
Ladies, who is in charge of your finances?
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- Host: Sidney Wheelan, attorney and advocate for financially empowered women
- Theme: Taking control of your finances and legal protections—no more sitting on the sidelines
💡 Why This Matters
- Women often live longer than men
- Women typically earn less over a lifetime due to wage gaps
- Caregiving responsibilities often take women out of the workforce
- Life events like divorce, illness, or loss of a partner can hit hard financially
- Knowledge is power—don’t leave your future to chance
👑 Inner Queen vs. Inner Child
- Inner Queen: Takes charge, handles crises, leads with confidence
- Inner Child: Avoids tough financial/legal decisions, defers to others
- Recognize both voices—choose the one that protects your future
🛠️ Four Legal & Financial Moves to Make
Take Inventory
- Know what’s in your name and what’s not
- Check bank accounts, real estate, vehicles, and life insurance
- Understand ownership vs. access (joint owner vs. authorized signer)
Establish an Estate Plan
- Create or update your will, trust, and power of attorney
- Estate planning = protecting what and who you love
- Don’t wait until you “know everything”—just start
Review Your Beneficiaries
- Life insurance policies, retirement accounts, and payable-on-death accounts
- Make sure they reflect your current wishes
Protect Your Business
- Ensure proper legal structure and documentation
- Plan for succession or exit
- Safeguard one of your most valuable assets
✅ Action Steps This Week
- Make a list of your current financial and legal documents
- Schedule a consultation with an attorney (yes, even if you don’t know where to start)
- Talk to the women in your life—share knowledge and support
📞 Final Notes
- You deserve peace of mind and protection
- Spring is the perfect time for a fresh start
- Need help? Visit WheelanLaw.com to schedule a conversation with Sidney
- Share this episode with someone who needs to hear it
Stay Connected!
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Subscribe to Law Days and Lattes wherever you get your podcasts!
Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕
WheelanLaw.com
This podcast episode contains general information for discussion purposes only. Each case is different and must be judged on its own merits. Missouri rules generally prohibit lawyers from advertising that they specialize in particular areas of the law. This article should not be construed to suggest such specialization. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create an attorney-client relationship, and the listening or viewing of this podcast does not constitute an attorney-client relationship. The choice of a lawyer is an