65 - 3 Step Formula to Building Your Confidence in Personal Finance with Sarah Charles

I'm tired of hearing that women aren't the best at managing the financials. It's a stereotype that is outdated and it's not serving us. You are capable. In fact, what if I told you that statistically, women are actually better investors than men?

 

Today I am joined by Sarah Charles, who had found herself on the sidelines of her own financial life in her first marriage. At the age of 33 and facing divorce, Sarah decided to get her financial shit together. Today, not only is she a financial advisor, she is a champion of women’s financial empowerment and an advocate for increasing women’s confidence when it comes to approaching your financial strategy, including but not limited to investing.

 

So if you want to become more confident about your capabilities, rewrite your own narrative and take back control of your financial life, this episode is for you.

 

For more information on the P.E.A.C.E. of Mind Initiative and to access the free resource center, please visit https://peaceofminddivorce.info 

 

Follow us on Instagram @divorcedanddeterminedaf for more ways to help you prepare for what's to come in the divorce journey.⁠

 

Jamie Milam is a divorcée, Realtor®, Certified Divorce Specialist®, and aligned strategy enthusiast. 

CONNECT WITH JAMIE:

https://JamieMilam.com 

Instagram | LinkedIn

 

Sarah Charles is the Co-Founder & Managing Principal of Sanctuary Financial Planning, an Investment Advisor, CSRIC®, AIF®.

Book your complimentary 15 minute confidence call with her here.

Listen to Sarah's full money story

CONNECT WITH SARAH:

Instagram | LinkedIn

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Episode Moments:

 

05:08 Understanding the Concept of a Money Story

10:02 The Evolution of Financial Responsibility and Women's Role

17:04 Step 1 to Building Your Confidence

20:06 Step 2 to Building Your Confidence

26:59 Step 3 AND the Power of Incremental Outperformance

36:00 FUQs: Frequently Unasked Questions

 

 

*DISCLAIMER: The commentary on this podcast is not intended to serve as or replace professional legal, financial or medical advice. While the insights may have wide applicability, listeners should consult with an attorney, CPA, financial advisor, therapist or physician in your state to obtain advice with respect to your particular issue and/or case.