Suzanne Norman of the Alliance for Lifetime Income joins Mary Beth to discuss women's financial wellness. Nearly half of American millionaires are women, and more and more women are controlling the assets of their former spouses. Yet there's a gap between women's assets and women's financial wellness. Mary Beth and Suzanne discuss specific areas of finance, such as the distribution of saved assets, money as a means to support life goals, the challenge of language and the role of advisers.
In this episode, you'll hear about:
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Suzanne Norman is a senior education advisor, executive coach, and mentor who consults on a variety of financial, investment, and planning topics. She has over 29 years of investment industry experience and has worked for both national and international investment firms. Suzanne has held roles in management, consulting, and advisory, with a strong emphasis on helping people plan and save for retirement. Suzanne lives by the motto - Scientia potentia est - particularly when it comes to money. She is passionate about helping women develop strong financial skills and enjoys writing about topics that matter to them.