SheEO with Sophie

Ep17 - The Great Wealth Transfer: A $30 Trillion Opportunity for Women with Cary Carbonaro


Listen Later

In this eye-opening episode, we sit down with Cary Carbonaro, award-winning Certified Financial Planner™, bestselling author, and long-time advocate for financial empowerment. Cary shares timely and practical advice for women navigating the evolving world of money, investing, and wealth building, including how to prepare for the historic $30 trillion wealth transfer expected by 2030.We explore why women face unique financial challenges, how financial literacy can shift your money mindset, and why building healthy financial habits now is essential for long-term success. Cary also offers clear, approachable investing tips for beginners and discusses why having a financial advisor can help women take control of their financial futures with confidence.If you're ready to feel more financially empowered, this conversation is for you.📚 Cary’s BooksThe Money Queen’s Guide: For Women Who Want to Build Wealth and Banish FearWomen and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (#1 New Release in Wealth Management, 2025)

...more
View all episodesView all episodes
Download on the App Store

SheEO with SophieBy Sophie