Retirement Repair Shop with Mary Beth Franklin - Women in Transition

Women in Transition

12/22/21 • 39 min

Retirement Repair Shop with Mary Beth Franklin

In this episode you'll hear about:

How her beloved grandmother’s experience with domestic abuse inspired Stacy to establish a nonprofit organization to provide free financial education and advice helplines for women in difficult situations.
Why she later launched Francis Financial, which works primarily with widows and divorced women, as a way to serve a vulnerable population and to fund her passion project, Savvy Ladies.
How financial advisers can work with women in transition and build a team of professionals, from tax accountants to divorce attorneys, therapists and real estate agents, who can help their clients build a new life on their own.

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations.

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals.

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bios:

Stacy Francis, president and CEO of Francis Financial and founder of Savvy Ladies

In this episode you'll hear about:

How her beloved grandmother’s experience with domestic abuse inspired Stacy to establish a nonprofit organization to provide free financial education and advice helplines for women in difficult situations.
Why she later launched Francis Financial, which works primarily with widows and divorced women, as a way to serve a vulnerable population and to fund her passion project, Savvy Ladies.
How financial advisers can work with women in transition and build a team of professionals, from tax accountants to divorce attorneys, therapists and real estate agents, who can help their clients build a new life on their own.

This season is brought to you by Realized

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bios:

Stacy Francis, president and CEO of Francis Financial and founder of Savvy Ladies

Previous Episode

Real estate as an asset class

In this episode you'll hear about:

Why should investors consider real estate?
Income and assets minimum requirements?
Diversification.
Rental trends in the future.
Real estate as income.
DST compared to a 1031 exchange (the investing vehicle for this).
Can investors without real estate partake in this exchange?
Liquidity.

This season is brought to you by Realized

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bios:

Drew Reynolds serves as chief investment officer and head of the research group at Realized. In this role, he is responsible for sourcing, evaluating, and structuring investments as well as leading development and implementation of new initiatives and strategies. Additionally, he manages the group’s day-to-day activities and oversees all investment underwriting and due diligence functions. Drew has been with Realized since the company’s inception in 2015 and is a member of the firm’s Due Diligence Committee and Leadership Team.

In his current role as head of wealth management and chief revenue officer for Realized, Rob Johnson is responsible for directing sales and business development efforts for the firm. As head of sales for Realized, Rob is dedicated to ensuring a positive client experience throughout their long relationship with the firm.

Next Episode

Women's financial wellness

In this episode, you'll hear about:

Suzanne’s paper on women and financial wellness.
Values and life purpose.
The challenge of the language of finance for women – what can advisers do?
Women set goals – money is the tool to realize those goals.
Technology and communication.
Health care costs – differences for women and men.
What can we learn from the Rolling Stones?

This season is brought to you by Realized

For more information, visit www.Realized1031.com/RepairShop to learn more.

Suzanne Norman is a senior education advisor, executive coach, and mentor who consults on a variety of financial, investment, and planning topics. She has over 29 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory, with a strong emphasis on helping people plan and save for retirement. Suzanne lives by the motto - Scientia potentia est - particularly when it comes to money. She is passionate about helping women develop strong financial skills and enjoys writing about topics that matter to them.