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Episode 186: Financial Independence: A Midlife Woman's Guide with Nancy McKenna

Women's Money Wisdom

English - September 19, 2023 10:00 - 15 minutes - 10.8 MB - ★★★★★ - 11 ratings
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Get ready to be empowered! Our guest on this episode, Nancy McKenna, is here to help single midlife women take control of their financial futures. With over 35 years of experience in corporate accounting and a successful 17-year stint in real estate investing, Nancy is brimming with practical insights to help you navigate your financial picture. In this episode, Co-Host Melissa Fradenburg, CDFA®️, AIF® and Nancy discuss money management for midlife women, the necessity of financial literacy, and the sweet freedom that comes with financial independence. Nancy deftly demonstrates how financial freedom gives you the power to shape your life and extend a helping hand to others.  She encourages you to understand your net worth, set clear goals, and view your financial life through the lens of a full balance sheet. 
Resources:

Learn more about Midlife Money MasteryConnect with Nancy McKenna on LinkedIn Learn more tips on Nancy's YouTube.Learn more about Pearl Planning. Register for our Year-End Planning Webinar


Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

Data Sources: Capital Group, RIMES, Standard & Poor's.