Power, Preparation & Performance - Women and the Great Wealth Transfer

Nickels and Dimes - Finding Financial Freedom

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In this solo episode of "Nickels and Dimes: Finding Financial Freedom," host Natalie Kime delves into the impending $30 trillion wealth transfer to women in the U.S. Natalie discusses the importance of financial readiness, emphasizing education, confidence, and proactive planning. She outlines key pillars for managing wealth, including reviewing expenses, building financial confidence, establishing control, collaborating with professionals, and legacy planning. Natalie encourages women to take charge of their financial futures, engage in meaningful financial conversations, and prepare to create lasting legacies. She concludes by offering a free Wealth Power Checklist and urging listeners to share the episode.

• Significant wealth transfer to women in the U.S. estimated at $30 trillion.
• Importance of financial education and confidence for women managing wealth.
• Barriers women face in financial discussions and decision-making.
• Implications of wealth transfer on investment decisions, estate planning, and legacy creation.
• Need for proactive financial planning and conversations.
• Five pillars of financial readiness: awareness, building confidence, establishing control, collaboration, and legacy planning.
• Importance of reviewing subscriptions and managing expenses.
• Overcoming barriers to financial leadership and pursuing financial aspirations.
• Encouragement to take action in financial planning and wealth management.
• Social impact of women's wealth on families, communities, and closing wealth gaps.

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