Ep. 22 - What Women Need to Know About Wealth Management with Kyle Olson

Kyle Olson is a financial advisor who's passionate about women taking charge of their wealth and directing their own financial future.  As we face the largest wealth transfer to American women in history, it's time to unravel the complexities of financial literacy and wealth management planning.  In this episode we discuss:

 

• The biggest misconceptions surrounding wealth management and financial planning
• What you need to know about money market accounts
• What you need to know about Retirement accounts and why everyone should have one
• Specific financial challenges women face post divorce
• The importance of women having their own credit history
• Financial literacy terms everyone should know and understand
• College Saving plans and the new laws and benefits concerning them
• Top tips for women in to achieve financial independence and security
• How to choose a financial planner
• What other services financial planners offer their clients

 

RESOURCES MENTIONED IN THIS EPISODE

By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess—a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States. source

An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30 trillion opportunity by the end of the decade. source

 

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