Planning Multigenerationally w/ Sherry Finkel Murphy

Women Making Moves by Amy Pons

Episode notes

We don't need to empower women, they are already powerful...we just need to show them how to flex it.

Amy and Sherry discussed the challenges faced by women in their later years, particularly in balancing caregiving responsibilities and planning for their own financial futures. They emphasized the importance of teamwork, support, and intergenerational relationships in achieving personal and financial goals, and highlighted the need for modernization and updates in various aspects of life, particularly in finance, policy, and law.

They also discussed the importance of elder planning, generational responsibility, and the need for individuals to plan for their future, particularly in terms of financial security and the transfer of wealth.

Find Sherry at on Substack, or at

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Keywords
intergenerationalfinancial planningintersectional leadershipintergenerational womenwomen in financial planningsandwich generation