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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!

Financial Planning For New Beginnings with Philip Weiss

June 27, 2024 • Barbara Provost & Maggie Nielsen

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We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning.

Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for these clients, helping them navigate their transitions with clarity and confidence. We hope you’ll join us for a powerful reminder that, with the right guidance and mindset, you can rewrite your story.

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

0:00 – Intro

1:20 – Phil’s background in the financial industry

3:30 – Phil’s early experiences with money

7:44 – Putting a plan in place to tackle debt

16:47 – Phil’s E.V.O.K.E. life planning process

24:49 – How Phil began working with the female market

29:13 – Phil’s tips for women experiencing life changes

Get Your Free Copy of the How To Flourish Through Life’s Big Changes E-Book

https://apprisewealth.com/ebook/

Learn more about Phil

Check out Phil's bio HERE

Episode Links

Phil on Purse Strings

https://pursestrings.co/professional/financial-advisor/maryland/phoenix-1/philip-h-weiss-cfa-cpa-rlp/

Apprise Wealth

https://apprisewealth.com/

Phil’s Weekly Blog (Sign up from any page on which a blog appears or through the "Contact Us" link)

https://apprisewealth.com/blog/

Phil on Social Media

https://www.facebook.com/AppriseWealth/

(27) Philip H. Weiss, CFA, CPA, RLP® | LinkedIn

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