Why Life Transitions Matter to Long-Term Financial Success With Lacy Garcia
Description
EPISODE 570: Major life transitions such as divorce, caregiving, motherhood, and career pivots do not just disrupt routines. They instantly shift women’s financial reality. Yet traditional financial planning is rarely designed to account for emotional impact, leaving women without the clarity and support they need during moments of change.
In this episode, Andresa Guidelli sits down with Lacy Garcia, CEO and founder of Willow and a former wealth manager, to break down why financial planning must evolve with your life and what it takes to protect your financial wellness when everything feels uncertain. You will walk away with a clear, actionable framework to make grounded, empowered money decisions in every season of life.
What to listen for:
- Why the financial services industry wasn’t built for women stepping into wealth, and how to find a financial advisor who understands women’s financial planning. (1:00 )
- What true financial empowerment looks like for women: advisors who lead with empathy, education, and strategy so you can stay in control no matter what changes. (05:41 )
- Why every woman needs to approach her finances as if she’s single. Not from fear, but from self-leadership, autonomy, and long-term financial security. (09:01 )
- Lacy’s 5 A’s transition framework that helps women establish financial clarity, confidence, and control before and during periods of upheaval and uncertainty. (11:35 )
- How to navigate financial conversations with a spouse from a place of strength to create collaboration instead of conflict, and outcomes that work for you both. (18:54 )
About Lacy Garcia:
Lacy Garcia is the Founder & CEO of Willow, a fintech platform redefining financial wellness for women and underserved communities through life’s biggest transitions. A former private wealth manager, she left traditional finance to build a more inclusive, relationship-driven model that addresses both the emotional and financial sides of money. Today, she is a leading voice on women’s financial empowerment, workplace wellness, and building fintech solutions that put people, not just portfolios, first.
Learn more by visiting https://www.trustwillow.com/
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See you in the arena!
Liz & Andresa




















