Podcast | The Real Return – Ep. 2 | How Savant is Building Financial Confidence for Women 

The Real Return

Taking charge of your finances can feel overwhelming, especially if you’ve never been part of those conversations before. The good news is that it’s never too late, or too early, to start.

In this episode of The Real Return, recorded at Savant’s annual advisor conference in Miami, co-hosts Zach Ivey, chief investment and advice officer, and Rob Morrison, chief experience officer, sit down with Michelle Smith, Savant managing partner, certified divorce financial analyst and creator of Wife2CFO™. Michelle shares the story behind Wife2CFO™, the program she created to help women go from sidelined to in charge, and why it’s never too early to start building clarity and confidence with your finances.

Whether you’re facing a major life change or just want to feel more confident about your finances, Michelle offers practical, encouraging steps to help you take the lead.

Resources Mentioned:

• WWife2CFO™ by Michelle Smith
• Retirement resources and tools
• Savant’s Ideal Futures® Financial Health Assessment

Disclaimer:

The Real Return is a podcast produced by Savant Wealth Management. Statements and opinions expressed are those of the speakers and do not necessarily reflect the views of Savant Wealth Management. Information provided is intended for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or accounting advice. Please consult your financial professional regarding your unique situation.

C. Zach Ivey Chief Investment and Advice Officer CFA®, CFP®, MBA

Zach has been involved in the financial services industry for more than 25 years. He oversees investments, financial planning, tax strategy, wealth transfer, and risk management, ensuring advisors have coordinated specialist support and clients receive seamless, comprehensive wealth management.

Robert E. Morrison Chief Experience Officer CFP®

Rob has been coaching clients since 2001. He co-authored “Victory Lap Retirement,” second edition, and contributed to "Retirement Heaven or Hell: Which Will You Choose?"

Michelle M. Smith Managing Partner / Financial Advisor CDFA®

Michelle has been involved in the financial services industry since 1989. As a Certified Divorce Financial Analyst® professional, she helps clients navigate the emotional and technical realities of divorce, including settlement analysis, lifestyle planning, and long-term financial structure.