EPISODE · Oct 10, 2025 · 26 MIN
Eldest daughter with Courtney Ranstrom
from Morgan on Purpose, the podcast. · host Content 151
In this episode, host and wealth advisor Morgan Ranstrom welcomes his business partner and older sister Courtney Ranstrom, also a wealth advisor, to the podcast. Courtney specializes in financial planning for women, and addresses the (multi) million dollar question: Do women really need specialized financial planning? Are they making special lady money? (Spoiler: Yes, they do, and no, they aren’t.)We also get into the different way men and women approach risk before broadening the conversation to *all* of the factors that impact our appetite for risk. What about birth order!? Does being the eldest daughter make Courtney risk adverse, as Taylor Swift suggests on Life of a Showgirl?Listen to find out, and don’t forget to subscribe!Learn more about Courtney via her substack https://courtofideas.substack.com/ or on social media: https://www.linkedin.com/in/courtneyranstrom/ To take things off the pod and work with either Courtney or Morgan in real life, visit https://trailheadplanners.com Thank you for listening!Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:LinkedIn, Instagram, YouTube, Facebook, and X.
What this episode covers
In this episode, host and wealth advisor Morgan Ranstrom welcomes his business partner and older sister Courtney Ranstrom, also a wealth advisor, to the podcast. Courtney specializes in financial planning for women, and addresses the (multi) million dollar question: Do women really need specialized financial planning? Are they making special lady money? (Spoiler: Yes, they do, and no, they aren’t.) We also get into the different way men and women approach risk before broadening the conv...
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Eldest daughter with Courtney Ranstrom
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