In the latest episode of the She Means Business podcast, Ashley Mastowski sits down with Molly Berger, CSRIC®, CDFA®. Molly is a Wealth Management Advisor with Queen City Wealth in Colorado and is licensed in all 50 states. Her company’s mission is to help women become more financially literate and build wealth.
Molly holds the CSRIC® designation which gives her expertise in sustainable and impact investing and is a CDFA® professional helping women navigate the financial impacts of divorce.
Episode Highlights:
- Molly shares her experience in nonprofit management, emphasizing the crucial role of financial resources in driving change. (4:21)
- Molly explains how she learned financial planning for herself, becoming a resource for her friends, and navigating challenges in the finance industry. (9:53)
- Molly emphasizes the importance of personalized financial planning that considers individual differences in goals, industry, income, and tax situations. (18:56)
- Molly discusses the role of a financial planner in helping clients set realistic goals and adjust their spending or earning habits to achieve their desired future. (29:29)
- Molly expresses concern over the common practice of young individuals, often unprepared, committing to substantial student loans. (34:17)
- Molly discusses how to assess student loans by comparing the potential income from a degree against the debt incurred. (37:25)
- Molly emphasizes the importance of financial education from a young age to prevent individuals from unknowingly making financial mistakes. (43:39)
- Molly discusses the value of everyone having a financial plan to avoid feelings of shame or stress about money. (45:20)
Key Quotes:
- “We want to work with people who are values aligned to us.” - Molly Berger, CSRIC®, CDFA®
- “Everyone deserves a financial plan that is tailored to you. And everyone is so different in who we are, what we care about, who we care about, our future goals.” - Molly Berger, CSRIC®, CDFA®
- “Everyone deserves to have a financial plan and feel good about money, whatever that means to you.” - Molly Berger, CSRIC®, CDFA®
Resources Mentioned:
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