She Means Business: Power Plays by Industry Leaders
In the latest episode of the She Means Business podcast, Ashley Mastowski [https://www.linkedin.com/in/ashleymastowski/] sits down with Molly Berger, CSRIC®, CDFA® [https://www.linkedin.com/in/mollygberger/]. Molly is a Wealth Management Advisor with Queen City Wealth [https://www.northwesternmutual.com/financial/advisor/molly-berger/] in Colorado and is licensed in all 50 states. Her company’s mission is to help women become more financially literate and build wealth. Molly holds the CSRIC® designation which gives her expertise in sustainable and impact investing and is a CDFA® professional helping women navigate the financial impacts of divorce. Episode Highlights: * Molly shares her experience in nonprofit management, emphasizing the crucial role of financial resources in driving change. (4:21) * Molly explains how she learned financial planning for herself, becoming a resource for her friends, and navigating challenges in the finance industry. (9:53) * Molly emphasizes the importance of personalized financial planning that considers individual differences in goals, industry, income, and tax situations. (18:56) * Molly discusses the role of a financial planner in helping clients set realistic goals and adjust their spending or earning habits to achieve their desired future. (29:29) * Molly expresses concern over the common practice of young individuals, often unprepared, committing to substantial student loans. (34:17) * Molly discusses how to assess student loans by comparing the potential income from a degree against the debt incurred. (37:25) * Molly emphasizes the importance of financial education from a young age to prevent individuals from unknowingly making financial mistakes. (43:39) * Molly discusses the value of everyone having a financial plan to avoid feelings of shame or stress about money. (45:20) Key Quotes: * “We want to work with people who are values aligned to us.” - Molly Berger, CSRIC®, CDFA® * “Everyone deserves a financial plan that is tailored to you. And everyone is so different in who we are, what we care about, who we care about, our future goals.” - Molly Berger, CSRIC®, CDFA® * “Everyone deserves to have a financial plan and feel good about money, whatever that means to you.” - Molly Berger, CSRIC®, CDFA® Resources Mentioned: * Connect with Molly Berger, CSRIC®, CDFA® [https://www.linkedin.com/in/mollygberger/] * Queen City Wealth [https://www.northwesternmutual.com/financial/advisor/molly-berger/] * Connect with Ashley Mastowski [https://www.linkedin.com/in/ashleymastowski/] * She Means Business Podcast [https://shemeansbusinesspodcast.com/] * First Choice Insurance Group [https://yourfirstchoice.agency/] * Contact First Choice Insurance Group [https://yourfirstchoice.agency/contact/] * Little Dog Social Media [https://www.littledogsocialmedia.com/]
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