Women and the Great Wealth Transfer

This episode of Beyond the Numbers explores the “Great Wealth Transfer” and its profound implications for women, who are poised to control an unprecedented share of wealth over the coming decades. Brittany Metzig, Financial Advisor with Bond&Devick, and guest Jennifer Vickerman Akolisa, Gift Planner with St. Paul & Minnesota Foundation, discuss why women must have a seat at the financial table early, not only to build confidence and clarity but to avoid being overwhelmed during life transitions like widowhood. Blending personal stories, practical advice, and philanthropic insight, they highlight how thoughtful planning—especially around giving—can align money with values, create meaningful legacies, and empower women to make intentional financial decisions.