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Women's financial wellness

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Manage episode 329256284 series 3352848
Content provided by InvestmentNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestmentNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, you'll hear about:

  • Suzanne’s paper on women and financial wellness.
  • Values and life purpose.
  • The challenge of the language of finance for women – what can advisers do?
  • Women set goals – money is the tool to realize those goals.
  • Technology and communication.
  • Health care costs – differences for women and men.
  • What can we learn from the Rolling Stones?

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. 

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. 

For more information, visit www.Realized1031.com/RepairShop to learn more.

Suzanne Norman is a senior education advisor, executive coach, and mentor who consults on a variety of financial, investment, and planning topics. She has over 29 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory, with a strong emphasis on helping people plan and save for retirement. Suzanne lives by the motto - Scientia potentia est - particularly when it comes to money. She is passionate about helping women develop strong financial skills and enjoys writing about topics that matter to them.

  continue reading

39 episoade

Artwork
iconDistribuie
 
Manage episode 329256284 series 3352848
Content provided by InvestmentNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestmentNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, you'll hear about:

  • Suzanne’s paper on women and financial wellness.
  • Values and life purpose.
  • The challenge of the language of finance for women – what can advisers do?
  • Women set goals – money is the tool to realize those goals.
  • Technology and communication.
  • Health care costs – differences for women and men.
  • What can we learn from the Rolling Stones?

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. 

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. 

For more information, visit www.Realized1031.com/RepairShop to learn more.

Suzanne Norman is a senior education advisor, executive coach, and mentor who consults on a variety of financial, investment, and planning topics. She has over 29 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory, with a strong emphasis on helping people plan and save for retirement. Suzanne lives by the motto - Scientia potentia est - particularly when it comes to money. She is passionate about helping women develop strong financial skills and enjoys writing about topics that matter to them.

  continue reading

39 episoade

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