Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Ep. 71 Three Important Numbers for Women’s Financial Futures
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In this episode of Not Just Numbers: Honest Conversations with a Financial Advisor and Lawyer, Mike and Madison discuss three key numbers shaping the financial future of women: 45, 5, and 59.
Women are projected to control 45% of investable assets by 2030, live about five years longer than men, and often face major financial transitions such as widowhood earlier than many expect. Mike and Madison explore what these trends mean for investment strategy, retirement planning, and estate preparation, and why having a clear, coordinated financial plan is more important than ever.
Sources
1. USA Facts, March 21, 2025
https://usafacts.org/articles/do-women-live-longer-than-men-in-the-us/
2. The Guardian, December 11, 2024
https://www.theguardian.com/us-news/2024/dec/11/americans-living-with-diseases-health-study
3. McKinsey & Company, May 8, 2025
4. Diversified Trust, October 13, 2025
https://diversifiedtrust.com/blog/women-and-wealth-transfer/
5. Pew Research Center, April 13, 2023
6. Center for American Progress, May 9, 2025
7. Gitnux, February 13, 2026
https://gitnux.org/widowhood-statistics/
8. Resto NYC, October 12, 2023
https://www.restonyc.com/how-long-is-the-average-woman-a-widow/
