Description

Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. With a deep understanding of the unique financial challenges women face, Wes provides holistic and tailored advice, especially to those navigating difficult transitions, such as divorce or the loss of a spouse.

In this episode, Wes discusses:

• How, traditionally, women were kept out of investing conversations
• Why women’s goals are more the intangibles
• What to look for in an advisor
• What makes retirement planning for women distinct from men
• Mistakes women might make when planning for retirement
• The process when a woman suddenly finds herself single
• The “holistic” approach to financial planning

Wes has some great insights into financial planning for women, including how to traverse this season of buy, buy, buy.

Listen now and then share this episode!

Find Wes at https://moneyandclarity.com/

Learn more about Wes and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-wes-cuprill/

https://buymeacoffee.com/agnesk

https://agnesknowles.substack.com