30 Aug 2024 Podcast

Women and Wealth: Financial Planning For Female Investors

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.

For example, women typically need to plan for a longer retirement period due to their longer life expectancies, which can affect their approach to savings and investment. Additionally, taking time off for family care can impact their career earnings and retirement savings. Listen in as Marcos highlights the unique financial challenges women face and how Bulman Wealth Group works to recognize and celebrate these differences when supporting their female clients.

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

 

Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.

 

 

 

Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and Bulman Wealth Group makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third party websites that Bulman Wealth Group may link to is not reviewed in their entirety for accuracy and Bulman Wealth Group assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Bulman Wealth Group. For more information about Bulman Wealth Group, including our Form ADV brochures, please visit https://adviserinfo.sec.gov and search our firm name.