Knowing Me, Knowing You | Listen to the original podcast
Women are set to control $30 trillion in wealth by 2030, yet the financial industry still doesn’t speak their language. Cary Carbonaro, bestselling author and CFP®, is changing that—by sharing everything… from the holdings in her own personal investment portfolio to her tax returns to her financial fears.
Cary approaches each client as “a teacher, therapist, and cheerleader,” often recommending resources like therapy or meditation to support overall wellbeing.
She recognizes that while men typically focus on asset allocation and performance metrics, women care more about security and life goals.
“Will I have enough money?”
“Am I okay?”
“How much can I give away to my child?”
In this episode, we dive into:
🔹 Why women are often overlooked in financial planning
🔹 The surprising “bag lady fear” even high-earning women face
🔹 How honesty and personal connection transform money conversations
Ready to rethink how you manage money?
Tune in now.
Resources Mentioned in This Episode:
Women and Wealth – Order Today! Women and Wealth
Connect with us!
- Cary Carbonaro on LinkedIn
- Cary Carbonaro on Instagram
- Cary Carbonaro on Facebook
- Cary Carbonaro’s Website
- Ashton Thomas Private Wealth
- Marla Sofer on LinkedIn
- Knomee
