In this episode of the Roadmap to Retirement Podcast, host Alex Neri, CFP, converses with Lacy Garcia, CEO and founder of Willow (TrustWillow.com), a platform likened to ‘Bumble’ for finding financial advisors. They discuss Willow’s focus on helping women and the next generation connect with the best-fit advisors who support both their financial needs and life goals.

The conversation addresses the historical focus of financial services on men and the need to cater to women and younger investors, who will hold significant wealth in the future. They delve into common challenges in financial planning, especially maintaining financial communication within couples, and making financial planning relatable and effective for women. The importance of being proactive and engaged in finances matters, regardless of one’s traditional role within a relationship, is emphasized, along with various strategies to foster better financial readiness and security.

Thank you for listening, come back next week for a new episode!