EPISODE · Jul 13, 2023 · 49 MIN
Her Wealth, Her Future: Empowering Women's Retirement and Financial Planning with Terry Peterman (Ep. 13)
from The Grit & Grace Podcast with Dr. Lori Doddy
As we talk about investing in our health, we can't ignore ALL aspects of our lives - including our financial health. Statistically, as women, we aren't as prepared for retirement as men are - for many reasons. So in today's episode, I chatted with my dear friend Terry Peterman of Edward Jones about financial planning. We discuss why women are less prepared when it comes to retirement, how to set milestones and plan for the future, special circumstances and filling in the gaps, and much more! Like with all "health" information floating around, there are lots of myths and a great deal of confusion related to this subject. Terry and I cleared up as much as we could and shared several valuable tips! Time Stamps: (1:00) My First Guest (1:29) Story about Terry (4:40) Women and Finances (14:30) "Well Behaved Women Rarely Make History" (16:40) Women Pitted Against Each Other (19:13) Planning For the Future and Milestones (22:53) Different Types of Insurance (27:00) Women in Special Circumstances and Filling In the Gaps (34:30) Myths Around Investing In a Financial Planner (42:40) Potentially Working with Terry ---------- Where To Find Terry: Terry Peterman | Edward Jones Financial Advisor 1919 S Shiloh Road, Suite 102 Garland, Texas 75042 Office: 469-543-2576 Cell: (817) 454-2462 www.edwardjones.com ---------- Follow Me On Instagram! Follow Me on Facebook! ---------- Join My Free Facebook Group: Total Wellness!
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Her Wealth, Her Future: Empowering Women's Retirement and Financial Planning with Terry Peterman (Ep. 13)
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