Libby speaks with wealth advisor Linda Cao about the many ways women can build wealth. Linda is the President of Silver Oak Wealth Advisors which has been providing clients with comprehensive wealth management services since 2005. In her role as advisor, Linda works closely with each client to develop a customized financial plan centered on their core values. Linda consults on wealth protection, wealth enhancement, and wealth transfer, and designs an investment portfolio that reflects each client’s unique risk profile and financial needs.
In this episode, Libby and Linda discuss:
- “Human capital” and how to maximize earning potential
- Negotiating like a man
- Common mistakes Linda sees women make with their finances
- Preparing for life’s difficulties when it comes to finances (death, divorce, etc)
- Building financial resilience
- Ways to seek financial advice
- The single most important factor that determines a successful retirement
In addition to her strong analytical skills and financial knowledge, Linda brings with her a deep and genuine interest in helping clients to achieve a balanced and fulfilled life with the resources they have. She strives to support and inspire her clients to make sound financial decisions by infusing their life dreams, goals, and purpose into their spending, investments, risk management, and estate plans. She is a licensed Certified Financial Planner (CFP®) and Certified Financial Transitionist (CeFT®). She actively hosts Women’s Circle to “change the conversation” about personal finance for women and participates in advisory communities to empower, educate, and engage women in the management of their personal finances. She also specializes in empowering widows to lean into life, build resilience and make a positive difference in the world.
Connect with Linda: