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8.27.2023 I Are Women Better Investors?
Manage episode 375772903 series 2982853
Marianne Gebhardt and Wealth Enhancement Group에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Marianne Gebhardt and Wealth Enhancement Group 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Introducing Jackie Ampe:
- Jackie is a Senior Vice President and Financial Advisor at Wealth Enhancement Group
- She has a broad base of knowledge and years of experience in the financial industry and is especially passionate about educating women on investing and financial planning.
- Highly credentialed, having earned her CFP® (Certified Financial Planner), CERTIFIED RETIREMENT COUNSELOR® Professional designations and is insurance-licensed
- BS from St. Cloud University
- When not working with clients, Jackie enjoys walking, traveling, gardening and spending time with her husband and six boys, two daughters-in-law and their fur baby, Ralphie.
Women hold a growing proportion of global wealth
1. Women now have discretion over $10 trillion of U.S. household financial assets, about one-third of the total
- More women work and own their own businesses than ever before
- Women now earn the majority of college and professional degrees
2. Nine in ten women who are married or live with a partner say they are involved with spending and investing decisions, up from 42% in 2012, according to recent consumer research.
3. Still, there are significant disparities in median household wealth based on age, gender, and marital status.
Education is a critical leveler of investment success
- Two-thirds of women now invest outside of emergency funds and retirement accounts, according to a 2021 Fidelity Investments Women and Investing study.
o Women appear to be more methodical and less emotional about making investment decisions
Aligning with Values
- 95% of women ranked “helping others” and 90% reported “environmental responsibility” as important to them.
- Sixty-two percent of women say that societal causes are more important than wealth accumulation, vs. 53% of men.
- There’s also a growing field of gender-lens investing, that means making investments or gifts to non-profits while considering how women and/or girls might be positively impacted.
Next Steps
- What is important to you and how can you align your values with money?
- How will you generate sustainable income in retirement?
- How will you plan ahead for tax liabilities?
- What do you want to leave behind as a legacy for your heirs, or causes you believe in?
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