Jill shares with us this week on the podcast how she is helping women realize their potential and plan for success. We also delve into the UBS Own Your Worth report on women as breadwinners.

Here are some key takeaways:

🔸 Back in 2015 Jill wrote a business plan about the great wealth transfer and pitched numerous banks about hiring her to launch a division specifically focused on women’s wealth - it took a few years - but UBS took note

🔸Only 15% of financial advisors are women - its a great career with flexibility - more women should look into it as a career path

🔸 Planning for exit is crucial. For most founders who exit well, this is transformational wealth. You earned it. Protect it.

🔸 Jill has observed that when money is in the hands of women they do different things with it, they have different priorities than men

🔸 Women live longer than men, on average, five years, and wives on average, outlive their husbands 15 years due to the divorce rate.

🔸 Nine out of ten women are going to be solely responsible for managing their own wealth at some point in their life which is why it’s important for women to have a working knowledge of their finances and to invest

🔸 61% of women retire earlier than they plan

🔸 Women drive 85% of consumer purchasing decisions and make up 52% of the population

🔸 There are 3 buckets when it comes to planning - liquidity (working capital), lifetime, and legacy

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DISCLAIMER: The information on this podcast is made available solely for general information purposes, is not tailored to the individual needs of a specific person or group, contains only disinterested commentary and analysis, and is not promotional material or an offer or solicitation to buy or sell securities. Venture:F does not warrant the accuracy, completeness, or usefulness the information in this podcast. Any reliance you place on such information is strictly at your own risk. Venture:F does not offer any investment advice, we are not a broker-dealer or financial advisor, and this podcast does not constitute any form of legal, tax, or securities advice and may not be relied upon when making any investment decision. Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.