Women & Money: The Shit We Don't Talk About! | Purse Strings

Send us Fan Mail 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 cracke...

Send us Fan Mail 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 th...

Send us Fan Mail 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 opportunit...

Send us Fan Mail 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 no...

Send us Fan Mail 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 planni...

Send us Fan Mail 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, in...

Send us Fan Mail 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 insur...

Send us Fan Mail 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-f...

Send us Fan Mail 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 th...

Send us Fan Mail 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...

Send us Fan Mail 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 wom...

Send us Fan Mail 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...

Send us Fan Mail 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,...

Send us Fan Mail 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...

Send us Fan Mail 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 pregn...

Send us Fan Mail 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 an...

Send us Fan Mail 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...

Send us Fan Mail 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...

Send us Fan Mail 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 m...

Send us Fan Mail 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 in...

Send us Fan Mail 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 d...

Send us Fan Mail 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 minds...

Send us Fan Mail 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 finan...