Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149)
The Long Term Investor · Peter Lazaroff
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Show Notes
This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning.
Listen now and learn:
- The importance of becoming more involved and confident in your financial life
- Practical strategies to negotiate better work-life balance.
- The importance of education, asking questions, and the role of effective communication in financial planning
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
(02:04) Empowering Women in Finance
(05:54) Challenges for Female Breadwinners
(08:34) Tailored Financial Planning for Women
(09:09) Balancing Career and Family as a Working Mom
(14:37) Financial Planning Strategies for Women Leading Financially
(21:59) Integrating Mental Wellness into Financial Planning
(24:00) Emerging Financial Trends and Advice for Women