What happens when you're responsible for your financial future and don't have a partner to share the financial load? Are you prepared for retirement, or have complicated financial terms and the fear of making mistakes kept you from taking control of your money?
In this conversation, I sat down with Lisa Clements, founder of Clear Springs Wealth, a financial planner who specializes in helping single professional women plan for retirement while making room for travel and meaningful life experiences.
We talk about why financial conversations can feel intimidating, especially for women who grew up believing that talking about money was impolite. Lisa breaks down retirement accounts using a simple airplane and suitcase analogy, explains how to start investing even when you feel behind, and shares why it's important to be intentional about saving for both retirement and travel.
We also explore financial red flags when choosing an advisor or dating someone, the importance of understanding your partner's relationship with money, and the financial documents every single woman should have in place.
IN THIS EPISODE:
Because planning for your future shouldn't mean putting your life on hold. You can prepare for retirement while making room for the experiences you want to enjoy today.
BEST MOMENTS
"I think as a single person that we carry an abundant weight of not having a fallback."
"For women who feel behind and say, oh my gosh, I'm already 50, what do I do? I say we just have to start with a small change."
"Money is a personal issue."
About Our Guest
Lisa Clements, founder of Clear Springs Wealth is a financial planner who specializes in helping single professional women plan for retirement while making room for travel and other meaningful life experiences.
Having experienced the financial challenges of being single herself, Lisa understands the importance of helping women feel confident about their money, investments, and retirement decisions.
Through Clear Springs Wealth, she helps women make sense of financial planning and take intentional steps toward their financial future.
Lisa has generously offered a Single Women's Financial Checklist for our audience. It covers important financial considerations, including savings accounts, wills, trusts, beneficiaries, and healthcare directives. Single Woman's Financial Checklist
Connect with Lisa:
BE SOULMATE READY
I've created a four-week group program for women who want to become more ready for a soulmate. We'll work through the areas discussed in this episode and explore other things that can help you prepare for a healthier relationship.
I'm not promising that you'll meet your person in four weeks. The focus is on the work you can do within yourself.
If you'd like to learn more, book a free call with me - https://calendly.com/sophia-205/summit-discovery-call-clone
When you're ready, we can get started here - https://buy.stripe.com/5kQcN6e9Gc9s5yzgMN1Nu04
Connect With Me
Website | www.thereikihealingcoach.com
Instagram | www.instagram.com/createlifeyourway
Facebook | www.facebook.com/sophia.e.754
LinkedIn | www.linkedin.com/in/sophia-elcock-b1941b5/
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