{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6744aae531b12b5319a4c648/6ac565539fea6e0a64885096?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Women and Wealth with Cary Carbonaro CFP","description":"<p>What do you do when you can see the path that would help someone, and they still won&#39;t take it?</p><p><br></p><p><u><a href=\"https://www.linkedin.com/in/morayas/?isSelfProfile=true\" rel=\"noopener noreferrer\" target=\"_blank\">Moraya </a></u>and <u><a href=\"https://www.linkedin.com/in/nashburn/\" rel=\"noopener noreferrer\" target=\"_blank\">Nick </a></u>sat down with <u><a href=\"https://www.linkedin.com/in/carycarbonarocfp/\" rel=\"noopener noreferrer\" target=\"_blank\">Cary Carbonaro, CFP,</a></u> she has spent more than 25 years helping women have a different experience with financial services. She&#39;s the author of Women in Wealth: A Playbook to Empower Clients and Unlock Their Fortune and The Money Queen&#39;s Guide, and the managing advisor and Women in Wealth Ambassador at Ashton Thomas Private Wealth. Partway through our conversation, she turns the tables and asks us about a client whose risky decisions are keeping her up at night, while the client sleeps just fine. If you are a financial advisor or if you are navigating through your relationships with money and identity shifts (especially menopause) this conversation is for you. </p><p><br></p><p><strong>In this episode:</strong></p><p><br></p><ul><li>Why roughly 80% of women leave their advisor after divorce or widowhood, and what that means as women gain control of more wealth</li><li>Cary&#39;s mantra, &quot;compel, don&#39;t sell,&quot; and why she gets curious about the person before the portfolio</li><li>When a financial planner needs a financial therapist, and when someone needs a licensed mental health professional</li><li>Overspenders, underspenders, and the client who died with $10 million and only went out to McDonald&#39;s once a month</li><li>Why spending in retirement can feel harder than saving ever did</li><li>Identity shifts in retirement, gray divorce, and the impact of menopause on financial decisions</li><li>In our debrief: professional boundaries, how hard to work for someone who isn&#39;t moving, and what well-being actually costs</li></ul><p><br></p><p>Links mentioned in the show: </p><p><br></p><p><u><a href=\"http://homeecpodcast.com\" rel=\"noopener noreferrer\" target=\"_blank\">HomeEcPodcast.com</a></u> (including a link to our free Calibrate assessment)</p><p><br></p><p><u><a href=\"https://carycarbonaro.com/\" rel=\"noopener noreferrer\" target=\"_blank\">https://carycarbonaro.com/</a></u></p><p><br></p><p><u><a href=\"https://www.amplifiedplanning.com/blog/women-and-wealth-masterclass-planners\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.amplifiedplanning.com/blog/women-and-wealth-masterclass-planners</a></u></p><p><br></p><p><u><a href=\"https://www.tiktok.com/@homeecpod?_t=8sHcNz5viNq&amp;_r=1\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.tiktok.com/@homeecpod?_t=8sHcNz5viNq&amp;_r=1</a></u></p><p><br></p><p><u><a href=\"https://www.instagram.com/homeecpod\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.instagram.com/homeecpod</a></u></p><p><br></p><p>Disclaimer: This episode is for informational and educational purposes only and is not financial, legal, tax, or mental health advice. The views shared by guests are their own. Please consult a qualified professional about your specific situation. </p>","author_name":"Nick Ashburn"}