In this episode, we explore the latest research on women and wealth and the powerful trends shaping their financial futures.

Anne and Atricia dive into three new studies from Fidelity, UBS, and Ellevest to break down:

📊 Why 61% of women expect to be better off financially in 2025

🧾 The rise of gradual retirement and how work is evolving for women

💳 The financial confidence that comes with having a plan (and how 68% of women now have one)

🩺 Why healthcare costs are a major concern and how HSAs fit into the conversation

👩‍👧‍👦 The toll caregiving takes, and why women are still 3x more likely to retire early to care for others

🏦 What the Great Wealth Transfer means for women and why it’s such a game-changer

💪 The confidence boost that comes from expected inheritances

💼 Why most women still aren’t working with an adviso

💬 How conversations (or the lack thereof) around money are still shaping outcomes

 Whether you're preparing for retirement, thinking about a future inheritance, or looking to take more control of your financial life, this conversation is for you.

Live richly!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

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