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WOMEN AND MONEY

by: LAURA HAWLEY guest: Dana Hurley August 2, 2017
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Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

Guest
Katie Worthington – President/CEO at Greater Winter Haven Chamber of Commerce

In this episode, we discuss the Financial differences in views that women and men consider as they do their Individual Financial Planning, reasons women feel more positive about their Investing, and specific traits that distinguish Women Investors. We dive into reasons men and women often view and make Financial Plans from different perspectives. We also welcome special guest Katie Worthington, President/CEO at Greater Winter Haven Chamber of Commerce, to discuss growth in the Winter Haven, impact of Lego Land and much more.

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In this episode we cover:

  • Economic Compass (1:07)
  • Women, Financial Decisions and Financial planning (7:50)
  • The differences in Social Security between men and women (13:59)
  • Long term Care and how it affects Women Financially (17:03)
  • Special guest Katie Worthington, President/CEO at Greater Winter Haven Chamber of Commerce to discuss the change and growth in Winter Haven, bringing communities together, and much more (22:06)
  • New establishments in Winter Haven and the overall effect on the downtown Winter Haven Economy (38:00)
  • The economic impact of LegoLand to the Winter Haven and Central Florida economy (31:18)
  • New hotel development in downtown Winter Haven (33:09)
  • Legislation and how it directly affects the Winter Haven and Polk County Economy (39:13)

Tweetable Topics:

You need to make sure that your portfolio is aligned with your goals and expectations, and your risk tolerance. – Dana Hurley, Financial Advisor at Allen & Company

The average age of a widow is 55 years old. – Dana Hurley, Financial Advisor at Allen & Company

We have actually seen that women outperform men when it comes to financial planning. – Dana Hurley, Financial Advisor at Allen & Company

Women are actually more emotional than men but not when it comes to financial decisions and their financial future. – Dana Hurley, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, Senior Vice President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

Katie Worthington – President/CEO at Greater Winter Haven Chamber of Commerce
Winter Haven Chamber of Commerce – Katie Worthington
LinkedIn – Katie Worthington
Twitter – Katie Worthington

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...