The WWW Podcast

In this episode of the Wealth Wise Women Podcast, certified financial planner Wes Cuprill dives into the world of financial influencers and the noise they create in the personal finance space.

Wes shares his recent experience of downloading Instagram, a platform he had previously avoided, and how it opened his eyes to the overwhelming amount of advice available online. While social media has democratized financial education, it has also led to conflicting messages that can confuse and mislead individuals trying to grow their wealth.

Wes emphasizes the importance of filtering through the noise and understanding what financial advice truly applies to your unique situation. He discusses the potential pitfalls of following trends without a solid plan and the necessity of seeking professional guidance. Whether you're in your 20s or approaching retirement, Wes provides insights on how to create a tailored financial strategy that aligns with your goals.

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Want to pay less in taxes? Smart tax planning isn't just about filing - it's about strategically timing your income and investments to keep more money in your pocket, especially with Social Security changes on the horizon and Medicare premiums to think about.
Chapters🕓
00:00 - Intro
00:13 - Tax Planning
02:54 - Importance of Tax Planning
03:46 - Sponsor
04:49 - How To Tax Plan
06:56 - Conclusion
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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274
Follow us on Instagram: https://www.instagram.com/moneyandclarity
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Welcome to the Wealth Wise Women podcast!
Join host Wes Caprill, a financial advisor with Money and Clarity, as we dive into holistic financial planning and investment strategies specifically designed for women.
Discover insightful advice and actionable tips to help you achieve a successful and secure retirement.
Don't miss out on this essential financial wisdom - subscribe today!

In this episode of the Wealth Wise Women Podcast, host Wes Cuprill welcomes his father and founder of Money and Clarity, Dan Cuprill, to discuss the unique financial challenges faced by women.
Together, they explore the growing demographic of single women, the reality of women outliving their spouses, and the implications for financial planning. Discover how Dan's personal experiences shaped his approach to financial advising and the importance of tailoring financial advice to women's specific needs.

The conversation delves into the necessity of acknowledging gender differences in financial planning, the concept of "bag lady syndrome," and the critical need for strategies that ensure long-term financial security, especially in the face of rising healthcare costs. Dan shares insights on the importance of holistic financial planning, avoiding speculation in investment strategies, and the value of working with an advisor to maintain discipline and achieve financial goals.

Join us for an enlightening discussion on how women can navigate their financial futures with confidence and clarity.
If you're interested in learning more about creating a comprehensive financial strategy, visit visitwithmc.com to schedule a consultation.
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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274

Follow us on Instagram: https://www.instagram.com/moneyandclarity

Want to learn more about how we can help with your financial planning? https://moneyandclarity.com/

Enjoying Wealth Wise Women? Show your support by leaving a review and rating for the show.

Join us on the Wealth Wise Women Podcast with our special guest Tank, the French bulldog! In this eye-opening episode, we explore why traditional retirement planning at 65 no longer works with today's extended lifespans. Women especially face unique challenges as primary caregivers while needing to fund potentially 30+ years of retirement. This isn't just financial planning—it's the conversation your family needs now to prevent future stress and uncertainty.

We break down why standardized approaches fail and how to structure the conversation your family needs now about aging with dignity. Whether you're approaching retirement or have aging parents, this episode provides practical guidance for initiating the conversation your family needs now before crisis forces difficult decisions.

Learn how to approach "life's fourth quarter" with both financial security and emotional peace.
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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274