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Divorced, Widowed, Single, or Married: Financial Planning for Women
Manage episode 357690769 series 3296014
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In this episode, Ronald Blue Trust Everyday Steward advisor, Carol Jackovich, sits down with three female clients of Ronald Blue Trust: Fran LaMattina, Susan Conley, and Kim Wilson. Together they discuss their unique life journeys and share financial wisdom for women walking through singleness, the death of a spouse or a divorce. No matter who you are, there is a lot of wisdom to be found in this conversation.
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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Ronald Blue Trust.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
Chapters
1. Divorced, Widowed, Single, or Married: Financial Planning for Women (00:00:00)
2. The stats around women and financial planning (00:02:04)
3. Single women and financial planning (00:02:44)
4. Widowed women and financial planning (00:06:55)
5. Divorced women and financial planning (00:13:29)
6. Resources for women and financial stewardship (00:15:39)
7. Ronald Blue Trust services for women (00:24:56)
8. Advice to the younger women (00:25:42)
9. Advice for women who are searching for a financial advisor (00:30:03)
10. A modern day miracle (00:36:22)
11. How to encourage the women in your life (00:38:00)
35 episodes
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