Episode description
Episode description
As a significant portion of wealth is anticipated to shift into the hands of women in the upcoming decades, it is more important than ever for women to be engaged in financial decisions and well-informed. It’s just as important for financial professionals to adapt and meet the unique needs of their female clients.
Jean Chatzky is a journalist, personal finance columnist, personal finance ambassador, and founder and CEO of the multimedia company HerMoney. Join us as we dive into these evolving dynamics with her, and cover topics like understanding your money type, the financial impact of caregiving responsibilities, investing, and more!
Here’s some of what we discuss in this episode:
- How HerMoney has grown from a podcast to a comprehensive financial platform for women
- The progress made in women’s financial empowerment + the persistent challenges due to industry jargon and lack of inclusivity
- The impending wealth transfer to women + the need for financial professionals to adapt and better serve female clients
- Understanding your money type with HerMoney’s MoneyType quiz
- The financial impact of stepping out of the workforce + complexities of childcare decisions
Learn more about Jean
Jean Chatzky is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky. The financial editor of NBC Today for 25 years and the Financial Ambassador for AARP, she appears frequently on CNN, MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author.
Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month.
Episode Resources
HerMoney Newsletter
https://hermoney.com/subscribe/
HerMoney Podcast
https://hermoney.com/t/podcasts/
Take the MoneyType Personality Test
https://moneytype.hermoney.com/?utm_source=story&utm_medium=rotating_sidebar&utm_campaign=moneytype
InvestingFixx
https://portal.investingfixx.com/s/
Get in touch with Jean
Jean’s website
https://www.linkedin.com/in/jeanchatzky/
https://www.instagram.com/hermoneymedia/
https://www.instagram.com/jeanchatzky/
https://www.facebook.com/JeanChatzky
Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/