You & Your Money
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From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality.
WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm dedicated to providing individuals, business owners and not-for-profit institutions with “Absolute Confidence. Unwavering Partnership. For Life."
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
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You & Your Money
The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
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Women are poised to inherit the majority of the ongoing Great Wealth Transfer, yet many still hesitate to take control of their financial future.
The research is clear: women are disciplined, long-term investors and often outperform men because of that long-term approach. Confidence is the missing piece.
In this episode, the partners at WHZ Strategic Wealth Advisors and KKC Law share what women can do to become more empowered in handling – and creating – wealth.
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