New Podcast: How Women Inspire

Wherein Julie and I Discuss Why You are "Pie" and How to Know "Where" to Put Your Money

Here’s the summary from #HowWomenInvest:

Ever wondered how to balance risk and opportunity when it comes to investing?

On the latest How Women Inspire episode, Julie had a fantastic conversation with Sherry Finkel Murphy, CFP®, ChFC®, RICP®, CFP® Professional, and founder of Madrina Molly ™. They dove deep into how women can approach investing, particularly in today's changing landscape.

A key takeaway? It's all about the pie!

Sherry explained how understanding your asset allocation is like a pie chart, where you balance riskier slices with safety nets. They also discussed self-directed Roth IRAs as a powerful tool for venture investing, especially for long-term growth. It's about knowing your number for financial freedom and taking just enough risk to get there.

We need to shift away from the idea that we're not equipped to manage our finances! We are, and conversations like this are how we build our confidence and knowledge. Sherry provided invaluable insights for women looking to take control of their financial futures.

I had the opportunity to introduce my framework for making decisions around where to put your money: Purpose, Time horizon, Liquidity, Taxes and Risk. While it’s not in the podcast, explicitly, it *will* be in my forthcoming book—there’s a mnemonic:

Plans Take a Lifetime To Realize

Armed with this knowledge, you’ll be able to make the right decisions for where to place your money.

Let me know what you think and subscribe here.

Cohort membership includes access to me for Q&A, member Zooms, my office hours to work on your financial and longevity model, and Madrina Molly’s library of articles and mini-courses.

Copyright Madrina Molly, LLC 2025

The information contained herein and shared by Madrina Molly™ constitutes financial education and not investment or financial advice.

Sherry Finkel Murphy, CFP®, RICP®, ChFC®, is the Founder and CEO of Madrina Molly, LLC.