Ladies, Who Is in Charge of Your Finances?

• Host: Sidney Wheelan, attorney and advocate for financially empowered women
• Theme: Taking control of your finances and legal protections—no more sitting on the sidelines

💡 Why This Matters

• Women often live longer than men
• Women typically earn less over a lifetime due to wage gaps
• Caregiving responsibilities often take women out of the workforce
• Life events like divorce, illness, or loss of a partner can hit hard financially
• Knowledge is power—don’t leave your future to chance

👑 Inner Queen vs. Inner Child

• Inner Queen: Takes charge, handles crises, leads with confidence
• Inner Child: Avoids tough financial/legal decisions, defers to others
• Recognize both voices—choose the one that protects your future

🛠️ Four Legal & Financial Moves to Make

Take Inventory

• Know what’s in your name and what’s not
• Check bank accounts, real estate, vehicles, and life insurance
• Understand ownership vs. access (joint owner vs. authorized signer)

Establish an Estate Plan

• Create or update your will, trust, and power of attorney
• Estate planning = protecting what and who you love
• Don’t wait until you “know everything”—just start

Review Your Beneficiaries

• Life insurance policies, retirement accounts, and payable-on-death accounts
• Make sure they reflect your current wishes

Protect Your Business

• Ensure proper legal structure and documentation
• Plan for succession or exit
• Safeguard one of your most valuable assets

✅ Action Steps This Week

• Make a list of your current financial and legal documents
• Schedule a consultation with an attorney (yes, even if you don’t know where to start)
• Talk to the women in your life—share knowledge and support

📞 Final Notes

• You deserve peace of mind and protection
• Spring is the perfect time for a fresh start
• Need help? Visit WheelanLaw.com to schedule a conversation with Sidney
• Share this episode with someone who needs to hear it

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Until next time, grab your favorite latte, hold your loved ones tight, and have a great week! ☕

WheelanLaw.com



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