Women, Wealth & Wisdom: Financial Planning for Every Stage of Life with Luke Collova of Bear Mountain Capital

Whether you're thriving, catching up, or somewhere in between, this episode is your roadmap to understanding the financial tools every woman should know—no matter your age or income.

In this episode:
We break down essential financial strategies by decade—from your 20s to your 50s and beyond—with our first-ever male guest on Lady Party: Certified Financial Planner and Director of Advisory Services at Bear Mountain Capital, Luke Collova. (Fun fact: he’s been our personal financial advisor for years and coaches t-ball with Megan!)

Expect to learn:
💸 The core financial tools for each decade
🏦 The difference between daily money management and long-term planning
🧠 Why financial empowerment matters—especially for women
🔎 The truth behind the “my husband handles that” mindset
🛠️ What you don’t need (yet)

Key Takeaways:

• In your 20s: Build habits, open a Roth IRA, and start investing early.

• In your 30s: Get intentional—plan for big life moments, start working with a planner, and leverage employee benefits.

• In your 40s: Maximize earnings, reduce risk, and consider estate planning.

• In your 50s+: Focus on wealth protection, catch-up contributions, and legacy planning.

👀 Bonus: Luke answers rapid-fire Qs—including what he really knows about perimenopause.

If you've ever felt behind or unsure where to start, this one’s for you. Hit play and take the first (or next) step toward financial clarity and confidence.