Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. With a deep understanding of the unique financial challenges women face, Wes provides holistic and tailored advice, especially to those navigating difficult transitions, such as divorce or the loss of a spouse.

In this episode, Wes discusses:

• How, traditionally, women were kept out of Investing conversations
• Why women’s goals are more the intangibles
• What to look for in an advisor
• What makes Retirement Planning for women distinct from men
• Mistakes women might make when planning for Retirement
• The process when a woman suddenly finds herself single
• The “holistic” approach to financial planning

Wes has some great insights into financial planning for women, including how to traverse this season of buy, buy, buy.

Listen now and then share this episode!

Find Wes at https://moneyandclarity.com/

Learn more about Wes and find all his links at https://boomwithabang.com/the-boomer-womans-podcast-wes-cuprill/

https://buymeacoffee.com/agnesk

https://agnesknowles.substack.com

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Agnes Knowles Podcaster

I’ve probably done most of the things you expect a woman my age to have done: married and divorced; three children; variety of jobs over the years including a couple of home-based businesses and, finally, a pretty good career; gave up that career (and home and life) to move and take care of a dementing mother; adult daughter moved back home with a baby; financial struggles; sucker-punched by the post-2007 economy. You tell a similar story.

My podcast is for Boomer Women. A variety of subjects, a variety of viewpoints... and open to suggestions if I'm not covering a topic you want to hear about.