In this episode of The Modern Financial Podcast, Andre features Anna Felix, Smart Money Strategist at MOD Financial. The statistics show that a majority of women are fearful of meeting with a financial advisor. In Anna's own experience, she could not find the financial advice she needed when her husband passed and was instead met with condescension. She resolved to become the financial advisor she never had, empower women, and become the financial advisor to others in similar situations.
HIGHLIGHTS
QUOTES
Anna: "One of the guys I met with, the last one I met with, this is what he literally said to me and I just couldn't even believe it. He said, I don't have time to answer your questions. This is what I handle. I'll take care of this, you go marry a rich guy, and you'll be fine."
Anna: "With a 401k, if you're not 59 and a half, you're paying taxes and fees to access that money. And women need that flexibility because of the nature of the things that they end up having to take care of in their life. It's really important to have a fund that they can tap into if they need to."
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