financial advice for women

Ep #199: Build Your Wealth with Tess Waresmith

You’re probably going to be doing fine financially when you retire, right? But…what possibilities would open up for you if you were expanding your wealth outside of work? How would this change your ability to retire early, leave a toxic job, take a break from the workforce, or spend more time with your kids? Sounds good, right? I’ve invited Tess Waresmith onto this episode of Women Changing Leadership with Stacy Mayer to show you how. Tess is a financial coach who went from losing 80K in bad investments in her twenties…to building her network to 1 million as a single 35-year-old woman. And in this episode of Women Changing Leadership with Stacy Mayer, Tess shares the super simple investing strategies you can use to create more abundance and freedom in your life.

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Paula welcomes Patti Handy back today to talk about a topic both are very passionate about - women and money. Statistically, women struggle with money.   There's the gender gap (women earn 83 cents for every dollar men do), and women are often having to care for kids and/or aging parents.   More often than not, husbands are in charge of money and investments.  All these factors led to Patti's transition from a financial advisor to a financial coach.

While younger women are taking a more active role in managing their money (again, on average) - women approaching retirement age are concerned about running out of money or being a burden to their kids.

People tend to be afraid to ask for help, but it's important to remember that it's not your fault if you haven't been taught something.  

It's important to set goals and understand your "why" when it comes to money and savings.  Patti also, discusses how important it is to have all of your documents organized in a way that your family knows where everything is located. Download the free resource “Personal Record Book” to get started organizing your estate. 

Most importantly, Patti says, is to take care of yourself - mentally and physically.  

Learn more about Patti Handy on her websites:

https://www.pattihandy.com/

https://mindinghermoney.com/

Email Paula Christine at Paula@PaulaChristine.com. You can also learn more online at www.PaulaChristine.com.

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Reach Paula at paula@paulachristine.com or through her website, paulachristine.com.

Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including individual investment management, comprehensive financial planning and high net worth advisory.

Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help them better manage their investments, cash flow and achieve their financial goals. Prior to this, Silvia worked with international ultra-high net worth clients at Credit Suisse in Zürich, Switzerland as well as J.P. Morgan in Boston, MA. Silvia began her career in Palo Alto, CA at Cepheid, a leader in molecular diagnostics and Instrumentation Laboratory (IL), a leader in critical care, hemostasis and point-of-care diagnostics.

Silvia received her undergraduate and master’s degree in Finance and International Management from ESADE, a Top-Ranked European Business School. Silvia is a Chartered Financial Analyst (CFA®), the highest distinction in the investment management profession as well as a Certified Financial Planner (CFP®), the standard of excellence in financial planning. In addition to understanding the complexities of the changing financial climate, Silvia is held to the most rigorous ethical standards by both designations.

We cover a lot of ground on all things money, investing, crypto, EFTs, index funds, marriage, independence, and total financial awareness and more. Silvia goes deep into why being aware of your finances is so crucial at any age, how to get ahold of your investments no matter what your financial portfolio looks like, and how to handle finances as a couple without dreading that f word altogether. 

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Without further ado, here is Silvia Manent.