How To Become A Finance Wizard And Other Wisdoms with Ida Beerhalter

Ida Beerhalter is a sought after international, financial advisor and investment powerhouse. Since 2012 she has been the Co-Head IOME, a private investment partnership of women in the Gulf region. Ida and Claudia are talking about  the importance of saying "yes" to opportunities, even if you feel unqualified, as others see potential in you that you may not see yourself. We further discuss, how women investors tend to ask harder questions and focus on concrete metrics like cash-on-cash returns rather than getting carried away by projections. Ida advocates for women to exercise the power of their money and not delegate financial management without understanding. Sustainability is a key focus for Ida's future projects.Ida feels relaxed approaching 60, with the mindset that she can do anything but doesn't need to do everything. She values small moments of happiness, like appreciating new trees in her garden. Ida shares her admiration for her parents for their resilience in overcoming war trauma and building their lives. About her experience in the Middle East Ida says, that the Saudi culture is particularly welcoming and gentle, allowing for cultural mistakes and learning. Here she truly learned the importance of timing and context when addressing sensitive topics, and she developed more patience and discretion in conversations, applying this globally.We talk about Women and Finance and in Ida's experience, as the co-lead of a women-run business in the Middle East, focusing on empowering women to manage their wealth, she emphasizes the importance of understanding financial terms and asking for absolute numbers rather than percentages. Ida notes that women investors often have a different, more cautious approach compared to men.###EXCITING NEWS ON MY FRONT: Season 4 is supported by the iconic Danish shirt brand BRITT SISSECK  Please use my code SHIFTHAPPENS at checkout for 20% off of your first purchase.*Valid on full price items only.###To learn more about my guest Ida Beerhalter, please visit her social media pages:LinkeIn: Ida's ProfileTo learn more about SHIFT HAPPENS, click here To learn more about Claudia's business Curated Conversations and her Salons in New York, Zurich and Berlin, click hereYou can also connect with Claudia on Instagram @shifthappens.podcast and LinkedIn at ClaudiaMahlerNYCThis podcast is created, produced and hosted by Claudia Mahler.Social Media support Magdalena Reckendrees