Why Serving Women is Important to Me - Episode 4

02/24/20 • 21 min

In this episode of the Women's Retirement Radio podcast, I share why I'm focused on serving women.
I cite some statistics and research that demonstrate some of the unique financial challenges faced by women, but I also talk about my personal, first-hand experience seeing the impact of divorce, financially and otherwise, on my Mom.
I invite you to listen and share your thoughts or feedback with me.
Resources mentioned in this episode:

Thanks for listening.

Visit my website to learn more.

Disclosures

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Send in a voice message: https://anchor.fm/womens-retirement-radio/message
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wealthcare.substack.com

Thanks for listening.

Visit my website to learn more.

Disclosures

Previous Episode

The Tricky Transition to Retirement - Episode 3

There's a lot more to retirement than simply deciding "when" you want to make the transition. And it goes well beyond just the financial considerations, though clearly that's important too.
You should also consider things like:

How you'll spend your time
How your relationships might change and evolve
The psychology associated with the transition from savings to spending
Striking and maintaining a healthy balance between enjoying today while being prepared for tomorrow
Sustainable strategies to create income throughout your retirement
And a whole lot more

Related reading: Are You Retiring to Something?

Thanks for listening. I invite you to subscribe so you won't miss our next episode.

Visit my website to learn more.

Disclosures

Next Episode

Bad News is Highly Infectious - Episode 5

Today, as I record this episode, the Dow Jones Industrial Average is down several hundred points based on more reported cases of the Coronavirus.
Not to make light of a serious situation, this is just the latest crisis du jour.
We have a U.S. Presidential election later this year. Imagine how crazy things might get between now and then.
And in the past we've experienced acts of terrorism, wars, different Presidents, new legislation, and more.
Despite all this, the market has managed to climb to new highs. And I believe that owning a diversified portfolio of stocks and high-quality bonds is still one of the best ways to build wealth for your future.
So, what are we all supposed to do in the face of scary headlines? What do we do when this feels different than anything we've experienced before?
It's simple really... just focus on the things within your control.
Listen to this episode to learn more about why I think this is important. And why it may be the best strategy for coping with news and current events that seem to have everyone freaking out.
Other resources:

Seven Stages of Money Maturity
George Kinder's book covers investor psychology and how emotions can cloud judgment on pages 143-146
The Normal
from Twitter friend and fellow advisor, Preston McSwain
and be sure check out the related reading below his article for more
Gradual Improvements Redux
Includes this great chart with a reminder of all we've dealt with since March 2009
Stock Market on Sale
Is This Different?