『How to Stay Financially Strong Through Major Life Events | Wealth & Women Series 3, episode 2』のカバーアート

How to Stay Financially Strong Through Major Life Events | Wealth & Women Series 3, episode 2

How to Stay Financially Strong Through Major Life Events | Wealth & Women Series 3, episode 2

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If you were suddenly faced with a divorce, a caregiving responsibility, or bereavement, would your finances be in order? Could you continue to maintain your current lifestyle? In this episode of Wealth and Women from the Personal Finance Society, our experts explore why women are often more financially vulnerable during major life changes - and the steps you can take now to feel more secure, informed and in control. Plus, hear top tips on how fellow financial advisors can navigate these milestones with their own clients. Don't miss an episode - subscribe now. 🎧 Stay tuned to learn about: ➡ Why women are often more financially vulnerable during big life events ➡ How emotions can influence financial decision making ➡ Why having key financial documents organised is so important ➡ How financial advisers can support clients through difficult life changes ➡ Ways to rebuild financial confidence after a major setback Chapters (00:00) Introduction (01:35) How women are often more impacted by tax saving measures (3:17) Preparing to have a family and go on maternity leave (6:05) What happens if you get divorced? (7:05) How to get comfortable discussing approaching life milestones (8:07) Why you shouldn’t “cross that bridge when you get to it” (10:47) Planning for the costs of having a child (12:00) The importance of allowing enough time for decision making (12:24) Why getting to know your clients well is so important (15:28) How big life changes impact decision making (19:19) Understanding clients long-term financial goals (21:16) Understanding the long-term consequences of financial decisions (24:21) Why you shouldn’t trust AI to make financial decisions for you (29:03) Changes in inheritance tax (36:45) Considering a holistic family perspective when it comes to financial decisions (41:59) Practical advice and outro About the podcast: Wealth and Women is a podcast from the Personal Finance Society, offering guidance and advice to women in work. Season 3 covers financial confidence, how to navigate big life events, how to thrive through the menopause and how to support neurodiversity at work. About your hosts: Emma Hall is a Chartered Financial Planner at 75point3 Hazel Bowen is a Senior Wealth Planner at Canaccord Wealth Alina Burlacu is a PFS Award-winning financial educator Tracy Brookes is a Chartered Financial Planner at 75point3 Connect with PFS Website: https://www.thepfs.org/ LinkedIn: https://www.linkedin.com/company/the-personal-finance-society/ Email: customer.serv@thepfs.org
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