Our goal at Hightower Bethesda is to help people make smarter financial decisions that ultimately serve their best interests over time. We brainstormed topics of interest pertaining to this goal and ultimately came up with 5 series we want to explore ways to better equip the listeners to make smarter financial decisions (1) Planning for Business Owners (2) Women Business Owner Series (3) Alternative Investments (4) Economic Insights (5) Divorce Financial Planning.
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Our goal at Hightower Bethesda is to help people make smarter financial decisions that ultimately serve their best interests over time. We brainstormed topics of interest pertaining to this goal and ultimately came up with 5 series we want to explore ways to better equip the listeners to make smarter financial decisions (1) Planning for Business Owners (2) Women Business Owner Series (3) Alternative Investments (4) Economic Insights (5) Divorce Financial Planning.
On one hand, women are earning more, they’re more dominant in terms of controlling household spending, and they’re becoming more interested in finance. On the other hand, only 15% of financial advisors are women… so how do we address this gap?
In this episode of the Hightower Bethesda Podcast, Leah Jones, Director of Financial Planning at Hightower Bethesda speaks with fellow female financial advisor within the Hightower umbrella, Jordann Andrusiak. Jordann works for a team called Synergy Capital Solutions and has a wealth of experience in advising women.
Together they discuss the reasons why women are still falling behind in making money and investing, despite the progress they’ve made in education, decision-making, and their careers, as well as how women can feel more confident when dealing with finances. They speak on the common issues they’ve seen in advising female clients and the solutions that can help bridge the gaps in wealth and the financial world.
Listen in to hear powerful insights and advice that will change the way you think about your finances, your wealth, and your future.
What You Will Learn:
[0:19] Surprising statistics about women and wealth
[3:30] About Jordann + The topic of discussion
[4:28] Reasons why women are still falling behind in investing and making money
[11:58] What women can do to help them feel more financially confident
[13:26] Common issues they have seen with her financial advising clients: Understanding your financial plan, empowered budgeting, starting with the big numbers and accomplishments, risk aversion, diversifying investments
[21:33] Solutions for common issues in finance: Having conversations with other people, gaining fundamental knowledge, and finding a trusted advisor
[22:42] How you can prioritize your financial health + The importance of tracking your finances and educating yourself
[26:29] Jordann and Leah’s advice for taking control of your finances and leaving a healthy legacy of wealth for your children
[30:47] Outro + Disclaimers
Our Contacts:
Website: http://bethesda.hightoweradvisors.com/
LinkedIn: https://www.linkedin.com/company/hightowerbethesda/
Facebook: https://www.facebook.com/HightowerBethesda/
Twitter: https://twitter.com/LeahPlans4You
Resources:
To learn more about Hightower Bethesda, visit their website: www.bethesda.hightoweradvisors.com
Everything Money
Our goal at Hightower Bethesda is to help people make smarter financial decisions that ultimately serve their best interests over time. We brainstormed topics of interest pertaining to this goal and ultimately came up with 5 series we want to explore ways to better equip the listeners to make smarter financial decisions (1) Planning for Business Owners (2) Women Business Owner Series (3) Alternative Investments (4) Economic Insights (5) Divorce Financial Planning.
