Podcast - June 17, 2021

Podcast Episode 12: Is Money Management a Gendered Activity?

Josh and Colin are joined by Mary Helen Morra to discuss the important differences in how the genders approach their personal finances and why it’s important for advisors to focus on their clients on a very individual basis to get the best results for them. “And in fact, when we did side-by-side focus groups the more risk-aware that females became as a percentage to their counterpart males, they had a slightly larger tolerance for risk and just the appetite for taking on a little bit more risk. Which is interesting because the myth is quite obviously different.”

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