DiscoverKlickline: When Everything KlicksMoney Transparency: Plan for Liquidity, Longevity, and Even Legacy!
Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!

Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!

Update: 2025-09-02
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Description

What happens when someone suddenly inherits wealth—or walks away from a divorce with assets they’ve never managed before?

In this episode of Klickline, host Mina Kim sits down with Alli McCartney, Managing Partner at UBS Wealth Management and a Forbes Top Advisor, to talk about money, power, and planning for a future built with intention.

How can anyone make sure their money lasts through a 100-year life?

And why is financial independence the ultimate form of freedom?

Alli explains how women can take their seat at the money table, avoid the most common mistakes with sudden wealth, and use smart planning to transform financial stress into lasting confidence.

What’s covered in this episode:

Why financial feminism matters more than ever

The biggest mistakes people make when managing money alone

Divorce, credit, and why 90% of women will be financially responsible solo

The “three Ls” of wealth: Liquidity, Longevity, and Legacy

How compounding, discipline, and early planning change everything

Why the right advisor is about values, not just returns

Money isn’t just numbers—it’s respect, safety, and choice. Alli shows how to align wealth with life, values, and the future people want.

Connect with the guest

Alli McCartney

Managing Partner, UBS Wealth Management

LinkedIn: https://www.linkedin.com/in/allimccartney

Follow the host

Mina Kim

Instagram: https://www.instagram.com/theklicklinepodcast

TikTok: https://www.tiktok.com/@klickline

Website: https://www.klick-line.com

Subscribe for more unfiltered conversations on money, marriage, and what comes next.

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Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!

Money Transparency: Plan for Liquidity, Longevity, and Even Legacy!