
Cary Carbonaro
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Sep 30, 2026
Above The Median: Episode 11 - Cary Carbonaro
9:09
9:13
9:35
21:52

Robert J. SmithHOST
So tell us more about the three E's that you spoke of and why does that matter? You

Cary CarbonaroGUEST
know, it's interesting because I always talk about like women hiring financial advisors.

Cary CarbonaroGUEST
They just wake up one morning and say, I need to hire a financial planner because things are complex or I have a lot of questions and I think I can't do this myself anymore and I need a professional help.
12 MINS LATER

Robert J. SmithHOST
So what do you do to build your brand other than your books, which I assume are selling great?
Financial Advice: Cary raises awareness about women’s role in the future of wealth ownership.
7:05
7:20
7:37

Rashon McDonaldHOST
What are some of the hands-on strategy and tools that you promote to your clients that That would allow people to understand what the services that you offer are nationwide and people should at least consider what you're doing at your practice.

Cary CarbonaroGUEST
Well, you know, it's funny when you got on the call before, the first thing you said was the thank you letter you got talking about dreaming for today.

Cary CarbonaroGUEST
How can you get where you're going without a plan? If you fail to plan, if you plan, you plan to fail.
17 MINS LATER
Financial Advice: Cary raises awareness about women’s role in the future of wealth ownership.
23:57
24:03
24:13

Cary CarbonaroGUEST
Well, it's so interesting because so let me tell you my story of how I got into this.

Cary CarbonaroGUEST
So because because it's definitely not a lot of women in my industry right now.

Cary CarbonaroGUEST
And actually, the exact number of females in the certified financial planners, we are 23.9 percent.
7 MINS LATER
S
30:58speaker_6ADVERTISER
Mm-hmm.
Money Talk: Cary advocates for a more inclusive, “female-friendly” approach to financial planning.
6:42
6:55

Cary CarbonaroGUEST
Because think about it, if you don't know what you need to do to get to your financial freedom goal, whatever that looks like for you, and everybody's is different 'cause everybody's completely different.

Cary CarbonaroGUEST
So you know, if, if it's, you know, retiring at 60 and spending, I don't know, $10,000 a month and, you know, living in a house in Florida and, you know, having two cars and going on vacations once a year, whatever it looks like, whatever your freedom looks like to you, whatever that looks like, you have to be able to g- know what it takes to get there.
16 MINS LATER
Money Talk: Cary advocates for a more inclusive, “female-friendly” approach to financial planning.
6:10
6:22
6:40

Cary CarbonaroGUEST
Because think about it, if you don't know what you need to do to get to your financial freedom goal, whatever that looks like for you, and everybody's is different, 'cause everybody's completely different.

Cary CarbonaroGUEST
So, you know, if, if it's, you know, retiring at 60 and spending, I don't know, $10,000 a month, and, you know, living in a house in Florida, and, you know, having two cars and going on vacations once a year.

Cary CarbonaroGUEST
Whatever it looks like, whatever your freedom looks like to you, whatever that looks like, you have to be able to g- know what it takes to get there.
15 MINS LATER
Money Talk: Cary advocates for a more inclusive, “female-friendly” approach to financial planning.
6:12
6:25

Cary CarbonaroGUEST
Because think about it, if you don't know what you need to do to get to your financial freedom goal, whatever that looks like for you, and everybody's is different 'cause everybody's completely different.

Cary CarbonaroGUEST
So, you know, if, if it's, you know, retiring at 60 and spending, I don't know, $10,000 a month, and, you know, living in a house in Florida and, you know, having two cars and going on vacations once a year, whatever it looks like, whatever your freedom looks like to you, whatever that looks like, you have to be able to g- know what it takes to get there.
16 MINS LATER
Financial Advice: A certified financial planner with 25+ years of experience, discusses her book Women and Wealth.
7:36
7:53
8:23

Cary CarbonaroGUEST
So I think everybody on the planet deserves a financial plan because think about it, if you don't know what you need to do to get to your financial freedom goal, whatever that looks like for you, and everybody's is different 'cause everybody's completely different.

Cary CarbonaroGUEST
So, you know, if, if it's, you know, retiring at 60 and spending, I don't know, $10,000 a month, and, you know, living in a house in Florida, and, you know, having two cars, and going on vacations once a year, whatever it looks like, whatever your freedom looks like to you, whatever that looks like, you have to be able to g- know what it takes to get there.

Cary CarbonaroGUEST
So on a f- what a financial plan or a certified financial planner does, and letsmakeaplan.org is actually where you can find a, a certified financial planner.
15 MINS LATER