Please ensure Javascript is enabled for purposes of website accessibility

Transcript for Episode 19

Published March 8, 2023 


Women currently control one-third of total U.S. household wealth. And since women generally have longer life expectancies, over the next decade this proportion will grow significantly. To celebrate International Women’s Day, BNY Mellon Head of Practice Management Consulting Janet Kelly shares how proper financial planning can make a big difference for women going through major life changes. Throughout the discussion, Kelly covers everything from financial preparation for unforeseen events, like divorce or death of a partner, to key inheritance considerations and how to leave a lasting legacy. Many of us will go through events that inevitably affect our financial situation. Tune in for an episode of valuable lessons that everyone can benefit from.


Subscribe to Your Active Wealth on your favorite podcast platform via Simplecast, and explore all of our Your Active Wealth episodes here.

BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. This material does not constitute a recommendation by BNY Mellon of any kind and is provided for illustrative/educational purposes only. The information herein is not intended to provide tax, legal, investment, accounting, financial or other professional advice on any matter, and should not be used or relied upon as such. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of all of the investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. Any investment strategies referenced in this material come with investment risks, including loss of value and/or loss of anticipated income. Past performance does not guarantee future results.


The views expressed within this material are those of the contributors and not necessarily those of BNY Mellon. BNY Mellon has not independently verified the information contained in this material and makes no representation as to the accuracy, completeness, timeliness, merchantability or fitness for a specific purpose of the information provided in this material. BNY Mellon assumes no direct or consequential liability for any errors in or reliance upon this material.


BNY Mellon will not be responsible for updating any information contained within this material and opinions and information contained herein are subject to change without notice. This material may not be reproduced or disseminated in any form without the prior written permission of BNY Mellon. Trademarks, logos and other intellectual property marks belong to their respective owners.


© 2024 The Bank of New York Mellon Corporation. All rights reserved. WM-545033-2024-05-10