))
EP:20 Can You Afford Not To Have a Financial Advisor?
Manage episode 459938248 series 3586010
Content provided by ELAINE E ENIS and ELAINE ENIS. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ELAINE E ENIS and ELAINE ENIS or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode of The Age of Possibility, host Elaine Enis speaks with financial advisor Jake Skiles about empowering women aged 65 and older to take control of their financial futures. They discuss the importance of financial planning, the role of financial advisors, common mistakes in financial management, and the significance of educating the next generation about finances. Jake shares personal anecdotes and insights from his career, emphasizing the need for proactive financial planning and the value of having a trusted advisor during life changes. takeaways
…
continue reading
- Empowerment is key for women 65 and older.
- Financial advisors help tailor services to individual needs.
- Involvement in financial discussions is crucial for couples.
- Planning for long-term care is essential as we age.
- Education about finances should start early with children.
- Understanding taxes and estate planning can save families money.
- Financial planning can alleviate stress during life changes.
- Building wealth is easier than making it last through retirement.
- Communication with financial advisors can boost confidence.
- Regular reviews of financial plans are necessary for success.
33 episodes
Share
