Jul 19 2024 60 mins
This episode of the podcast is all about empowering women take control of their finances to create the life they want. My guest, Libby Wildman, is a financial planner with 35 years of experience in helping her clients reach their financial goals while wading through all the details and the emotions to arrive at a place where your money is a tool that helps you achieve your life goals. She is skilled at helping you have your money work for you and implementing proven strategies to have you arrive at a place where you know what your money can accomplish for you. She is a continuous student in both tax and estate planning as well as understanding the psychology behind the “money brain”.
In this conversation we explore the reasons why many women feel disempowered around money, including societal conditioning and intergenerational beliefs. We also talk about the beliefs and behaviours that might be holding us back from the financial life we want. Libby shares practical advice and strategies for achieving our financial goals, even when we think we might be behind or its too late. We also dive deep into the topic of finances and relationships with what Libby calls financial infidelity. She shares the importance of open communication and aligned goals.
We also dive deep into the idea of finding meaning and purpose for your life while also planning and saving for retirement, how we define retirement and the different ways to approach work and financial security in later stages of life
This is an informative and insightful episode that will definitely make you think about how you are approaching your finances in this chapter of life.
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Libby Wildman a principal at Davis Rhea Financial has over 35 years of financial services and planning experience. Libby has the expertise, education and industry knowledge to provide insight and the right answers for her client’s individual questions and circumstances. She is a continuous student in both tax and estate planning as well as understanding the psychology behind the “money brain”. Libby believes that as humans, self connection drives so much of our behaviours. To this end she creates retreat experiences, to help people know their purpose and work on their relationship with money. She also founded a women’s entrepreneur community, The Collective, to help women scale and feel seen while connecting with other super successful female business owners.
Find our more about Libby at:
www.LibbyWildman.com
LinkedIn: Libby Wildman
Instagram: Libby Wildman