Women and Wealth: Planning for Retirement

A lot of women often rely heavily on their spouse to take care of the finances.

Remember, doing so can significantly affect you at a later stage in your life.

In part three of the Women and Wealth series, David Vallieres and Jordann Andrusiak are joined by Margie, Pat, and Marla, all of whom are in the retirement phase of their lives. They discuss the importance of taking hold of your finances and developing financial literacy early on in life.

The guests discuss:

  • How they navigated their financial complexities during the death of their spouse
  • How an advisor can ease your financial burden during unforeseen life circumstances
  • Why you need to discuss your finances with your children
  • Financial decisions that might keep you up at night if you have not planned for them
  • And more!

Related: Women and Wealth: Finances in Different Stages of Life