Women often build wealth differently — through career growth, equity compensation, business ownership, inheritance, or major life transitions like divorce.

But one of the biggest threats to long-term wealth for women is often overlooked:
Taxes.

In this episode, I explain why tax-aware investing matters — and why it can make an especially meaningful difference for women as their financial lives grow more complex.

We’ll cover:

  • What “tax drag” really means
  • Why after-tax returns matter more than pre-tax performance
  • How taxes quietly reduce flexibility and options
  • Why women may be more exposed to long-term tax risk
  • How thoughtful planning can preserve generational wealth

Tax-aware investing isn’t about avoiding taxes. It’s about being intentional about when and how much you pay — so your wealth supports your life, not the other way around.

If you're building wealth and want to make smarter, more intentional decisions around taxes, this conversation is for you.

Key Takeaways

  • 0:00 Introduction
  •  1:20 Why Taxes Quietly Reduce Wealth
  •  2:30 What Tax Drag Really Means
  • 4:07  Why It Matters More for Women
  • 4:46 How Tax-Aware Planning Changes the Outcome


Show Notes
To get access to the full show notes, including all the resources mentioned, visit: https://hendershottwealth.com/podcast/women-wealth-taxes-tax-aware-investing

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.

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