Financial Planning for Financially Savvy Woman—with Karolyn Wotring - 167

Wickedly Smart Women

Many women are not financially savvy. They might be able to make money but can be unsure of how to manage it. 98% of women will outlive their spouses, so eventually, most women will be handling their finances whether they like it or not. Karolyn Wotring is an influencer and a leader of women. She’s spent the last 3 decades as a financial planner working with the top executives of Fortune 500 companies and has helped thousands of women transition to become financially savvy. Karolyn is also a mother of two, a recipient of the Chicagoland 2016 Woman of Distinction award, and the founder of the Financially Savvy Woman® program.

On this episode of Wickedly Smart Women, Karolyn Wotring joins Anjel to explain what inspired her to become a financial planner and specifically to help women in transition to take control of their finances. Karolyn says, “I treat every one of my clients like my sister, or my mom or my friend.” Listen in as Karolyn walks us through her money story and the role she plays in helping her female clients gain the confidence they need to take control of their financial future. She shares some of her principles about money, her advice about long-term care, and the most important aspect of being a financially savvy woman.

What You Will Learn

What inspired Karolyn Wotring to become a financial planner and help women with their money

Why money confidence keeps women from jumping into money management

How Karolyn approaches her work with her women clients facing a life or financial transition

Why it’s critical to “know your numbers” and how that simplifies your financial picture

How easily affordable long-term care can help alleviate a woman’s biggest fear of the future Why you don’t have to know everything about money if you know where to turn for guidance

Karolyn Wotring’s divine client avatar

The most important thing you need to know to become a financially savvy woman

Connect with Karolyn Wotring

Karolyn Wotring

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Resources

Northwestern Mutual Financial Planning Resources

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