Tips in Ten - Financial Literacy equals Security
Lady Money
English - June 28, 2021 13:00 - 7 minutes - 6.39 MB - ★★★★★ - 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
[email protected]
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.
Resources...
Reesa Manning Interview https://lady-money.simplecast.com/episodes/take-financial-control-an-interview-with-advisor-reesa-manning
Financial Literacy https://www.investopedia.com/terms/f/financial-literacy.asp
FINRA’S National Financial Capability Study https://www.investopedia.com/articles/investing/100615/why-financial-literacy-and-education-so-important.asp
Compounding https://www.investopedia.com/terms/c/compoundinterest.asp