Episode 83: Haleh Moddasser
Episode 83: Women on Top…of the Money Game
Isn’t it time you used your wealth to make a difference in the world? Haleh Moddasser shares her personal stories and professional expertise as both a Boomer woman and an accomplished wealth management adviser. Haleh brings insights that resonate with women of means who long for a way to make a BIG difference in this world truly. Don’t let the old stereotypes, old ways of thinking, the challenges of being a mom, and fears of financial insecurity keep you from embracing your unprecedented wealth and power.
Women need to invest their assets in a way that is in alignment with their values. Plus, in general, women are better investors than men. Women tend to invest based on security, and will therefore not react poorly when the market changes.
If you want to find out what your investments’ values are, and if they align with your own values, Haleh says to check out As You Sow: https://www.asyousow.org.
Join us for an inspiring and empowering episode that will give you the confidence to seek more knowledge about your finances. Ladies, we have the power of the purse, so let’s use it!
In This Episode you will hear:
[03:40] About Haleh and how she found financial planning
[07:05] How women financially differ from men
[13:10] Understanding the values of a company before investing
[20:00] About ESG investing, Environmental, Social, and Governance
[23:35] The difference between wealth and income
[28:15] Why Boomer women have a disproportionately large amount of the nation’s wealth
Takeaways:
- • Generally, women are more likely to keep their investments for the long haul.
- • Use As You Sow to harness shareholder power and create lasting change.
- • Women control a majority of the nation’s wealth.
- • If you have $500,000 or more in savings and assets, you are richer than 80% of the country.
Meet Haleh Moddasser
Haleh (pronounced Holly) is the Senior Vice President and lead advisor of the Stearns Financial Services Group Chapel Hill office, where she works with a variety of clients: ranging from couples to single adults, and across the aging spectrum. Haleh has specific expertise in areas related to aging, including senior housing options, divorce and widowhood and has been published and interviewed both statewide and nationally on women’s financial issues. Haleh joined SFG in 2011 after beginning her career at Price Waterhouse Coopers in Chicago. Later, Haleh served in a treasury and finance role at a public company.
Haleh has authored two books, Women on Top: Women, Wealth & Social Change (Amazon 2020) and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50.