Women’s Perspective

In this episode of the EmpowHER Podcast, Michelle Hipskind, a certified financial planner, discusses the phenomenon of women inheriting investment portfolios and being dissatisfied with their financial advisors. She notes that 70% of women who inherit responsibilities for an investment portfolio want to switch to someone they are more comfortable with. Michelle provides five important questions to ask a financial advisor to ensure transparency and to guarantee that the advisor is acting as a fiduciary.

Perhaps you, like many women, have 1001 tasks on your plate, like managing your career, raising children, and caring for aging loved ones.  Those responsibilities can push financial decision making to the bottom of your to-do list. Growing your financial knowledge allows you to protect yourself – both for your ideal retirement, and in the case of unexpected life events.  Building relationships with professionals you trust and gaining a working understanding of financial planning basics