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Women and Wealth: Financial Planning For Female Investors
Manage episode 437158386 series 3402937
Innhold levert av Bulman Wealth Group. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Bulman Wealth Group eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
They say men are from Mars and women are from Venus. Are their financial and investment needs just as different? In today’s episode, we’ll dig into some of the nuances that female investors face today as opposed to their male counterparts.
Here’s some of what we discuss in this episode:
- Women’s tendency toward risk aversion, investing performance, and role in financial decision-making
- Planning for a longer life, long-term care, and career pauses
- The importance of financial education in building confidence and comfort
- Working with an advisor to maximize your savings, set goals, plan, budget, and more
- How divorce disproportionately impacts women
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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