Catching Up to FI Women And The Great Wealth Transfer | Cary Carbonaro | 151
In this episode we are joined by Cary Carbonaro, an award-winning author, and Certified Financial Planner™ with over 25 years of experience. Her specialty is empowering women to discover their unique path to financial independence. One thing we love the most about Cary is how radically transparent she is with her clients. Just call her the "Queen of Transparency" because she shares her tax return, investment portfolio and other parts of her financial life with them. In our conversation with her we discuss:
- The Great Wealth Transfer that she talks about in her latest book, 'Women and Wealth.'
- The unique needs of women and the psychology driving their financial decisions.
- The played out “widows and divorcees” stereotypes of women.
- Her analogy of comparing different shoes to asset classes.
- What women really want from financial professionals (hint: it's not just beating the market).
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Charity: Girl Scouts
📗Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune
📕The Money Queen's Guide: For Women Who Want to Build Wealth and Banish Fear
📄Stepping Up Your Function and Style with Asset Classes
⏰ ‘Catching Up to FI’ Episodes referenced
ATM Receipts, Origami, and Unravelling Your Relationship With Money | Shannah Game | 123
The Power of Cash Flow Planning | Sarah-Catherine Gutierrez | 016
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