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Finance Tips for Women: Women, Wealth & Wisdom Webinar

Emerj360
11 subscribers
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67 views 2 years ago #retirementplanning #financialindependence #women
Women investors may have unique financial challenges – from earning less income and living longer to caring for aging parents or providing financial help to children if needed. All of these things can impact retirement savings. In this webinar, Heather Jordan, CFP®, Managing Director of Emerj360, provides valuable tips for women investors. Watch the full recording for insights on the following topics: • Challenges women investors face and how to address them • Key investment principles every women should know • Effective strategies to make your money work for you • Getting your financial house in order • Real-life scenarios to help you find financial clarity Our team is here to help you on your financial journey! For more financial tools and resources, visit www.emerj360.com or give us a call at 1-833-637-5360. #investing #investingtips #women #retirementplanning #financialindependence #financialplanning ...more
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Intro

0:00

Trust Point

1:19

Women in Business

2:18

Women and Wealth

3:14

What is a Bond?

5:11

What is a Stock?

6:02

Vehicles for Investment

6:40

The Declines are Temporary; the Advances are Permanent

11:27

Diversification 101

12:55

16 Rules for Investors to Live By

13:58

Make Time Your Friend (Start Investing Early)

17:21

Budgeting Basics

22:14

Saving for Retirement

24:13

Your Credit Score Matters (A Lot)

27:49

Caring for an Aging Parent

29:45

Legal checklist for aging parents

31:54

First Time Homebuyer

34:06

Pay off high-interest debt

34:57

Create an Emergency Fund

36:07

Consider Down Payments and Mortgage Costs

36:28

Newly Divorced

37:11

Evaluate the Current Situation

38:22
Finance Tips for Women: Women, Wealth & Wisdom Webinar
0Likes
67Views
2023Mar 30
Women investors may have unique financial challenges – from earning less income and living longer to caring for aging parents or providing financial help to children if needed. All of these things can impact retirement savings. In this webinar, Heather Jordan, CFP®, Managing Director of Emerj360, provides valuable tips for women investors. Watch the full recording for insights on the following topics: • Challenges women investors face and how to address them • Key investment principles every women should know • Effective strategies to make your money work for you • Getting your financial house in order • Real-life scenarios to help you find financial clarity Our team is here to help you on your financial journey! For more financial tools and resources, visit www.emerj360.com or give us a call at 1-833-637-5360. #investing #investingtips #women #retirementplanning #financialindependence #financialplanning

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Emerj360

11 subscribers