Women, Wealth & Confidence in Investing with Financial Advisors Sharon & Betty (Part 2) episode artwork

EPISODE · May 19, 2026 · 26 MIN

Women, Wealth & Confidence in Investing with Financial Advisors Sharon & Betty (Part 2)

from HER (Health, Economics, Relationships) Energy Unlocked · host Mandeep Kaur

This week I sit down with Financial Advisors Sharon Ruddy & Betty Hildebrandhttps://www.elevateyourwealth.ca/This conversation covers the basics of investing, financial literacy, understanding investment strategies, types of investments, active vs. passive investing, time horizon and investment choices, investment strategies for women, investment accounts and asset location, reviewing and adjusting investment portfolios, financial planning and wealth transfer, financial literacy, and empowerment in investment decisions.TakeawaysFinancial literacyInvestment basicsChapters00:00 Introduction to Investing 10106:20 Investment Strategies and Diversification13:51 Active vs. Passive Investing17:16 Reviewing and Adjusting Investment Portfolios19:36 Financial Literacy and Money MindsetConnect with Sharon & Betty at https://www.instagram.com/sbgroupprivatewealth/https://www.elevateyourwealth.ca/Follow H.E.R. Energy Unlocked Podcast on Instagramhttps://www.instagram.com/herenergyunlockedpodcast/Follow H.E.R. Energy Unlocked Podcast on Tik Tok https://www.tiktok.com/@herenergyunlockedpodcastwww.herenergyunlockedpodcast.cominfo@herenergyunlockedpodcast.com

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Women, Wealth & Confidence in Investing with Financial Advisors Sharon & Betty (Part 2)

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