In this special episode recorded at the AICPA Personal Financial Planning Symposium in San Diego, I sit down with Carolyn Larsen-Wieber to talk about the powerful role women are playing in shaping the future of finance.

Our conversation centers around women empowerment, supporting elderly clients, and guiding women through major life transitions with confidence and clarity. We discuss how financial planning is not just about numbers, it’s about advocacy, trust, and creating long-term security during pivotal moments such as retirement, widowhood, divorce, or career changes. Carolyn shares how intentional planning, tax-aware strategies, and coordinated advisory teams help women feel supported rather than overwhelmed.

This episode highlights why representation matters in the financial industry, how women in finance are uniquely positio ...