Marketing in Progress

It’s never too late to learn about your finances with Vicki Hall


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Vicki Hall went from WNBA athlete to financial advisor at C.H. Douglas & Gray Wealth Management. Not the most obvious pivot, but when your family gets financially wrecked by bad advice, you learn fast.

As an advisor, Vicki works with successful, high-earning women who are still freaked out about money. She’s on a mission to make sure no woman ends up broke, blindsided, or stuck in a relationship because she can’t afford to leave. In this episode, she talks about all things finance that women wish they learned in school but didn’t. 

In this episode, you’ll learn:

  • The first steps to understand and gain control of your finances
  • How to plan for retirement based on your lifestyle
  • The money conversations every couple should have before marriage


Highlights:

(00:00) Meet Vicki Hall

(02:20) The “investment” that wrecked her family’s finances

(05:00) Questions to ask before choosing a financial advisor

(07:58) Three steps to get control of your money

(13:18) How to build a realistic budget

(15:57) Financial red flags to spot in your relationship

(23:50) The risks of being a stay-at-home parent
(26:10) Keeping your finances in check during a career pivot

(28:16) Tips for people with unpredictable income

(31:33) Vicki’s biggest money lesson at 19


Resources:

Vicki’s financial advisor profile: https://chdouglas.com/team-member/vicki-hall/

Vicki’s LinkedIn: https://www.linkedin.com/in/vicki-hall-72210831/ 

Gayle’s LinkedIn: https://www.linkedin.com/in/gaylekalvert/

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Marketing in ProgressBy Gayle Kalvert