The Fiscal Feminist

There has been a lot of media coverage about the “Great Resignation,” the moniker that is being used to describe the economic upheaval of the pandemic and the reallocation occurring in the economy for both employers and employees. We are experiencing a disconnected employment environment resulting from the pandemic and many are reassessing their career selections by choice or necessity. Women have...

“If you want to keep a secret, you must also hide it from yourself…” George Orwell The Merriam-Webster Dictionary defines a “secret” as “kept from knowledge or view”, “not acknowledged” and “working with hidden aims or methods.” Essentially when we keep secrets, we don’t want others to know what we are up to, and sometimes it’s evidence of our own self-denial because we don’t want to admit to ours...

Today’s podcast is an interview with Maggie Langrick, CEO of Wonderwell, a hybrid publisher. Maggie’s life has been a rich tapestry of choices, unexpected events, pivots, and out-of-the box thinking. As a child actress, single mother, editor, journalist, and now successful publisher, she has quite the story to tell. Enjoy the ride and be inspired!! Links mentioned in this episode: TheBahnsenGroup....

In today's podcast, I interview Shana Starr, who is CEO of Bastion Elevate, a PR, Social Media, and Digital Marketing firm.  Bastion Elevate is part of Bastion Collective, a global network of business and marketing strategists that creates strong, impactful, and creative campaigns for their clients.  With over 25 years of experience running successful communication agencies, Shana owned and operat...

Today’s podcast cannot be missed! Please tune in to this fascinating interview with Cheryl Osborn, President of CASCO Contractors, who started her business at her kitchen table in 2000 and grew the business to the 5th largest Construction TI company in Orange County, California, and the 9th largest woman-owned business in Orange County. Cheryl’s rich journey provides insight and inspiration to all...

A Journey to Remember … An interview with Talya Nevo-Hacohen, Chief Investment Officer of the SABRA Healthcare REIT  Please tune in to my podcast to listen to the rich tapestry of Talya Nevo-Hacohen's very accomplished career journey from architect to an investment banker at Goldman Sachs to private equity to being Chief Investment Officer of the SABRA Health Care REIT. Talya joins me and Jaime Sa...

I recorded this special podcast with Mark, my husband of one month!   As the Fiscal Feminist, I frequently speak to how our personal relationships and finance are intertwined and how best to circumnavigate this occasionally tricky area.  Open and honest discussions about money and finances are a must in our personal relationships to prevent them from being harmed by financial stress and confusion....

Millennials have had to suffer the double whammy of the global financial crisis of 2007-2008, and now the economic repercussions of the Covid-19 pandemic.  A person is referred to as a “millennial” if they were born between 1982 and 2000 (ages 20 to 38) according to the US Census Bureau.   Believe it or not, some older millennials are approaching that middle-age mark of 40!  As a mother of three m...

Not to prematurely declare the current public health and economic emergencies over, because it’s not, but the reopening of some businesses this summer presents a good time for many of us to reflect on our finances. It’s a practice we self-reliant women should be doing all the time anyway, and now there is a special opportunity to assess and learn. With four grueling months of health scares, social...

Stand up, speak out, stop apologizing and have a plan at work because nobody else is going to do it for you! It is time for all women to understand that the best advocate for them is themselves. Forget about all those anachronistic ideas about how women “should” behave that we have mentally internalized over the generations and stop letting fears, self-doubt and lack of confidence keep your goals...

We are all aware that Covid-19 caused unprecedented unemployment for all people due to the shut down and the economy is struggling to make a comeback. As I discussed in a prior blog on The She-cession, unfortunately women suffered more acutely from unemployment than men. Did the stimulus package and the CARES Act help women through this tough time or did fiscal policy actually put women at a furth...

With our busy schedules and juggling so many responsibilities, we often make some significant personal decisions that can have financial consequences that we fail to carefully consider. We can protect ourselves from unanticipated twists and turns in situations with some forethought and planning.  In the tapestry of life we regularly make decisions as to who we live with whether it is a significant...

There is no real “absolute” definition of financial independence. Some people may think it means retiring at 40 but that is a very myopic view of it. Rather, I would like to define “financial independence” to mean the ability to live without financial fear during the roller coaster ride of life because you are prepared enough to deal with life’s ups and downs without going into debt, sacrificing a...

The past few months have been a real roller coaster ride in the stock market. Many people are fearful of the volatility in the stock market and are irrationally driven by fear to cash out of their strategy and become less inclined to invest in the future. In a March 2020 survey, over one third of adults reported that they were less likely to invest in the stock market based on what they knew about...

As we all know, life is far from linear and sometimes things happen unexpectedly that totally disrupt our flow and require some creative thinking to address. You know the saying, “desperate times call for desperate measures.” Dipping into one’s retirement savings qualifies as a “desperate measure” and sometimes we might think there is no alternative. Links mentioned in this episode: TheBahnsenGrou...

The coronavirus pandemic has caused people throughout the country to suffer financially due to job losses. The Bureau of Labor Statistics shows that unemployment has risen more acutely for American women than men with an even bleaker picture for women of color. The Covid-19 crisis has highlighted the consequences of gender and racial inequities in the workforce, with women being particularly vulne...

During this time of the Covid-19 pandemic with the disruption of businesses, new and different work routines, and widespread job loss, many may be re-evaluating their professional pursuits. Some may be questioning how much job security they had during the pandemic, others may be questioning whether they were fulfilled by their job now that their daily life has changed and they have had the opportu...

President Trump is speaking on TV with his team discussing governmental actions that are in process, the state of testing for the virus and all other matters related to addressing the coronavirus outbreak. After an up day in the market yesterday, it is down again today at this moment. Nobody can predict the market gyrations at this time, but we do know that markets don’t like uncertainty and we do...

Topics discussed: Many people have expressed varying opinions to me about the moniker The Fiscal Feminist focusing on the word “Feminist”, and, have asked me exactly what it is meant to represent. The word “feminist” evokes many different responses when people are asked “what is a feminist?”.  Let me share with you what the word  Feminist means to me in the context of The Fiscal Feminist. Links me...

Topics discussed: Everyday unexpected events can happen in all of our lives that can totally change our reality in a minute! Nobody is safe from the vagaries of unexpected events that may cause upheaval in our lives. How do we protect ourselves from the upheaval caused by the unexpected, and lessen the turmoil?? We establish an emergency fund -- which will soften the impact of a sudden crisis, and...

This week, Kimberlee Davis covers successful strategies to saving .....  Topics discussed: Good Savings Habits Setting Realistic Goals Establishing an emergency fund Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Topics discussed: Financial abuse is not as black and white an issue as most of us think it is. In most instances, we think of it in the context of a relationship with a romantic partner, such as a husband, domestic partner or boyfriend, and often it is exactly that. But financial abuse can also occur in circumstances where parents financially abuse their children, or elderly parents are financial...

Topics discussed: This is a special edition of The Fiscal Feminist Podcast featuring a robust discussion with David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, and Kimberlee Davis, addressing the nuances of the financial advisory landscape, what approach to portfolio construction a new investor should take, and investment strategy and resources for women to conside...

Topics discussed: Your life will never be the same after a cyberattack The precautions you take can literally save your life Don't Be Lazy, Like Me Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Topics discussed: Elder Care as A Guide To Your Care The "Talk" with Your Children Plan, Plan, and then do some more planning Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com