In this episode, host and wealth advisor Morgan Ranstrom welcomes his business partner and older sister Courtney Ranstrom, also a wealth advisor, to the podcast. 

Courtney specializes in financial planning for women, and addresses the (multi) million dollar question: Do women really need specialized financial planning? Are they making special lady money? (Spoiler: Yes, they do, and no, they aren’t.)

We also get into the different way men and women approach risk before broadening the conversation to *all* of the factors that impact our appetite for risk. What about birth order!? Does being the eldest daughter make Courtney risk adverse, as Taylor Swift suggests on Life of a Showgirl?

Listen to find out, and don’t forget to subscribe!

Learn more about Courtney via her substack https://courtofideas.substack.com/ or on social media: https://www.linkedin.com/in/courtneyranstrom/ 

To take things off the pod and work with either Courtney or Morgan in real life, visit https://trailheadplanners.com 

Thank you for listening!

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