Episode 15 – Financial Planning for Female Business Owners and Professionals [Video]

This episode of Building Wealthy Habits provides insights into the unique challenges faced by women business owners and professionals. Laura, Randy and Jeremiah discuss common struggles and offer holistic planning strategies for empowered women in the workplace. Listeners learn how to create a safe space for questions and build trust. Tips are shared for empowering female clients through personalized advice and structures. Practical takeaways offer ways to better serve the needs of women in business through financial guidance.

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This week on Building Wealthy Habits:

0:00 Challenges faced by women business owners and professionals.
6:53 Gender roles, financial planning, and the challenges faced by women in business.
14:05 Financial planning for women, emphasizing empathy and creating a safe space for questions.
18:29 Tailored financial strategies for female professionals and business owners.
22:53 Holistic and personalized financial guidance for women entrepreneurs.

Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: [email protected]

Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]

Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: [email protected]

Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.