Podcasts Business Storytelling School Why Storytelling is Vital to Financial Planning

Why Storytelling is Vital to Financial Planning

Published: May 19, 2021, 7 a.m.

So many think the world of finances and financial planning can feel too dull, too heavy, or too unnecessary. My guest Arwen Becker has a gift of making it come to life by looking at it from different perspectives. She went from playing Division 1 collegiate volleyball to becoming a Zoology graduate to changing the story around financial planning and making it sexy through her use of story and emotional connection.

Has her industry left women out of the conversation too often? In this episode, Arwen tells us why finances don’t have to be boring and shares how she learned the necessity of financial planning for yourself the hard way. We also talk about why women struggle with spending money in retirement and have different learning and nurturing styles than men that need to be considered.

What you will learn in this episode:

  • How stories affect your financial future
  • If the long game really benefits your finances
  • Why relying on your own discipline doesn’t work

Who is Arwen?

Arwen Becker has always shown perseverance and given her best effort. Despite her short stature, she played Division 1 volleyball in college. Just a few short months after getting attacked by a cougar, she became a divorcée at age 24. With the end of her marriage, she sought a higher-paying job and after landing a position at a newly launched retirement firm, her career in financial planning took off.

Over the years, Arwen has met thousands of women and realized there needed to be a focus on changing how women get treated within the financial industry. She created her training program in response, LIFE with Arwen. Through LIFE (Leaders Inspiring Female/Financial Empowerment), she helps financial advisors get a better handle on understanding how women learn differently, connecting through storytelling, and thriving with participation in women’s events. Her organization also gives advisors the needed tools to succeed in their practice and brings national awareness to the issue of women’s financial empowerment.

Arwen has been co-owner of Becker Retirement Group with her husband Randy for over two decades. She’s a national speaker, author, and podcast host and contributes to TD Ameritrade Network, Yahoo Finance, and many other publications.

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