Women & Wealth

Have you ever wondered how to lead with authenticity while navigating challenges? In this episode, I'm joined by Lauren Shippy, founder of StoryWork. Lauren shares her entrepreneurial journey, from the automotive industry to launching her own consulting company, offering leadership guidance and identity-based strategy. You can access the full show notes and more by visiting: https://www.forgewealt...

Are you newly married or planning to merge finances with your spouse? In this episode, I'm walking you through the essential steps for successfully merging finances after marriage. From gathering financial documents to creating joint accounts, I'll highlight the critical financial conversations couples need to have and provide practical advice for navigating this major life transition. You can acc...

Have you ever felt overwhelmed by managing your finances or unsure of where to start? In this episode, I'm joined by Tawnya Schultz, also known as The Money Life Coach, to discuss how women in their 30s and 40s can build a solid financial foundation and break free from limiting beliefs about money. Tawnya shares her personal story of overcoming financial challenges, including debt, and emphasizes...

From 401(k)s to 403(b)s, many of us contribute to retirement plans through our work. But do you know the differences between the various types of plans? In this episode, I'll discuss some of the key areas of retirement plans that are important to be familiar with, as well as how taxes come into play as you contribute and when you're ready to start taking money out. You can access the full show not...

Have you ever struggled to align your finances with your life goals? In this episode, I sit down with Lindsay Cook, a Certified Public Accountant, financial coach, and certified financial educator. Lindsay shares her unique approach to financial coaching, where she helps individuals and couples manage their day-to-day finances, overcome debt, and build strong financial habits. Listen in to discove...

There's a lot to be said regarding caregiving and longevity when navigating income, savings, and retirement (for women specifically). Things have changed significantly over the years from single to dual income, earning balance between women and men, caregiving roles, and more. In this episode, I'll dive into some of the complexities that come into play and the huge impact that affects women more t...

Tanaha Hairston, the founder of the impact investing community Rise, joins the show today to talk about the importance of being equipped with the tools and knowledge to make a positive impact through investing. She explains her mission to invest with profit and purpose in mind, as well as how she has created an environment where women can collaborate and get connected to investment opportunities....

The thought of financial planning often makes people tune out or makes their eyes glaze over, but having a financial plan is important for everyone! So today, I want to talk about the power of financial planning and the crucial role it plays in not only your finances, but also your life goals and dreams. Listen in to hear the basics of what financial planning can do for you and some simple ways to...

Director of client value-add programs at FS Investments, Ginevra Czech, joins the show today to talk about her career journey, as well as how she helps clients be the best at whatever they do. Ginevra offers great insight into how to partner with people and support them in relevant ways that allow them to succeed, so don't miss this episode! You can access the full show notes and more by visiting:...

There are a lot of rules when it comes to 529 plans. In this episode, I'll discuss the importance of being aware of how you should be using your 529 plans and outlining 10 qualified expenses. If you want to avoid paying unnecessary taxes and ensure you're staying within the plan's boundaries, this episode is for you! You can access the full show notes and more by visiting:  https://www.forgewealth...

Laurice Duffy is a women's empowerment coach and owner of the business A Mindful Journey. She joins the show today to share a bit about her journey, from dealing with great loss to picking up the pieces and growing and finding purpose. You will learn how to navigate the things that cause you to struggle, including hard moments and life-changing circumstances, as Laurice offers tools to help you co...

How big of a role does someone else play in your finances? Do you ensure that you're a part of the conversation? Today, I'm going to talk about taking back control of your finances and not letting someone else do it all for you. For those who are busy and often delegating, it can seem hard or overwhelming to get into the details of your finances, but I'll share some tips that will help you navigat...

Being a small business owner may seem glamorous from the outside but, in reality, it's a lot more financially stressful than most people think. Owner of Sound View Financial Advisors, Misty Lynch, joins the show today to share wisdom and insight from her experience helping many small business owners to build up their finances and support system so they don't always HAVE to work. You can access the...

Have you ever wondered about the intricacies of social security benefits and how they impact women differently? In this episode, I'm shedding light on seven crucial aspects of social security that women need to know. From understanding the impact of career breaks on benefits to the significance of claiming strategies, I'll provide a comprehensive guide to help women make informed decisions about t...

You've probably heard that your childhood, habits, and values influence your current behavior, but have you ever thought about what that means when it comes to your finances? Stemming from last week's episode, today we're going to talk about reprogramming patterns. I will guide you through the process of figuring out what financial patterns are keeping you in a rut and share insight on how to brea...

Have you ever felt overwhelmed by the idea of networking or unsure about how to effectively build professional relationships? In this episode, I'm joined by Ashley Owens, a networking concierge and expert in tactical networking. Ashley shares her unique approach to networking, combining technology and strategy to help business professionals build meaningful connections.   You can access the full s...

Have you ever considered how your upbringing and past experiences shape your current financial habits and attitudes? In this episode, I'm diving deep into the concept of money mindset, sharing personal stories and practical advice on understanding and transforming your relationship with money. From reflecting on past influences to navigating financial fears, I'm emphasizing the importance of open...

Have you ever wondered how to navigate the traditionally male-dominated fields of real estate and finance as a woman? In this episode, we're joined by Brittney Fairweather and Brittany Starkey from TRX Capital. They share their journey through the world of residential real estate investment, their passion for educating new and young investors, and the importance of empowering women in finance. You...

It's that time of year when high school seniors are committing to their colleges for the fall, so it's an exciting season—until we get those financial aid packages that can put a damper on the excitement. When families don't get a lot of help in the financial aid department, it becomes a big conversation about how to pay for the expected family contribution. Today, I'm going to talk about 529 plan...

Ever wondered what it takes to start your first company at 14 and grow to sell businesses to giants like Goldman Sachs? Today we're joined by Trixy Castro, a serial entrepreneur who managed just that—and whose journey is a testament to passion, perseverance, and empowerment. Listen in to discover the incredible path Trixy has taken through the business world, her dedication to helping other entrep...

Student debt has swelled to $1.75 trillion. So what can you do to help make college dreams come true for your children without the nightmare of student debt? I'll shed light on that and more today. You can access the full show notes and more by visiting:  https://www.forgewealth.com

Today we are joined by Alexandra Watkins, founder of brand naming consultancy Eat My Words. She shares how she found her way into the marketing space, what she does every day, and what hurdles she's had to jump to make it in her creative field. Listen in to hear about the fun tactics and ideas Alexandra uses to help her clients and stay ahead in a competitive space.  You can access the full show n...

Dealing with Required Minimum Distributions (RMDs) from your retirement savings can be tricky if you're unsure of the rules. So today, we're going to talk about RMDs and 10 specific things you should know about them in order to ensure you're making the most of your retirement savings. You can access the full show notes and more by visiting:  https://www.forgewealth.com

Today we are joined by Megan McShane, co-owner of Your Best Life Now. Having been able to combine her love for personal development with marketing, business development, and making an impact on the world, Megan opens up about what her business means to her and others, as well as what she sees as crucial when it comes to long-term success and growth.  You can access the full show notes and more by...

Thinking about taking Social Security early? A surprising number of people do this—and run into some potentially unforeseen issues. In this episode, I'll be talking about the downfalls of taking Social Security early and why you may want to think twice before taking that route.  You can access the full show notes and more by visiting:  https://www.forgewealth.com