#158 Men, Women and Money


Our guest MP Dunleavey recently wrote a great article in the New York Times called “Mars, Venus and the Handling of Money,” which discussed the way that men and women relate to money.

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While it’s not exactly breaking news that the sexes tend to address money issues from different perspectives, what is new is that the financial service industry is waking up and trying to address the plain fact that men and women have distinctive financial needs. MP tells us what we need to know and helps bridge the gap between how men and women can best use tap the services offered by the big companies.

Man, woman...we love all of our callers! Doris is looking for a place to invest her $100,000 inheritance -- should she use an immediate annuity? Susan is not happy with the performance of her investment advisor and wonders whether she should move her relationship elsewhere and Tim is about to start his own business…what does he need to know? (Answer: A LOT!)

A shout-out  to Ben, who passed along a suggestion for a great website www.splitwise.com that helps roommates who are trying to allocate expenses.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Let me know if you think we should provide Mark with a little space to vent his various grievances with you...we're considering calling it "Mark's Musings". If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE