How much money do you have? How much have you saved? How much of it is liquid?
These are the questions most financial advisors will start with. Why? Because they want to know how much money they can make from you?
In today’s episode, we discover a completely different approach to personal finances from the wonderful Marla Sofer. Marla is the Founder and CEO of Knomee, a company created to help people make better financial choices, align money and values, and use their finances to live a purposeful and meaningful life. She is also a Startup Advisor, Keynote Speaker, and Alum of BlackRock, Microsoft, J.P. Morgan, and Carta.
Throughout our conversation, Marla talks about the moment she realized something was broken in the financial services industry, decided to take action, and created Knomee. She also talks about why most women struggle to take control of their financial lives, the financial challenges women over 50 have to deal with, and the pitfalls of lacking financial literacy.
Plus, Marla talks about how Knomee can help women take control of their finances, align money with their values and goals, make informed decisions about their finances and wealth, and more.
Tune in to episode 7 of Embrace the Encore and discover why Marla deeply believes that financial wellness is meant for everyone.
In This Episode, You Will Learn:
- What led Marla to create Knomee (4:00)
- How societal norms contribute to women’s lack of interest in finances (6:50)
- What can Knomee do to help women get in charge of their finances (10:00)
- Marla talks about the conversations about finances we must have (25:20)
- Tips for women who want to take control of their financial lives (27:00)
- Marla’s top financial tips for women over 50 ( 33:40)
Connect with Marla Sofer:
Let’s connect!
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