Trends with Benefits #144: The Power of Financial Planning for Women Breadwinners

Key Takeaways:

• Women breadwinners benefit from financial plans grounded in their values and long-term goals.
• Bridget Grimes helps women balancing career, family, and finances shift away from putting themselves last.
• Advisors must adapt by listening more to women’s investing goals, simplifying strategies, and meeting clients where they are.

Summary:

In this episode of Trends with Benefits, Bridget Grimes, President of Wealth Choice, explores how financial planning must evolve to serve the growing population of women breadwinners. With women projected to control $30 trillion by 2030, Grimes emphasizes that planning should begin with a deep understanding of life goals, not portfolio performance. She highlights the unique emotional and logistical challenges faced by high-earning women, including time constraints, guilt, and lack of financial confidence. Grimes discusses how she empowers women to make confident financial decisions that align with the lives they want to live through her intentional, goal-first approach.

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The Power of Financial Planning for Women Breadwinners

Show Notes:

03:47 A Journey to Financial Empowerment

07:05 Understanding Breadwinner Women

28:55 Demystifying Financial Concepts for Women

35:02 Generational Perspectives on Financial Planning

39:43 The Role of AI in Financial Literacy

39:27 Inflationary Pressures and Commodity Demand

43:30 Investment Strategies and Goal-Based Planning

45:46 Wealth Transfer and Its Implications for Women

49:40 Overcoming Financial Overwhelm

52:29 Trend or Fad?

Trend or Fad

Listen for Bridget’s take on women as primary breadwinners, smart home tech, book clubs as business networks, AI in personal finance, and finfluencers.

Follow Ed Lopez @thatEdLopez on X (Twitter).

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