In this episode, Bill interviews Monique Frederick, a CFA Charterholder and financial expert passionate about empowering women through financial literacy. Monique shares her journey from a background in computer information systems to a career in wealth management, emphasizing her dedication to educating and guiding women toward financial freedom. They discuss the generational shifts in financial decision-making, the importance of early financial education, and strategies for overcoming emotional and cultural barriers to investing. Monique's book, Embracing Your Money Power: A Woman's Guide to Financial Freedom, serves as a focal point for addressing the gaps in financial literacy and the tools individuals need to achieve financial confidence.
Educational Alpha