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Beata Kirr – A Wake Up Call For Women About Wealth Building

June 19, 2019 | By Joy Chudacoff Leave a Comment

Beata Kirr on She's Got Moxie with Joy Chudacoff

In full disclosure, I met my guest Beata Kirr at a presentation that I was convinced was going to be fairly boring. I actually thought it was going to give me thirty minutes to scan my email feed and swipe right to delete : -). Guess what? I was wrong. Once I heard Beata share some of the most recent research on women and money, I put my phone away and grabbed a pen and paper.

Beata Kirr is the National Managing Director in the Alliance Bernstein Chicago office. She was appointed Head of Private Client Core Asset Strategies of Bernstein in 2017. Beata is a member of Bernstein’s Private Client Investment Policy Group, which oversees strategic asset allocation for high-net-worth, nonprofit and family clients.

Beata has provided market commentary for the Chicago Tribune, WGN News, NPR and the Wall Street Journal. She is passionate about helping women investors succeed, and she speaks frequently to women’s groups nationally. Beata is also the host of “Bernstein Insights” Women & Wealth podcast series.

On today’s show, Beata dives into some surprising stats, how we as women can manage our wealth better, and more.

You can Subscribe and Listen to the Podcast on Apple Podcasts. And be sure to leave me a Rating and Review!

It is undeniable that women are a force to be reckoned with in terms of the financial decision-making power that they have.” – Beata Kirr

Show Notes:

  • The surprising facts about women creating wealth today – this is GREAT news!
  • Women continually say they’re not good with numbers but that’s not what the research shows
  • The THREE Critical numbers you need to know NOW
  • Startling facts about Women and WHY it’s essential that Women Need their Money to last longer
  • How to identify and rectify ACCIDENTAL SPENDING
  • You know your height & weight but do you know how much you are spending?
  • The 5 things women need to know about CREATING WEALTH
  • Easy to use Budget App suggestions to easily get going
  • Important information to consider when it comes to INSURANCE
  • What you can do today to get started on your path to wealth management – easy, doable steps to take Today
  • Why you need to keep your records up to date and FRESH. Beata shares a bit of a horror story here and I had a story too!

95% of women are going to be making the financial decisions for their households at some point in their lives – 95%!” – Beata Kirr

Connect with Beata:

Facebook | Twitter | LinkedIn | Alliance Bernstein Women &Wealth

Next time you say ‘I'm going to do spring cleaning' or hire someone to clean your windows, think about an audit of your assets at the same time.” – Beata Kirr

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Filed Under: Podcast Tagged With: accidental spending, Alliance Bernstein, Beata Kirr, Bernstein Insights Women & Wealth podcast, budget apps, Chicago Tribune, creating wealth, critical numbers, financial planning, insurance choices, Joy Chudacoff, making money last, money, NPR, Podcast, Podcasting, record keeping, She's Got Moxie, wall street journal, Wealth, wealth management, WGN News, women, women and money, women CEO, women creating wealth, Women in Business, women investors, women's wealth

About Joy Chudacoff

Joy Chudacoff is the leading expert for business success and design for women. Founder of Smart Women Smart Solutions®, Joy specializes in guiding already successful businesswomen from where they are to where they want to be.

Leading by shining example, Joy provides guidance and support to help women live their greatest desired potential. Joy is heralded as “The Coach for Women” in the millennium and she has x-ray vision when it comes to helping women discover their big ideas, dreams and goals. Joy draws from her own life and business experience to lead women in achieving success personally and professionally — on their own terms. Whether you are a new business owner or have been in business for a few years, Joy has easy, proven programs that you can take advantage of to get everything in life that you want and deserve.

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