Buy Me A Coffee

The Boomer Woman’s Podcast, episode 265

The Boomer Woman's Podcast

Financial Planning for "Suddenly Single" Women with Wes Cuprill

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.

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About the guest: Wes Cuprill

Wes Cuprill is a financial advisor with a mission to empower women to take control of their financial futures. As part of the Cincinnati-based firm, Money & Clarity, Wes specializes in guiding women—whether single or married—through personalized retirement planning and financial strategies. 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.

Wes also hosts the Wealth Wise Women podcast, where he shares valuable insights into financial independence and retirement planning, focusing on the distinct needs of women. His fresh, empathetic approach makes him an engaging speaker on topics such as how the financial industry falls short in serving women and why every woman deserves a customized financial plan. Wes is passionate about breaking down complex financial concepts into actionable steps that help women achieve the retirement they deserve.

With years of experience, a family legacy in financial advising, and a strong commitment to women’s financial empowerment, Wes Cuprill focuses on personal finance, women’s empowerment, retirement planning, and navigating life transitions.

Wes’s podcast: Wealth Wise Women

Wes’s podcast episode re: Election Impacts

Want to consult with Wes? https://www.visitwithmc.com/

Find Wes on social media:

 

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