Women, Wealth and What Matters: 5 Things with Tracy Byrnes

Tracy Byrnes
  • 5.0 (3)
  • Self-Improvement

Money doesn’t have to be confusing. But for many women, it still feels that way. And it shouldn’t. Women, Wealth and What Matters: 5 Things with Tracy Byrnes is a smart, straightforward podcast designed to help women feel more confident, informed, and in control of their financial lives. Each episode breaks down one real-life money topic from retirement, taxes, and investing to divorce, career changes, and protecting what you’ve built, into five clear, practical takeaways you can actually use. No jargon. No hype. No complicated math. Hosted by Tracy Byrnes, financial advisor, Vice President of Women & Investing at Lebenthal Global Advisors, and Certified Divorce Financial Analyst. As a single mom of three adult kids who’s been divorced for nearly twenty years, Tracy understands just how personal money decisions really are. This podcast isn’t about chasing trends or quick wins. It’s about asking better questions, understanding your options, and making smart choices for the life you’re building.

  1. 2d ago

    Are Your Parents Becoming Part of Your Financial Plan?

    Taking care of Mom and Dad is one thing. But when their care starts coming out of YOUR retirement savings? Oh, sister, we need to talk. In this episode of Women, Wealth, and What Matters, we're tackling something too many women are dealing with: the financial reality of caring for aging parents. One minute you're helping Mom get to a doctor's appointment, and the next you're managing her bills, navigating Medicare, and wondering if your 401(k) is about to become the family emergency fund. Seriously, when did you become everyone's financial backup plan? We're breaking down five things every woman needs to consider before taking on the financial responsibility of aging parents. From understanding what Medicare won't cover and navigating long-term care costs to protecting your retirement savings, calculating lost income, and getting your siblings to actually step up. Because, let's face it, being the daughter doesn't automatically make you the entire family care plan. And here's the thing: You can love your parents, support them, and still protect the financial future you've worked your butt off to build. Those things are NOT mutually exclusive. In this episode, we're talking about: The hidden financial costs of caring for aging parentsMedicare vs. Medicaid and what long-term care really costsHow caregiving can derail retirement planning and 401(k) savingsThe financial impact of leaving your career to care for familyWhy siblings need to share caregiving responsibilitiesHow to establish financial boundaries without feeling guiltyBecause being a good daughter shouldn't mean becoming a financially vulnerable woman. Full stop. Listen, share this episode with a sister or friend who needs to hear it, and remember: Your financial future matters, too. Connect with Tracy: Website: TracyByrnesWealth.com Instagram: @TracyByrnesWealth This podcast is for informational purposes only and is not intended as investment advice.

  2. Oct 2

    Am I Going To Be Ok?

    Am I going to be ok? It’s one of the questions women ask most often. Can I retire? Can I help my kids? Can I afford the life I want? Will my money last?  In this episode of Women, Wealth & What Matters, we break down why having a portfolio isn’t the same as having a financial plan, how to stress-test your plan when life changes, and what to do when the numbers don’t quite work. And sometimes, a financial plan doesn’t tell you to save more. Sometimes it tells you: take the trip, buy the plane ticket and enjoy what you’ve built.  Because money isn’t the goal. Your life is. If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

  3. Sep 17

    The Divorce Is Over. Now What Do You Do With the Money?

    The divorce is final. The assets have been divided. Now what? In this episode of Women, Wealth & What Matters, Tracy Byrnes takes on the financial decisions that begin after the settlement is signed. Inspired by a conversation between entrepreneur Emma Grede and divorce attorney Laura Wasser, Tracy shares five things she would want to discuss with a woman sitting across the table from her after divorce: why you shouldn't rush to invest a settlement, why a $1 million house isn't the same as a $1 million portfolio, what to do with the investments you received, and how to rebuild the financial infrastructure of your life. Most importantly: You can delegate the work. Don't abdicate the decisions. Because getting control of your assets is one thing. Knowing what to do with them is another. If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

  4. Sep 2

    5 Questions Investors Are Asking Right Now

    Is AI a bubble? Are you more concentrated than you realize? Will the midterms shake up the market? And is a correction coming? These are some of the top questions investors are asking right now, so Tracy Byrnes tackles them head-on. Drawing on her experience as both a financial journalist and financial advisor, Tracy explains what a bubble actually is, why diversification may not be as diversified as you think, what history tells us about midterm elections and market corrections, and why the answers change as you get closer to retirement.  Because the goal isn't to predict what the market will do next. It's to have a plan for whatever it does. If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

  5. Aug 19

    NIL Money: 5 Things Every Student-Athlete and Parent Needs to Know

    Your student-athlete just got an NIL deal. Now what? NIL stands for Name, Image and Likeness, and it allows student-athletes to earn money from things like endorsements, social media posts, appearances, camps and sponsorships. But with that opportunity comes taxes, contracts and some very real financial decisions. In this episode of Women, Wealth & What Matters, we break down five things every student-athlete and parent should understand about NIL, including what to know before signing a contract, how to handle the money, and when it may be time to bring in professional help. The NIL deal may be temporary, but the financial habits your child learns from it can last a lifetime. Sources & Resources New York Life Investment Management, Unlocking Opportunity in the NIL EraNCAA, Name, Image and Likeness ResourcesIRS, Name, Image and Likeness IncomeOpendorse, Annual NIL ReportNew York Life Wealth Watch, survey on the financial impact of youth sportsThe Lebenthal Report, NIL discussion with Leda Zukowski of New York LifeHosted by Tracy Byrnes, MBA, CDFA Vice President, Women & Investing, Lebenthal Global Advisors If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

  6. Aug 5

    The Best Financial Advice My Clients Ever Received... Or Wish They Had

    What's the best financial advice you've ever received... or wish you had? I recently asked my clients that question. In this episode, I'm sharing five of the most memorable stories, along with the lessons behind them. From first paychecks and 401(k)s to raising children, making emotional money decisions, and building lasting financial habits, these are timeless reminders that can help all of us make smarter financial choices. My hope is that one of these stories stays with you, so years from now, you won't find yourself saying, "I wish someone had told me." Hosted by Tracy Byrnes, MBA, CDFA Vice President, Women & Investing, Lebenthal Global Advisors If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

  7. Jul 22

    5 Questions to Ask Your Parents Before a Crisis

    None of us like thinking about our parents getting older, but avoiding these conversations won't make them easier. In this episode, Tracy shares five important questions every adult child should ask before a crisis. From legal documents and beneficiary designations to healthcare wishes and family expectations, these conversations can help your family avoid confusion, conflict, and unnecessary stress. Start the conversation today, because the best financial plan in the world only works if the people you love know where to find it. Hosted by Tracy Byrnes, MBA, CDFA Vice President, Women & Investing, Lebenthal Global Advisors If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

  8. Jul 8

    Rosé & Real Talk: 5 Money Conversations to Have This Summer

    Summer has a way of slowing us down -- just enough to have the conversations we avoid all year. In this episode of Women, Wealth and What Matters, Tracy Byrnes shares five money conversations worth having before summer ends: Conversations with yourself, your partner, your parents, your adult children, and your financial advisor. Do you actually know where everything is? What happens if one partner is suddenly alone? Do your parents have a plan? What do your adult children expect from you financially? And perhaps most importantly, are you actually on track? And because Tracy is also WSET Level 3 certified, she sprinkles in a little Rosé knowledge along the way. Whether you’re pouring Rosé, sparkling water, iced tea, or whatever feels like summer to you, the important part isn’t what’s in the glass. It’s the conversation. Listen now, and share this episode with someone you love. Better yet, grab something cold to drink and start one of these conversations. Hosted by Tracy Byrnes, MBA, CDFA Vice President, Women & Investing, Lebenthal Global Advisors If you've got a question, a topic suggestion, or just want to say hi, shoot us an email at TracyByrnesWealth@gmail.com! Follow us on: X: @TracyByrnes Instagram: @TracyByrnesWealth

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5
out of 5
3 Ratings

About

Money doesn’t have to be confusing. But for many women, it still feels that way. And it shouldn’t. Women, Wealth and What Matters: 5 Things with Tracy Byrnes is a smart, straightforward podcast designed to help women feel more confident, informed, and in control of their financial lives. Each episode breaks down one real-life money topic from retirement, taxes, and investing to divorce, career changes, and protecting what you’ve built, into five clear, practical takeaways you can actually use. No jargon. No hype. No complicated math. Hosted by Tracy Byrnes, financial advisor, Vice President of Women & Investing at Lebenthal Global Advisors, and Certified Divorce Financial Analyst. As a single mom of three adult kids who’s been divorced for nearly twenty years, Tracy understands just how personal money decisions really are. This podcast isn’t about chasing trends or quick wins. It’s about asking better questions, understanding your options, and making smart choices for the life you’re building.

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