Finding a Seat at the Investment Table with Natalie Sherman

Send us Fan MailWhy are so many women comfortable making major decisions at work, yet still hesitant to fully step into conversations about their own money and wealth?In this episode of Multifamily Streamlined, I sit down with Natalie Sherman, Head of Wealth Planning at &Wealth, for a conversation about women, money, and what it really means to have a seat at the financial table.After spending 25 years as an estates and trusts attorney, Natalie brings a unique perspective to wealth planning. We talk about why women often know exactly what they want for themselves and their families but may not always have the confidence, knowledge, or opportunity to fully participate in the financial decisions that shape their future.We also get into why talking about money shouldn’t feel uncomfortable, the questions we should be asking, and how taking even small steps toward understanding our finances can create greater confidence and control.This isn’t investing 101. It’s a conversation about being informed, asking questions, understanding what you have, and making sure you have a voice in the decisions that impact your future.In this episode:Why women need a seat at the financial tableBecoming more comfortable talking about moneyKnowing and understanding your financial pictureAsking better questions about your wealth and futureThe role confidence plays in financial decision-makingPlanning for major life transitionsTaking ownership of your financial future