Securing Your Financial Future as a Widow or Divorcee with Wes Cuprill

Are you a woman facing the financial challenges of divorce or widowhood? In this episode of the True Love Knots Podcast, Maria is joined by Wes Cuprill, who shares how his family’s experiences inspired him to help women find financial security during life’s toughest transitions. He explains why women often face unique hurdles, like longer life expectancies and higher healthcare costs, and stresses the importance of a personalized, values-based approach to financial planning. Wes also warns against one-size-fits-all advisors who push products over real solutions and highlights the power of working with someone who understands your goals. Ready to take control of your financial future with confidence? This conversation will inspire you to start today.

Standout Quotes:

“Financial advisors, many of whom we work with, will actively say they don’t like working with women, which blows my mind. One, it’s incredibly sexist to say it. And then two, on top of that, women are our best clients.” “It’s our job to help, not just from the numbers standpoint, but also to give them peace of mind. I think that’s one thing that is maybe misunderstood with advisors. Yeah, we’re numbers guys, certainly, but we try to be more than that.” “Women will answer with things like it means financial freedom. It means I get to spend more time with my kids doing the things I always wanted to do.” “We don’t believe in pushing a product first; we believe in truly holistic financial planning. You can go buy a product on your own. You don’t need us to invest your money. You don’t need us to buy an annuity or anything like that.”

Key Takeaways:

Assess your current financial advisor – Do they truly understand and cater to the unique needs of women? Look for an advisor who takes a holistic, values-based approach, not just a one-size-fits-all product pusher. Confront your financial fears head-on – Whether it’s uncertainty about your resources or feeling overwhelmed by the planning process, don’t let those emotions paralyze you. An experienced advisor can provide the guidance and support to overcome those hurdles. Reflect on your retirement vision – What does a fulfilling, financially secure retirement look like to you? Dig deeper than just the numbers and get clear on your personal values and goals. Embrace a long-term, patient mindset – Resist the temptation of chasing get-rich-quick schemes or market timing. Proven, disciplined investment strategies built on sound principles are the path to sustainable wealth. Seek an advisor who can be a true partner – Look for someone who will not only crunch the numbers, but also provide the emotional coaching and accountability to help you stay the course, no matter what life throws your way.

Episode Timeline:

[00:03] Introducing Wes Cuprill

[01:51] How Family History Inspired Wes’ Mission

[03:50] Common Challenges Widowed Women Face with Finances

[06:41] Unique Financial Needs Women Should Plan For

[09:45] Tackling Retirement Hurdles for Baby Boomers

[12:16] Why Holistic Financial Planning Is the Real Solution

[15:10] How to Find a Financial Advisor Who Truly Gets You

[18:06] Crypto Risks and Emotional Traps in Investing

[20:18] Breaking Stereotypes and Empowering Women to Invest

[23:09] Free Resources to Build Your Financial Confidence

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