This week, we’re doing things a little differently. This podcast is brought to you by Athena Alliance, an executive education SaaS platform and network for executive women. Athena offers live Salons for its members with relevant knowledge for their executive and board careers. For this episode, we’ve repurposed one of these Salons—Women & Wealth: Money & Relationships.
The Salon is hosted by Coco Brown, CEO of Athena Alliance, and features Tama Smith, a financial planning advisor with Brighton Jones. She’s also the founder of their division called Women Living a Richer Life. She’s joined by Manisha Thakor, the author of Get Financially Naked: How to Talk Money with Your Honey.
In this Salon, you’ll learn five tips that will relieve 90% of your financial stress. They teach you how to bucket your money to get a better handle on your financial health, and the three money metrics couples tend to disagree on.
(2:48) Athena Founder Coco Brown’s story navigating wealth management
(6:50) Women will control 2/3 of wealth in the next decade
(9:39) The importance of financial and emotional stewardship
(16:03) 1: What is your monthly spending & savings?
(18:19) 2: Is your net worth on an upward trajectory?
(19:29) 3: How much do you need to reach vocational freedom?
(21:12) 4: What is your current investment mix?
(22:23) 5: What is your cash buffer plan?
(24:00) Bucketing your investments
(34:43) Financial opposites attract: Common disagreements on money management
(39:46) Five things to focus on when looking for a financial advisor
Athena is the secret weapon for women looking to level up their careers. Members have access to live learning three times per week, as well as on-demand access to hundreds of executive and board topics. Learn more here.
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