Trader Talk

How women are rewriting the rules of wealth

Oct 29, 2025
Jennifer Ridley Hansen, a CFP and CDFA with 25+ years in wealth planning and private banking, explains trends reshaping financial control. She covers divorce financial modeling, sustaining long-term settlements, retirement-account splits, the rise of gray divorce, and using donor-advised funds to build multi-generational giving and legacy planning.
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INSIGHT

Stability Is The Quiet Flex

  • Financial stability is more valuable than flashy wealth because it buys peace of mind during shocks.
  • Kenny Polcari defines stability as savings, living below means, steady investing, and proper insurance.
ADVICE

Concrete Steps To Build Resilience

  • Save six months of expenses and invest 15–20% of your income to build resilience.
  • Live below your means, avoid lifestyle creep, and prioritize paying yourself first.
ANECDOTE

Joining Clients' Divorce Teams

  • Jennifer Ridley Hansen described her CDFA role as joining the client's divorce team to run settlement numbers.
  • She emphasized clients often don't think straight during divorce and need coordinated support from advisors.
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