Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
14. The Confidence to Align Money and Purpose: Sonja Strzoda on Financial Empowerment
Sonja Strzoda built her career in global asset management, advising boards, executives, and investors for over 25 years. She has seen what financial security looks like behind the scenes and why so many people, especially women, still feel unprepared or uncertain when it comes to their own money. Now, after stepping away from corporate life to serve on boards like WISE and the California Financial Educators Council, she helps others find the clarity and confidence to lead financially empowered lives.
In this episode, Sonja shares why true financial readiness begins with self-awareness. It is not just about budgeting or investing. It is about understanding your “why,” the emotional root behind every decision. She explains how financial literacy creates options, freedom, and the power to move through life on your own terms. Whether you are navigating a life transition, rebuilding after loss, or simply trying to build better money habits, this episode is a reminder that financial confidence is possible and deeply personal.
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