Our experts, Tracy Bell & Holley Cary dive into the world of women's financial planning & discuss harnessing female financial superpowers.
On this special episode of Bucket List-ening, presented by First Horizon, Tabitha Scott is joined by First Horizon Advisors, Inc.’s Tracy Bell, Director of Equity Strategies, and First Horizon Bank’s Senior Financial Planner, Holley Cary, CFP ®. Together they dive into the empowering world of women's financial planning and discuss how First Horizon helps women harness their financial superpowers. The conversation navigates through the importance of aligning financial goals with personal aspirations, addressing the unique challenges women face, and the potential for them to manage a colossal $30 trillion by 2030. Plus, Tracy and Holley share their experiences and insights on creating spending plans that reflect one's dreams, and explain how to best utilize strengths like long-term orientation, and prudent risk management. So press play and make sure you don’t miss this fun and insightful episode of Bucket List-ening, presented by First Horizon.
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Resources:
Pooneh Baghai, Olivia Howard, Lakshmi Prakash, and Jill Zucker, Women as the Next Wave of Growth in US Wealth Management; https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management; July 29, 2020
National Center for Education Statistics; Educational Attainment of Young Adults; https://nces.ed.gov/fastfacts/display.asp?id=27; June 16, 2023
Bank of America online study; Women, Money, Confidence, A Lifelong Relationship; 2023
Brad M. Barber and Terrance Odean; Boys Will be Boys: Gender, Overconfidence, and Common Stock Investment; https://faculty.haas.berkeley.edu/odean/papers/gender/boyswillbeboys.pdf; 2001
Lupe Rodriquez; Emotional Investing: How Mean and Women Can Find a Balance;
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