Closing the Financial Literacy Gap with Tech-Driven Advice

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On this episode of The Get Ready Money Podcast, I spoke with Meghna Gangwani, HR Head at Plootus, about the intersection of financial empowerment, equity, and technology. We explored how digital tools like the Plootus platform are helping bridge financial literacy gaps—especially for women, minorities, and underserved communities, and how personalized, unbiased advice can reshape the future of financial planning.

Key Insights:

•  Women and minorities often face greater economic challenges. 
•  Financial knowledge is a form of empowerment.
•  Technology can enhance financial planning through personalized guidance.
•  Unbiased financial advice helps everyone find success. 
•  Plootus is helping democratize financial planning by making smart tools accessible to everyone.
•  The Plootus 401(k) calculator personalizes investment recommendations—and can be integrated by advisors. 

Connect with Meghna Gangwani:

• LinkedIn (here)

Learn more about Plootus:

• Website (here) https://www.plootus.com/
• App on the Apple App Store (here) 
• YouTube Channel (here) 
• Plootus on LinkedIn (here) 
• Plootus Weekly Newsletter (here) 
• Instagram (here) 

Bio: 

Meghna Bahl is a founding member of Plootus, a platform dedicated to simplifying retirement planning and promoting financial wellness. With extensive experience in business development, product development, and HR, Meghna has played a key role in shaping Plootus' mission to make retirement planning accessible and understandable for all. Her contributions range from driving product-market fit to representing the company at significant events like SHRM, and leading initiatives aimed at improving financial literacy. Meghna is deeply committed to helping underserved communities, particularly women and minorities, take control of their financial futures.

In addition to her work at Plootus, Meghna is a seasoned HR leader with deep expertise in business partnering, total rewards, organizational development, and employee experience. She has previously served as the AVP of Human Resources at Global Atlantic Financial Company, where she oversaw global HR programs to ensure a consistent, high-quality employee experience across multiple locations. Her career also includes HR roles at innovative organizations like Stash, a fintech startup, and building HR functions from the ground up for a tech company in Hartford.

Meghna holds a Master’s in Human Resource Management from Cornell University’s ILR School and a Master’s in Social Work from the Delhi School of Social Work, India. She is passionate about staying at the forefront of HR trends and remains dedicated to driving positive change and fostering cultures of inclusion and growth.

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.