Her Money Revolution

How can you build greater financial harmony in your relationship? In this special throwback episode of Her Money Revolution , we’re revisiting a previously released conversation with Angela Brooks, CFP®, about the powerful connection between money and relationships, and why financial challenges are rarely just about dollars and cents. Drawing from her work as a certified financial planner and beha...

Which retirement account should you spend from first, and how could that decision affect your long-term tax strategy? Saving for retirement and spending your retirement savings require two very different skill sets. Once you begin taking income from checking and brokerage accounts, traditional IRAs, Roth IRAs, and other retirement assets, the order and timing of those withdrawals can have signific...

Are your tax strategies helping your retirement plan, or could they be creating costly consequences down the road? Tax planning in retirement goes far beyond what you owe this year. Decisions involving Roth conversions, backdoor Roth IRAs, Social Security, Medicare, investment withdrawals, and long-term care can all affect your lifetime tax picture. In this episode of Her Money Revolution , Angela...

Can you really withdraw 4% of your investments every year in retirement without running out of money? The 4% rule has been a popular retirement guideline for decades, but retirement planning is rarely that simple. Your timeline, spending needs, market conditions, inflation, taxes, and sources of guaranteed income can all influence how much you can comfortably withdraw. In this episode, Angela Broo...

Have you ever questioned whether you should change your investment strategy when markets become volatile? Periods of market uncertainty often bring a wave of alarming headlines, economic concerns, and emotional decision-making. While market fluctuations are inevitable, they do not have to dictate your financial future. The key to long-term investing is not predicting every market movement—it's dev...

Back-to-school season is a time of fresh beginnings, new routines, and preparing children for another year of learning. Yet one of the most important lessons they will carry into adulthood is rarely taught in the classroom: how to develop a healthy relationship with money. In this episode of Her Money Revolution , Angela Brooks, CFP®, explores how parents can intentionally shape their children's f...

What does it truly mean to be wealthy? In a culture that often equates financial success with luxury cars, designer brands, and carefully curated social media feeds, it can be difficult to distinguish genuine wealth from the appearance of it. The reality is that lasting financial security is rarely built through flashy purchases—it is built through intentional habits, disciplined decision-making,...

What does it really take to build lasting wealth—and an even richer life? As Her Money Revolution celebrates its second anniversary, Angela BrooksCFP®, reflects on the six most impactful lessons she's learned through two years of podcasting, working with families, and helping women gain greater confidence with their finances. This milestone episode goes beyond investing and financial planning to e...

What if the most impactful financial decision you make this year isn't earning more money, but taking the time to evaluate where you are and where you're headed? As the year reaches its midpoint, many people find themselves reflecting on goals they set in January. Some have made meaningful progress, while others may feel that life, responsibilities, and unexpected challenges have shifted their foc...

What if one financial decision could unexpectedly increase your Medicare costs by thousands of dollars per year? Many retirees focus heavily on investment growth and retirement savings, but far fewer understand how taxes, healthcare costs, and retirement income planning all work together. In this episode of Her Money Revolution , Angela Brooks, CFP®, unpacks one of the most overlooked retirement p...

What would happen financially if one spouse suddenly had to manage everything alone? Many couples spend decades building retirement savings, investment accounts, and long-term financial plans together, yet very few are prepared for the financial realities that can follow the loss of a spouse. Beyond the emotional grief, surviving spouses are often faced with reduced household income, higher taxes,...

Have you ever felt emotionally exhausted—not because of one major event, but because of the ongoing weight of responsibilities, decisions, expectations, and everyday life? Sometimes life feels “off track” not because we are failing, but because we have been carrying too much for too long without creating space to pause, reflect, and reset. In this episode, Angela Brooks explores the mindset shifts...

“When your finances feel cluttered, clarity becomes difficult.” In this episode of Her Money Revolution , Angela Brooks introduces a structured and practical approach to resetting your financial life through the concept of a “financial spring cleaning.” Drawing from a personal experience of organizing her home, Angela highlights a common pattern: individuals often dedicate more time to managing ph...

“When everything feels important, nothing feels clear.” In this episode of Her Money Revolution , Angela Brooks addresses one of the most common challenges in personal finance: knowing what to prioritize with your money—and when. Many women are actively saving, investing, and paying down debt, yet still experience stress, uncertainty, or lack of progress. Angela explains that this is often not a f...

In this episode of Her Money Revolution , Angela Brooks, CFP®, explores a powerful shift in how we approach financial success—moving away from discipline-driven habits and toward intentional system design. Angela introduces the concept of your financial environment and explains how it quietly influences nearly every financial decision you make. Whether structured intentionally or not, your current...

In this episode of Her Money Revolution , Angela Brooks, CFP®, explores a powerful shift in how we approach financial success—moving away from discipline-driven strategies toward system-based design. In recognition of Women’s History Month, Angela provides important context around women and wealth, highlighting how recent it is for women to fully participate in financial decision-making. As a resu...

In this episode of Her Money Revolution , Angela Brooks explores the essential role of alignment in building a financial life that feels both intentional and sustainable. While many women are taking the “right” financial steps—saving, investing, paying down debt—feelings of stress, overwhelm, or disconnection often remain. Angela explains why this happens and how misalignment between financial pla...

In this episode of Her Money Revolution , Angela Brooks, CFP®, examines the powerful connection between MONEY and RELATIONSHIP—and why financial challenges are rarely just about dollars and cents. While interest rates, budgets, and investment returns play a role in financial outcomes, Angela explains that most money-related tension stems from deeper issues such as values, expectations, emotional s...

In this episode of Her Money Revolution , Angela Brooks, CFP®, returns after a deliberate pause to share the clarity and direction that emerged from slowing down and reflecting at the start of the year. Rather than approaching a new season with more hustle or louder goals, Angela explains why January became a time of prayer, journaling, and asking deeper questions—about purpose, alignment, and the...

In this episode of Her Money Revolution , Angela Brooks, CFP®, provides a timely and practical guide to navigating holiday spending with clarity, intention, and confidence. The holiday season often brings joy—along with pressure, expectations, and no shortage of opportunities to overspend. Angela breaks down five actionable strategies to help you enjoy the season fully while remaining aligned with...

In this episode of Her Money Revolution, Angela Brooks, CFP®, explores how a simple practice—gratitude—can have a profound impact on your financial well-being. Angela reveals how shifting from a scarcity mindset to one of gratitude can transform not only your outlook, but also your outcomes. Through real client stories, personal reflections, and practical exercises, Angela explains how recognizing...

In this episode of Her Money Revolution , Angela Brooks, CFP®, unpacks one of the most revealing measures of a company’s financial health: free cash flow . With clarity, warmth, and her signature wit, Angela explains how this often-overlooked metric tells the real story behind profitability—beyond the polished headlines of earnings reports. Angela breaks down what free cash flow is, why it matters...

In this episode of Her Money Revolution , Angela Brook, CFP® explores one of the most emotionally charged and financially complex topics: blended family finances . With compassion, expertise, and a touch of humor, Angela reveals how money decisions in blended families go far beyond dollars and cents—they reflect identity, values, and the desire for fairness. Through candid client stories and pract...

In this episode of Her Money Revolution, Angela Brook, CFP® breaks down one of the most valuable—yet often overlooked—tools in the modern investor’s toolkit: the PEG ratio. Building on her mission to simplify investing for women, Angela explains how the PEG ratio goes beyond the traditional P/E ratio by incorporating a company’s growth potential—providing a more complete picture of value. With cle...

In this episode of Her Money Revolution , Angela Brooks, CFP® explores one of the most essential yet often overlooked areas of financial planning: estate planning. Far from being just about end-of-life decisions, estate planning is about protecting your loved ones, safeguarding your legacy, and ensuring that your wishes are carried out with clarity and care. Angela breaks down the key components—f...