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Women & Money: The Shit We Don't Talk About!

"We will never solve the feminization of power until we solve the masculinity of wealth." - Gloria Steinem. On this podcast, we're going to call out those ways that women are consistently left behind financially. But most importantly, how women can help themselves. Join hosts Barbara Provost & Maggie Nielsen as they help you navigate the ins and outs of financial independence so that you can be financially fearless. They'll connect you with helpful resources and compelling stories from women all across the country. Whether it's buying a house, preparing for retirement, dealing with divorce, there won't be a single question off the table. Maggie is a partner and Barbara is the founder of Purse Strings, a two-part model that's all about providing women the tools and resources they need to help them learn and understand what they need to know to make good financial decisions. And they help connect women with attorneys, financial planners, realtors, and many other financial professionals who have the expertise and desire to serve the female market. Women & Money: The Shit We Don't Talk About can be your place for tools, resources, education and a place to ask the important questions on your mind (or even better, the - you know - you aren't talking about). Find out more about Purse Strings by visiting https://pursestrings.co/ and we can't wait to connect with you on the podcast!

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Women & Money: The Shit We Don't Talk About!

Being Financially Prepared Today with Gabrielle Mollick

June 13, 2024 • Barbara Provost & Maggie Nielsen

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Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures.

Gaby has a powerful story, watching her parents’ commitment to education, hard work, and intentional financial choices from a young age. However, following the unexpected passing of her father, she and her family faced challenges due to an absence of proper end-of-life planning. Listen in as she talks about the importance of financial literacy, breaks down some common misconceptions about investing, and highlights the value of early financial planning.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:43 – Gaby’s financial advising journey + upbringing

8:41 – The sudden passing of Gaby’s father

14:00 – Mercer’s goals-based approach

17:13 – End-of-life planning and incapacitation planning

21:53 – Gaby’s advice for getting started

Learn more about Gaby

Gaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program.

Gaby’s expertise revolves around a deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing.

Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a Bachelor of Business Administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI CounselorSM.

Episode Links

Gaby on Purse Strings

https://pursestrings.co/professional/financial-advisor/colorado/denver/gabrielle-mollick-cfp-csric/

Mercer Advisors

https://www.merceradvisors.com/meet-our-team/gabrielle-mollick/

https://www.merceradvisors.com/

Gaby on Linkedin

https://www.linkedin.com/in/gabrielle-mollick-cfp%C2%AE-csric%C2%AE-440762a6/

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

People on this episode

Barbara Provost

Host

Maggie Nielsen

Host