Haussmann Financial Podcast
Answering the Frequently Asked Questions we have received from our Clients over the last 30 years
Haussmann Financial Podcast
How Women Can Prepare for Retirement
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Is preparing for retirement different for men and women? How can women prepare their finances for longevity and success?
Women are less likely to protect their own financial security, so in this episode, Trudy and Dominica discuss the financial challenges unique to women and how to safeguard against them.
Check out 8:57 to hear the most important takeaways for women as they plan for retirement.
Click here to learn more about Haussmann Financial.
This episode is hosted by Trudy Haussmann and Dominica L. Henderson.
Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®) and a Registered Representative with Osaic Wealth, Inc. As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.
Dominica is a Certified Financial Planner™ (CFP®) and a Registered Representative with Osaic Wealth, Inc. Dominica’s holds Securities 7 and 63 Licenses. Most recently, Dominica earned the professional designation of Behavioral Financial Advisor through Securities America. It is Dominica’s first priority to determine the financial services that best fit the clients’ stated goals and objectives, and then define the right set of financial solutions to accumulate and distribute wealth to clients and their families.
Visit our website www.haussmannfinancial.com if would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Haussmann Financial, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Trudy Haussmann, CA Insurance License #0756590
KiHo Choi, CA Insurance License #0B77761
Pat Danly, CA Insurance License #0F88078
John Dunphy CA Insurance License #0B73679
Dominica Henderson, CA Insurance License #0F46549