Send us a textWhat if you suddenly had to manage all your finances alone? Would you be ready?In this episode of Women and Money: The Shit We Don’t Talk About, we talk with Samantha Hart, Director of Marketing Content Strategy at North American Company for Life and Health Insurance. Originally from Cape Town, South Africa, Sam spent 20 years in media and publishing before joining North American, where she leads a team focused on spreading awareness about annuities and financial opportunities.Sam brings a fresh, passionate perspective on the realities women face with money—especially around retirement and the looming Great Wealth Transfer. She opens up about her family’s journey through divorce and how witnessing her mother’s sudden financial vulnerability sparked her commitment to financial literacy. We cover why women need to be proactive, the gaps in retirement confidence, and the power of good guidance.This episode explores how the upcoming wealth transfer isn’t just about inheritance—it’s about women taking control of trillions in assets by 2030. Whether you're married, single, or somewhere in between, Sam’s story will inspire you to face your finances head-on—because knowledge is power, and preparation is peace of mind.Episode Highlights:00:00 The Financial Industry’s Disservice to Women 03:03 Introducing Sam and Her Work 08:00 Sam’s Personal Financial Journey 16:24 The Great Wealth Transfer 20:12 The Emotional Side of Financial Planning 20:37 Women and Retirement: Key Findings 22:45 Challenges Women Face in Retirement 28:04 The Importance of Advisors 32:14 Taking Control of Your Future 36:49 Debunking Financial Myths 39:23 Defining Financial FreedomReady to plan for what’s ahead? Join us June 26 for Money Talks, where we’ll dig deeper into why retirement planning is urgent for women—and how to create a future that’s truly yours. Click here to register for FREE—and bring your questions!Got a unique financial story? Whether you’ve crushed debt, built wealth, or had a money moment that changed your life, we want to hear it. Are you a professional helping women with money? Your experience could inspire others. Share your story here.Follow & Connect with Samantha: Website | -Follow & connect with us! Website Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Reddit Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related