kristin o’keeffe merrick is a financial advisor and money expert on a mission to help women take control of their financial futures and make money feel a little less weird along the way. with over two decades of experience, from the foreign exchange desk at bank of america to a vice president role at morgan stanley, she’s lived through some of the most defining market moments of our time.

today, as founder of o’keeffe financial partners, she translates complex financial strategies into clear, actionable guidance. she’s also the co-founder of women work f#cking hard, a community built to elevate and connect women. at the end of the day, her work is about helping women build real financial power on their terms.

0:00 show start, how we met

3:53 financial quarterback for women

7:04 nest egg paralysis

13:28 investing as a young person

17:30 the credit card trap

19:56 client convos, the good and the bad

25:44 tiktok finance & women becoming breadwinners

28:57 the great wealth transfer

31:46 when is it too late to build wealth?

38:47 what’s your retirement number?

41:42 who am i post-retirement?

52:34 what a healthy relationship with money looks like