Host Alanna McGinn discusses the financial challenges women face in midlife with guests Daniela DeGasperis and Erica Ehm of DDM Group. They explore the importance of financial literacy, wealth management, and the need for open dialogue about finances in relationships.
They discuss personal anecdotes, generational shifts in financial trust, the importance of financial education, and the need for women to take charge of their financial futures. The conversation also touches on the challenges faced by entrepreneurs and the significance of having a holistic approach to financial planning.
Takeaways
Financial literacy is crucial for women in midlife.
Open dialogue about finances is essential in relationships.
It's important to have your own financial identity.
Education is key to understanding financial strategies.
Understanding risk tolerance is vital for investment decisions.
Diversification is important in wealth management.
Proactive financial planning can prevent future conflicts.
The generational wealth transfer is significant, with trillions moving in the coming years.
Many women are unaware of the financial strategies available to them.
It's important to have a holistic view of financial planning, incorporating various experts.
More About The Guests:
Daniela Degasperis is the CEO of DDM Group, a wealth preservation consultancy. She leads a team of industry experts to help clients protect and grow their wealth today to reach their financial and lifestyle goals into the future.
Erica Ehm became a DDM client a year ago when she began planning for retirement. She was so blown away by how DDM has protected and grown her wealth, she joined the team as Director of Culture and Communication.
https://www.ddmgroup.ca/
https://www.instagram.com/ddm.group/
Connect with Alanna:
https://www.thebedtimeedit.com/
https://www.instagram.com/thebedtimeedit/
https://alannamcginn.com/
https://goodnightsleepsite.com/
(00:00) Navigating Midlife Financial Challenges
(06:06) The Unique Approach of DDM Group
(12:03) Client Experiences and Transformations
(18:07) Empowering Women in Financial Literacy
(23:58) Building a Secure Financial Future
(29:42) Hidden Treasures: Uncovering Family Secrets
(31:04) Generational Shifts in Financial Trust
(33:09) The Importance of Financial Education
(37:14) Empowering Women in Midlife
(42:40) Navigating Business Transitions for Women
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