The Investipal podcast
Women and wealth management.
With Cary Carbonaro
Loads the YouTube player when selected.About this episode
Cary Carbonaro shares her path into finance, her experience in a male-dominated industry, and her focus on empowering women. The conversation covers the $30 trillion wealth transfer discussed at recording time, her perspective on women’s relationships with money, and ways advisors can better connect with female clients.
Discussion themes
- Cary’s experience entering and working in finance.
- Empowering women through financial advice.
- The wealth-transfer outlook discussed in the episode.
- Cary’s perspective on money conversations and connections with female clients.
These notes summarize the original episode description. They are not a transcript.