In this episode, host and wealth advisor Morgan Ranstrom welcomes his business partner and older sister Courtney Ranstrom, also a wealth advisor, to the podcast. 

Courtney specializes in financial planning for women, and addresses the (multi) million dollar question: Do women really need specialized financial planning? Are they making special lady money? (Spoiler: Yes, they do, and no, they aren’t.)

We also get into the different way men and women approach risk before broadening the conversation to *all* of the factors that impact our appetite for risk. What about birth order!? Does being the eldest daughter make Courtney risk adverse, as Taylor Swift suggests on Life of a Showgirl?

Listen to find out, and don’t forget to subscribe!

Learn more about Courtney via her substack https://courtofideas.substack.com/ or on social media: https://www.linkedin.com/in/courtneyranstrom/ 

To take things off the pod and work with either Courtney or Morgan in real life, visit https://trailheadplanners.com 

Thank you for listening!

Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:

LinkedIn, Instagram, YouTube, Facebook, and X.

So many business owners—maybe even the majority—never set out to become business owners. They ended up in that role by accident. And being an accidental entrepreneur? That's sort of the opposite of building a business on purpose. In this month's episode we're diving into the concept of the accidental entrepreneur with fellow wealth advisory Zachary Ashburn of Reach Strategic Wealth. We'll talk about the golden handcuffs that keep people tethered to corporate jobs, the importance of admitting you're an entrepreneur, and how that leap into ownership can shift your worldview. 

Hosted by Morgan Ranstrom, Wealth Advisor

Thank you for listening!

Visit my website to learn more www.MorganRanstrom.com... or keep up with the latest via social media:

LinkedIn, Instagram, YouTube, Facebook, and X.