Women & Money: The Shit We Don't Talk About! (Barbara Provost & Maggie Nielsen)
Explorez tous les épisodes de Women & Money: The Shit We Don't Talk About!
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| 10 Feb 2022 | Ep 4: The Value of a Spousal IRA with Gigi Verrey | 00:24:19 | |
Are you a stay-at-home mom or are you thinking about leaving the workforce? Are you worried it will impact your financial benefits and retirement future? Many women haven’t heard of a Spousal IRA and its benefits for those outside the traditional workforce. On today's episode, Gigi Verrey, the VP of wealth management at GCG Financial, joins us to discuss the one financial investment that all stay-at-home moms need to have. If you are married and filing jointly, you can take advantage of this investment tool. It’s not a joint account, it’s similar to a regular IRA or Roth IRA. By virtue of you being a spouse, your partner can contribute money into the Spousal IRA for your future, as long as your combined income is greater than the amount you can put away. The money in this account is your money, even if you end up getting a divorce. We’ll discuss the value of this great retirement tool, how the investments work, and more with Gigi. Having a retirement account in your own name comes with power, security, and value. Join us today as we discuss: · What a Spousal IRA is and how you can invest in one · What the difference between a regular IRA and a Spousal IRA is · Contribution limits, investment advice, and tax rules for Spousal IRAs · The money in a Spousal IRA is your money! Contact Gigi: gigi.verrey@gcgfinancial.com 1:36 – Welcome Gigi! 2:33 – What is a Spousal IRA? 4:40 – What makes it a Spousal IRA? 6:35 – Having separate accounts 7:16 – What kind of investments? 8:53 – Transferring money 9:41 – What designates a Spousal IRA? 11:00 – Are they tax-deferred? 14:18 – What happens during a divorce? 17:42 – Combining money into your partners IRA 19:08 – Enjoying the growth of your income 21:27 – When do you need an account by? 23:09 – The best way to contact Gigi Resources:
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| 24 Feb 2022 | Ep 5: Marriage and Money with Lisa Kaplin | 00:24:22 | |
Our guest on today’s show is Lisa Kaplin, a psychologist, Certified Professional Life and Executive Coach, and an experienced corporate speaker. A lot of stress can come from our relationships and finances but Lisa is helping women work through these stresses to have healthier and wealthier lives. Lisa will explain how we can all have healthier conversations around the topic of money with our partners. Building a life together isn’t easy, but improving communication around our finances can elevate our relationships and financial future. We all come into a relationship with our own views on money. Many people don't have the same experiences and financial views as their partners. So it’s no surprise that finances can be one of the top reasons for an argument in a relationship. But, Lisa is changing the game by teaching couples to approach money in terms of curiosity and understanding instead. Join us today as we discuss:
Contact Lisa: http://lisakaplin.com/ or Lisa@lisakaplin.com 1:35 – Lisa’s background and career 2:49 – Biggest issues around money 3:59 – Ignoring big money conversations 4:50 – Messages women receive around money 5:49 – How can we prepare women for their finances? 7:44 – How do we start the conversation? 8:44 – Asking about your partner’s money story 9:48 – What are you comfortable spending? 11:21 – Control and money in relationships 12:29 – Tips for young and newly married couples 14:06 – Gaining more money confidence 15:00 – Making more money than your spouse 17:04 – Making up stories in our heads 18:36 – Defining these answers for ourselves 19:45 – Meeting with an advisor early on 22:38 – Having these conversations 23:24 – The best way to reach out to Lisa Resources:
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| 10 Mar 2022 | Ep 6: Women and the Real Estate Market with Aleta Saunders | 00:36:11 | |
Aleta Saunders joins us on today’s show to discuss women in the real estate market, advice she has for those looking to buy, and the importance of women protecting their assets. Aleta is an associate broker at PalmerHouse Properties and an experienced model with a global perspective and passion for helping women navigate the world of real estate. More women than ever are entering the real estate market to invest and own real estate on their own. With over 35 years of experience, Aleta has helped many women with buying and selling their dream homes throughout the Atlanta market. Her passion for real estate was driven by her mother and grandmother’s story. She wants to serve and protect women throughout the real estate market, a market they have historically been left out of. Many women were losing out in real estate as their husbands were the sole name on cars and homes. As Aleta worked with couples, she ensured women were better protected by either having their name on the loan or deed, ensuring both partners had a say in what happened to their home. However, our current market looks a lot different. Women are making strides in real estate, purchasing more than ever. Most of Aleta’s clients are now women and she's helping them navigate the market, protect their assets, and invest in their future. Join us today as we discuss:
Learn more about Aleta: https://bit.ly/3CoVa7d Listen to the full podcast or use the timestamps below to jump to a specific section. 1:29 – Aleta’s grandmother’s home 7:31 – She started in 1988 8:04 – Insights to women and real estate 10:00 – A lot of people didn’t know 11:28 – Being on the loan or deed 12:08 – More women are entering real estate 16:10 – When did women start buying more? 20:12 – Advice for first-time homebuyers 23:20 – Aleta selling her home in 2008 27:32 – Learning to live differently 30:50 – A client example from Aleta 33:58 – Do your homework 35:25 – Where to find Aleta Resources:
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| 24 Mar 2022 | Ep 7: How Homeownership Impacts our Community with Matt Shanlian | 00:35:53 | |
Homeownership is one of the key pillars in economic progress for women. On today’s episode, Matt Shanlian, the President of Primary Residential Mortgage at the Great Lakes Division, joins us to explore real estate and why it’s such an important investment for women. We'll also discuss its impact on the community and real estate’s crucial role in developing generational wealth. Matt has been in the mortgage industry for 14 years, working a lot with financial advisors and their clients. His unique perspective gives him a national viewpoint on the real estate market. Homeownership drastically impacts a community. From a socio-economic standpoint, homeownership tends to ignite community involvement through things like voting and community projects. On an individual basis, homeownership builds equity and provides people with economic stability and generational wealth. Therefore, it's no surprise that homeownership is a crucial financial step for women building their wealth. Join us today as we discuss:
Learn more about Matt: https://www.primeres.com/newlexington/about/loan-officers/loan-officer/matt-shanlian Listen to the full podcast or use the timestamps below to jump to a specific section. 1:36 – Matt’s background story 2:45 – How does it impact the community? 6:14 – The power of investment 9:27 – The last 3 years 11:59 – Generational wealth 17:53 – A mortgage checkup 21:55 – Having a niche community 23:41 – Building bridges 29:05 – Closing thoughts Resources:
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| 14 Apr 2022 | Ep 8: Supporting Female Entrepreneurs with Violette de Ayala | 00:31:18 | |
Women are starting more businesses today than ever before. While running your own company is rewarding it can also be a lot of hard work, having a connected network of professionals that understand the unique struggles you face as CEO and as a woman is essential. On today’s episode, Violette de Ayala the founder and CEO of Femcity joins us to discuss her entrepreneurial journey and how she is helping female entrepreneurs through community, sharing knowledge, and more. As a partner with Purse Strings, Femcity works together to support female entrepreneurs and their financial needs. Starting her company in 2009, Femcity has grown exponentially. They provide entrepreneurs with coaching, networking, online resources, and more. With more than 70 chapters throughout the United States and Canada, their goal is to help over a million women on their business journey. Join us today as we discuss:
Learn more about Femcity and Violette: https://femcity.com/ Listen to the full podcast or use the timestamps below to jump to a specific section. 2:39 – Welcome Violette! 7:25 – Women moving away from corporate 10:50 – Owning a business isn’t for the faint of heart 14:51 – Doing something you love at work 17:22 – Helping other people through business 19:45 – Success factors she’s seen 22:17 – Biggest mistakes people make 25:26 – Think about your superpower! 27:56 – Collaborate with others 30:13 – How can you reach out to Violette? Resources:
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| 28 Apr 2022 | Ep 9: Building and Growing CurlMix with Kim Lewis | 00:27:21 | |
Running a business is hard work, but more and more women are entering the entrepreneurship space while also balancing their family and personal lives. On today’s episode, Kimberly Lewis, co-founder of CurlMix joins us to discuss her business journey, her experience on Shark Tank, and the future vision she has for her growing business. Kimberly pivoted CurlMix while 7 months pregnant by focusing on one amazing product that helps women style their curls. After selling hundreds of products within hours of launching their new product, CurlMix was quickly put on the path to success. She has learned how to create her own hair product as well as the networking, marketing, and investing that goes into running a business with the support of her husband. While she has faced significant hurdles, Kimberly was always determined to overcome these struggles and find innovative ways to fund and expand her business. Inspired by her mother, Kimberly’s passion for entrepreneurship continues to grow and she hopes to make CurlMix public in the near future. Join us today as we discuss: · Creating CurlMix as a vertically integrated business · Finding success and co-founding a business · How they expanded their network and found funding · The hurdles she has faced and overcome Learn more about CurlMix and Kimberly: https://www.curlmix.com/ Listen to the full podcast or use the timestamps below to jump to a specific section. 1:32 – Welcome Kimberly Lewis! 2:41 – Pivoting her business 6:50 – How did investment funding work? 9:49 – Her experience on Shark Tank 14:46 – How did she know how to make a hair product? 18:36 – Running a business is not for the faint of heart 20:00 – Funding for her business against hurdles 22:00 – Where does she get her inspiration? 23:19 – Advice she’d give to women starting their own business 24:37 – Other topics Kim wants to highlight 25:26 – How does she reach her customers? Resources:
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| 12 May 2022 | Ep 10: The Cost of Caregiving with Cathy Sikorski | 00:23:00 | |
In our society, the role of caretaker is often taken on by women. From elderly parents to raising children, most of the time it’s the women taking on the bulk of this responsibility and with this responsibility comes a lot of financial and legal knowledge we need to be aware of. On today’s episode, Cathy Sikorski, a former attorney, and current financial and legal educator joins us to discuss some tough issues with the right amount of humor. She is teaching women about financial care and aging, giving women the tools they need as caregivers and to care for themselves. We are in a caregiver crisis and Cathy is here to educate the public on how we can come out the other side alive and financially healthy. Taking care of elderly parents will impact most of us and we all have to prepare as much as we can. The more plans you have in place, the easier it will be to navigate this part of life. Join us today as we discuss: · How women are financially impacted as caregivers · Saving financially as a caregiver and preparing for long term care · What women need to be aware of as a caregiver · What documents you need for yourself and others Learn more about Cathy's book: 12 Conversations Listen to the full podcast or use the timestamps below to jump to a specific section. 2:09 – We are in a caregiver crisis 3:19 – Why you need to prepare 5:19 – How do we make a better plan? 7:19 – A long term care plan 8:53 – Investing in your parents’ care 10:07 – Seeing protection for the future 10:52 – The concerns you need to be aware of 14:16 – The important documents you need 16:18 – Everyone needs a power of attorney 16:55 – Cathy’s new book: 12 Conversations 18:31 – Cathy’s other books and resources 20:15 – You come to caregiving with an open heart 22:16 – What’s the best way to reach out? Resources:
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| 26 May 2022 | Ep 11: Caregiving for Children and Aging Parents with Adrienne Provost | 00:38:13 | |
As we’ve discussed before, women often take on the role of caregiver, which can get even more complex when caring for special needs children and aging parents. On today’s episode, a special guest from the Provost family, Adrienne Provost, joins us to share her experience as a caregiver and some of the knowledge she's learned throughout her journey. The financial, emotional, and physical aspects of caring for a special needs child and elderly parents can be complicated. That’s why Adrienne is here to share her story, in the hopes she can reach and help other parents and caregivers. Adrienne has found herself part of the “sandwich generation” which proves to have its own unique challenges when it comes to navigating the world of finances and caregiving. In her situation, both her child and parents will need continued care and this is something Adrienne has had to prepare for. Join us today as Adriene breaks down the various roles she plays, the impact it has had on her financial journey, and much more! We also will discuss: · Caregiving’s impact on her finances and life · Aging parents and helping with finances and life documents · Balancing caregiving and working outside the home · Navigating healthcare, finances, insurance, etc. Listen to the full podcast or use the timestamps below to jump to a specific section. 2:41 – Welcome Adrienne! Resources:
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| 09 Jun 2022 | Ep 12: Socially Responsible Investing with Beth Wahlig | 00:37:06 | |
Socially responsible investing gives women the choices and power to put their money where they want to, in a way that works for them. On today’s episode, Beth Wahlig one of our resident experts joins us to break down this topic and how women can impact the world through responsible investing. ESG (Environmental - Social - Governance) investing is a way to measure the sustainable goals put into place by the U.N. and invest in places that will create change. These goals include social, environmental, and other rights that are important to many of us. Similarly, socially responsible investing focuses on values. You are trying to have a direct impact through investment, supporting a company working towards real actionable change. With the current state of the world, there are more opportunities than ever to make an impact by investing in various fields. The first step is approaching your advisor and making it clear which values you want to support in your portfolio. We also will discuss: · The issues of today that we can address with investing · How to get started in value-based planning and investing · ESG performance and how these funds usually do · How we can do our own company research Listen to the full podcast or use the timestamps below to jump to a specific section. 2:34 – What is socially responsible investing? 6:58 – Women breaking into responsible investing 10:32 – How do we invest in these companies? 15:46 – Financial wellness and social responsibility 18:59 – How do these funds usually do? 24:00 – Do all advisors offer these options? 26:52 – Finding an advisor that will work with you 28:27 – How can we best learn about companies? 31:05 – Which websites can we use? 34:07 – Parting thoughts for listeners 35:47 – How to reach out to Beth Resources:
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| 23 Jun 2022 | Ep 13: Empowering Women to Get into Financial Services with Robyn Crane | 00:46:20 | |
80% of women leave their financial advisor if they become widowed. Why is this? For many women, the industry is not a welcoming place. On today’s episode, our guest, Robyn Crane, will be discussing why we need to have more women in the financial service industry and the importance of women in this field. Robyn is a highly recognized business growth expert and speaker, training women to make impacts in their professions. Robyn was a financial advisor for ten years and she entered the field wanting to help people align their values with their finances. But starting off in the industry Robyn knew she wanted to be a change maker. The sales process in financial services can often feel abrasive and pushy and she’s working to change that, to make women more comfortable in this industry as professionals and clients. Robyn started to approach sales in a different way. As opposed to just pushing sales she began to understand the needs of her clients and how she could better serve them and their values. Today, Robyn will break down her journey and the ways we can make financial services more inclusive. We also will discuss: · The way we sell in financial services and how we can alter the traditional approach to sales. · Serving women in ways that work best for them. · Getting women into the industry and keeping them in the industry. · What Robyn thinks will help change the industry
5:10 – Conversations about money 6:44 – What’s wrong with the traditional approach? 11:20 – At what point did you make the shift? 18:01 – The people we want to work with 23:28 – Women working with advisors 28:34 – What’s it going to take for the industry to change 33:12 – Women are the market 39:25 – Understanding the human part of financial services 42:48 – Any final thoughts? Resources:
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| 14 Jul 2022 | Ep 14: Overcoming Obstacles and Challenging Divorces with Lora Georgieva | 00:22:22 | |
Joining us today is Lora Georgieva, one of our certified Purse Strings professionals. As a college planning professional and the founder of Destination College, Lora knows firsthand the ways women are impacted by financial barriers. She will share her harrowing divorce experience, the lessons she learned (financial and otherwise), and much more on today’s show. Lora immigrated to the United States in 2003, with the ambition to provide for herself and her children. She started working in a bank and eventually became a financial advisor when her husband served her with divorce paperwork. In April of 2009, her divorce battle began, where she ended up learning family law in order to advocate for herself and her children. For three years, Lora battled inside the courtroom and to an eventual trial over her and her ex-husband's finances. From visitations, college expenses, child support, and much more Lora saw the reality that many women face when they go through a divorce. Now, she’s dedicated to telling her story and protecting women from the same hardships she had to endure through her own divorce. We also will discuss: · The three-year-long divorce and trial Lora withstood · Overcoming the loss of her house and starting her own business · How she helps people attain education and career goals More about Lora: https://www.destination-college.org/ 4:38 – How did you learn about family law? 6:35 – Was trial over the money or the children? 8:39 – How Lora lost her house 13:53 – Helping people reach education and success 16:35 – About the woman who wanted to go to medical school 17:13 – What is your long-term goal? 17:47 – What have you learned throughout your divorce? 20:18 – Thank you for joining us! Resources:
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| 28 Jul 2022 | Ep 15: Knowing Your Finances in Marriage and Divorce with Michelle Lawless | 00:33:23 | |
On today’s episode, Michelle Lawless, an experienced litigator in the field of family law joins us to explain how she is helping women through divorce. She enjoys helping people navigate divorce outside of the courtroom, giving them a customized approach to divorce, and finding an agreement between parties in this tough situation. With every consultation, Michelle breaks down the issues people will face through a divorce legally and financially. Divorce is state-based and the law is a bit different depending on where you are. For Michelle, she focuses on property settlements, spousal support, and children support. The biggest hurdle she sees women face is when they know very little or perhaps nothing about the finances of their marriage. It’s common for one spouse to take lead in the financial planning, but if you are unaware of your finances, it can make divorce a lot more difficult. Investigating and educating becomes a big part of Michelle’s role in these cases.
We also will discuss: · How Michelle works with clients that aren’t knowledgeable about their finances. · Some client stories and the issues women face financially when facing divorce. · Recommendations on becoming more educated about your finances.
1:44 – A bit about Michelle 3:06 – How do you address finances? 5:07 – What are the most common mistakes women make? 7:03 – Do you have to walk clients through this information? 10:55 – What happens once you do the investigations? 17:05 – How often are people surprised? 19:48 – How do you recommend people become more educated? 26:58 – Keeping things organized and knowing passwords 30:20 – Last pieces of advice Resources:
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| 11 Aug 2022 | Ep 16: Empowering Stay at Home Mothers with Stephanie McCullough | 00:24:23 | |
On today’s show, our guest is Stephanie McCullough the founder and financial planner with Sophia Financial. She has been named one of the top advisors on Investopedia for the second year in a row and today we’re going to focus on stay at homes moms. Just because your household has one financial earner, doesn’t mean you do not get input in the financial decisions. Through twenty-five years of experience, Stephanie has encountered women delegating financial decisions to their partner, or they were treated badly by an advisor, or they ignored their financial power altogether. Now, she’s on a mission to serve the female market more efficiently. Unfortunately, our culture seems to only value monetary gains, and stay-at-home mothers have been systematically disadvantaged when it comes to financial planning. Caregivers are caregivers often for a financial decision to save money. Join us on today’s show as we break down this topic and discuss how women can stand up for themselves when it comes to their financial plans.
We will explore the following and much more: · Sometimes stay-at-home mothers feel like they don’t have a say in the financial decisions. (7:01) · Starting the conversation by budgeting your finances. (12:19) · Financial opportunities you should be aware of when leaving the workforce. (13:42) · Why it’s so important for stay-at-home moms to have life insurance. (17:26) Resources:
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| 25 Aug 2022 | Ep 17: Life Insurance for Stay at Home Moms with Dina Mabry | 00:21:19 | |
On today’s show, our guest is Dina Mabry with BGA Premier Insurance. She is the queen of all things life insurance for stay-at-home moms. Many homemakers underestimate the necessity of life insurance when the reality is, it couldn’t be more important! Dina sheds light on the true value of being a homemaker and the many jobs it entails. You may be surprised to learn the value insurance providers place on homemakers and how the missed opportunity of insuring yourself could potentially hurt your family. Unfortunately, too many people wait until later in life to get coverage when it is more affordable when you are younger. Join us on today’s show as we go over everything you need to know about life insurance and ways you can start creating a safety net for your family before it’s too late.
We will explore the following and much more: · Why you should get life insurance, even if you don’t earn money. (4:20) · Learn about calculating the worth of a homemaker and layering insurance policies. (5:31) · What paperwork do you need to collect life insurance in the case of a death? (12:00) · Did you know that not everyone can get life insurance? Here is why you need to apply now. (16:00) Resources:
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| 08 Sep 2022 | Ep 18: How an App Could Help You Pay Student Loans Faster | 00:27:26 | |
On today’s show, our guests are Nick and Dan Stelmach, founders of the ChangED app. Nick and Dan pitched their app on Shark Tank and landed a deal with Mark Cuban. ChangED Focuses on educating people with student loans and making their repayment process effective and pain-free. Nick and Dan teach the different ways ChangED helps people save money and take control of their debt, including an option for friends, family, or anyone really, to contribute payments to their loans. In today’s episode, we dive into how people get buried in their student loan debt, how women tend to carry more student loans than men, and what solutions are available to pay off student loans more efficiently.
We will explore the following and much more: · Learn about how women statistically carry more student debt than men. (1:29) · How Maggie left community college with an MBA and 70K in student debt. (7:15) · The problems with the costs of college and how it could affect your future. (8:16) · Their experience on Shark Tank. (11:00) · How the ChangED app educates people in financial literacy. (23:15) Resources: https://www.instagram.com/changedapp/ https://www.facebook.com/changedapp Find a Purse Strings Approved Professional - Click Here
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| 22 Sep 2022 | Ep 19: Everything You Should Know about Student Loans | 00:28:46 | |
Student loans are a hot topic as the Student Relief Program is rolling out. Millions of people will be impacted by this decision, but the process is not as simple as you might think. Today we have Melissa Cox, CFP ® with us to share her knowledge about student loans. Melissa brings 17 years of financial planning experience to her clients and takes a holistic approach to her planning practice, encompassing all aspects of the family’s finances to create a detailed financial plan. Listen and learn as we discuss the necessary steps and resources you may need if you have student loan debt. We will explore the following and much more: · If you are going to utilize the Student Relief Program, these are the steps you should take. (3:18) · Is the Parent Plus Loan a good option for taking on student loans? (7:36) · Should there be limits to how much a person can borrow on student loans? (12:00) · Here are some tips for those carrying student loan debt. (21:54) Today’s Sponsor: IDFA Resources: Find a Purse Strings Approved Professional - Click Here
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| 13 Oct 2022 | Ep 20: A Proactive Approach to Tax Planning with Eric Blake, CFP® | 00:23:04 | |
Although we know tax planning is about as fun as a mammogram, they are something we have to do every year. Our goal for this episode is to help you glide into tax season with ease. Let’s make sure we are prepped, proactive, and ready to make the most of our taxes. In this episode, we have Eric Blake, CFP®, Founder, and Lead Financial Advisor at Blake Wealth Management. Eric may not be a fan of taxes but loves tax planning. Listen along as we discuss some of Eric’s strategies to save on your taxes. We will explore the following and much more: · How proactive tax planning can give you control. (2:00) · Here are some items on your tax return that could help you save money on next year’s taxes. (6:18) · If you are in a lower tax bracket now, here are some adjustments you may want to make. (10:54) · How an HSA could be a great tool for you in retirement planning. (17:16) Resources: Find a Purse Strings Approved Professional - Click Here
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| 27 Oct 2022 | Ep 21: Reducing Your Taxes with Ronica Brown | 00:32:17 | |
Tax season is around the corner, so today we thought we could try and learn about how we could pay less and save more. Today’s guest is Ronica Brown. Ronica Brown, CPA, and Founder of RBA Tax Advisors helps business owners reduce their taxes each year and increase cash flow. In this episode, you’ll learn tips and tricks for tax season, from choosing the right entity to opportunities for tax-free cash. We will explore the following and much more: · How to choose the right business entity. (3:16) · Here are opportunities for tax-free cash. (9:20) · Here is what you should know about the Employee Retention Tax Credit. (22:07) Resources: Find a Purse Strings Approved Professional - Click Here
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| 10 Nov 2022 | Ep 22: Serving the LGBTQIA Community with Peggy Haslach, CFP®, CLU® | 00:32:58 | |
Today’s guest is Peggy Haslach, CFP®, CLU®. Peggy focuses on serving the LGBTQIA community through the financial industry. In this episode, Peggy shares some of the hurdles she has overcome as a gay woman in this industry, as well as stories from clients she has been able to help. She gives us more insight into this underserved community and shares ways we can meet people where they are at, as needs in the financial industry change. We will explore the following and much more: · How Peggy got started serving the LGBTQIA community. (2:44) · Who you should “work with someone who is an expert in you”. (8:07) · The needs of families are changing, and advisors need to keep up with these changes. (14:39) Resources: Find a Purse Strings Approved Professional - Click Here
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| 22 Nov 2022 | Ep 23: The Divorce Money Guide with Tracy Coenen, CPA, CFF®, MAFF® | 00:26:55 | |
Today’s guest is Tracy Coenen, CPA, CFF®, MAFF®. Tracy is a Forensic Accountant, Fraud Investigator, and creator of the Divorce Money Guide. The Divorce Money Guide is an online 10-step handbook for those in the process of divorce who suspect their spouse has misused money. In this episode, Tracy shares the intriguing world of Forensic Accounting with us, from cases she has cracked, to suggestions for those that may need guidance in this area and cannot afford it. Listen to learn ways you can stay in the loop with your finances, even if you are not in control of them, and what you can look for if you suspect there has been misuse. We will explore the following and much more: · What a Forensic Accountant and Fraud Investigator does. (1:44) · What financial abuse looks like and how to discover if it is happening to you. (5:47) · A story Tracy shares about discovering her client’s husband’s mistress by reviewing their bank statements. (16:36) Resources: Find a Purse Strings Approved Professional - Click Here
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| 08 Dec 2022 | Ep 24: How to be Financially Fearless | 00:21:45 | |
Today on our podcast, we, the founders of Pursestrings, are going to share some of the overarching tips that could enable you to become financially fearless. These tips aren’t about saving or allocating money, but the overall concept of money and what it can do for us. These concepts we discuss could change generations to come. Our mission is to give women the tools and the resources they need to make smart financial decisions. Listen to find out how you can become financially fearless. We will explore the following and much more:
Resources: Find a Purse Strings Approved Professional - Click Here
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| 21 Dec 2022 | Ep 25: Why You Need a Financial Coach with Linda Lingo | 00:32:45 | |
Today’s guest is Linda Lingo. Linda is a financial coach helping women with budgeting, investing, and post-divorce matters. Sometimes when women just don’t know where to start, we often suggest that they start with a financial coach, and you will learn why in this session. Let’s dive in! We will explore the following and much more:
Resources: https://lindalingo.com/ditch-new-years-resolutions/ Get the Divorce Money Guide: https://www.fraudcoach.com/a/2147518094/Qd3HXent Find a Purse Strings Approved Professional - Click Here
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| 12 Jan 2023 | Ep 26: Improving Your Financial Fitness with Tracy Bissett | 00:26:17 | |
A new year means new goals and who doesn’t want to get fit? Today’s guest is a Purse Strings-approved professional and super-smart business coach who will help improve your financial fitness in 2023. Tracy Bissett is the Chief Financial Fitness Trainer of Bissett Financial Fitness Inc, a full-time professor at Centennial College, and host of the Young Money Podcast. In each of these roles, Tracy educates and empowers individuals and entrepreneurs to take control of their financial lives. It’s never easy to make yourself vulnerable and open up about your shortcomings, but letting go of that worry and focusing on your financial fitness this year might make all the difference in your personal and professional life.
Here’s some of what you’ll learn on this episode: · Background on Tracy, her relationship with money, and why she started this business. (2:05) · What does a business coach actually do? (4:12) · When should you hire a business coach? Is there a best time to do it? (5:47) · Tracy shares a couple success stories about clients that have knocked it out of the park. (12:03) · It’s okay to feel vulnerable when it comes to being honest about your financials. (15:59) · Two things Tracy thinks you should focus on this year. (22:47) https://www.bissettfinancialfitness.com/ Get the Divorce Money Guide: https://www.fraudcoach.com/a/2147518094/Qd3HXent Find a Purse Strings Approved Professional - Click Here
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| 26 Jan 2023 | Ep 27: Why Women Need a Legacy Plan | 00:22:55 | |
Legacy planning might be one of the most overlooked aspects of securing your family’s future and the stats back that up. Only 33% of US adults have estate planning documents in place, and while there might be many reasons why it gets put off, we want to try and change that. That’s why we’ve invited Ladies in Law onto the show. Jazzy Rippy and Ameena Sheikh are the two powerhouse women behind the company, and they are one of our favorite Purse Strings-approved professionals because our missions are very much aligned. We’ll use this episode to discuss the importance of having an estate plan in place and why it’s much more accessible than many people think. Financial planning is the key to having a successful retirement and estate planning is the key to creating generational wealth. Ladies in Law work with women to create a process that is affordable, efficient and maintainable no matter what changes in your life. If you’re looking for a place to start, go ahead and schedule a free consultation. It only takes 30 minutes of your time and can be done entirely virtually. Here’s some of what you’ll learn on this episode: · Meet the two people behind Ladies in Law. (1:57) · What it takes to set up your legacy plan. (4:11) · Can you use online services to take care of this? (8:05) · Horror stories that will make your rethink not having a plan. (10:48) · Some final thoughts and recommendations from our guests. (18:24)
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| 16 Feb 2023 | Ep 28: How to Prepare Yourself for Divorce | 00:39:01 | |
No matter how much preparation you do, no one can ever be completely ready for the divorce process. But there are steps you can take and decisions you can make that will put you in the best position to not only survive the process but to come out of it with a new lease on life. Today’s guest is Olivia St. Clair Long, founder and principal attorney at O. Long Law, and she works with women who are in divorce or considering that option. She’s located near us and known for her straight answers, clear options, and creative legal solutions. We’ve asked her to join us to share some of that professional guidance and provide some tips for anyone in the middle of this emotional change. There’s so much great wisdom and advice in this episode so if you’re going through a divorce or contemplating it, take a few minutes to listen and reach out to Olivia with any questions. Here’s some of what you’ll learn on this episode: · Why cybersecurity is among the first steps you should take care of if you’re going through a divorce. (3:29) · How the divorce process differs depend on the type of relationship. (8:04) · Tips women can use if they’re heading into a divorce. (16:35) · Why mediation can be cost-effective for some people. (19:09) · Having someone on your side that can take a level-headed approach to the assets. (23:28) · Be prepared for the amount of mourning that most people experience. (31:30)
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| 27 Feb 2023 | Ep 29: Overcoming Financial Abuse with Claudia Porter, CFP® | 00:24:16 | |
Abuse can come in many different forms in a relationship, and many times it manifests itself in the form of financial abuse. It’s not something that you might immediately realize is happening, but it can have a huge emotional impact on a person. Today’s guest experienced it first-hand but is thriving now after overcoming that in her marriage. We’re happy to welcome Claudia Porter, CFP® with Financial Reserve in Portland, Oregon, onto the show to tell her story. If you are going through a divorce or have been through divorce, you know how difficult it can. Wait until you hear Claudia’s story about tenacity. Here’s some of what you’ll learn on this episode: · Her experience in an abusive relationship and specifically financial abuse. (3:56) · The common pitfalls that women fall into with financial abuse. (7:03) · How she came up with the money to retain an attorney when she didn’t have any money. (11:02) · What steps you can take right after divorce to get back on your feet financially? (13:18) · How can you best plan for litigation with an abusive ex from a financial perspective? (17:11)
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| 09 Mar 2023 | Ep 30: An Introduction to Private Equity Investing with Kelly Ann Winget | 00:24:33 | |
As more and more women get comfortable in the world of finance, they’re starting to explore different investment options and learn more about what their money can do. Today’s guest is someone we’re excited to talk to because she works in the world of private equity, which is an unfamiliar space for a lot of people. Kelly Winget is the founder of Alternative Wealth Partners, a solo-founded, openly-gay, female private equity firm. As you can imagine, she’s one of the few people in the country that can boast that business.
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| 24 Mar 2023 | Ep 31: Empowering Women through Real Estate Investment with Liz Faircloth | 00:33:09 | |
Today’s guest has always had a passion for serving women. When she decided to combine this passion with her interest in passive investments, her life changed forever. Liz Faircloth is the co-founder of The Real Estate InvestHER Organization. Along with her partner, she boasts a portfolio of over 130 million dollars, hosts 56 meet-up locations, and owns thousands of housing units across the country. During her career, Liz has seen the untapped potential for women in the world of investing. We’ve invited Liz on the show today to talk about what’s possible when women invest in real estate. In this episode, Liz shares how she educated herself in this field with no prior business knowledge and the lessons she’s learned while building her business from the ground up. Join us for a powerful lesson on creating financial freedom on your own terms.
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| 13 Apr 2023 | Ep 32: The Benefits of Business Coaching with Lauren LaForge | 00:28:05 | |
Today we are thrilled to be joined by our business coach, Lauren LaForge. Lauren has helped thousands of women improve their motivation, master their use of time, and create techniques and habits to grow their businesses. In this episode, she is going to share how she has helped her clients reach their business goals and become their best selves. Lauren is a self-made businesswoman who started working in door-to-door sales while in college. Twenty years later, Lauren is still passionate about sales and helping people build their businesses. After starting and selling two businesses of her own, she now channels her expertise into coaching, where she inspires people to build good habits and grow into the best versions of themselves.
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| 28 Apr 2023 | Ep 33: Finding Power In Vulnerability With Liz Hansen | 00:29:36 | |
Today we have the pleasure of speaking with the fabulous Liz Hansen, owner of Chicago Boudoir Photography Studio located in Winnetka, Illinois. She joins us to talk about starting her own business and her mission to help women feel empowered by their bodies. Studying art in college, Liz started off her photography career by primarily taking photos of families. After moving to Chicago, however, she landed a job at a studio that offered boudoir photography and witnessed first-hand the transformative impact this work had on women’s self-confidence. Liz fell in love with helping women feel confident and empowered and went on to open her own boudoir boutique, where she works to empower women in all areas of their lives.
Join Liz's Facebook group: https://www.facebook.com/groups/VIPChicago/
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| 11 May 2023 | Ep 34: Creating A Beautiful Financial Future with Cathy Sikorski | 00:35:06 | |
Today we have the pleasure of being back with Cathy Sikorski, Esq. Cathy is an elder lawyer, but now majorly uses her knowledge and skills to speak and write about all things financial care in aging. Cathy has been a caregiver for the last 20 years and has an extensive background in dealing with Medicare, Medicaid, and Social Security. She’s also always sure to keep us laughing! In today’s episode, we will discuss the impact of the aging demographic in America, where over 10,000 people are turning 65 every day. We’ll explore ways to prepare for this reality and make the road smoother for the daughters who will statistically bear the brunt of caregiving responsibilities in the future. Cathy will also discuss the impact of the Secure Act 2.0 on the long-term care space, the importance of having a power of attorney, and why you need to work with experts when dealing with your financial future.
Email Cathy for your 30-minute conversation: cathy.sikorski@gmail.com Check out 12 Conversations Check out Who Moved My Teeth
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| 25 May 2023 | Ep 35: Thinking Bigger About Finances with Brittni Sennett | 00:34:38 | |
We’re sitting down with a Purse Strings-approved professional today, Brittni Sennett, MBA. Brittni is a financial advisor at Northwestern Mutual whose mission is to inspire women to think bigger about their finances. She joins us on this episode to share her inspiring story and her dedication to empowering women in their financial lives. After Brittni tragically lost her mother to cancer in her early twenties, she was faced with the responsibility of making end-of-life decisions, like managing financial matters and dealing with outstanding debt. Join us as she sheds light on the challenges she faced, the lessons she learned, and how this experience forever changed the way she thinks about financial preparation. Stay tuned for a powerful conversation about being proactive with your financial life and the importance of having vulnerable financial conversations with your loved ones.
Email: Brittni.sennett@nm.com Free Family Emergency Binder:
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| 08 Jun 2023 | The Road Less Traveled: Embracing Change with Meg Mckeen | 00:48:27 | |
Welcome back to Women and Money: The Shit We Don’t Talk About! In today’s episode, we are joined by Meg McKeen, CIC. Meg is the founder of Adjunct Advisors. She’s a financial expert that has been in the industry for over 20 years with a focus on insurance. In this episode, Meg shares her personal journey of breaking away from traditional expectations and finding alignment and fulfillment in her career and personal life. She reflects on her transition from a traditional job in the insurance industry to starting her own consultancy, which allowed her to work on her own terms and live by her values. We explore her decision to leave her long-time home in Chicago and embrace a digital nomad lifestyle, traveling around the country while running her business. Through careful planning and letting go of material possessions, she shares the freedom and joy she’s discovered in being present and finding happiness anywhere. Join us as we delve into her inspiring story of taking risks, embracing change, and finding contentment in the present moment.
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| 22 Jun 2023 | Reshaping Your Relationship With Money with Ellen Rogin | 00:36:51 | |
Today’s guest is not your typical financial professional. With some pretty amazing titles, like abundance activist and financial intuitive prosperity expert, Ellen Rogin, CPA, CFP®, has a wealth of knowledge to share with us on money intuitiveness. Starting off as a traditional financial professional, Ellen became fascinated with people's attitudes toward money and realized that one's level of contentment and happiness had little to do with their wealth. She went on to write several books about this idea and eventually sold her practice to have a broader impact and help people improve their relationship with money, including financial advisors.
Get a FREE copy of Ellen’s first book + other helpful resources: https://www.ellenrogin.com/goodies
https://www.youtube.com/watch?v=Hd9hcBHN77g
https://pursestrings.co/professional/ellen-rogin/
https://www.linkedin.com/in/ellenrogin/
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| 14 Jul 2023 | Championing Female Business Ownership with Deb Curtis | 00:39:04 | |
Today we are excited to be joined by Deb Curtis, founder of Curtis Small Business Finance Solutions. Having experienced the male-dominated landscape of corporate America and the business banking and business brokerage industries, Deb took it upon herself to establish her own small business. Her primary goal was to empower women and minorities, enabling them to venture into the realm of small business ownership. With her unique insights and inspiring outlook, Deb is here today to shed light on the incredible opportunities awaiting female entrepreneurs. In this episode, Deb highlights the current wealth transfer occurring because of baby boomer retirement and how this is opening doors for women to take over established, profitable businesses. She peels back the layers of small business financing and explains the various methods for acquiring funds, the terms of SBA loans, and more. You'll also hear some amazing success stories of women who have purchased businesses under Deb's guidance.
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| 03 Aug 2023 | Side Hustle Secrets: Building A Business on Your Terms with Jessica L. Williams | 00:27:00 | |
Today’s special guest is Jessica L. Williams, also known as the Tech Biz Gurl. Jessica is the creator of #jesspicks, a weekly newsletter featuring practical resources and tips for side hustlers. Jessica believes you don’t have to quit your day job to be an entrepreneur and is here to share her passion for helping people start their side hustles.
https://twitter.com/techbizgurl https://www.linkedin.com/in/jessicalavernewilliams/ https://www.instagram.com/techbizgurl/
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| 10 Aug 2023 | Finding Financial Strength In Widowhood with Donna Kendrick | 00:29:52 | |
Join us for a powerful conversation with Donna Kendrick, a certified financial professional with Sefton Financial, certified divorce financial analyst, and author of the book “A Guide To Widowhood: Navigating The First Three Years.” Donna's passion lies in supporting widows through their financial journey. Having personally experienced the loss of her husband, she brings a unique perspective and empathy to her work, helping women navigate the challenging road of widowhood. In this episode, Donna shares her journey through widowhood and how she turned this experience into a mission to empower women facing similar challenges. We discuss the emotional and financial struggles of losing a spouse, finding the right advisor after loss, and making informed decisions during life's most challenging times.
https://pursestrings.co/where-is-your-money-going/ Learn more about Donna:
https://www.amazon.com/Guide-Widowhood-Navigating-First-Three/dp/B0B7RPGH6L
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| 24 Aug 2023 | Women's Rise in the Financial Industry with Amy Salo | 00:33:09 | |
Join us as we sit down with Amy Salo, CFP®, CAP®, CExP™, a passionate advocate for increasing female representation in the financial industry. Despite the immense potential for women in finance, only 17% of financial advisors and planners are currently women. Amy is on a mission to change this landscape. Through her vision, she aims to drive economic mobility within our communities by fostering a culture that not only attracts, but also develops and retains women in advisory roles, staff positions, and agency leadership. She firmly believes that as an industry, we have the capacity to excel further.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. FOREST HILLS FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L64608, 2023-159059. Exp 08/2025
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| 14 Sep 2023 | Navigating the Financial Challenges of Divorce with Jennifer Merida, CDFA | 00:30:31 | |
Divorce can be a turbulent journey fraught with emotional and financial challenges. Trying to navigate the financial maze of splitting assets, dealing with taxes, cash flow, and retirement implications can be incredibly overwhelming. That’s why we want to introduce you to Jennifer Merida, a Certified Divorce Financial Analyst at Grace Financial Consulting, who has her own powerful story about making mistakes through her divorce but using that to empower herself.
Resources For This Episode: https://pursestrings.co/professional/jennifer-merida/ Learn more about Jennifer and the services she financial services she offers. https://pursestrings.co/divorce-check-list/ Get our free Divorce Prep Check List that will give you some action items to take now.
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| 03 Oct 2023 | Tackling Debt With Confidence with Vikki Zacchilli | 00:30:25 | |
Debt is a four letter word that can evoke a lot of emotions. Whether you're working to pay off student loans, recently purchased a home or are facing unexpected medical bills, debt is a part of many of our financial stories. While the word can be intimidating and even bring on feelings of guilt and shame, today's guest is here to remind us that it does not have to define your long-term financial success. In fact, when used intentionally, debt can actually be used as a tool for personal and financial growth.
Learn more about Vikki:
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| 12 Oct 2023 | Transforming Your Money Mindset with Pam Richardson | 00:39:42 | |
Today’s guest is a seasoned money coach who brings a wealth of personal experience, education, and a versatile toolbox of approaches to help her clients escape the cycle of financial dysfunction and build emotional health. Pam Richardson’s journey is a testament to the fact that changing a lifetime's worth of money habits is a process that doesn't happen overnight. Pam empowers her clients to find confidence, clarity, and calm within their financial lives. Through her expertise and unique perspective, she provides a lifeline for individuals who have struggled with chronic overspending, debt, damaged relationships, and self-deception when it comes to money. Her approach is rooted in removing the shame, guilt, and stigma associated with financial struggles.
Take Pam's Money Archetype Quiz: A little more about Pam: Pam loves reality TV - namely Shark Tank, Undercover Boss, Amazing Race, and all iterations of the Bachelor. #guiltyascharged. She also loves traveling and has been to 46 of the 50 states and 12 foreign countries. Her favorite indulgences include coconut and chocolate (especially when combined).
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| 26 Oct 2023 | Caring for Aging Parents with Confidence with Jeannie Dougherty | 00:33:58 | |
Did you know that 10,000 people are turning 65 in the U.S. every day and will continue to for the next 7 years? It’s true. And that means that caregiving is something that will impact the lives of many women. Our guest today is Jeannie Dougherty, a money expert, mental fitness guide, and former caregiver. She’s here to help you better understand how caregiving can affect your financial health and what proactive steps you can take to safeguard your financial future. Listen in as Jeannie shares her personal experiences in caring for both her father and mother as they faced Alzheimer's. She highlights the challenges and emotional rollercoaster that comes with becoming the primary caregiver, as well as the importance of open communication among family members and proper legal and financial preparations. With a deep understanding of aging issues, Jeannie offers valuable advice on navigating the complexities of caregiving, planning for the future, and staying mentally and emotionally resilient as a caregiver. If you are a caregiver or anticipate becoming one, this episode is a must-listen, and is filled with resources to help you navigate this journey with confidence.
https://jeanniedougherty.com/conference-for-caregivers/ Learn a little bit more about Jeannie: Jeannie helps people from all walks of life as a coveted counselor, certified money coach, mental fitness coach, and speaker. With a Master's degree in Counseling from Ottawa University and certification from the Money Coaching Institute, she passionately assists individuals, couples, and businesses in achieving their goals. Known for her holistic and gentle approach, Jeannie has garnered a strong reputation among her clients. Having cared for her parents who battled Alzheimer's for 11 years, Jeannie has unique insights into the financial and emotional challenges caregivers face, and she is dedicated to helping others navigate these difficulties. Being a money expert and mental fitness guide is her ultimate passion project, and her caregiver conference is here to connect you with the right folks so you won’t feel as alone and overwhelmed during this time. Purse String’s Family Emergency Binder: https://pursestrings.co/feb-download/
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| 09 Nov 2023 | Protecting Your Financial Future with Candy Wolff | 00:45:52 | |
Today we are honored to sit down with Candy Wolff, CEO and President of “Irreplaceably You,” mother, widow, and author of the upcoming book, Lost and Found in Mexico: A Widow’s Road to Recovery. In our conversation, she shares the tragic story of losing her husband while on vacation in Mexico, and the financial difficulties and decisions that followed. From unexpected medical bills and funeral expenses to dealing with life insurance policies, Candy's story highlights the importance of having open financial conversations with your partner and being prepared for the unexpected. Discover the critical steps she wishes she had taken before her husband's passing, and why having the right resources, like Purse Strings' Family Emergency Guide, can make all the difference in times of hardship. Join us for a powerful conversation about protecting your financial future.
Learn more about Candy: Candy Wolff is a multi-talented professional, excelling in roles spanning marketing, sales, event management, tradeshow coordination, writing, and public speaking. Her journey began with a Bachelor of Science (BS) degree in Communications from Montana State University Billings, equipping her with the skills and knowledge to lead as the CEO/President of "Irreplaceably You." Mission-Driven Professional: Candy lives by the philosophy that every day presents a choice: to pick one's attitude and make the right choice. This personal mission guides her approach to work and life, infusing positivity, empathy, and excellence into everything she does. A Loving Mother: Candy is not only a dynamic professional but also a devoted mother to three boys. Her nurturing spirit and dedication to her family serve as a foundation for her personal and professional success. A Woman of Faith: Candy's Christian faith is a cornerstone of her life, guiding her values and actions in all aspects of her journey. Passions Beyond Work: Outside of her professional life, Candy is an avid enthusiast of working out, drawn to the invigorating power of exercise. She's equally passionate about the ocean, sun, and sand, finding solace and inspiration by the seaside. Author and Innovator: Candy is set to debut her literary work, "Lost and Found in Mexico," while also gearing up for the launch of "Irreplaceably You." 952-687-7968 https://www.linkedin.com/in/candywolff/
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| 21 Nov 2023 | Negotiating Your Worth In The Workplace with Jen Pestikas | 00:26:58 | |
Our guest this week is the incredible Jen Pestikas, a financial services executive, leadership coach for women, and host of the podcast Brave Women at Work. We had the pleasure of meeting Jen through social media and we’re so glad that we did. She joins us today to discuss negotiating your worth in the workplace and why this is such an essential skill for women to harness. In our conversation, Jen shares her personal journey and highlights the societal factors that often deter women from negotiating their worth. We’ll hear some success stories of her coaching sessions and learn practical strategies to strengthen the negotiation muscle, set empowering baselines, and confidently navigate conversations about compensation, promotions, and more. Whether you're entering a new job or seeking a promotion, this episode equips you with script tips and insights to tackle these conversations head-on. Don’t miss this empowering conversation on being financially fearless! Here’s some of what we discuss in this episode:
Jen is now leveraging her experience to help her clients clarify what they want to do, identify obstacles, and take bold and brave action to achieve their goals without sacrificing their health and happiness. https://bravewomenatwork.com/blog/ https://worthmorestrategies.com/our-1-most-popular-post-75-things-you-can-negotiate/ https://www.linkedin.com/in/jenniferpestikas/
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| 14 Dec 2023 | From Passion to Purpose: Building Studio Elevate Fit with Sarah Hellenbrand | 00:37:23 | |
Sarah Hellenbrand is a fitness enthusiast, mom, and proud founder of Studio Elevate Fit in Libertyville, Illinois. We met Sarah at a networking event where she shared her raw and inspiring journey of opening her own business. With over 1,800 women opening new businesses every day in America, and we couldn't wait to share her story with you. In our conversation, Sarah opens up about her struggle to finding fulfilling work in the early years of her career, and the journey that led her to finding her passion and starting her own fitness studio. We’ll chat about the incredible environment she’s created at Studio Elevate Fit, and what she’s learned throughout her entrepreneurial and personal health journey. Stay tuned to be inspired by Sarah’s story and to gain a refreshing perspective on personal development, resiliency, and business ownership. Here’s some of what we discuss in this episode:
Mom to Eleanor and wife to Zeke, Sarah and her crew love cooking, outdoor adventures, and live music
https://www.instagram.com/sarahelevate/
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| 28 Dec 2023 | True To You: Owning Your Accomplishments Authentically with Divya Parekh | 00:32:24 | |
This week’s guest is a seasoned coach with a diverse background in academia, biochemistry, and corporate leadership. Today, Divya Parekh, MS, CPC, PCC, LL, helps leaders and entrepreneurs follow their dreams and take their careers to the next level. She’s here to share her insights on how women can embrace their achievements without feeling the need to conform to societal expectations or feel like they’re being “braggadocious.” Tune in as we explore how aligning with your values can be a game-changer for your professional and personal growth. Whether you're an entrepreneur, corporate professional, or aspiring leader, this episode offers valuable insights and inspiration to help you shine authentically in your journey. Here’s some of what we discuss in this episode:
Learn more about Divya: Divya brings over 20 years of experience in academia, corporate (managing multi-million-dollar biopharmaceutical contracts), and authentic positioning (as an executive business coach). She combines her extensive knowledge of corporate, and entrepreneurial real-world business situations and her passion to help business leaders, coaches, and entrepreneurs with a focus on authenticity, neuro-leadership coaching, and storytelling to help them uncover their value-based differentiators, reframe their life’s narrative authentically, and create authentic credibility builders. This enables them to be recognized as trusted leaders and gain the visibility to impact more people. Divya is a regular contributor to large publications like Forbes, Entrepreneur, CEO World Magazine and more. Divya is also a bestselling author of many leadership books, including Expert to Influencer, The Entrepreneur's Garden, Leadership and Influence, Emotional Intelligence and more. https://www.linkedin.com/in/divyaparekh/
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| 11 Jan 2024 | Taking Control of Your Financial Health with Vrinda Gupta | 00:36:22 | |
We’re excited to welcome Vrinda Gupta to the show. She is the visionary founder of Sequin, a financial platform designed to empower women on their journey to financial freedom. Vrinda shares her inspiring story with us today, starting with a rejection from a credit card she helped create to founding a women's finance club that challenges the norms of the male-dominated financial industry. Here’s some of what we discuss in this episode:
https://www.sequincard.com/purse-strings
https://www.linkedin.com/in/vrindag/ https://twitter.com/vrinda_tweet
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| 25 Jan 2024 | Understanding Your Money Story with Amy Cook | 00:29:47 | |
Amy Cook, MSPFP, MPAS®, CFP®, is the proud founder of Maven Lane Financial Group in San Mateo, CA. She has over 15 years of experience as a financial advisor and is no stranger to the unique financial challenges that women face. We’re so excited to have her in our Purse Strings network and on the show today to share insights from her new book, Your Money Narrative.
Early in her career, Amy managed a mortgage company branch, witnessing clients reactively approaching financial decisions. Determined to help people avoid mistakes, she became a financial advisor in 2009, driven by a passion for guiding clients to realistic, attainable goals. Now the proud founder of Maven Lane Financial Group in the Bay area, she advocates for proactive personal finance. Amy pursued financial education, earning her CERTIFIED FINANCIAL PLANNER™ certification and a Master’s degree in Personal Financial Planning. With clients in various life stages and industries, Amy aims to be part of your financial team, offering guidance in the ever-changing landscape of financial planning. Amy is thrilled about her new book, Your Money Narrative, and is a mother of two grown daughters. In her spare time, she enjoys being home with her cute cats and working on passion projects, including decorating, antiques, and a series of children’s books about collections. https://pursestrings.co/professional/financial-advisor/california/san-mateo/amy-cook-mspfp-mpas-cfp/ Maven Lane Financial Group https://www.mavenlanefinancialgroup.com/ Read an excerpt from Amy’s book, Your Money Narrative https://www.yourmoneynarrative.com/excerpt Your Money Narrative Checklists https://www.yourmoneynarrative.com/resources Amy on social media https://www.linkedin.com/in/amy-cook-mspfp-mpas%C2%AE-cfp%C2%AE-3239199/ https://www.facebook.com/mavenlanefinancialgroup
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| 08 Feb 2024 | The Ins and Outs of Mediation with Brian James | 00:33:27 | |
We’re delighted to sit down with Brian James, a seasoned Divorce and Family Mediator based in Chicago with offices across Chicagoland and Southeastern Wisconsin. As the founder and lead mediator at C.E.L. & Associates, Brian brings over two decades of experience to his practice and has dedicated his career to helping families navigate divorce and domestic conflicts.
Brian James, a seasoned Divorce and Family Mediator, established C.E.L. and Associates, Inc. in 2005, serving Chicagoland and Southeastern Wisconsin. Brian holds a B.S. in Sociology from Northern Illinois University (1994) and received Mediation and Conflict Resolution training at Northwestern University. For a decade, Brian worked in the Criminal Justice System, aiding domestic violence and divorcing families in resolving conflicts and facilitating healing post-life-altering events. His approach to mediation is client-driven. By aiding his clients with the resolution of their divorce issues outside of the courtroom, Brian helps create a win/win situation for all parties in a divorce. His mediation style not only resolves immediate issues but equips clients with conflict-resolution skills for the future, emphasizing problem-solving, empathy, and informed decision-making. Brian recently celebrated 27 years of marriage to his wife Cindy. They have two boys, Connor, age 25 forever, and Evan, age 22. Connor and Evan are the C. and E. in C.E.L. & Associates, Inc. Brian on Purse Strings https://pursestrings.co/professional/mediator/illinois/libertyville/brian-james/ C.E.L. & Associates, Inc. Brian on social media https://www.facebook.com/CELandAssociates https://www.linkedin.com/in/brian-james-1336ba2/
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| 22 Feb 2024 | Buying and Selling Businesses: Insights from a Business Broker with Matt Friscia | 00:37:21 | |
Matt Friscia is the owner and manager of Transworld Business Advisors of La Grange. With over 1,800 women opening businesses every day in the U.S., we’re excited to dive into the intricacies of buying and selling a business with a seasoned business broker. As a former business owner who worked with Transworld Business Advisors himself, Matt brings a wealth of experience to the table.
https://pursestrings.co/professional/business-advisor/illinois/la-grange/matt-friscia/ Start a conversation with Matt about his services provided in business brokerage https://www.linkedin.com/in/mattfriscia/ Transworld Business Advisor https://www.tworld.com/agent/mattfriscia/bio/ Active Listings https://www.tworld.com/locations/lagrange/buy-a-business/active-business-listings/
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| 21 Mar 2024 | Prenups, Postnups, and Financial Planning for Couples with Marilyn Chinitz | 00:43:55 | |
This week on Women and Money, our guest is Marilyn Chinitz. Marilyn is a divorce attorney in New York who has been practicing law for 41 years and has extensive experience in matrimonial matters. She joins us today to help us better understand the world of prenuptial and postnuptial agreements and their importance, especially in cases involving significant wealth or complex financial situations.
Marilyn Chinitz is a formidable advocate specializing in matrimonial law, focusing on high-net-worth divorce cases. With over 35 years of experience, she navigates clients through complex transitions, handling diverse matters such as: · Complex divorce actions involving diverse transactional matters · High-conflict custody cases · International custody cases including the return of abducted children in proceedings filed under the Hague Convention · Premarital agreements and postnuptial agreements · Same-sex divorce/dissolution matters · Paternity cases Known for her straightforward, creative, and responsive client approach, Marilyn is as successful in litigation as in settlement negotiations. She has argued winning appeals in the appellate courts of New York, and in trials before the family court and the supreme courts of New York. When high-profile marital matters or recent changes in the law make headlines, Marilyn is a sought-after commentator. She is often quoted in print, and has appeared on local and national television and radio shows including NBC’s The Today Show, ABC News 20/20, Inside Edition, among others. Beyond her legal career, Marilyn is the proud mother of two accomplished adult children. She loves cycling, and participates in fundraising rides, and organizes travel to international destinations.
https://www.blankrome.com/people/marilyn-b-chinitz https://www.linkedin.com/in/marilyn-chinitz-a262a91b/
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| 28 Mar 2024 | HerMoney: Empowering Women’s Wealth with Jean Chatzky | 00:25:10 | |
As a significant portion of wealth is anticipated to shift into the hands of women in the upcoming decades, it is more important than ever for women to be engaged in financial decisions and well-informed. It’s just as important for financial professionals to adapt and meet the unique needs of their female clients. Here’s some of what we discuss in this episode:
Learn more about Jean Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month. https://hermoney.com/subscribe/ HerMoney Podcast https://hermoney.com/t/podcasts/ Take the MoneyType Personality Test https://moneytype.hermoney.com/?utm_source=story&utm_medium=rotating_sidebar&utm_campaign=moneytype InvestingFixx https://portal.investingfixx.com/s/ https://www.linkedin.com/in/jeanchatzky/ https://www.instagram.com/hermoneymedia/ https://www.instagram.com/jeanchatzky/ https://www.facebook.com/JeanChatzky
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| 08 Apr 2024 | The Five Biggest Financial Mistakes Women Make featuring Dr. April Murdaugh | 00:40:16 | |
Dr. April Murdaugh is a Purse Strings-approved financial advisor in Fleming Island, Florida, and the CEO of Woman to Woman Financial. Through her wealth management firm, she is dedicated to helping educate, empower, and encourage women to create and grow generational wealth. We are honored to have her on the show today to share her remarkable story and the five biggest financial mistakes she sees women make. 1:11 – Dr. April’s experience with widowhood and financial hardship + journey to financial advising 8:18 – Avoidance in financial planning 9:53 – Negotiating for higher salaries or fees + working with a coach 13:40 – Prioritizing retirement planning over college savings for children 22:07 – Not having a will or estate plan 26:44 – Giving your spouse complete control over your finances 32:29 – Having financial conversations with your partner Learn more about Dr. April Having experienced homelessness, widowhood, and divorce- losing everything three times in her life-she is deeply committed to aiding women in fortifying against setbacks and navigating life transitions to achieve financial prosperity. She was also President of the American Business Women’s Association-Orange Park Charter Chapter in 2019 and 2020 and was recognized as one of the Top Ten Women American Business Women in 2021. Among her accolades, she received the Small Business Leader of the Year award in 2020 and was named Best Financial Advisor in Jacksonville in 2018 and 2019. Dr. April D. Murdaugh is an approved Purse Strings Professional. She is a mom to four wonderful adult children. In her spare time, she enjoys reading, music, exercising, kayaking, and hiking. Dr. April on Purse Strings: https://pursestrings.co/professional/financial-advisor/florida/fleming-island/dr-april-murdaugh/ Woman to Woman Financial: https://www.womantowomanfinancial.com/ Get in touch with Dr. April Facebook: https://www.facebook.com/W2WFinancial/?ref=pages_you_manage LinkedIn: https://www.linkedin.com/in/aprilmurdaugh/ Instagram: https://www.instagram.com/draprilmurdaugh/
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| 25 Apr 2024 | Building Financial Intimacy with Your Partner featuring Ed Coambs | 00:36:42 | |
Are money matters causing tension in your relationship? You're certainly not alone. Money is often cited as the number one reason for conflict in relationships. It's a topic that's fraught with emotion, history, and often, misunderstanding. And that’s where awesome financial professionals like Ed Coambs come in. Ed is a former firefighter turned Certified Financial Planner (CFP®), certified financial therapist, and licensed marriage and family therapist associate. With over two decades of experience and as the founder of Healthy Love & Money, Ed is an expert in resolving conflicts, managing finances, and fostering emotional intimacy within relationships. 0:00 – Intro 1:44 – Ed’s journey from firefighting to financial services and therapy 10:56 – Ed’s approach to financial planning + your “financial family tree” 17:43 – Some underlying reasons why couples seek the help of a financial therapist 22:11 – Some of Ed’s success stories + how financial goals shift over time 25:59 – The psychological impact of past financial hardships 29:57 – The clients that Ed typically works with + his comprehensive process Ed on Purse Strings: https://pursestrings.co/professional/financial-planner/california/los-angeles/ed-coambs/ Healthy Love & Money https://www.healthyloveandmoney.com/ Healthy Love & Money Podcast https://www.healthyloveandmoney.com/podcasts/healthy-love-and-money The Healthy Love & Money Way: Facebook: https://www.facebook.com/healthyloveandmoney LinkedIn: https://www.linkedin.com/in/healthyloveandmoney/ Instagram: https://www.instagram.com/healthyloveandmoney/ Podcast: https://www.healthyloveandmoney.com/podcasts/healthy-love-and-money
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| 09 May 2024 | Overcoming Financial Shame with Stephanie McCullough | 00:35:29 | |
Our guest today is Stephanie McCullough, founder and financial planner with Sofia Financial. She specializes in helping women over 45 navigate their financial futures. With over two decades of experience, she brings a wealth of knowledge to the table and is a true advocate for women becoming financially fearless. In our conversation today, we’re going to focus on the shame many women feel around money. Stephanie shares where this shame stems from and some powerful tips for overcoming the barriers that stop so many women from moving forward in their financial journeys. Throughout the episode, she discusses how important it is to align our finances with our values, have open conversations, and understand our behaviors and beliefs around money. Here’s some of what we discuss in this episode: 0:00 – Intro 1:51 – Why women feel shame around money 7:23 – The power of getting started 9:15 – Finding an advisor that listens and asks questions 14:01– Aligning money with your values 20:21 – Beliefs and attitudes about money 31:12 – Taking small steps and embracing curiosity https://pursestrings.co/professional/financial-planner/pennsylvania/berwyn/stephanie-mccullough/ Website: https://sofiafinancial.com/ Stephanie’s Take It Back Podcast: https://takebackretirement.com/ LinkedIn: https://www.linkedin.com/in/stephaniemccullough/ Facebook: https://www.facebook.com/stephanie.mccullough.334 Company Facebook: https://www.facebook.com/SofiaFinancial Instagram: https://www.instagram.com/sofiafinancial/ Twitter: https://twitter.com/sofiafinancial
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| 23 May 2024 | Breaking Through Bias In The Workplace with Andie Kramer | 00:35:18 | |
Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her books Breaking Through Bias, It’s Not You, It’s the Workplace, and Beyond Bias. 0:00 – Intro 1:08 – Andie’s journey to writing books for women in the workplace 9:38 – Self-awareness and confidence-building techniques 15:40 – Strategies for organizations to focus on inclusion and combat biases 26:20 – Getting men involved in the conversation Andie speaks frequently to audiences about how to break through gender bias in the workplace. She draws on her professional and business experience to provide audiences with realistic, detailed, and readily usable advice. Andie and her husband, Al, are the co-authors of three award-winning books, and contributing writers to Harvard Business Review’s On Women and Leadership (2019). Andie is also a contributing writer on gender issues in the workplace for Forbes.com, and has been featured on The HuffPost, The New York Times, NBC News, and more. Andie & Al: https://andieandal.com/about/ Andie on LinkedIn: https://www.linkedin.com/in/andiekramer/ Andie’s Books: https://andieandal.com/books/ ASKramer Law: https://www.askramerlaw.com/about
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| 13 Jun 2024 | Being Financially Prepared Today with Gabrielle Mollick | 00:26:46 | |
Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. 0:00 – Intro 1:43 – Gaby’s financial advising journey + upbringing 8:41 – The sudden passing of Gaby’s father 14:00 – Mercer’s goals-based approach 17:13 – End-of-life planning and incapacitation planning 21:53 – Gaby’s advice for getting started Gaby’s expertise revolves around a deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing. Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a Bachelor of Business Administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI CounselorSM.
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| 27 Jun 2024 | Financial Planning For New Beginnings with Philip Weiss | 00:37:19 | |
We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for these clients, helping them navigate their transitions with clarity and confidence. We hope you’ll join us for a powerful reminder that, with the right guidance and mindset, you can rewrite your story. Here’s some of what we discuss in this episode: 0:00 – Intro 1:20 – Phil’s background in the financial industry 3:30 – Phil’s early experiences with money 7:44 – Putting a plan in place to tackle debt 16:47 – Phil’s E.V.O.K.E. life planning process 24:49 – How Phil began working with the female market 29:13 – Phil’s tips for women experiencing life changes
https://apprisewealth.com/ebook/
Apprise Wealth Phil’s Weekly Blog (Sign up from any page on which a blog appears or through the "Contact Us" link) https://apprisewealth.com/blog/ Phil on Social Media https://www.facebook.com/AppriseWealth/ (27) Philip H. Weiss, CFA, CPA, RLP® | LinkedIn
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| 11 Jul 2024 | Approaching 65: Social Security, Medicare, Retirement Planning & More (Barb's 65th Birthday Show!) | 00:53:59 | |
In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, certified Social Security Claiming Strategist, and retirement counselor, onto this episode to help us make sense of it all. From understanding the intricacies of Medicare to maximizing Social Security benefits, Koren breaks down complex concepts into easily digestible information. Our guests share their personal journeys, questions, and dreams for retirement and give us a unique look into this major life transition. Join us as we explore these important topics and celebrate the diverse paths people take as they enter this new phase of life! Here’s some of what we discuss in this episode: 0:00 – Intro 4:13 – Experiences with Medicare 12:40 – Understanding Social Security credits 23:21 – Medicare’s IRMAA 29:25 – Decisions around enrolling in Medicare at age 65 37:15 – Traditional vs Roth IRA + minimizing tax burdens for heirs 45:13 – Living the retirement years
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| 25 Jul 2024 | Nurturing Financial Literacy in Kids with Lauren Rosberg | 00:32:04 | |
Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field. 0:00 – Intro 1:04 – Lauren’s financial planning background 4:54 – Lauren’s money story 11:27 – Making money conversations fun for your children 20:09 – The value of spending money wisely 25:51 – Starting financial literacy conversations with kids early on Lauren Rosberg, MA CFP®, CRPC® CDFA® began her career as an advisor over fifteen years ago. She cares deeply for her clients and loves being able to provide comprehensive financial plans to guide clients to their goals. She is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Lauren has a master’s degree in industrial/organizational psychology. Lauren lives in Libertyville with her husband, Eric. She is blessed with their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they added Oliver, a goldendoodle puppy, to complete their family. In her spare time, she enjoys being a classroom volunteer, jiu-jitsu, stand-up paddle boarding, ice skating, and reading. Lauren on Purse Strings Lauren at Mercer Advisors https://www.merceradvisors.com/meet-our-team/lauren-rosberg/ Lauren on LinkedIn https://www.linkedin.com/in/laurenkk/
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| 08 Aug 2024 | The Power of Financial Awareness and Personalized Planning with Chelsea Scomak | 00:42:24 | |
We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align their strategies with their lifestyle goals through highly personalized planning. In our conversation, Chelsea shares some stories of women who have successfully transitioned from their 9-to-5 jobs to running their own businesses with her guidance. She also talks about her highly customized planning process that focuses on financial behaviors and strategic planning. Tune in as we chat about the importance of taking action in your financial life, building financial awareness, and the power of personalized planning! Discussions in this show should not be construed as specific recommendations or investment advice. This case study was based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Via Brio and Cambridge are not affiliated.
0:00 – Intro 2:00 – Transitioning from a 9-to-5 to entrepreneurship 9:04 – Financial planners vs financial advisors 11:33 – Chelsea’s customized, behavioral-focused planning process 25:57 – Putting yourself first and getting started 30:34 – Keeping clients engaged in financial planning
“You’re a driven, entrepreneurial woman who has this dream of having your own business, building wealth outside your 9 to 5, or wanting to build something bigger than yourself, but continue to get stuck in financial overwhelm. I see you. My mission is to provide driven, entrepreneurial women with high-quality financial planning advice in an innovative, upbeat, and flexible way that’s tailored to their lifestyle goals and helps them ditch money overwhelm and achieve financial security to create a legacy of financially empowered female business owners who empower their communities. Different from the 60-year-old male advisor in the suit, my work combines human behavior, money mindset, and financial strategy to create a custom roadmap based on each client’s unique vision.”
Chelsea on PurseStrings Via Brio Chelsea on Instagram: https://www.instagram.com/viabrioadvising/ Chelsea on LinkedIn:
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| 22 Aug 2024 | Retired by 32: Empowering Women to Achieve Financial Freedom with Stephanie Xenos | 00:23:30 | |
Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about investing. Her mission is to help women achieve financial independence and break free from situations where money might be a limiting factor. Whether it's preparing for a divorce or simply gaining better control over their finances, Stephanie equips women with the tools, knowledge, and confidence to take control of their financial futures. Join us as we talk about the importance of taking that first step toward financial independence, the strategies Stephanie used to retire early, and how she's now using her experience to inspire and mentor others! Here’s some of what we discuss in this episode: 0:00 – Intro 0:58 – Getting to know Stephanie 5:16 – The FIRE movement + retiring early 8:46 – How Stephanie started helping others 12:44 – The importance of money mindset 17:53 – Figuring out your retirement lifestyle 20:06 – What Stephanie teaches + getting in touch
Stephanie Xenos is a retired rocket scientist turned women's personal finance expert and speaker, specializing in investing and financial independence. Passionate about teaching women how to manage their finances and grow their wealth, Stephanie seeks to empower women of all ages and diverse backgrounds to jump-start their journey toward financial freedom. Stephanie’s introduction to finance began at the age of 18 when she first taught herself how to invest. She retired at 32 from a career at NASA and SpaceX then founded her company, Money Muse, with the sole purpose of helping women achieve financial independence. As a member of the FIRE (Financial Independence, Retire Early) community, Stephanie empowers women to make generational change and become financial leaders in their own communities.
Stephanie on Purse Strings: https://pursestrings.co/professional/financial-coach/texas/austin/stephanie-xenos/ Stephanie on Instagram: https://www.instagram.com/stephanie_xenos Stephanie on LinkedIn: https://www.linkedin.com/in/stephaniexenos/
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| 12 Sep 2024 | Financial Planning for ADHD and Neurodiverse Individuals with Jodie Stauffer | 00:42:33 | |
Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning. Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding her diagnosis. This experience inspired her to create a financial planning method that prioritizes understanding and creativity, recognizing that traditional approaches often overlook how neurodivergent brains process information. We’re thrilled to have her with us to discuss what this process looks like and to offer planning tips for those who think they may be neurodivergent or have ADHD. Here’s some of what we discuss in this episode: 0:00 – Intro 1:12 – Jodie’s story and financial firm 7:53 – Understanding neurodivergence and ADHD 12:43 – Financial planning with ADHD 26:42 – Accounting for a client’s unique needs 30:28 – Tips to stay focused and accountable 35:32 – ADHD as a superpower
Jodie Stauffer is an experienced fee-for-service financial planner specializing in personal finance and small business owners. She is passionate about working with mid-to-high-income ADHD and neurodiverse women, and this is reflected in her business, volunteer, and personal life. In 2019, Jodie founded JL Stauffer Financial as an independent financial planning firm. In 2022, she co-founded Parallax Planning & Wealth, a niche-based financial planning firm offering advice-only finance planning and consulting services. Although Parallax primarily focuses on planning, Jodie believes that putting plans into action for clients sets them apart. Her financial services approach always includes plan execution for her clients. With over 25 years of experience in financial management, sales, and leadership, She is committed to providing unbiased financial planning and consulting services to successful women like herself. She possesses a unique blend of expertise and passion, which, coupled with her ADHD superpowers, allows her to think differently and bring about change.
Jodie on Purse Strings https://pursestrings.co/professional/financial-planner/alberta/edmonton/jodie-l-stauffer/ Jodie’s website https://www.jlstaufferfinancial.ca/ Jodie on LinkedIn https://www.linkedin.com/in/jodie-l-stauffer-cfp/?originalSubdomain=ca Parallax Planning: https://www.parallaxplanning.ca/ Parallax on Facebook: https://www.facebook.com/parallaxplanning Parallax on Instagram: https://www.instagram.com/parallaxplanning/ Smarter, Faster, Crazier Podcast: https://podcasts.apple.com/ca/podcast/smarter
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| 26 Sep 2024 | Financial First Steps for Newly Widowed Individuals with Carolyn Howard | 00:30:27 | |
This week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group, as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path. After her late husband fell ill and passed away within just ten months, Carolyn faced profound grief and a sense of paralysis, even with her extensive financial knowledge. This experience fueled her passion for helping other families navigate similar situations. Today, her mission is to guide, support, and encourage those navigating finances after loss. Tune in as she shares financial first steps for newly widowed individuals, powerful tips on financially preparing for the unknown with your partner, and ways to support loved ones through loss. Here’s some of what we discuss in this episode: 0:00 – Intro 1:26 – Carolyn’s background and story 6:53 – The importance of financial preparation 11:31 – A checklist for widowed people 18:06 – Important financial decisions after widowhood 25:10 – Supporting friends and family after loss Read Carolyn’s Bio HERE Carolyn on Purse Strings https://pursestrings.co/professional/financial-advisor/florida/sarasota/carolyn-howardcfp/ Sign up for Carolyn’s newsletter ‘Hopeful Ever After’ https://www.hopefuleverafter.com/ Carolyn’s Love Letter To-Do List https://drive.google.com/file/d/1ikUBolyINpS5LYKAqBd_d79p8s1FH5n-/view?usp=sharing Accurate Advisory Group https://www.accurateadvisory.com/
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| 17 Oct 2024 | The Rise of the Female Breadwinner with Tiffany Irving | 00:31:24 | |
We’re excited to be joined by Tiffany Irving, CFP®, CEPA®, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. She is also a first-generation college graduate, the daughter of a single mother and a mother herself. There are so many aspects of her journey that many of us can relate to, and today, we’ll dive into her experience being the primary breadwinner in her household. In a world where more women are navigating the responsibilities of being the primary earner, we thought this would be an insightful conversation to bring to the podcast. She’ll discuss the societal expectations and judgments that women often encounter in this role, as well as the importance of empowerment and education in building financial confidence. From regular "money dates" to effective risk management she has some great insights to share! Here’s some of what we discuss in this episode: 0:00 – Intro 2:03 – The female breadwinner 6:57 – Having conversations about money 8:48 – The challenges of female breadwinners 16:24 – Financial planning as a couple 24:52 – The changing financial landscape 27:52 – Open communication about family finances Read Tiffany’s Bio HERE Tiffany on Purse Strings https://pursestrings.co/professional/financial-advisor/illinois/chicago/tiffany-irving-cfp-cepa/ Mesirow Wealth Management Tiffany’s Team https://www.mesirow.com/capabilities/wealth-management/irving-team#1849274314-1719998646
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| 24 Oct 2024 | Taking Small Steps Forward: Building Financial Independence with Susan Washburn | 00:29:51 | |
Our guest today is Susan Washburn, CFP®, CeFT®, JD, Senior Financial Advisor of ProVise Management Group. Forced to rebuild her life after Hurricane Katrina and an unexpected divorce, Susan found herself feeling overwhelmed and lost in the world of finance. Instead of letting this define her, she decided to get smart about money and pursue a career in financial planning. Today, Susan helps women take ownership of their financial lives. Join us as we discuss the importance of setting personal financial goals, seeking out supportive financial professionals, and, most importantly, taking small, actionable steps toward financial independence. We’re so grateful to have her on the show today to share her inspiring story and remind us that it’s never too late to get started! Here’s some of what we discuss in this episode: 0:00 – Intro 1:22 – Susan’s story 9:34 – Being involved in financial affairs 12:11 – How Susan started over 17:03 – The importance of communication in financial planning 21:53 – Taking small steps toward and finding a supportive network Learn more about Susan HERE ProVise Management Group
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| 07 Nov 2024 | Coffee Talks: Closet Revamps + Self-Investment | 00:20:03 | |
This week’s episode is a bit different from the usual- we wanted to catch up with you all and share a few fun life updates! With exciting events and conferences around the corner, Barbara decided it was time for a closet refresh (and Maggie scored some great new finds, too!). Enter Annie, the stylist who helped Barbara step out of her comfort zone and find the perfect pieces to revamp her wardrobe. It was a fun experience and, for Barb, well worth the investment. Tune in as we share more about this experience today! We thought it was the perfect way to highlight how investing in yourself- whether it’s a wardrobe upgrade, learning something new, or taking time for self-care- is all part of building confidence and showing up as your best self. Heading into 2025, we’re excited to bring you more casual conversations like this. Let's keep talking about this shit! Here’s some of what we discuss in this episode: 0:00 – Intro 1:48 – Barb’s experience with a stylist 10:41 – How much Barb spent 15:35 – Maggie’s new clothing purchases 18:15 – What we’re looking forward to in 2025
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| 26 Nov 2024 | Raising Money-Savvy Kids with Jamie Bosse CFP®, RFC, CCFC | 00:30:57 | |
Today’s episode is perfect for parents looking to raise money-savvy kids! We are joined by CFP®, RFC, CCFC and author, Jamie Bosse, who is on a mission to help families tackle one of the most important—and often overlooked—topics: teaching kids about money. For the past six years, Jamie has helped make financial literacy fun and approachable for families through her engaging books, like, Milton the Money Savvy Pup. Listen in as she shares some creative strategies for introducing essential money concepts to children- like budgeting, saving, and even understanding taxes. Here’s some of what we discuss in this episode: 0:00 – Intro 1:26 – Getting to know Jamie 6:56 – Jamie’s journey into writing children’s books 14:29 – Implementing money concepts in real life 18:35 – Making money a tangible concept for kids 21:21 – Jamie’s book for moms 24:35 – Jamie’s work as a financial advisor + future books Milton the Money Savvy Pup Books https://www.miltonthemoneysavvypup.com/ Jamie’s other books https://www.moneybossmom.com/buy-books Instagram: https://www.instagram.com/moneybossmom/
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| 12 Dec 2024 | Rethinking the Holidays: Thoughtful Spending & Intentional Traditions | 00:22:55 | |
As the holiday season approaches, many of us find ourselves caught up in the whirlwind of shopping, gifting, and planning. But what if this year, we took a step back and approached the festivities with a more thoughtful and intentional mindset? In this episode of Women and Money, let’s dive into the holiday shopping conversation with two people who aren’t big on gift-giving- Barb and Maggie! We’ll talk about conscious consumerism and discuss alternative ways to celebrate the season that focus on connection and meaning rather than material things. Plus, we’ll share thoughtful ideas for showing appreciation to those who make a difference in our daily lives—like our house cleaners, hairstylists, and the friendly faces at Trader Joe’s. Wishing you a joyful and meaningful holiday season! Here’s some of what we discuss in this episode: 0:00 – Intro 2:01 – Memorable gifts and family traditions 6:16 – Alternative gift ideas and experiences 11:32 – Thoughtful gestures for the holiday season
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| 27 Dec 2024 | The Ins and Outs of Real Estate Investing with Michelle Schroeder | 00:38:30 | |
Our guest today is Michelle Schroeder, a licensed real estate broker and realtor with Berkshire Hathaway HomeServices in the Chicagoland area. She’s not your average realtor—Michelle brings years of experience and expertise, with a strong background in real estate investing and property renovations. We’re excited to have her on the show to walk us through the ins and outs of real estate investing—from buying your first property to building a portfolio that sets you up for long-term financial growth. We’ll discuss how to find the right investment properties, securing great tenants, making smart renovations to boost property value, and much more! You’ll also get a glimpse into Michelle’s holistic approach to real estate, where she prioritizes education and supporting her clients throughout the entire investment journey. If you’ve ever been curious about how to get started in real estate investing, this episode is for you! Here’s some of what we discuss in this episode: 0:00 – Intro 1:28 – Getting to know Michelle 3:07 – Getting started in real estate investing 12:05 – The benefits of multi-unit buildings for first-time investors 16:25 – The hands-on nature of real estate investing 21:42 – Evaluating a property’s potential for renovation 29:25 – Tenant selection and management 32:16 – Selling and value-add opportunities Episodes Links Michelle on Purse Strings https://pursestrings.co/professional/real-estate-agent/illinois/chicago/michelle-schroeder/ Berkshire Hathaway HomeServices Michelle on Socials X: https://x.com/manni_michelle LinkedIn: https://www.linkedin.com/in/michelle-schroeder-a0027646/ Instagram: https://www.instagram.com/michelleschroeder.realtor/ Facebook: https://www.facebook.com/MichelleSchroederRE
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| 03 Jan 2025 | Starting 2025 with Purpose with Barb and Maggie | 00:15:24 | |
Welcome to 2025! In this special New Year’s episode, we’re diving into a fresh start with reflections on 2024, exciting updates for our podcast, and inspiration to take action on your financial goals. This year, we’re all about building a strong community, empowering women to take control of their finances, and making progress—one step at a time. In this episode, we reflect on the incredible milestones of 2024, including our first in-person event, which brought together women from all walks of life to share their stories of financial empowerment and resilience. We also dive into what’s new for 2025, like our commitment to weekly podcast episodes and the launch of “Money Talks,” our new interactive Zoom sessions designed to foster community and answer your pressing financial questions. Plus, we share our personal goals for the new year! We also offer a sneak peek at upcoming guests, including Cary Carbonaro and Lissa, who will bring fresh perspectives on breaking down financial barriers and thriving in the digital space. Episode Highlights and Timestamps [00:01:00] A new year, a fresh start: What we’re grateful for in 2025. [00:03:00] Reflections on our first in-person event [00:08:00] Introducing “Money Talks,” our new weekly community sessions. [00:13:00] What’s ahead: Cary Carbonaro and other exciting guests this month. [00:14:00] Your financial story matters—how to share it with us. Follow & connect with us! Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here!
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| 17 Jan 2025 | Generational Wealth for Women of Color with Lissa Prudencio | 00:29:35 | |
In this episode, we welcome Lissa Prudencio, a personal finance expert, certified financial planner, and accredited financial counselor, and the Founder of Wealth for Women of Color, who transitioned from the tech industry to finance to help women, especially women of color, learn the foundations of money and build wealth. Lissa discusses the importance of consistently learning about finances, especially in an era where advice is abundant but often contradictory. She emphasizes the need to find financial voices that resonate with you and guide you toward informed decisions. One key topic Lissa covers is generational wealth—explaining what it is, why it’s crucial, and how to start building it. This conversation also touches on the significance of estate planning and working with financial professionals, such as accountants and lawyers, to protect and grow your wealth. Lissa shares her experience volunteering with Savvy Ladies, a nonprofit offering financial coaching to women, and the impact it has had on her understanding of financial empowerment. If you’re looking for practical tips to take control of their finances, including how to navigate complex financial systems and make sound financial decisions that will benefit future generations, this episode is for you! Episode Highlights 00:17 Lissa's Career Transition to Finance 00:57 Personal Finance Journey and Lessons 05:12 Mindset Shifts and Financial Education 08:51 Challenges Faced by Women of Color 23:03 Building Generational Wealth 27:09 Conclusion and Final Thoughts Follow & connect with Lissa: Follow & connect with us! Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you, too! Your story could inspire our community of women. Fill out our intake form here! Resources
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| 10 Jan 2025 | How to Build Your 2025 Financial Future with Cary Carbonaro | 00:31:28 | |
Ready to make 2025 your year of financial freedom? Let’s face it: when it comes to money, fear and uncertainty hold many of us back from truly thriving. But what if this could be the year you take control and become financially fearless? This episode is packed with strategies, tips, and inspiration from our incredible guest, Cary, who’s here to guide you every step of the way. Cary Carbonaro, a certified financial planner with over 25 years of experience in guiding women to financial independence, helping them gain control over their financial futures in an industry where women are often underrepresented. She emphasized the importance of having a financial plan, according to her, “If you fail to plan, you plan to fail.” She encourages women to set clear financial goals and stick to them, sharing financial goals publicly, holding individuals accountable and brings those goals to fruition. Her approach to financial planning starts with two fundamental steps: budgeting and knowing one's net worth. Cary advises her clients to track their monthly income and expenses, ensuring there is money left over to build wealth. She emphasizes that small sacrifices, such as cutting out a daily coffee, are not enough; instead, big-picture decisions—like adjusting housing costs or finding additional income sources—are essential. If you're ready to take action and build a solid financial plan, check out the resources and links we mentioned in the episode. Cary’s advice is simple, clear, and packed with actionable steps that anyone can use to improve your financial situation. Episode Highlights: 00:44 Cary's Background and Focus on Women 02:28 Challenges Women Face in Financial Planning 04:40 Cary's Personal Story of Overcoming Adversity 08:11 Steps to Financial Planning for the New Year 21:58 Common Financial Mistakes and How to Avoid Them 28:19 Assessing and Adjusting Risk Tolerance Follow & Connect with Cary: Follow & connect with us! Do you have a unique financial story to share? We want to hear it! Resources
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| 24 Jan 2025 | 4 Money Mindsets to Achieve Your Financial Goals with Barb and Maggie | 00:26:24 | |
What we spend our money on shows where our priorities live, but what if your spending habits aren’t aligned with the life you want to build? This is where mindset comes into play. Mindset is the key to unlocking your financial potential. Your money mindset is everything when it comes to achieving your financial dreams and creating the future you desire. In this episode, we dive deep into 4 key mindsets that will help you take control of your finances and set yourself up for long-term success:
This episode highlights the importance of replacing scarcity thinking with an abundance mindset, embracing growth through continuous learning, planning for the long term, and taking control of your finances. We also provide practical tips and actionable advice to help YOU be financially fearless and empowered in 2025! If you're ready to shift your mindset and start taking action, this episode is for you! Episode Highlights and Timestamps 00:00 Introduction to Women and Money 00:23 Understanding Your Money Mindset 01:22 Embracing an Abundance Mindset 04:11 Practical Steps to Shift Your Mindset 08:57 Developing a Growth Mindset 14:03 Adopting a Long-Term Mindset 20:04 Empowerment Mindset 24:20 Next Steps Resources Mentioned:
Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us!
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| 31 Jan 2025 | Divorced, Broke, AND a $2 Million Tax Bill with Barbara Huson | 00:33:20 | |
What if you found yourself divorced with three little girls, your gambler husband disappeared overseas, and a $2 million tax bill landed in your mailbox? Oh—and you knew nothing about managing money? In this episode of Women and Money: The Shit We Don’t Talk About, we welcome Barbara Huson, a renowned financial expert, author, and advocate for women’s financial empowerment. With decades of experience and seven impactful books under her belt, Barbara shares her personal journey from financial dependence to freedom and offers actionable steps to help women take control of their financial lives. Barbara talks about the critical difference between money and power, highlighting that true power comes from understanding money. She outlines a simple but transformative three-step process: read about money every day, talk about money every week, and save money automatically every month. This episode is for any woman ready to stop feeling powerless and start making bold moves toward financial independence! Episode Highlights and Timestamps 00:21 Barbara Huson's Journey Begins 01:05 The Turning Point: Taking Control 02:23 The Importance of Financial Conversations 03:12 Introducing Barbara Houston 04:09 Barbara's Personal Story 05:29 Facing Financial Realities 06:41 The Path to Financial Wisdom 09:24 The Four Pillars of Financial Success 14:31 Overcoming Fear and Embracing Change 17:32 The Fear of Women's Power 17:57 Redefining Power and Money 19:35 Steps to Financial Empowerment 21:13 The Importance of Financial Conversations 23:03 The Great Wealth Transfer 26:05 Addressing Emotional and Behavioral Barriers 30:16 Barbara's Journey and Books If you’ve ever wanted to be financially fearless, this conversation will inspire you to take that first step. Tune in, learn from Barbara’s story, and walk away with practical tips to create your own financial freedom. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & connect with Barbara!
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| 14 Feb 2025 | Planning Parental Leave for Entrepreneurs with Audrey Hutnick | 00:25:36 | |
What if you were a small business owner, about to have a baby, and had no idea how to keep your business running while taking time off to focus on your family? In this episode of Women and Money: The Shit We Don’t Talk About, we are joined by Audrey Hutnick, founder of Small Wave Consulting, who specializes in helping women entrepreneurs create business strategies that work for life’s big transitions—like maternity leave. We talk through the real struggles women business owners face when planning for parental leave, from the stress of stepping away to the guilt of putting yourself first. Whether you’re a new mom, a business owner, or someone juggling caregiving responsibilities, this episode is your go-to guide for making bold moves that support both your business and your family goals. Episode Highlights and Timestamps: 00:00 Intro and Personal Reflections 00:13 Challenges of Taking Time Off as a Business Owner 00:47 Vision and Aspirations for Time Off 02:00 Introducing Audrey and Her Expertise 05:07 Audrey's Background and Small Wave Consulting 07:02 Planning for Maternity Leave 18:44 Emotional and Physical Shifts Post-Maternity 21:04 Starting a New Business During Maternity Leave Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & connect with Audrey!
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| 07 Feb 2025 | How to Avoid Common Divorce Mistakes with Rhonda Noordyk | 00:27:12 | |
Feeling overwhelmed by the financial aspect of divorce? First, you’re not alone and second, this episode is for you! Meet Rhonda Noordyk, a passionate financial advocate dedicated to helping women navigate the challenges of divorce with confidence and clarity. Rhonda has worked with so many women who feel like they’ve lost confidence with money after a divorce. She reminds us to give ourselves some grace because it’s a process. You don’t have to have it all figured out right away, and that’s okay. We also talk about some of the biggest mistakes people make when figuring out their divorce settlement, like rushing into decisions without fully understanding them. Rhonda’s advice? “We have one opportunity to get it right,” and you don’t have to make decisions without all the facts. If you find it challenging to speak up around your needs, one of Rhonda’s best tips is a simple but powerful way to negotiate called ANOT—
This episode is all about helping you feel more confident in your finances during divorce, giving you the tools to make smart choices, and taking control of your financial future—without additional stress. 00:00 Introduction to Rhonda 00:52 The Importance of Specialized Financial Expertise in Divorce 03:28 Starting the Divorce Process 06:02 Financial Advice for Women Post-Divorce 08:32 Common Financial Mistakes and How to Avoid Them 16:01 Negotiation Strategies During Divorce 20:21 Rebuilding Financial Confidence Post-Divorce 22:19 Practical Steps for a Solid Financial Foundation Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & connect with Rhonda:
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| 21 Feb 2025 | Financial Abuse Is Domestic Violence with Leah Davis | 00:39:53 | |
Did you know that financial abuse is one of the biggest reasons people stay trapped in harmful relationships? It doesn’t leave bruises, but it can be just as devastating. It’s about control, manipulation, and keeping someone powerless. So what does it actually look like, and how do you break free? On this episode of Women and Money: The Shit We Don’t Talk About, we are thrilled to welcome Leah Davis, the founder of Leah Davis Coaching. Leah is a wealth and wellness coach dedicated to serving women of color, especially those who have experienced domestic violence and discrimination. With a trauma-informed approach, Leah helps women understand financial abuse, heal from financial trauma, and rebuild from scratch. Leah shares her deeply personal journey in this episode. After leaving an abusive relationship thinking she was finally free, she then found herself up against legal battles, financial sabotage, and the challenges of fighting for custody in courtrooms. She brings the REAL, raw truth about what happens when financial abuse doesn’t stop after you leave, and how to take back control. Leah’s story is powerful, inspiring, and full of real-life strategies for any woman navigating financial abuse or rebuilding after trauma. She also shares why financial education is critical for women of color, what most women get wrong about money, and the habits that can help you create true financial freedom. If you or someone you know might be dealing with financial abuse, tune in, get the support you need, and start taking your power back today.
Follow & connect with us! Follow & Connect with Leah:
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| 28 Feb 2025 | Heal Your Relationship with Money with Kara Stevens | 00:46:16 | |
What’s your first memory of money? Was it something exciting, scary, or stressful? If you’ve ever felt guilt, shame, or even anxiety when it comes to finances, you are NOT alone. And guess what? The way you think about money today has everything to do with your past. In this episode, we sit down with Kara Stevens- a powerhouse in the world of financial wellness, blending her expertise in economics, education, and social justice to empower women of color to heal their relationship with money and build lasting wealth. We talk about how emotions, upbringing, and generational patterns shape our relationship with money. Kara shares authentically on her own journey; from growing up in a household where money was a constant stressor to completely transforming her mindset and building wealth on her own terms. She opens up about the emotional weight of money, why so many women feel guilt when they start earning more, and how to finally take control of finances without fear or shame. This conversation is real, honest, and packed with those “OMG, that’s me!” moments. If you’ve ever felt stuck, overwhelmed, or just straight-up done with the stress around money, this episode is for you. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Join us at The Next Wave of Women Shaping Business and Wealth! March 14th at 12 pm Central. Your ticket fee is more than just admission—it’s a donation! 100% of the proceeds will support &Rise, a nonprofit dedicated to empowering women survivors of trauma and abuse to become the best versions of themselves. Grab your ticket here to join this movement! Follow & connect with us! Follow & Connect with Kara:
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| 07 Mar 2025 | Warning Signs and Red Flags of Financial Abuse with Jennifer Solarte | 00:29:24 | |
Many women don’t realize they’re in an abusive situation until they’re deep in it. The warning signs? The red flags? Jennifer Solarte has seen them firsthand, both in her own life and in the women she helps. She’s experienced all kinds of abuse, and now, she’s sharing her story and the key warning signs to watch for in this episode. Jennifer is an author, entrepreneur, trauma life coach, reiki master, somatic practitioner, and speaker who is passionate about helping women live their best lives after trauma and abuse. She is the Founder of the nonprofit organization; &Rise, whose mission is to empower women to be the ultimate versions of themselves no matter their adversities. She also shares that many women struggle with financial independence, which isn’t just about buying power (even though women hold 80% of it!) it's about freedom! Freedom from debt, freedom to rebuild, and freedom to create a secure future. This Women’s History Month, let’s not just celebrate- let’s take ACTION! Join us on March 14th and be part of something bigger: a special event that not only uplifts women but also gives back. And for every attendee, we’re making a donation to &Rise. Because when women rise, we all rise! This is for ALL women, so bring a friend, join the movement, and click here to register. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & Connect with Jennifer:
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| 14 Mar 2025 | Women, Money & Power: The Fight for Financial Independence with Barb and Maggie | 00:19:39 | |
W NOTES If they don’t give you a seat at the table… you bring a damn folding chair. That’s the energy we’re bringing today, because March is Women’s History Month, a time to reflect, celebrate, and most importantly, keep pushing forward. March is the third month of the year, so we thought, what better way to honor this month than by highlighting 3 powerful women from history, 3 modern trailblazers carrying that same fight, and 3 women who will be leading us the day this episode airs for “The Next Wave: Women Shaping Business & Wealth”? Financial independence fuels real freedom and we, as women, need to keep owning our money and our power! Why does this matter? Because when women have control over their money, they have control over their choices, their futures, and their lives. And this will impact generations of women to follow behind us on our path. We’ve come a long way, but let’s be real, we’re still fighting for financial equality. That’s why “The Next Wave: Women Shaping Business & Wealth” is all about moving forward together. We’ve got 3 incredible coaches ready to challenge and inspire us:
We believe in lifting women up in every way, we’re donating to &Rise, a nonprofit helping women rebuild their lives after trauma and abuse. Because when women rise, we all rise! This episode was a reminder that we are part of something bigger. The women who came before us including Gloria Steinem, Shirley Chisholm, and Susan B. Anthony fought like hell for their rights and ours. Women leading today are breaking barriers for the next generation. And we have the power to keep pushing forward through ACTION. So, if you’re listening on the morning of Friday, March 14th, there’s still time to grab your seat at our event and make a contribution towards &Rise. Please share this episode and invite every woman you know, because this is for all of us! Got a unique financial story to share? We’d love to hear your story! It could inspire our community of women. Fill out our intake form here! Follow & connect with us!
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| 21 Mar 2025 | Financial Confidence from First Job to Retirement with Galia Gichon | 00:37:30 | |
What’s the #1 money move every woman needs to make? Whether you’re just starting your career, navigating a divorce, or planning for retirement, developing financial confidence is critical. In this episode, we’re talking through the must-know money strategies for women- because life happens, and you need to be prepared. Our guest today is Galia Gichon- an independent financial expert with over 20 years in the industry, including nearly a decade on Wall Street. She’s also an angel investor, educator, and an author sharing more on her book The Accidental Suffragist in this episode. She’s also a fellow podcaster, co-hosting the podcast Fiscal Firecrackers with actress Susan Yeagley- where funny finally meets money! One of the biggest takeaways from this conversation? Every woman needs a financial safety net. No matter your situation- whether you're single, in a relationship, or even in a high-earning career- you must have money set aside that is completely your own. Why? Because life is unpredictable. Galia also shared around one of the most financially challenging life transitions: divorce. If you're going through it (or ever need to in the future), there are so many financial factors to consider. Child support, retirement savings, decisions around property ownership, these are incredibly overwhelming. It’s not always a simple 50/50 split, especially when women have taken time off for childcare or worked part-time to support the family over the years. It is so important to have guidance and knowledge during difficult times such as these. If you’re a woman who wants to take control of her finances, navigate major life transitions, or simply build confidence when it comes to money- this episode is for you. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & Connect with Galia:
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| 28 Mar 2025 | Pouring Profits: The Financial Journey of a Craft Distillery Founder with Sonja Kassebaum | 00:30:18 | |
Why is it so hard for women to talk about money- especially in industries still dominated by men? In this episode, we sit down with Sonja, the co-owner and co-founder of North Shore Distillery. She and her husband built their business from the ground up, learning firsthand the unique challenges women face in financial and entrepreneurial spaces. She shares her journey navigating the finances while building a company with her husband. There are hard truths about being a woman in a space where men still hold most of the power, but like she says, “ You’ll find ways to use it to your advantage when people underestimate you!” From securing funding to advocating for herself in high-stakes conversations, Sonja shares insights that every woman entrepreneur needs to hear, regardless of their industry. Sonja learned to stand her ground. Why do we feel the need to over-prepare, over-deliver, and prove ourselves in ways men often don’t have to? Sonja’s advice to women looking to break barriers in finance and entrepreneurship is nothing short of inspirational. This conversation is for any woman who’s ever felt like she had to fight a little harder to be taken seriously- especially when it comes to money. 02:12 Women Leading the Liquor Industry 05:38 Meet Sonja Kassebaum: Co-Founder of North Shore Distillery 07:26 The Journey from Law to Distilling 08:46 Crafting Unique Spirits at North Shore 10:05 Navigating Financial Challenges 12:25 The Role of Women in a Male-Dominated Industry 24:53 Tips for Aspiring Entrepreneurs Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & connect with Sonja
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| 04 Apr 2025 | Small Steps, Big Financial Gains with Barb and Maggie | 00:31:18 | |
Ever feel like financial freedom is a distant dream? Think again! In this episode of Women and Money: The Shit We Don't Talk About, we uncover how tiny, consistent actions can lead to significant financial progress. We kick things off by reflecting on the remarkable Women's History Month event, highlighting the importance of honoring our favorite women in history who got us here. We discuss the practical, everyday steps you can take- like budgeting smarter, negotiating your salary, and automating your savings. You'll also hear about the power of building strong support networks and advocating for equal pay. By the end of this episode, you'll understand how meaningful, small steps can create substantial financial change. Don't miss out on these actionable tips and inspiring stories that can help turn your financial dreams into reality! 00:00 Intro 00:16 Reflections on Women's History Month Event 01:31 The Power of Small, Consistent Actions 06:22 Practical Financial Tips and Strategies 13:29 Highlights from Women's History Month Webinar 19:48 Supporting Women-Owned Businesses and Equal Pay 23:37 Weekly Money Talk Series Are you ready to take the next step? Join our weekly Money Talks series every Thursday at 11am CT! Register for FREE to gain access to our weekly sessions where Purse Strings-approved professionals discuss various financial topics. These 30-minute sessions are designed to provide you with the tools and knowledge to make informed financial decisions. Click here to register now and bring your questions! https://pursestrings.co/money-talks/ Follow & connect with us! Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Resources
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| 14 Jan 2022 | Ep 1: Getting To Know Barbara, Maggie, and the Purse Strings Model | 00:08:22 | |
Welcome to the first episode of Women & Money: The $h*t We Don’t Talk About. We are taking this opportunity to introduce you to the Purse Strings model and why it’s important for all women! Your hosts will be Barbara Provost and Maggie Nielsen, helping you navigate the ins and outs of financial independence. We'll call out the ways women are consistently left behind financially. But most importantly, how they can help themselves. As a woman, if you’ve ever felt left behind in the financial conversation, this podcast is for you. We’ve heard countless stories about women whose advisors won’t even look at them, let alone take their financial concerns seriously. That’s one reason we developed the Purse Strings model. Women have been overlooked and underserved in the financial industry for far too long. Purse Strings is a two-part model about empowering women with financial education and connecting them to trusted professionals that want to serve them. Join us today as we discuss:
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| 20 Jan 2022 | Ep 2: Changing our Money Mindset with Audrey Faust | 00:23:10 | |
On today's episode, Audrey Faust, the founder of Grateful 4 Money joins us. We are going to discuss the negative messages women are taught about when it comes to money and success in our society. What can we do to change this mindset and think about money in a healthy and bountiful way? Audrey specializes in helping female entrepreneurs struggling with pricing or money mindset blocks. As women, we were taught to play small while the men play big. But the world is changing. It’s time to stand up for ourselves and get paid what we are worth. Join us today as we discuss:
2:16 – Why do we struggle with pricing? 3:05 – Breaking down barriers 6:04 – Using money as a tool 7:21 – Changing our money mindset 9:11 – What triggers these thoughts 10:48 – Examples of other women 14:03 – Steps to think differently 16:10 – How else does Audrey help women? 17:09 – Why aren’t we asking for more money? 19:03 – Know what you are worth 20:39 – Reaching out to Audrey
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| 27 Jan 2022 | Ep 3: Navigating a Gray Divorce with Brenda Bridges | 00:34:20 | |
On today's episode, Brenda Bridges joins us to discuss financial decisions made during a gray divorce. She’s a financial advisor and divorce coach, helping clients navigate the difficulties of ending a marriage. As a divorcee herself, she struggled to find resources for women like herself. She knew there was a better way to address this part of many women’s lives. A gray divorce is technically anyone splitting up over the age of 50. This particular life stage can be difficult to adjust to, especially as a divorcee. This decision can really impact your retirement as well, especially if one spouse was working while the other worked in the home. There needs to be someone there to hold their hand financially and with compassion. Divorce can be expensive, but it doesn’t necessarily have to be. There are a lot of professionals out there to help you navigate divorce. Including financial advisors that want to help you reach your end goals. Divorce isn’t the finish line, it’s the starting line to your new life! Join us today as we discuss: · Helping women through divorce and the impact it can have on their finances · Women going through a divorce and re-entering the workforce · Advice for getting through a divorce in the most productive way possible · How you can budget for your divorce and the professionals you’ll work with
Listen to the full podcast or use the timestamps below to jump to a specific section. 1:36 – Brenda’s background story 4:20 – What is a gray divorce? 8:48 – Getting through a divorce 12:37 – Budget for your divorce 20:20 – Think from a logical place 23:49 – Making this decision 27:19 – A whole new life 29:50 – Talking about divorce 32:53 – Contacting Brenda
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