Ep. 71 Three Important Numbers for Women’s Financial Futures

Send us Fan MailIn this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison discuss three key numbers shaping the financial future of women: 45, 5, and 59.Women are projected to control 45% of investable assets by 2030, live about five years longer than men, and often face major financial transitions such as widowhood earlier than many expect. Mike and Madison explore what these trends mean for investment strategy, retirement planning, and estate preparation, and why having a clear, coordinated financial plan is more important than ever.Sources1. USA Facts, March 21, 2025https://usafacts.org/articles/do-women-live-longer-than-men-in-the-us/2. The Guardian, December 11, 2024https://www.theguardian.com/us-news/2024/dec/11/americans-living-with-diseases-health-study3. McKinsey & Company, May 8, 2025https://www.mckinsey.com/industries/financial-services/our-insights/the-new-face-of-wealth-the-rise-of-the-female-investor4. Diversified Trust, October 13, 2025https://diversifiedtrust.com/blog/women-and-wealth-transfer/5. Pew Research Center, April 13, 2023https://www.pewresearch.org/social-trends/2023/04/13/in-a-growing-share-of-u-s-marriages-husbands-and-wives-earn-about-the-same/6. Center for American Progress, May 9, 2025https://www.americanprogress.org/article/breadwinning-women-are-a-lifeline-for-their-families-and-the-economy/7. Gitnux, February 13, 2026https://gitnux.org/widowhood-statistics/8. Resto NYC, October 12, 2023https://www.restonyc.com/how-long-is-the-average-woman-a-widow/