Episode 10: Savvy Women, Smart Investors

10/10/23 • 39 min

How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment Management, to shed light on this pressing matter.

Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force.

Liz, a working mother, walks us through her personal journey, sharing invaluable tips for financial security.
Brace yourself for some staggering statistics! Did you know that just a third of Americans budget their earnings, and a shocking 63% are unequipped to handle a $500 emergency?
Our discussion with Liz delves into the significance of budgeting, compounding, and
disciplined saving. We reveal how this trifecta can lead to financial stability and independence.
Ever wondered about the intricacies of Social Security benefits and the "Pink Tax"? Our chat with Liz unravels these concepts with personal anecdotes and real-life examples.
We speak about the longevity gap between genders and its financial implications.

The episode wraps up with a profound discourse on the transfer of generational wealth, the resources for managing caregiving, and the immense power of financial literacy and knowledge.
Remember, it's never too late to seek help from an expert. Join us for this enlightening conversation.

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Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force.

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Episode 9: Investment Psychology with New York Times Best Selling Author Carl Richards

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In this episode, the Finance Roundtable team interviews CERTIFIED FINANCIAL PLANNERTM and New York Times bestselling author, Carl Richards.

Carl is also the creator of the Sketch Guy Column, which appeared weekly for a decade in The New York Times.

Jacob, Micheal and Carl openly discuss the complexities of financial planning during emotional and challenging times.

Carl explains that the financial planning process begins when your money and values meet for the first time.

The episode ends with Carl discussing his research around the psychological phenomenon where people doubt their skills, talents, or accomplishments.

We hope you give this episode a listen...

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Episode 11: Unraveling the Power of Financial Literacy: Stories from the Frontlines

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Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests - Professor Atif Ikram, Elena Zee, and Yanely Espinal- who each bring their unique insights and experiences to the table. Listen in as we unravel the mysteries of financial education and how it impacts every aspect of our lives.
Our dialogue starts with Atif Ikram, who has breathed new life into Arizona State University's personal finance course, FIN:123. Elena Zee, a tireless champion of financial education, recounts her organization’s efforts in making personal finance lessons accessible to over 300,000 Arizona students. We then switch gears, hearing from Yanely Espinal, the author of 'Mind your Money', as she candidly shares her financial journey, highlighting the critical role of financial education in her life.
We round up our discussion with a focus on the future - discussing the innovative initiative of Mission 2030 and its goal to make personal finance a high school graduation requirement in all 50 states. So, tune in to this episode of Finance Roundtable and embark on a journey to financial liberation.
Professor Atif Ikram, Elena Zee, and Yanely Espinal are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals are provided entirely on behalf of themselves and are not related to Cetera Advisor Networks LLC or its registered representatives.
Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Registered address is 14850 North Scottsdale Road #255, Scottsdale, Arizona 85254.
The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks nor any of its representatives may give legal or tax advice.