Episode 15 - Financial Planning for Female Business Owners and Professionals episode artwork

EPISODE · Apr 23, 2024 · 27 MIN

Episode 15 - Financial Planning for Female Business Owners and Professionals

from Building Wealthy Habits · host TriCord Advisors

This episode of Building Wealthy Habits provides insights into the unique challenges faced by women business owners and professionals. Laura, Randy and Jeremiah discuss common struggles and offer holistic planning strategies for empowered women in the workplace. Listeners learn how to create a safe space for questions and build trust. Tips are shared for empowering female clients through personalized advice and structures. Practical takeaways offer ways to better serve the needs of women in business through financial guidance.   Reach out at [email protected]   This week on Building Wealthy Habits:   0:00 Challenges faced by women business owners and professionals. 6:53 Gender roles, financial planning, and the challenges faced by women in business. 14:05 Financial planning for women, emphasizing empathy and creating a safe space for questions. 18:29 Tailored financial strategies for female professionals and business owners. 22:53 Holistic and personalized financial guidance for women entrepreneurs.   Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected]   Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected]   Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: [email protected]

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Episode 15 - Financial Planning for Female Business Owners and Professionals

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