Retirement Repair Shop with Mary Beth Franklin

Women in Transition

Episode Summary

Women who are recently divorced or widowed often need specialized financial advice and an empathetic adviser to guide them through a turbulent period in their lives. Mary Beth Franklin talks with Stacy Francis, president of the boutique wealth management firm Francis Financial, about how advisers can work with women in transition to set them up for a successful future.

Episode Notes

In this episode you'll hear about:

• How her beloved grandmother’s experience with domestic abuse inspired Stacy to establish a nonprofit organization to provide free financial education and advice helplines for women in difficult situations.
• Why she later launched Francis Financial, which works primarily with widows and divorced women, as a way to serve a vulnerable population and to fund her passion project, Savvy Ladies.
• How financial advisers can work with women in transition and build a team of professionals, from tax accountants to divorce attorneys, therapists and real estate agents, who can help their clients build a new life on their own.

This season is brought to you by Realized

Realized strives to put you in control of managing your investment property wealth. Our goal is to help bridge the gap between investment property ownership and sophisticated wealth management, helping you meet your income needs in retirement and pursue your investment goals across generations. 

Using the principles of Investment Property Wealth Management(R), Realized transforms your individual investment properties into diversified real estate portfolios, customized to your unique income needs, risk appetite, and investment goals. 

For more information, visit www.Realized1031.com/RepairShop to learn more.

Guest Bios:  

Stacy Francis, president and CEO of Francis Financial and founder of Savvy Ladies