• Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon

  • Oct 8 2024
  • Length: 33 mins
  • Podcast

Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon

  • Summary

  • The financial and economic impact of menopause is often overlooked, but the numbers are staggering. With 75 million American women in menopause and more than two-thirds of them active in the workplace, the Mayo Clinic reports productivity losses of $1.8 billion and related health care costs reaching an additional $24 billion.

    In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, welcomes back friend of the show, Julia Carreon. Together, they explore the stigma surrounding menopause and emphasize the importance of taking control of your health and finances before and during menopause. Melissa and Julia also share personal insights on career pivots they’ve made that coincided with health transitions, shedding light on the intersection between menopause, career, and financial well-being.

    This episode is an invaluable resource for women navigating menopause and for those who support them, including partners, family members, employers, and even financial planners.

    Listen and Learn:

    • The economic impact of menopause on women in the workforce and healthcare costs.
    • Why it's crucial to take control of your financial and physical well-being before and during menopause.
    • The importance of addressing the stigma around menopause in the workplace.

    Resources:

    • Beyond Hot Flashes: A Deep Dive Into Menopause, Work, and the Economy: Forbes Article
    • AARP Economic Impact of Menopause: AARP Study
    • Hal Hershfield’s Book: Book Link
    • Dr. Mary Claire Haver’s: Website | Instagram
    • Menopause Practitioner Directory

    The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

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