How Women Can Build Lasting Wealth: Overcoming Modern Financial Hurdles, featuring Laurie Ingwersen
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Show Notes
Money conversations can be overwhelming, but what if the right strategies could give you confidence, no matter what life throws your way?
In this episode of Just DeW It, Anne Duffy sits down with financial advisor Laurie Ingwersen for a candid discussion on building financial security, especially for women facing unique challenges. Drawing from her own family’s experiences and decades helping clients, Laurie reveals how tailored financial planning can change the trajectory of your life before and after major transitions. She unpacks everything from the persistent wage gap to the impact of career breaks for caregiving, offering actionable advice for navigating these obstacles with clarity.
Laurie doesn’t just highlight the obstacles—she lays out the path forward. You’ll learn specific tactics like Roth IRA conversions, methods for tax-smart giving, and strategies to shield your wealth through life’s ups and downs. Most of all, Laurie emphasizes the transformative power of starting early and adjusting your plan as you go. Whether you’re just beginning your career or approaching retirement, this episode will inspire you to take charge and nurture your financial future. Don’t miss Laurie’s inviting approach as she shares the human side of financial consulting and the game-changing importance of empathetic listening.
What You’ll Learn in This Episode:
- Why women encounter unique financial hurdles and how to take proactive steps
- The key stages of financial planning for major life transitions (like divorce or retirement)
- How to optimize your future using Roth IRA conversions and charitable distributions
- Tax mitigation strategies everyone should consider
- Why it’s never too early (or too late) to begin your financial journey
- Actionable steps for recent graduates to set themselves up for lifelong security
- The vital importance of working with an advisor you trust
Tune in now to gain practical tools and fresh confidence for securing your financial future—no matter where you start!
Learn More About Laurie Ingwersen Here!
Website: allworthfinancial.com/our-team/laurie-ingwersen
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Just DeW It Podcast is the official podcast of Dental Entrepreneur Women (DeW), founded by Anne Duffy, RDH. The mission of DeW is to inspire, highlight, empower, and connect all women in dentistry. To join the movement or to learn more, please visit dew.life. Together, we can DeW amazing things!
References:
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