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Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
The Money and Meaning Show
48 minutes
1 year ago
Navigating Midlife Transitions and Financial Empowerment with Sherry Finkel Murphy
In this episode of Money & Meaning, host Jeff Bernier sits down with Sherry Finkel Murphy, founder and CEO of Madrina Molly LLC. Sherry is a seasoned financial planner who focuses on helping midlife women navigate the complexities of financial and longevity planning. They explore the challenges faced by women in the "Triple Decker Club Sandwich Generation," discuss strategies for reinventing life after 50, and dive into Sherry’s mission to provide financial education through her community platform, Madrina Molly. This conversation offers valuable insights for those seeking to align their financial resources with their personal values and life goals.
Topics covered:
Challenges of the "Triple Decker Club Sandwich Generation" and its impact on midlife women.
Sherry’s career journey from financial planner to the founder of Madrina Molly.
Common financial and emotional struggles among midlife women, including shame around money.
The importance of financial education and empowering women over 50.
Strategies for reinventing life after 50, including Sherry’s concept of the “glide path.”
Insights on longevity planning and how it intersects with health, location, financial, and purpose planning.
The need for community and purpose in aging and retirement.
Balancing caregiving responsibilities with personal ambitions and business pursuits.
Building a supportive community for women navigating midlife transitions.
Useful Links:
Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/
Sherry Finkel Murphy on LinkedIn: https://www.linkedin.com/in/sherryfinkelmurphy
Madrina Molly: https://www.madrinamolly.com/
TandemGrowth Financial Advisors: https://www.tandemgrowth.com/
The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.