Financial Planning for Leaders: Strategies to Prepare for Life's Unpredictable Moments

In this episode of the WADI podcast, host Kimberly Benoit sits down with financial advisor Jenevieve Lenz for an empowering conversation about women, leadership, and financial literacy. They break down intimidating finance jargon, share real-life stories, and offer actionable tips for women professionals and small business owners. Jenevieve Lenz explains the vital difference between investment advisors and financial planners, the importance of working with a fiduciary, and how to proactively build a solid financial foundation before life throws you a curveball.

If you’re ready to feel more confident with your money, avoid common mistakes, and get practical strategies on budgeting, emergency funds, and navigating transitions like layoffs or starting your own business, this episode is for you. Kimberly Benoit and Jenevieve Lenz also discuss the unique obstacles women face in finance—and why it’s crucial to take charge of your financial story. ---

About Jenevieve:

Jeneviève Lenz is the proud owner and founder of Lenz4Women Consulting. She enjoys sharing a variety of financial education topics with professional women who are most often dealing with one or more major transitions in their life.

Jeneviève as a third generation entrepreneur, passionate about providing financial insight and integrated support. She provides first class education to help women avoid many common financial pitfalls.

Her reasons for becoming a financial advisor, educator and financial planning professional are routed in her family’s history of entrepreneurs. Several things unraveled with her grandfather’s estate from a financial and estate planning perspective that could have been avoided.

She realized that many single women and savvy business owners face quite a few challenges as they near retirement and get older. Many of these "financial hiccups" can be avoided with key education and careful and integrated planning.

https://www.lenz4women.com/

#FinancialLiteracy #WomenInFinance #Leadership #PersonalFinance #Fiduciary #WomenEmpowerment #FinanceTips #WADIpodcast #GenevieveLenz #KimberlyBenoit #MoneyConfidence

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To learn more about Kimberly J Benoit or how you can work with her, check out her website, kimberlyjbenoit.com, or find her on LinkedIn.

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Special thanks to Esplanade Studios for mastering support & Melissa Argyle Designs. Music by Denys Kyshchuk from Pixabay

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