How To Overcome Financial Fear & Perfectionism To Live A Life Of Financial Wellness Brooke Napiwocki

[129] – Financial wellness can seem elusive, with many hurdles to overcome, but today we're tackling two major obstacles that often stand in the way of women's financial success: fear and perfectionism. These barriers prevent women of all ages from feeling confident in their financial decision-making and can limit their ability to achieve financial wellness.

In this episode, Jeremy Keil and Brooke Napiwocki talk about financial wellness for women. From Be Financially Well's female-focused workshops to the five key elements of financial wellness (beliefs, behavior, worth, wealth, and purpose), Brooke provides actionable insights and strategies for women of all ages. Brooke shares a wealth of information and resources to help women overcome these challenges and live fulfilling financial lives. Learn how to overcome fear and perfectionism, navigate retirement planning hurdles, and more in this educational discussion.

Brooke discusses:

What prompted Be Financially Well’s female-focused workshops and how they work
The 5 elements of financial wellness: beliefs, behavior, worth, wealth, and purpose
How fear and perfectionism prevent women of all ages from being financially confident
What the biggest hurdles are that women face going into retirement
And more


About Our Guest:

Brooke Napiwocki, Wealth Advisor at Pegasus Partners, specializes in couple-friendly planning, education funding, post-divorce financial strategy, and values-based planning for mid-to-late career professional women and couples. She also founded Be Financially Well, LLC. Previously, Brooke worked for eight years in wealth management and eleven years in commercial banking with business owners, non-profits, and large institutions as a Senior Vice President/Director of Commercial Banking.

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