whether Lauren has unique content or just leveraging studios that are already in use
30:10 How to find the right classes for your personal style
32:01 Lauren's switch from treasurer broker to on-demand fitness guru
33:32 How Lauren was able to pursue her new venture while still having a W2 job
37:46 The importance of working out when you're feeling overwhelmed
Website:
"There's never the perfect time to do anything"
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