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Women and Wealth: Financial Planning For Female Investors
Manage episode 437158386 series 3402937
Contenido proporcionado por Bulman Wealth Group. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bulman Wealth Group o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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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