Empowering Women in Finance: Estate Planning, Generational Wealth, and Financial Independence with Chandra Ritter | Ep. 190

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Recorded05 Dec 2024

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Handlerec:11207604

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Join Plan Goal Plan Your Year! In this episode, I sit down with Chandra Ritter, a financial advisor with Edward Jones, who specializes in empowering women to achieve their financial goals. Chandra shares her journey into financial advising and her passion for supporting women, especially through life transitions like divorce, widowhood, or major career changes. We discuss the unique financial challenges women face, including societal norms, longevity, and the gender income gap, as well as the rising interest in generational wealth. Chandra offers actionable advice on estate planning, organizing accounts, and setting up essential documents like wills and powers of attorney. She emphasizes starting with a clear understanding of your financial goals, whether it’s charitable giving, investing, or ensuring long-term security. If you're looking to solidify your financial foundation or begin your journey towards financial independence, this conversation is full of valuable insights for building a confident financial future. Connect with Chandra: Chandra on LinkedIn Chandra on Facebook Chandra at Edward Jones Connect with Danielle: Join Plan Goal Plan Your Year! Email: [email protected] Join the Plan Goal Plan Facebook: https://www.facebook.com/groups/727411369068279 Website: https://www.plangoalplan.com/ Be bold, be balanced, and most of all, be well. See you next time!

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