Financial Autonomy for Women: The Personal Finance Podcast9 Marras 2025

Why Gender Matters when Choosing a Financial Advisor with Lex Michelson, MBA

Does gender really matter when you choose a financial advisor? My take: It does. And...the magic of Financial Autonomy means that you get to decide what matters for you when you choose a financial professional. In this episode, I talk with Lex Michelson, MBA, founder of Lunea Wealth Management, about why gender matters for women when they're choosing a financial advisor. We talk about:

The unique financial challenges women face including the gender pay gap and the importance of having an advisor who understands these challenges.
The "trad wife" trend and how romanticizing decades old gender norms can be harmful
How women's financial freedoms and privileges (e.g., getting a mortage, taking out a credit card without a man's signature) are recent freedoms that we've been granted and must be protected
The connection between bodily autonomy and financial autonomy

To find out more about Lex and the work she's doing to support women's financial independence and success, check out Lunea Wealth Management. ***

Note: Information in this podcast 1) is informational/educational in nature; 2) does not constitute financial or personal advice of any kind; 3) is never a substitute for clinical care from a health professional. Listeners should consult with a qualified professional regarding their individual circumstances before making any financial decisions.

Check out my FREE Mini Course: "Know Where the Money Is Going" to help you get back into the driver's seat with your monthly spending.

Find more ways to work with me, download free resources, and join my e-mail list at maureen-paley.com.

Financial Autonomy for Women 30-Day Workbook now available on Amazon. ***20% off the E-book when you buy directly from me.

Daily Money Affirmations for Women Entrepreneurs now available on Amazon.

Follow me on IG @maureenpaleycoach.

Visit my Etsy shop for budget-friendly resume and cover letter templates, budget trackers and more.

Disclosure for Lunea Wealth Management:

The information shared in this episode is for educational and informational purposes only and should not be considered investment, tax, or legal advice. Listeners should consult with a qualified professional regarding their individual circumstances before making any financial decisions.

In the Couch Investments, LLC dba Lunea Wealth Management ("Lunea Wealth") is a fee-only Registered Investment Adviser located in Cedar Rapids, Iowa. Registration as an investment adviser does not imply a certain level of skill or training.

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