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What Every Woman Needs to Know About Money: How to Build Wealth and a Lasting Legacy
Why do so many smart, capable women still hand off their financial power?
Many women still feel unsure or unprepared to take full ownership of their financial futures. In this episode, seasoned financial advisor Cathy Curtis shares how to break through those barriers, take control of your wealth, and build a secure plan that reflects your goals and values.
In this episode, you will:
- Understand why women often defer financial decisions and how to step into confidence
- Learn the essentials of estate planning and how to prepare for the emotional side of inheritance
- Discover how to define your personal “enough” point and make wealth decisions aligned with your life
Press play to gain practical strategies and motivation to take charge of your financial future.
About Cathy:
Cathy Curtis, CFP®, is the founder of Curtis Financial Planning, a boutique wealth management firm dedicated to empowering single women and women-led households to build thoughtful, strategic financial plans. Known for her warm, personalized approach and deep expertise, Cathy integrates comprehensive financial planning and investment management to help her clients achieve their most meaningful goals. She also shares her insights through her Substack, Wealth Whisperings, and her newsletter, Musings on Life and Finance.
Connect with Cathy:
CurtisFinancialPlanning.com
Musings on Life and Finance Newsletter
Wealth Whisperings Substack
Cathy's podcast: Financial Finesse
Episodes air weekly on Mondays and Wednesdays.
Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
Connect with Sara on LinkedIn
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer
This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.
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By Sara EckleinWhy do so many smart, capable women still hand off their financial power?
Many women still feel unsure or unprepared to take full ownership of their financial futures. In this episode, seasoned financial advisor Cathy Curtis shares how to break through those barriers, take control of your wealth, and build a secure plan that reflects your goals and values.
In this episode, you will:
- Understand why women often defer financial decisions and how to step into confidence
- Learn the essentials of estate planning and how to prepare for the emotional side of inheritance
- Discover how to define your personal “enough” point and make wealth decisions aligned with your life
Press play to gain practical strategies and motivation to take charge of your financial future.
About Cathy:
Cathy Curtis, CFP®, is the founder of Curtis Financial Planning, a boutique wealth management firm dedicated to empowering single women and women-led households to build thoughtful, strategic financial plans. Known for her warm, personalized approach and deep expertise, Cathy integrates comprehensive financial planning and investment management to help her clients achieve their most meaningful goals. She also shares her insights through her Substack, Wealth Whisperings, and her newsletter, Musings on Life and Finance.
Connect with Cathy:
CurtisFinancialPlanning.com
Musings on Life and Finance Newsletter
Wealth Whisperings Substack
Cathy's podcast: Financial Finesse
Episodes air weekly on Mondays and Wednesdays.
Download The Legacy of Love Workbook
A free workbook designed to transform your estate planning journey from a checklist into a meaningful expression of your values, stories, and deepest wishes for your loved ones.
Connect with Sara on LinkedIn
If you are interested in professional fiduciary services, complete the contact form and a member of Trust & Honor will reach out to discuss which fiduciary services are right for you or your loved one.
Disclaimer
This podcast simplifies estate planning for women in the sandwich generation - those raising children while caring for aging parents. We cover living trusts, wills, power of attorney, supported decision making, and healthcare proxies to help you plan with clarity and peace of mind. Episodes explore inheritance, probate, fiduciary duties, and the role of a trustee, while addressing decision fatigue, overwhelm, and the emotional weight of caregiving. Rooted in mindfulness, values, and preparedness, we offer practical tools and heartfelt conversations about elder care, end-of-life planning, and leaving a legacy that lasts.