Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!

02/09/2025 46 min Temporada 1 Episodio 3
Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!

Listen "Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!"

Episode Synopsis

What happens when someone suddenly inherits wealth—or walks away from a divorce with assets they’ve never managed before?In this episode of Klickline, host Mina Kim sits down with Alli McCartney, Managing Partner at UBS Wealth Management and a Forbes Top Advisor, to talk about money, power, and planning for a future built with intention.How can anyone make sure their money lasts through a 100-year life?And why is financial independence the ultimate form of freedom?Alli explains how women can take their seat at the money table, avoid the most common mistakes with sudden wealth, and use smart planning to transform financial stress into lasting confidence.What’s covered in this episode:Why financial feminism matters more than everThe biggest mistakes people make when managing money aloneDivorce, credit, and why 90% of women will be financially responsible soloThe “three Ls” of wealth: Liquidity, Longevity, and LegacyHow compounding, discipline, and early planning change everythingWhy the right advisor is about values, not just returnsMoney isn’t just numbers—it’s respect, safety, and choice. Alli shows how to align wealth with life, values, and the future people want.—Connect with the guestAlli McCartneyManaging Partner, UBS Wealth ManagementLinkedIn: https://www.linkedin.com/in/allimccartneyFollow the hostMina KimInstagram: https://www.instagram.com/klicklineTikTok: https://www.tiktok.com/@klicklineWebsite: https://www.klick-line.comSubscribe for more unfiltered conversations on money, marriage, and what comes next.