I had the pleasure of speaking with Kristin Merrick, a renowned evangelist for women’s wealth management. Known for her abundance mindset and community support, Kristin shares her fascinating life journey, instilled early on with deep financial awareness. 

 

From her experiences as a young child amidst the highs and lows of her family's finances to her rise on Wall Street, Kristin's story is rich with insights and lessons on money management, investment, and personal growth during financial crises. 

 

Through candid conversations about early career mistakes and entrepreneurial hustles, Kristin reflects on the importance of financial planning and offering sound advice while humanizing the financial struggles many face. We also dive into Kristin's co-founding of Women Work F*ing Hard, an initiative designed to foster community and a network of support among women. This movement emphasizes the importance of women helping women through networking, hiring female professionals, and advocating for women's success. 

 

Kristin's perspective on blending personal and community growth sets the foundation for a legacy rooted in kindness, support, and financial wisdom. This episode serves as a powerful reminder of how we can all contribute to a more equitable and thriving community by being intentional with how and why we spend our money.

Key Topics:

1. Getting involved in the family finances
2. How Kristin started her first side hustle in 5th grade
3. Going all in on a business degree and cementing her path in finance
4. Making all the financial mistakes in your 20’s
5. The importance of making retirement contributions as early as possible
6. Working with a financial advisor for the first time to invest her money
7. Learning from the hardships that came with the 2008 financial crash
8. Coming to the decision to launch her own business
9. Making her first check as an entrepreneur
10. The psychology and trauma of money
11. How Kristin sees herself in her clients
12. Turning a love of getting women new business into a business with Women Work F*ing Hard
13. Instilling in her kids the idea that things in life aren’t free
14. Leaving a legacy of kindness and generosity
15. You don’t have to be an expert in money to get your finances in order

Connect with Kristin online:

 

Website: https://okeeffefinancialpartners.com/our-team/kristin-okeeffe-merrick/

Women Work F*ing Hard: https://wwfh.community/

Make Money Less Weird: https://makemoneylessweird.com/?fbclid=PAZXh0bgNhZW0CMTEAAaaFqIzEIlesNqa_qMTzCVaq5SQy2FDuC9ktRw91JWeSgMuXjLGMeuNqM28_aem_LgOfINnBF7mSftVDPbN6tg

LinkedIn: https://www.linkedin.com/in/kristin-merrick-32a1b1b7/

Instagram: @thegirlwhosavesmoney

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