Stacy Francis: On a Mission to Help Women Thrive

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 28 February 2023

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

The financial advisor on whether women invest differently than men, how couples can find financial peace, and why widows often switch financial advisors.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.0	Hi, and welcome to the Longview. I'm Jeff Battack Chief Ratings Officer for Morningstar Research
0:37.6	Services. And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morningstar.
0:43.2	Our guest on the podcast today is Stacey Francis. Stacey is president and chief executive
0:49.0	officer of Francis Financial, a fee-only financial advisory firm that focuses on serving women, especially those
0:56.0	who have experienced divorce or the loss of a loved one. Stacey is a certified financial planner,
1:01.7	and she's also a certified divorce financial analyst, a divorce financial strategist, and a
1:07.5	certified estate and trust specialist. Stacey also founded Savvy Ladies, a nonprofit organization that aims to educate and empower
1:15.8	women to take control of their finances.
1:18.6	To date, Savvy Ladies has helped over 20,000 women through free one-on-one financial
1:23.5	counseling, workshops, and retreats.
1:26.9	Stacey also hosts her own podcast.
1:29.3	It's called Financially Ever After.
1:31.7	She earned her bachelor's degree at Middlebury College.
1:35.1	Stacey, welcome to the Longview.
1:37.4	Thank you.
1:38.3	I'm excited to be here.
	...

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