75: Women & Money Made Simple: Budgeting, Investing, Wills vs. Trusts with Attorney Donna Stefans
Sun Feb 08 2026
Take control of your money in one clear conversation.Attorney Donna Stefans breaks down the three pillars every woman needs: wealth management, accounting, and estate planning—so you can protect your future and grow it.
You’ll learn
A budget that funds goals (not guilt)
Starter moves for saving & investing at any age
Wills vs. trusts, beneficiaries, POA—what to set up first
How to plan for elder law and long-term care costs
Money + relationships: boundaries, safety, and transparency
Follow the podcast for me — Secrets of Powerful Women — for weekly, practical episodes that help women 40+ build confidence, wealth, and security. Visit www.powerfulwomenusa.com
for Donna: www.Stefanslawgroup.com
Takeaways
The earliest someone can start planning is at birth, but adults should have documents in place by age 18.
Women are often taught to save but may lack confidence in investing.
Creating a healthy relationship with money is crucial for financial empowerment.
Budgeting is essential, but many people avoid looking at their spending habits.
Starting to save in your 20s can significantly impact your financial future.
Communication about money in relationships is vital for both partners.
Elder law and estate planning are critical for protecting assets and ensuring care needs are met.
Long-term care can be expensive, and planning ahead is essential.
Wills are important, but trusts can provide more control and efficiency in asset distribution.
Creating a financial plan should include personal goals and dreams.
Keywords: women’s financial planning, women and money, wealth management, accounting basics, estate planning, wills vs trusts, budgeting, investing for women, elder law, long-term care, financial literacy, money mindset, midlife women, Jill Conway, Donna Stefans
More
Take control of your money in one clear conversation.Attorney Donna Stefans breaks down the three pillars every woman needs: wealth management, accounting, and estate planning—so you can protect your future and grow it. You’ll learn A budget that funds goals (not guilt) Starter moves for saving & investing at any age Wills vs. trusts, beneficiaries, POA—what to set up first How to plan for elder law and long-term care costs Money + relationships: boundaries, safety, and transparency Follow the podcast for me — Secrets of Powerful Women — for weekly, practical episodes that help women 40+ build confidence, wealth, and security. Visit www.powerfulwomenusa.com for Donna: www.Stefanslawgroup.com Takeaways The earliest someone can start planning is at birth, but adults should have documents in place by age 18. Women are often taught to save but may lack confidence in investing. Creating a healthy relationship with money is crucial for financial empowerment. Budgeting is essential, but many people avoid looking at their spending habits. Starting to save in your 20s can significantly impact your financial future. Communication about money in relationships is vital for both partners. Elder law and estate planning are critical for protecting assets and ensuring care needs are met. Long-term care can be expensive, and planning ahead is essential. Wills are important, but trusts can provide more control and efficiency in asset distribution. Creating a financial plan should include personal goals and dreams. Keywords: women’s financial planning, women and money, wealth management, accounting basics, estate planning, wills vs trusts, budgeting, investing for women, elder law, long-term care, financial literacy, money mindset, midlife women, Jill Conway, Donna Stefans