In this episode, Cory Procter dives into the crucial role of truth and transparency in financial planning, especially for women. Drawing from Jordan Peterson's philosophy, Cory emphasizes the growing importance of women in wealth management, noting that by 2030, 70% of all wealth will be controlled by women.
He outlines three major financial pitfalls women often face:
Being excluded from important financial conversations.
Having outdated beneficiary designations.
Lacking proper financial protection in remarriage.
Cory also shares six essential questions women should ask their financial advisors to safeguard their future. With trillions of dollars poised to transfer to women in the coming years, he encourages listeners to be discerning, proactive, and empowered in every financial decision.
To learn more about Pro Capital Wealth Management, visit https://www.procapitaltx.com.
Remember to like, share, and subscribe to our show! New episodes are available every Tuesday.
Join our Community!
LinkedIn: https://www.linkedin.com/company/procapitaltx
Facebook: https://www.facebook.com/procapitaltx
Instagram: https://www.instagram.com/procapitaltx/
YouTube: https://www.youtube.com/@procapitaltx
Website: https://www.procapitaltx.com/
