Gå frakoblet med Player FM -appen!
PLAN GOAL PLAN | Goals, Transformation for Women, Mindful Time Management, Balance, Working Moms
«
»
Empowering Women in Finance: Estate Planning, Generational Wealth, and Financial Independence with Chandra Ritter | Ep. 190
Manage episode 453919912 series 3433883
Join Plan Goal Plan Your Year!
In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes.
We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security.
If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future.
Connect with Chandra:
Connect with Danielle:
Join Plan Goal Plan Your Year!
Email: danielle@plangoalplan.com
Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279
Website: https://www.plangoalplan.com/
Be bold, be balanced, and most of all, be well. See you next time!
205 episoder
Empowering Women in Finance: Estate Planning, Generational Wealth, and Financial Independence with Chandra Ritter | Ep. 190
PLAN GOAL PLAN | Goals, Transformation for Women, Mindful Time Management, Balance, Working Moms
Manage episode 453919912 series 3433883
Join Plan Goal Plan Your Year!
In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes.
We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security.
If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future.
Connect with Chandra:
Connect with Danielle:
Join Plan Goal Plan Your Year!
Email: danielle@plangoalplan.com
Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279
Website: https://www.plangoalplan.com/
Be bold, be balanced, and most of all, be well. See you next time!
205 episoder
Alle episoder
×1 Transform Your Life in 2025: Embrace Possibility and Progress Today | Ep. 204 14:33
1 Beat the New Year Slump: Unique Strategies to Maintain Focus on Your Goals | Ep. 203 13:47
1 Empowering Accountability: From Shame to Success in Goal Setting | Ep.202 14:43
1 Strategies for a Balanced 2025: Work, Family, and Personal Growth | Ep. 201 15:51
1 Transforming Digital Chaos: Jezebel DC’s Secrets to Organization for ADHD Minds | Ep. 200 19:17
1 Unlocking the Power of Clarity: Strategies for a Successful 2025 | Ep. 199 16:00
1 Building a Goal-Setting Foundation That Works All Year Round | Ep. 198 24:43
1 How to Find Balance, Joy, and Growth in 2025: A Wish for You | Ep. 197 7:12
1 Year-End Reflection for Intentional Goals | Ep. 195 17:29
1 From Rapids to Realizations: How Trusting the Flow Can Transform Your Mindset and Goal Setting with Brian Curtis | Ep. 194 17:18
1 Overwhelmed by Choices? Use Goal Setting to Reduce Procrastination and Make Decisions Easier | Ep. 193 15:25
1 Could Embracing Chaos Transform Your Relationship to Goal Setting? | Ep. 192 13:10
1 Letting Go to Level Up: Break Free from the Sunk Cost Fallacy Before the New Year | Ep. 191 15:19
1 Empowering Women in Finance: Estate Planning, Generational Wealth, and Financial Independence with Chandra Ritter | Ep. 190 15:47
Velkommen til Player FM!
Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.