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In this insightful episode of Planning & Beyond, host Ashley Quamme explores the unique dynamics of women who serve as primary financial decision-makers with Tanya Nichols, founder and president of Align Financial. With 25 years of experience helping women retire confidently, Tanya shares valuable perspectives on how financial advisors can better support female clients, particularly Baby Boomer women navigating retirement. The conversation examines the psychological aspects of money management for women who've broken traditional gender barriers, effective communication approaches, and practical strategies for helping women feel good about their wealth. Whether you're advising female clients or seeking to understand gender-specific financial psychology, this episode delivers actionable insights for creating deeper, more meaningful client relationships.

Key Takeaways:

1. How historical gender barriers continue to influence women's relationship with money
2. Common fears and concerns that financially successful women face approaching retirement
3. How retirement identity shifts impact professional women

Resources and Guest Information:

• Tanya Nichols on LinkedIn
• Align Financial

Take Action:

1. Create thinking partnerships: Women clients, especially singles, benefit from having financial thinking partners. Consider facilitating or suggesting mastermind groups where women can openly discuss financial matters.
2. Help fellow advisors grow by leaving us a review!

Connect with host Ashley Quamme:

• Podcast Website
• Ashley Quamme on LinkedIn
• Beyond the Plan®