Women, Wealth, and Wall Street: with Lindsey Lewis, CFP®

The financial world is undergoing a seismic shift as women stand poised to inherit an estimated $30-70 trillion in the coming decade. Yet many women remain unprepared to manage this wealth, often due to deeply ingrained money narratives formed in childhood.

Lindsey Lewis, Managing Director for the Center for Women at the American College of Financial Services, takes us on a fascinating journey through the historical context that has shaped women's relationship with money. She reveals how Wall Street's male-dominated culture created divergent investment approaches—steering men toward growth portfolios while placing women in conservative bond investments—a pattern that continues to influence financial confidence today.

The conversation explores the troubling "graying divorce" phenomenon, where couples separate after 50+ years together, often leaving one partner financially vulnerable after decades of delegating money decisions. With 90% of women destined to become the primary financial decision maker at some point in their lives, developing financial literacy has never been more crucial.

Lewis introduces powerful concepts like "money scripts"—unconscious beliefs about wealth formed before age seven that dictate adult financial behaviors. She offers practical wisdom about HSA accounts (describing them as "triple tax-free"), retirement planning strategies specifically for women's longer lifespans, and how qualified financial professionals add measurable value through behavioral coaching during market volatility.

For younger generations, particularly Gen Z digital natives who often receive financial information from unqualified social media influencers, Lewis highlights the need for credible education sources like the American College's free "Know Yourself, Grow Your Wealth" program and new Retirement Course.

Whether you're concerned about your own financial future or supporting a loved one through financial transition, this episode delivers transformative insights about wealth, gender, and the changing financial landscape. Take the first step toward financial empowerment—visit our website to access free educational resources or call for a complimentary consultation with a qualified professional.

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