Lady Money Trailer
Lady Money
English - April 11, 2021 21:05 - 1 minute - 920 KB - ★★★★★ - 5 ratingsInvesting Business Education Courses financial independence investing money security sustainable investing values women women and money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Host – Teresa Mitchell, CFP
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In my 20 years in the industry, I have had over a thousand conversations with women who have not felt they have reached their financial potential – usually in the areas of investing and subsequent financial security. I have found the key to moving forward from the image of bag lady to empowered lady is having a different kind of conversation with women than they usually experience with a financial advisor. It is about focusing more deeply on what matters in terms of family, community and life purpose. Approaching the conversation with compassion and a goal of honest, authentic connection creates a sense of trust that makes financial education and taking investment action not only possible but desirable.
To that end I left my longtime wealth management firm and am launching a personal financial coaching platform -- LADY MONEY, LLC. It is intended to help women achieve a sense of financial wellbeing around investing for retirement that imparts peace of mind and ultimately leads to financial security.