Women & Money: The Shit We Don't Talk About! | Purse Strings
"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!
Women & Money: The Shit We Don't Talk About! | Purse Strings
Financial Planning for ADHD and Neurodiverse Individuals with Jodie Stauffer
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning.
Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding her diagnosis. This experience inspired her to create a financial planning method that prioritizes understanding and creativity, recognizing that traditional approaches often overlook how neurodivergent brains process information. We’re thrilled to have her with us to discuss what this process looks like and to offer planning tips for those who think they may be neurodivergent or have ADHD.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:12 – Jodie’s story and financial firm
7:53 – Understanding neurodivergence and ADHD
12:43 – Financial planning with ADHD
26:42 – Accounting for a client’s unique needs
30:28 – Tips to stay focused and accountable
35:32 – ADHD as a superpower
Learn more about Jodie
Jodie Stauffer is an experienced fee-for-service financial planner specializing in personal finance and small business owners. She is passionate about working with mid-to-high-income ADHD and neurodiverse women, and this is reflected in her business, volunteer, and personal life.
In 2019, Jodie founded JL Stauffer Financial as an independent financial planning firm. In 2022, she co-founded Parallax Planning & Wealth, a niche-based financial planning firm offering advice-only finance planning and consulting services. Although Parallax primarily focuses on planning, Jodie believes that putting plans into action for clients sets them apart.
Her financial services approach always includes plan execution for her clients. With over 25 years of experience in financial management, sales, and leadership, She is committed to providing unbiased financial planning and consulting services to successful women like herself.
Want to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we’ll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions!
Follow & connect with us!
Resources
Have questions?
- Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns.
- Subscribe to our newsletter to receive financial tips delivered weekly here!
- ...