2025 is the 6th Season of The Boomer Woman’s Podcast. Each episode is a conversation between me – I’m Agnes Knowles, your host – and a guest who talks to a subject that, someway, somehow, is relatable to Boomer Women. The guests can be any age, any gender, as long as their message is positive, informative, pertinent to our demographic. You, dear listener, might need to be open-minded, curious, tolerant, inclusive… and if you are, you will enjoy these conversations, maybe learn something, and I encourage you to share each and any episode! Click the Follow/Subscribe button to be notified of the next great guest.
Episodes
Thursday Dec 19, 2024
Financial Planning for "Suddenly Single" Women with Wes Cuprill
Thursday Dec 19, 2024
Thursday Dec 19, 2024
Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. With a deep understanding of the unique financial challenges women face, Wes provides holistic and tailored advice, especially to those navigating difficult transitions, such as divorce or the loss of a spouse.
In this episode, Wes discusses:
- How, traditionally, women were kept out of investing conversations
- Why women’s goals are more the intangibles
- What to look for in an advisor
- What makes retirement planning for women distinct from men
- Mistakes women might make when planning for retirement
- The process when a woman suddenly finds herself single
- The “holistic” approach to financial planning
Wes has some great insights into financial planning for women, including how to traverse this season of buy, buy, buy.
Listen now and then share this episode!
Find Wes at https://moneyandclarity.com/
Learn more about Wes and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-wes-cuprill/
https://buymeacoffee.com/agnesk
https://agnesknowles.substack.com
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