Is a Hybrid Approach the Future of Financial Advising?
In this episode of the Wealth Wise Women podcast, host Wes Caprill explores the evolving role of technology in the financial advising industry, with a particular focus on robo advisors. Wes examines...
24 Okt 202411min
What’s the Best Investment Strategy for Women Nearing Retirement?
In this episode of the Wealth Wise Women podcast, host Wes Caprill delves into the emotional side of investing and how to manage it effectively. Wes shares insights on the common question investors fa...
17 Okt 202413min
How Has the Financial Industry Failed Women?
In today’s episode, Wes Cuprill addresses the systemic failures of the financial advising industry in meeting the unique needs of women. He discusses critical statistics from a New York Life study, hi...
10 Okt 202414min
How Can You Minimize Risk and Maximize Return in Retirement?
In this episode, we explore the critical concept of standard deviation in investing, particularly for those nearing retirement. Learn why average return isn't the only metric you should be focusing ...
3 Okt 20249min
How Can I Retire With Confidence, Not Fear?
In this episode of the Wealth Wise Women podcast, host Wes Caprill shares the contrasting stories of two clients, Janet and Virginia, to illustrate the importance of planning and optimism in retiremen...
26 Sep 202411min
Why Is Financial Planning Different For Women?
Welcome to the inaugural episode of the Wealth Wise Women podcast, hosted by Wes Cuprill. In this episode, Wes dives into the critical importance of customized financial strategies for women. Discov...
19 Sep 202410min
Wealth Wise Women Podcast - Trailer
Welcome to the Wealth Wise Women podcast! Join host Wes Caprill, a financial advisor with Money and Clarity, as we dive into holistic financial planning and investment strategies specifically design...
10 Sep 202440s
