The Comparison Game: What We Learned About Women We Work With

Money Wisdom

It’s human nature to want to play the comparison game to find out how you stack up, especially when it comes to your finances. All that really matters is that you’re in good shape for the life that you want to create for yourself. But the comparison game is helpful for us to better understand our clients and their needs.

In our latest episode of the Money Wisdom podcast, Heather Atkins, CFP® shared some fascinating research focused on the financial planning needs of single women. Heather has spent time meticulously gathering data on 50 of our clients, all of whom are single women—either divorced, widowed, or never married. This episode is packed with insightful revelations that can empower women in similar situations to take control of their financial futures.

Here’s some of what we discuss in this episode:

• Why Heather did this research on female clients and what she wanted to learn.
• What does the monthly income look like for this group of women?
• The exercise Heather does with clients to calculate their expenses.
• What did we find when it came to homeowners versus renters?
• Breaking down income and net worth and sharing her findings.

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