Simplifying Financial Planning

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Simplifying Financial Planning

Only 17% of the US population is using a financial advisor, says a 2019 CNBC study. So, why aren’t more people investing time in retirement planning or using a financial advisor, especially women who are more likely to be in charge of household finances? Successful women aren’t likely to focus on investments or financial goals because they haven’t found an advisor they trust or one who listens to them. Women face unique challenges their male counterparts may not understand and it creates a lack of confidence in male advisors. As we grow our businesses and generate profit, how can we be smart and savvy about taking care of our personal financial goals and well-being? Host Mary Foley speaks with Emily Robbins, Account Vice President at Virginia Asset Group and Financial Advisor at Infinex Investments, about how successful women can integrate all aspects of their lives into their long and short term financial goals. Emily has over 10 years of experience in the Banking and Finance Industry, and she works with individual investors and corporate clients to achieve their financial goals. Emily became a financial advisor to help her banking clients who felt they were not being listened to. When she's not helping her clients she can be found spending time with her husband and children, in Chesapeake VA.
Listen and learn:
  • The financial challenges women face in retirement planning and investments
  • The reasons women procrastinate about addressing their financial plans
  • How to create your individual retirement goals
  • The importance of estimating a retirement budget
  • The risks of not working with a qualified financial advisor
  • How to quantify your future goals
  *Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value.
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MEET OUR P.O.W.E.R. PLUG HOST...

Mary Foley
Mary Foley — Known for her insights, candidness and humor, Mary Foley energizes women entrepreneurs with the clarity, confidence, and tools to attract, engage, and win more clients. In addition to hosting the P.O.W.E.R. Plug podcast, Mary is the author of three books, energizing keynote speaker, business mentor and lover of red capes. For more, go to maryfoley.com.
The information contained in this P.O.W.E.R. Plug Podcast expresses the opinion of the author and does not constitute advice from or the opinion of Sonabank.
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