Why Money Confidence Is Harder Than Building Wealth for Women w/ Jill Faherty Lloyd

Описание: In this episode of Klickline, host Mina Kim sits down with Jill Faherty Lloyd, Wealth Manager and Partner of The Shantz Mantione Group at UBS. Jill works exclusively with female clients, advising on advanced wealth planning for ultra-high net worth women. She is also the author of F3: Forward Female Finance and a frequent contributor to Bloomberg, The New York Times, and Fox Business News.
The conversation focuses on women’s money stories, financial confidence, and what it truly takes to build long-term security. Jill shares how women can engage more actively with their finances, plan for longer lives, and move past fear driven decision-making through clarity, structure, and communication.
They also explore:
● Why money anxiety shows up even at high levels of wealth
● How personal money stories shape financial confidence
● A simple three-bucket framework for long-term wealth planning
● The role of tax strategy, trusts, and advanced planning
● Why women need visibility into family finances before major life changes
A must-listen for anyone navigating wealth, independence, and long-term financial decision-making. Tune in, share the episode, and join the Klickline conversation.
Connect With Jill Faherty Lloyd:
Website: https://advisors.ubs.com/shantzmantio...
LinkedIn: Jill Faherty Lloyd -   / jillfahertylloyd  

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