Kimberlee A. Davis
The Fiscal Feminist
Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.
Be sure to visit the podcast's website and support the creator: fiscalfeminist.com
Author
Kimberlee A. Davis
Category
Podcast website
Latest episode
Jan 16, 2024
Where to listen?
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Episodes
52. Debt, Diet and Alcohol - Part 1 27.06.2023 28:57
We all know debt is bad for our financial and mental health, so why do we have so much trouble staying away from it? In this episode, Kimberlee explores this question by digging into the psychology of debt. She shares several factors that may contribute to our debt struggles, from our relationships to our spending to our education, and she reminds us that managing debt is vital for our physical an...
51. Guilt vs. Fear, the Problem with Perfectionism, and the Productivity Lie with Randi Braun 20.06.2023 45:21
How can we make the most of a system where the odds are stacked against us? In this episode, Randi Braun explains how we can set better boundaries and stop feeling so much guilt even as we’re working in an environment that puts women and other marginalized groups at a disadvantage. Randi is a coach, thought leader, and author of the bestselling book “Something Major: The New Playbook for Women at...
50. Investing for Retirement, Generational Views of Money, and the Value of Hiring a Coach with Haley Kowalewski 13.06.2023 57:53
With so many different ways to invest and build wealth, how do you find the path that’s right for you? In this episode, Haley Kowalewski breaks down some of the basic principles you should keep in mind when building an emergency fund, saving for retirement, starting to invest, and more. Haley is the founder of Femme Financial Coaching, where she’s helping women and other marginalized groups with a...
49. A Practical Guide to Prenups, Money Conversations and Alimony with Divorce Lawyer Erica Lubans 06.06.2023 1:03:45
Whether you’re preparing to divorce or about to get married, there are actions you can take today to make sure your financial future is protected. In this episode, Erica Lubans breaks down some of the most important concepts to know about prenups, state divorce laws, alimony, and much more. She shares practical advice for women about preparing for and navigating divorce proceedings, and she explai...
48. Understanding Investment Risk with Deiya Pernas 30.05.2023 57:49
With so many stocks to choose from, how can you find the best investments for your portfolio? In this episode, Deiya Pernas shares an inside look at the work he does as an equity researcher and co-founder of Pernas Research. He weighs in on a variety of investment topics including risk mitigation, current economic conditions, and whether or not you should invest in companies you use. Deiya also sh...
47. Debt-Free Living, Budgeting for Your Goals, and Financial Health in the LGBTQ Community with the Debt Free Guys 23.05.2023 58:17
How might your approach to budgeting change if you started by prioritizing your goals, instead of thinking about the things you can’t have? In this episode, John and David Auten-Schneider (who you might know as The Debt Free Guys) explain how you can build a budget that works for your lifestyle, whether you’re doing it on your own or budgeting with a partner. John and David also talk about the big...
46. Boundaries, Negotiation, and Speaking Up at Work with the “Job Doctor” Tessa White 16.05.2023 58:13
If you want to find greater success and balance in your career, you need to get comfortable with speaking up and having hard conversations. In this episode, the “Job Doctor” Tessa White shares some of her top tips for building your career on your terms. She explains why it’s so important to understand what your company values, and she gives practical advice about negotiating effectively, saving yo...
45. Why Salary Transparency is Vital for Women with Hannah Williams 09.05.2023 1:05:58
There’s a misconception that salary transparency will hurt businesses, but that is not the case. In this episode, Hannah Williams explains how her own career journey made her realize something needed to change, inspiring her to create Salary Transparent Street. Hannah shares her perspective on the benefits of salary transparency for employees and for businesses, and she opens up about the experien...
44. Negotiation Tips for Women with J.T. O’Donnell 02.05.2023 1:04:24
Are you struggling to find a job you’re passionate about? Or do you find yourself working harder and harder without seeing your pay increase? This episode with J.T. O’Donnell is for you! J.T. is the founder and CEO of the online career growth club Work it Daily, and she shares her top tips for negotiating, working remotely, finding the right job for your current phase of life, and much more. Episo...
43. Is FIRE still realistic in today's economic environment? 25.04.2023 37:03
The FIRE movement can sound incredibly appealing if you’re unhappy in your job or wanting to spend more time in retirement. But is FIRE a viable solution when interest rates are high and people are living longer than ever before? In this episode, Kimberlee breaks down the history of the FIRE movement and the formula its proponents use to save more and retire sooner. She looks closely at the pros a...
42. The Unspoken Truth About Divorce with Stacy Francis 18.04.2023 45:53
Divorce, abuse, and loss of a spouse may not be fun to think about, but it’s still important to be prepared. In this episode, Stacy Francis shares her top tips for navigating a divorce, preparing yourself for a financial transition, talking to your children about money, and more. Stacy is a financial advisor and wealth manager at Francis Financial, as well as the founder of Savvy Ladies, a non-pro...
41. Psychology of the Budget 11.04.2023 27:07
Think of budgeting like a medical checkup: even when it’s tempting to put it off, you need to know what’s wrong in order to treat it. In this episode, Kimberlee explains the psychology behind budgeting — including the benefits of it and the reasons you may find yourself resisting it. She also shares a step-by-step process for creating a budget and explains how this one financial tool can help you...
40. How to Get Unstuck with Ella Lucas-Averett 04.04.2023 1:03:45
If you’re feeling stuck in your career or your life, you’re not alone! Everyone gets stuck, but there are things you can do today to start pulling yourself out. In this episode, Ella Lucas-Averett shares some of her top tips for creating momentum, moving past fear, and learning from our failures. Ella is a founder and managing partner of The Trivesta Group, and the host of On Air With Ella, a moti...
39. How Do We Teach Our Kids Financial Responsibility? | Interview with Robin Taub 18.11.2022 45:12
One of the best investments we can make is in our kids. Robin Taub talks with us about how to raise kids who have a healthy understanding of money, spending, and investing from her book "The Wisest Investment" which updated her bestselling book "A Parent’s Guide to Raising Money-Smart Kids." Topics include: How did our parents talk to us about money, and what can we learn from them? Going over the...
38. Put Me in Coach! | Interview With Danielle McCombs 07.10.2022 1:03:25
The podcast today is learning about the ins and outs of what it means to be a life coach, and how using the tools that life coach and podcaster Danielle McCombs has will help us to be our better authentic selves. Danielle also speaks about pivoting in your career and her journey in changing careers from commercial real estate to coaching. Topics include: Using unexpected experiences to your advant...
37. Women & Money | Answering Your Questions 04.10.2022 50:12
Women have unique financial issues and concerns that they must confront over the course of their lives that differ from men’s. Many of our base truths about money are formed by our upbringing and the people in our lives. We are not born with preconceived notions about money, hence it is within our control to change our mindset, reprogram and secure our financial futures. We'll encourage women to g...
36. How to Become a Fiscal Feminist & Take Charge of Your Money 20.09.2022 45:28
Women have been largely overlooked in money conversations and you know the stats, we earn less, live longer, and so much more. We definitely get the short end of the equality stick a lot. So it’s even more important, no, make that critical, that we as women learn how to have fiscal freedom. I'll share the must-know money lessons that every woman needs to know and holds your hand through some seri...
35. Managing priorities while writing a book | An Interview with The Selfish Gift Podcast 22.08.2022 1:12:41
Life is always coming at us fast, and that feels especially true when you decide to write a book. You take on this huge, ambitious commitment, and suddenly a home improvement project goes sideways, a family member has a health issue, work-demands become crushing, or some other huge interruption comes along and threatens to pull you off your path. I experienced all of that and more. Listen to my ta...
34. Crypto, Community, BFF, and Playlists 18.08.2022 33:40
Is Crypto the way forward for women investors or is it style over substance and group think? This has been on my mind lately and I can’t wait for us to dive in together! “Fear,” “anxiety,” “inadequacy,” and “dread” are words that 47% of women with at least $25,000 of investable assets associate with financial planning. Women are less comfortable managing their retirement investments and making inv...
33. Divorce And Your Money | An Interview with Jean Chatzky from HerMoney 05.07.2022 48:58
In today's talk, we discuss the complex relationships that women have with money. How we earn it, how we save it, invest it, and spend it… and those relationships can get even more complex when our personal relationships — specifically, our marriages — come to an end.
32. Feel like you're behind on retirement? An interview with The Money Nerds 01.06.2022 58:22
In this episode we talk about: How my experience as financial advisor led her to become passionate especially about finance for women Trying parts of my life that served as financial lessons for her Unrealistic expectations around primary breadwinning and motherhood How women can shift the conversation around money by addressing finance on the micro and macro levels Why women need to be intentiona...
31. To Prenup or Not to Prenup? An Interview with Katie Gatti 01.06.2022 38:52
Let’s kick this off with an admission: We don’t have a prenup. In today’s episode, I’ll tell you why—and why we probably should’ve gotten one. We also talk with Kim Davis (former Wall Street attorney, present managing director at the Bahnsen Group, and founder of the Fiscal Feminist) about: How the “stay-at-home” spouse can protect themselves financially Why the prenup agreement is like an insuran...
30. Keys to Financial Wellbeing for Female Leaders with Teri Schmidt 04.05.2022 49:24
Financial wellbeing affects every part of our life as leaders. As our guest today, Kimberlee Davis says, ignorance is not bliss. In our conversation, we talk through practical steps that will help give you the financial stability and independence to weather the ups and downs of life without living in constant fear. We also talk about: -The first steps that you should take to improve your financial...
29. An interview with visionary Coco Brown, Founder, and CEO of The Athena Alliance 26.02.2022 1:02:37
Join The Fiscal Feminist, Kimberlee Davis, for her conversation with Coco Brown, a true visionary and role model for all women aspiring for success in their professional journey. Coco has held leadership roles including CEO, COO, President, Board Member, and advisor for Fortune 1000 companies, start-ups, and non-profits. She has delivered successful outcomes for Apple, Cisco, E-bay, and Facebook j...
28. The Sandwich Generation Revisited 01.11.2021 48:33
This week’s Fiscal Feminist podcast revisits the complex and demanding issues facing the “sandwich generation”. Many of us are “sandwiched” between the emotional and financial needs of our aging parents and the demands of raising younger children or financially supporting to some extent grown children. Add work responsibilities to the mix and it makes for a sometimes heavy load to carry. Trevor Cu...
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