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 financially compatible with your partner and how to pick a financial advisor—even if you don’t have millions of dollars in the bank. Learn how to steward your money with intention, whether you’re navigating financial conversations with your significant other, adult children, or aging parents.
4:44 Wealth is a state of mind
8:12 Five things to know to steward yourself and your money
12:00 Stewarding money with your significant other
15:50 Determining financial compatibility
24:07 Hiring a financial advisor
38:18 Stewarding money with your kids, parents, and community
45:08 Gender equality requires equal participation in our finances
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.
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