Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
7. Women, Money, and the $30 Trillion Opportunity with Cary Carbonaro
Women are set to control $30 trillion in wealth by 2030, yet the financial industry still doesn’t speak their language. Cary Carbonaro, bestselling author and CFP®, is changing that—by sharing everything… from the holdings in her own personal investment portfolio to her tax returns to her financial fears.
Cary approaches each client as "a teacher, therapist, and cheerleader," often recommending resources like therapy or meditation to support overall wellbeing.
She recognizes that while men typically focus on asset allocation and performance metrics, women care more about security and life goals.
“Will I have enough money?”
“Am I okay?”
“How much can I give away to my child?"
In this episode, we dive into:
🔹 Why women are often overlooked in financial planning
🔹 The surprising "bag lady fear" even high-earning women face
🔹 How honesty and personal connection transform money conversations
Ready to rethink how you manage money?
Tune in now.
Resources Mentioned in This Episode:
Women and Wealth - Order Today! Women and Wealth
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