What if the biggest gap in financial planning isn’t the numbers—but the experience? Inspired by a new Uber feature focused on choice and trust, Michelle Anthony reframes how women approach financial and retirement planning. She explains why many women want conversation instead of presentation, clarity instead of jargon, and confidence rooted in understanding. The discussion explores real-life transitions like caregiving, divorce, and widowhood, and how those moments shape financial decisions. Through client stories and practical perspective, this episode centers on trust, education, and why a plan only works when it actually makes sense to the person living it.

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