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