This week’s episode follows up on our popular Women & Wealth Salon hosted by Coco Brown, CEO of Athena Alliance. The Salon features Tama Smith, a financial planning advisor with Brighton Jones and founder of their Women Living a Richer Life division, and Manisha Thakor, author of Get Financially Naked: How to Talk Money with Your Honey.
This episode explores tips to ensure you’re exercising financial stewardship with your children, parents, and community. Learn how to ensure your kids don’t boomerang back, your parents don’t get swindled and how to look at the financial efficiency of a nonprofit. Plus, learn what resources are available to help you figure out how to best steward your money through kids, parents, and charitable giving.
4:03 Stewardship of your finances
10:10 The 50, 30, 20 formula
13:49 Stewardship with your significant other
18:37 Stewardship with your kids
22:16 Stewardship with your parents
25:36 Stewardship with your community
29: 43 Maslow’s hierarchy of financial needs
33:20 Getting to financial peace of mind
Athena Alliance, the sponsor of this podcast, provides the learning and support women leaders need as they navigate 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.
If you have questions or want to download the financial compatibility quiz from Manisha’s book, email Tama here [email protected].