Ep 33: How can women find their financial confidence? - with Ashley Decker
The conversation centres on client confidence and behavior rather than products, which is useful framing for advisors thinking about how they talk to female clients about long-horizon goals. It also raises the retirement-length and savings gap as a planning consideration the firm says it sees in practice.
Summary
By the running an ria deskAn episode of Money on Your Mind, produced by Edelman Financial Engines and hosted by Michael Liersch, in which financial planner Ashley Decker discusses why women often underestimate what they know about money, even when their knowledge matches that of male peers. They trace what Decker describes as a domino effect, including less wealth in retirement for women, who tend to live longer than men, and cover her move from pharmacy into financial planning, the risk of letting emotions drive money decisions, and how people can start building personal finance knowledge.
- Decker says women often underestimate their financial knowledge relative to men with similar knowledge.
- The episode links lower financial confidence to less wealth in retirement for women, who tend to live longer than men.
- Decker describes leaving a career as a pharmacist to become a financial planner.
- The discussion covers the risk of letting emotions drive money moves and ways to build personal finance knowledge.
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