By David Rae Certified Financial Planner™, Accredited Investment Fiduciary™
Women, Money Smart Couples Sharing the Power Seat KTLA VIDEO
How to be more involved in the Family Finances.
How Women can be more involved in the Family Finances.
Fiduciary Financial Planner David Rae of Trilogy Financial appeared on the KTLA Los Angeles Morning News to discuss Women, Money and Sharing the Power Seat with hosts Frank Buckley and Jessica Holmes. Check out the video to learn more about how Smart Couples can share the power seat to stay on track for their various financial goals, and achieve financial independence.
WOMEN & MONEY Smart Couples– THE PARADOX SYNDROME
Women, Money and Sharing the Power Seat
Women are more likely to save for retirement
Women have less credit card debt
Women are less Aggressive with investing
If you are single- well you need to handle your finances- coupled up- should be a partnership and work together.
90% OF WOMEN IDENTIFY THEMSELVES AS THE CHIEF “BILL PAYER,” YET THAT’S WHERE IT ENDS
- ALL TOO OFTEN, WOMEN ARE CONTENT LETTING THE SPOUSES MAKE THE BIG FINANCIAL DECISIONS INCLUDING RETIREMENT PLANNING, INVESTMENTS, TAX PREPARATION
· WOMEN NEED TO PUT THEMSELVES IN THE POWER SEAT NOT ONLY TO HELP MAKE DECISIONS THAT COULD ALTER THEIR FUTURES AND QUALITY OF LIFE, BUT IF SOMETHING SHOULD HAPPEN TO THEIR SPOUSE, THEY WILL BE OVERWHELMED WITH BIG DECISIONS TO MAKE AT A TIME OF GRIEVING – A SURE RECIPE FOR DISASTER
DAVID RAE, Certified Financial Planner™ Accredited Investment Fiduciary™ is a Los Angeles– retirement planner with Trilogy Financial Services, a regular contributor to the Advocate Magazine, Huffington Post, Investopedia and other fine publications as well as a financial advisor proudly serving friends of the LGBT community for over a decade. He regularly appears on the Newscast for KTLA News, CBS News, ABC News, NBC News and has even made several appearance on BRAVO TV. Follow him on Facebook or via his website, www.davidraefp.com.
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