Women Taking On Financial Planning - Safe Money and Retir...

What this episode covers

In recent years Jon has noticed his primary clientele contact has shifted to women, with about 60% of his business now coming from them. Based on this, Jon discusses this trend and the approaches to take in financial planning and advising in this episode.

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Frequently Asked Questions

How long is this episode of Safe Money and Retirement?

This episode is 27 minutes long.

When was this Safe Money and Retirement episode published?

This episode was published on July 7, 2023.

What is this episode about?

In recent years Jon has noticed his primary clientele contact has shifted to women, with about 60% of his business now coming from them. Based on this, Jon discusses this trend and the approaches to take in financial planning and advising in this...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Safe Money and Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.