Host Suzanna de Baca explores the powerful shift happening as women earn more, inherit more and increasingly influence how wealth is managed and passed on in the episode “Her Wealth, Her Way: Women Transforming Money and Legacy.”
Suzanna is joined by Jana Weiler, estate planning attorney at Dentons Davis Brown; Erica Axiotis, president of the UnityPoint Health Des Moines Foundation; and Michelle Mahoney, CFP©, senior vice president at CAPTRUST Wealth, who discuss how women are shaping financial decisions within families, philanthropy and long-term legacy planning. The conversation highlights how growing financial influence is changing wealth conversations, emphasizing financial confidence and literacy, intentional legacy planning and aligning wealth with personal values to create meaningful impact for future generations.
Click here to view all dsm Wealth podcasts.
Subscribe to the dsm Wealth newsletter
Let dsm magazine deliver Wealth news directly to your inbox and digital device. A twice-a-month newsletter comprised of content for individuals interested in giving, saving, investing and spending money, written by financial expert Steve Dinnen.
