Women’s financial journeys are often shaped by unique life experiences — from career breaks to caregiving to longer lifespans. Catherine Azeles, CFP®, joins us to explore what truly matters when helping women retire with confidence and peace of mind.

Episode Resources:

Purse-pective: Newsletter & Community for Women

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Disclosures:

Information on this show is for educational purposes only and should not be considered personalized investment, tax, or legal advice. Before making decisions, you should consult with the appropriate professionals for advice that is specific to your situation."
 
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.