Financial Finesse

Cathy talks to three women who own boutique retail businesses in the Rock Ridge neighborhood of Oakland, CA: Joyce Gardner, Owner of Fit Clothing Boutique Johnelle Mancha, Owner of Mignonne Decor Andrea Serrahn, Owner of Serrahna Boutique They share their experiences operating local retail businesses in the midst of a pandemic, and how they’re tapping into their creativity to find new ways to serv...

Do you still feel vulnerable and unsure of yourself when posting to social media? Is imposter syndrome keeping you from even getting started? If so, you're going to love this episode's guest, Courtney McQuade (@CourtMcQuade), who shares her expert advice with Cathy for overcoming the limiting beliefs so many of us have around social media and developing a successful and authentic social...

Cathy welcomes the brilliant ladies of her Financial Advisor Mastermind Group: Maura Griffon of Blue Spark Financial, Beverly Cox of B. Cox Planning, Stephanie Bruno of Sea To Peak Financial Advisors, and Tanya Nichols of Align Financial. The women share their client success stories, giving you a deeper understanding of how exceptional financial advisors help their clients while also demonstrating...

Cathy reconnects with four of her former personal finance students from Mills College. Tune in as Joy, Tori, Rebecca and Reshonda share their experiences and lessons learned navigating their financial lives as four independent women of color. At the end of the episode, they shift the focus of the conversation to the Black Lives Matter movement and the ladies' hopes for what it means for all m...

Cathy interviews expert guest Haleh Modasser, Sr. Vice President at Stearns Financial in Chapel Hill, North Carolina. Haleh is the author of Women on Top: Women, Wealth & Social Change, which makes a case for women to leverage their wealth to propel the changes we want to see in the world while also benefiting financially. The vehicle: ESG (Environmental, Social & Governance) Investing. Ha...

Cathy chats with Melissa Joy of Pearl Planning, an independent, women-owned financial planning firm based in Michigan. Cathy and Melissa discuss a range of topics, from the types of clients they work with to their most common pain points and how they look at each client’s entire financial picture to develop and implement a comprehensive financial plan. For show notes and important links, visit: ht...

Cathy interviews longtime friend and client of Curtis Financial Planning, Sally Kuhlman. Sally is Director of National Programs for Beyond Differences, a nonprofit that works to inspire students at all middle schools nationwide to end social isolation and create a culture of belonging for everyone. Cathy and Sally discuss adjusting to life during a pandemic and how they are finding balance while s...