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 a discussion with our host Ben McGloin, Head of Advice, Planning and Fiduciary Services at BNY Mellon Wealth Management, 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.
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