David Bach’s goal in life is to inspire a million women to be smarter with money. He’s the co-founder of AE Wealth Management, which oversees over $4 billion in assets, as well as the author of Smart Women Finish Rich, a word of mouth phenomenon that has sold over 1 million copies and is now entering its 63rd printing.

Unlike many financial books, it’s a nice, neat package that’s easy to understand - and one that I keep around for women and couples who are looking to learn how to create a secure retirement. It’s also a vital resource, as $39.6 trillion of the world’s wealth is now controlled by women, and that number is estimated to rise to $72 trillion as soon as 2020.

David is a very special guest and a great friend. I’m excited to have him on the podcast to talk about the recently updated edition of his book, the life lessons he learned from his self-made millionaire grandmother, and the unique challenges facing women in retirement. For both women facing retirement and the financial planners who might want to work with them, it’s a must listen.

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