F3: Female Forward Finance
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.
27 Jul 2026
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 Planning Group, to explore major wealth planning opportunities for founders, most of which show up long before a sale. Carrie explains why signing a letter of intent works as a line in the sand for valuation purposes, and why waiting until that point can cost families millions in lost planning flexibility. She walks through how a qualified appraisal, valuation discounts, and a clear-eyed cash flow plan can help founders move assets off their balance sheet efficiently, well before a buyer sets the price. The conversation also covers irrevocable trust strategies, QSBS planning for C-corp founders, and how the new charitable giving rules under the OBBBA change the calculus around large gifts in a high-income year. For any founder eyeing a future sale, or any advisor working with one, don’t miss this episode’s real-world case studies and practical guidance for building your planning team early and starting the process well before a sale is imminent.
01 Jun 2026
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 Media. Jill and Carrie explore what it takes to turn a business into life-changing wealth, and why so few women make it across the finish line. Carrie shares how she built Likeable from a wedding-day idea into a nationally recognized agency, then spent eight years engineering it to sell by taking herself out of the day-to-day. She breaks down the seven tenets of a highly sellable business, the psychology of exiting before you're "dead inside," and the very real cost of the questions you don’t ask during due diligence. The conversation also takes a closer look at the exit gap: why fully female-founded businesses represent less than 1% of total exits, and what women owners can do about it starting on the day they open their doors. For founders building toward a future transaction, or anyone thinking more seriously about what their business is worth, don’t miss this important episode.
27 Apr 2026
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 Gatherer Enterprises. Together, they explore how capital shapes culture, and why ownership matters more than ever. From Broadway and women’s sports to art collecting and venture investing, Jenna shares how she approaches risk, chooses what to back, and builds a legacy rooted in amplifying women’s voices. The conversation reframes investing as a way to document history, expand access, and ensure the right stories endure. For women building businesses, deploying capital, or thinking more intentionally about ownership, impact, and legacy, this episode is essential listening.
Contact information
Contact information
The Shantz Mantione Group
600 Washington Blvd
Stamford, CT 06901
