Graceful Investor

Getting divorced? Before you agree to any settlement, learn what your tax return reveals and which assets are easy to miss. Tasia sits down with Mina Takayanagi, a former Wall Street investment banker, to walk through the paperwork that shows what your household actually owns. WHAT YOU'LL LEARN How to build a simple personal balance sheet: assets minus liabilities equals net worth What the interes...

Getting divorced? Before you sign anything, hear what a Certified Divorce Financial Analyst wants every woman to know. Tasia talks with Nicole McGough, CDFA, about the assets that surface in discovery, how pensions are valued, why an authorized-user card may not be yours to rely on, and why equal-looking accounts are not always equal. Subscribe to the Graceful Investor newsletter and join the free...

Just had a color analysis? Before you replace your closet, learn how your palette can help you spend less, shop with intention, and wear what you own. Tasia sits down with House of Color consultant Angie Scott to break down her own color consultation and what it changed about how she shops. WHAT YOU'LL LEARN How a personal color analysis works, from undertones to your season Why you don't need a f...

💟 Visit Graceful Investor and join the community here: https://gracefulinvestor.com/ Tasia and Angie Scott break down the paycheck decisions most workplaces never explain, so you can put your own money to work with confidence. What You'll Learn Why an auto-enrolled retirement account can sit in cash for years without you knowing How to legally combine a 401(k), a Health Savings Account, and a Rot...

Visit Graceful Investor and Join the Community here: https://gracefulinvestor.com/ Watch Next 💟 How Smart Women Turn Their Wardrobe Into Wealth: https://youtu.be/hXYC6YTO1eI Lesly Jules of HOPE International explains why her savings groups skip money talk for the first four months. Subscribe for more conversations on building real financial security, on your own terms. Lesly Jules is a regional d...

Join the Graceful Investor Newsletter 💟: https://gracefulinvestor.com/ Getting divorced? Two moves protect your credit before anything else: check your score, then freeze it. Subscribe for the money conversations that happen too late. Tasia breaks down what your credit score actually does in a divorce, the blind spots that catch women off guard during the process, and why a good score by itself m...

What not to say to someone going through a divorce, and the four things to say instead that actually help. Tasia breaks down the phrases that unintentionally hurt someone going through divorce, and exactly what to say instead so they know you're really there for them. WHAT YOU'LL LEARN The common phrases that feel dismissive to someone going through divorce, even when they're well-intentioned Why...

Join the Graceful Investor Community 💟: https://gracefulinvestor.com/ Divorce attorney Wendy Kaufman rebuilt from a 500 credit score to a career protecting women through their own divorces. Tasia breaks down Wendy Kaufman's own divorce story to help you protect your money before, during, and after a life transition. WHAT YOU'LL LEARN Why hidden assets like personal goodwill, crypto, and pensions...

WHOLE LIFE VS TERM: THE QUESTIONS TO ASK FIRST An advisor pitches whole life insurance as the way to protect your family and build wealth at the same time. Tasia walks through what that pitch leaves out, so you can decide for yourself before you sign. WHAT YOU'LL LEARN Whole life insurance covers you for your entire life, and part of every premium builds a cash value the insurer invests on your be...

Most people cannot name the dollar amount they paid their financial advisor last year. Tasia breaks down where the money goes and the questions that reveal it. What you'll learn: The three ways advisors charge (assets under management, hourly and annual flat fee), five below-the-surface payment channels including sub-advisory fees, 12b-1 trailing commissions, revenue sharing, insurance commissions...

Listen Next 💟 If Your Cash Is Just Sitting in Savings, Do This First: https://youtu.be/N_QXbf8RnRw If you receive child support, you have probably had the thought: I have this money, but what am I actually allowed to spend it on? And if there is money left over each month, what am I supposed to do with it? In this episode of Graceful Investor, host Tasia sits down with Gianna Scappucci, a certifi...

Watch Next: The Hidden Fees Your Financial Advisor Hopes You Never Ask About - https://youtu.be/4DC2OX1Pz9Y https://gracefulinvestor.com/ You can fire your financial advisor with a two-sentence email. No meeting, no guilt and no tax bill when the transfer is done right. What you'll learn: The 5 signs it is time to leave your financial advisor The ownership rights most advisors never explain The ex...

You might be sitting on thousands of dollars — and it's hanging in your closet right now. WHAT YOU'LL LEARN • How to view your wardrobe as a legitimate financial asset • The emotional barriers that keep women from monetizing what they own • A behind-the-scenes look at Stormwater's digital closet technology • Why connecting with other women about money builds lasting confidence • Practical steps to...

What if your closet held thousands of dollars in untapped value? Katie Palencsar went from selling her car to fund her first startup to building a venture capital fund for female founders—and now she's helping women see their wardrobes as real financial assets. WHAT YOU'LL LEARN - How to shift from a "survival savings" mindset to confident investing - Why starting with just $1 can build your inves...

If your cash is sitting in a savings account earning almost nothing, this episode is for you. Tasia explains why a basic savings account can quietly cost you money as prices rise, and walks through two simple ways to keep your cash liquid while it actually earns: a money market account at an online bank, and a money market fund you can hold in a brokerage or ask your advisor about. She also covers...

Tasia talks with Brittany Rayburn about giving generously and getting confident with your whole financial picture — how donor-advised funds work, the smarter ways to give, the signs your advisor isn't really listening, and the small steps that build real confidence with your money. For educational purposes only. Not financial advice. Consult a qualified professional before making investment decisi...

A Vanderbilt heir signed away millions five days before her wedding. Tasia walks through the financial lessons inside Belle Burden's bestselling memoir Strangers — the prenup change, the trust money turned marital property, the $10M account hidden in plain sight, and the slow drift Tasia names acquired financial passivity. Practical takeaways for any woman building or inheriting wealth. For educat...

Most women in a marriage breakdown are not financially clueless. They are intelligent women who never had the chance to be involved in the money, and that gap becomes dangerous the moment a marriage ends. Tasia sits with divorce attorney Drew Soshnik for part two of their hot takes on the book "Strangers" by Belle Burden, and the focus is one thing: financial agency. Subscribe for more conversatio...

A 19-year marriage. Two luxury homes purchased with inherited trust money. One prenup signed under pressure five days before the wedding. When divorce attorney Drew Soshnik breaks down the financial decisions in the NYT bestseller "Strangers," the lessons for protecting your wealth become impossible to ignore. WHAT YOU'LL LEARN - Why liquidating a trust to purchase property with your spouse can el...

Did you know you only have 60 days after a divorce or loss to secure new health insurance—or risk months without coverage? In this episode, Tasia breaks down the health insurance blind spots that catch people off guard during major life transitions. WHAT YOU'LL LEARN The 60-day qualifying event window and why missing it can leave you uninsured for nearly a year COBRA coverage: the real costs and t...

Greg Friedman has made over 800 private investments. In this episode, he shares the exact questions every woman should ask before trusting anyone with her money—and the red flags that signal it's time to walk away. WHAT YOU'LL LEARN How to evaluate whether a sponsor is trustworthy before investing The difference between committed capital and called capital What "preferred return" actually means an...

Most women have never been told you can grow charitable capital tax-free before giving it away — Kim Moeller breaks down exactly how. Subscribe to Graceful Investor for weekly strategies that help high-net-worth women build, protect, and deploy wealth with confidence. In this episode, Tasia sits down with Kim Moeller — Area Director for San Diego at the National Christian Foundation and a leader a...

Annie Belanger spent her career inside Wall Street, hedge funds, and Blackstone. Now she teaches women what she wishes she'd known sooner — and in this episode, Tasia walks through the real playbook for angel investing, due diligence, and private markets. Subscribe to Graceful Investor for weekly conversations that help women take the co-pilot seat in their financial lives. Annie's first angel inv...

You've heard about private investing, but nobody's walked you through how it actually works — until now. Dana Auslander spent a decade at Blackstone, turned her first $10,000 private investment into a 10x return, and now runs Luxus, a luxury-focused wealth management and alternative asset platform. She's breaking down every step so you can invest with confidence. Subscribe for weekly conversations...

Divorce attorney Drew Soshnick has helped thousands of women protect their wealth through high-net-worth divorce cases. Subscribe for more on investing and financial independence. Tasia sits down with Drew Soshnick, a matrimonial law attorney with 38 years of experience across four states, to break down what every woman needs to know about protecting her finances during and after divorce. Drew rev...