• Women and Wealth: Financial Planning For Female Investors

  • Aug 30 2024
  • Length: 14 mins
  • Podcast

Women and Wealth: Financial Planning For Female Investors

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  • Summary

  • They say men are from Mars and women are from Venus. Are their financial and investment needs just as different? In today’s episode, we’ll dig into some of the nuances that female investors face today as opposed to their male counterparts.

    Here’s some of what we discuss in this episode:

    • Women’s tendency toward risk aversion, investing performance, and role in financial decision-making
    • Planning for a longer life, long-term care, and career pauses
    • The importance of financial education in building confidence and comfort
    • Working with an advisor to maximize your savings, set goals, plan, budget, and more
    • How divorce disproportionately impacts women


    WAYS TO CONNECT:

    Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg

    Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.

    If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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