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Empowering Women in Finance: Estate Planning, Generational Wealth, and Financial Independence with Chandra Ritter | Ep. 190

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Manage episode 453919912 series 3433883
Inhoud geleverd door Danielle McGeough, PhD and Danielle McGeough. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Danielle McGeough, PhD and Danielle McGeough of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Join Plan Goal Plan Your Year!

In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes.

We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security.

If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future.

Connect with Chandra:

Chandra on LinkedIn

Chandra on Facebook

Chandra at Edward Jones

Connect with Danielle:

Join Plan Goal Plan Your Year!

Email: danielle@plangoalplan.com

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

  continue reading

205 afleveringen

Artwork
iconDelen
 
Manage episode 453919912 series 3433883
Inhoud geleverd door Danielle McGeough, PhD and Danielle McGeough. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Danielle McGeough, PhD and Danielle McGeough of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Join Plan Goal Plan Your Year!

In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes.

We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security.

If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future.

Connect with Chandra:

Chandra on LinkedIn

Chandra on Facebook

Chandra at Edward Jones

Connect with Danielle:

Join Plan Goal Plan Your Year!

Email: danielle@plangoalplan.com

Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279

Website: https://www.plangoalplan.com/

Be bold, be balanced, and most of all, be well. See you next time!

  continue reading

205 afleveringen

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