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Estate Planning—Why Your Legacy Isn’t Just About Money
Teresa J.W. Bailey, a CFP and CDFA, is the president and senior wealth strategist at Waddell & Associates. She has over 17 years of experience in the finance industry and is known for enriching her clients' financial world and innovating her firm's ability to respond to a changing marketplace. Teresa is a passionate advocate for women entering the financial planning field and has been recognized for her work, including being named a Spring 2023 awardee of the Exceptional Women's Alliance. She is also the founder of Wealth of a Woman, a platform for educating women about money and helping them overcome shame and barriers to financial knowledge. In this conversation, we discuss the challenges faced by Certified Divorce Financial Analysts (CDFAs) and the importance of having a CDFA during the divorce process. We also touch on the concept of centers of influence (COIs) and how having female practitioners as COIs can make conversations easier.
00:00 Introduction and Background of Teresa J.W. Bailey
03:00 Entering the Finance Industry and Overcoming Challenges
05:22 The Importance of Operations in Building a Business
08:16 Advocacy for Women in Leadership Roles
12:55 Creating Content for Women's Financial Education
20:06 Becoming a Certified Divorce Financial Analyst
21:23 The Role of CDFAs in the Divorce Process
22:17 The Importance of Centers of Influence in Divorce Conversations
23:54 The Impact of Coverture Law on Women's Financial Rights
31:52 The Need for Better Estate Planning
Go to thewealthofawoman.com where you can learn a bit about Teresa’s project and sign up to receive updates from her.
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By Monique de MaioTeresa J.W. Bailey, a CFP and CDFA, is the president and senior wealth strategist at Waddell & Associates. She has over 17 years of experience in the finance industry and is known for enriching her clients' financial world and innovating her firm's ability to respond to a changing marketplace. Teresa is a passionate advocate for women entering the financial planning field and has been recognized for her work, including being named a Spring 2023 awardee of the Exceptional Women's Alliance. She is also the founder of Wealth of a Woman, a platform for educating women about money and helping them overcome shame and barriers to financial knowledge. In this conversation, we discuss the challenges faced by Certified Divorce Financial Analysts (CDFAs) and the importance of having a CDFA during the divorce process. We also touch on the concept of centers of influence (COIs) and how having female practitioners as COIs can make conversations easier.
00:00 Introduction and Background of Teresa J.W. Bailey
03:00 Entering the Finance Industry and Overcoming Challenges
05:22 The Importance of Operations in Building a Business
08:16 Advocacy for Women in Leadership Roles
12:55 Creating Content for Women's Financial Education
20:06 Becoming a Certified Divorce Financial Analyst
21:23 The Role of CDFAs in the Divorce Process
22:17 The Importance of Centers of Influence in Divorce Conversations
23:54 The Impact of Coverture Law on Women's Financial Rights
31:52 The Need for Better Estate Planning
Go to thewealthofawoman.com where you can learn a bit about Teresa’s project and sign up to receive updates from her.