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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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  2. Women and Finance with Heather Atkins, CFP®, CRPC® (Part 1)

Women and Finance with Heather Atkins, CFP®, CRPC® (Part 1)

Jul 29, 2022

We’re excited to welcome on one of our advisors today, Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She’s someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren’t more women in this profession, and what she believes makes a great advisor.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:41 – How she got started in the business

4:15 – Studying finance in school

5:11 – Different cultures around money

6:52 – Educational workshops

8:54 – Working with couples

14:17 – Encouraging a spouse to get more involved

16:02 – Reasons women should be more involved

17:41 – Debt

20:49 – Differences in men and women viewing money

22:27 – Unrealized gains and losses