Explorez tous les épisodes du podcast Women & Money: The Shit We Don't Talk About!
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| Small Steps, Big Financial Gains with Barb and Maggie | 04 Apr 2025 | 00:31:18 | |
Ever feel like financial freedom is a distant dream? Think again! In this episode of Women and Money: The Shit We Don't Talk About, we uncover how tiny, consistent actions can lead to significant financial progress. We kick things off by reflecting on the remarkable Women's History Month event, highlighting the importance of honoring our favorite women in history who got us here. We discuss the practical, everyday steps you can take- like budgeting smarter, negotiating your salary, and automating your savings. You'll also hear about the power of building strong support networks and advocating for equal pay. By the end of this episode, you'll understand how meaningful, small steps can create substantial financial change. Don't miss out on these actionable tips and inspiring stories that can help turn your financial dreams into reality! 00:00 Intro 00:16 Reflections on Women's History Month Event 01:31 The Power of Small, Consistent Actions 06:22 Practical Financial Tips and Strategies 13:29 Highlights from Women's History Month Webinar 19:48 Supporting Women-Owned Businesses and Equal Pay 23:37 Weekly Money Talk Series Are you ready to take the next step? Join our weekly Money Talks series every Thursday at 11am CT! Register for FREE to gain access to our weekly sessions where Purse Strings-approved professionals discuss various financial topics. These 30-minute sessions are designed to provide you with the tools and knowledge to make informed financial decisions. Click here to register now and bring your questions! https://pursestrings.co/money-talks/ Follow & connect with us! Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Resources
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| Pouring Profits: The Financial Journey of a Craft Distillery Founder with Sonja Kassebaum | 28 Mar 2025 | 00:30:18 | |
Why is it so hard for women to talk about money- especially in industries still dominated by men? In this episode, we sit down with Sonja, the co-owner and co-founder of North Shore Distillery. She and her husband built their business from the ground up, learning firsthand the unique challenges women face in financial and entrepreneurial spaces. She shares her journey navigating the finances while building a company with her husband. There are hard truths about being a woman in a space where men still hold most of the power, but like she says, “ You’ll find ways to use it to your advantage when people underestimate you!” From securing funding to advocating for herself in high-stakes conversations, Sonja shares insights that every woman entrepreneur needs to hear, regardless of their industry. Sonja learned to stand her ground. Why do we feel the need to over-prepare, over-deliver, and prove ourselves in ways men often don’t have to? Sonja’s advice to women looking to break barriers in finance and entrepreneurship is nothing short of inspirational. This conversation is for any woman who’s ever felt like she had to fight a little harder to be taken seriously- especially when it comes to money. 02:12 Women Leading the Liquor Industry 05:38 Meet Sonja Kassebaum: Co-Founder of North Shore Distillery 07:26 The Journey from Law to Distilling 08:46 Crafting Unique Spirits at North Shore 10:05 Navigating Financial Challenges 12:25 The Role of Women in a Male-Dominated Industry 24:53 Tips for Aspiring Entrepreneurs Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & connect with Sonja
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| 4 Money Mindsets to Achieve Your Financial Goals with Barb and Maggie | 24 Jan 2025 | 00:26:24 | |
What we spend our money on shows where our priorities live, but what if your spending habits aren’t aligned with the life you want to build? This is where mindset comes into play. Mindset is the key to unlocking your financial potential. Your money mindset is everything when it comes to achieving your financial dreams and creating the future you desire. In this episode, we dive deep into 4 key mindsets that will help you take control of your finances and set yourself up for long-term success:
This episode highlights the importance of replacing scarcity thinking with an abundance mindset, embracing growth through continuous learning, planning for the long term, and taking control of your finances. We also provide practical tips and actionable advice to help YOU be financially fearless and empowered in 2025! If you're ready to shift your mindset and start taking action, this episode is for you! Episode Highlights and Timestamps 00:00 Introduction to Women and Money 00:23 Understanding Your Money Mindset 01:22 Embracing an Abundance Mindset 04:11 Practical Steps to Shift Your Mindset 08:57 Developing a Growth Mindset 14:03 Adopting a Long-Term Mindset 20:04 Empowerment Mindset 24:20 Next Steps Resources Mentioned:
Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us!
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| Generational Wealth for Women of Color with Lissa Prudencio | 17 Jan 2025 | 00:29:35 | |
In this episode, we welcome Lissa Prudencio, a personal finance expert, certified financial planner, and accredited financial counselor, and the Founder of Wealth for Women of Color, who transitioned from the tech industry to finance to help women, especially women of color, learn the foundations of money and build wealth. Lissa discusses the importance of consistently learning about finances, especially in an era where advice is abundant but often contradictory. She emphasizes the need to find financial voices that resonate with you and guide you toward informed decisions. One key topic Lissa covers is generational wealth—explaining what it is, why it’s crucial, and how to start building it. This conversation also touches on the significance of estate planning and working with financial professionals, such as accountants and lawyers, to protect and grow your wealth. Lissa shares her experience volunteering with Savvy Ladies, a nonprofit offering financial coaching to women, and the impact it has had on her understanding of financial empowerment. If you’re looking for practical tips to take control of their finances, including how to navigate complex financial systems and make sound financial decisions that will benefit future generations, this episode is for you! Episode Highlights 00:17 Lissa's Career Transition to Finance 00:57 Personal Finance Journey and Lessons 05:12 Mindset Shifts and Financial Education 08:51 Challenges Faced by Women of Color 23:03 Building Generational Wealth 27:09 Conclusion and Final Thoughts Follow & connect with Lissa: Follow & connect with us! Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you, too! Your story could inspire our community of women. Fill out our intake form here! Resources
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| How to Build Your 2025 Financial Future with Cary Carbonaro | 10 Jan 2025 | 00:31:28 | |
Ready to make 2025 your year of financial freedom? Let’s face it: when it comes to money, fear and uncertainty hold many of us back from truly thriving. But what if this could be the year you take control and become financially fearless? This episode is packed with strategies, tips, and inspiration from our incredible guest, Cary, who’s here to guide you every step of the way. Cary Carbonaro, a certified financial planner with over 25 years of experience in guiding women to financial independence, helping them gain control over their financial futures in an industry where women are often underrepresented. She emphasized the importance of having a financial plan, according to her, “If you fail to plan, you plan to fail.” She encourages women to set clear financial goals and stick to them, sharing financial goals publicly, holding individuals accountable and brings those goals to fruition. Her approach to financial planning starts with two fundamental steps: budgeting and knowing one's net worth. Cary advises her clients to track their monthly income and expenses, ensuring there is money left over to build wealth. She emphasizes that small sacrifices, such as cutting out a daily coffee, are not enough; instead, big-picture decisions—like adjusting housing costs or finding additional income sources—are essential. If you're ready to take action and build a solid financial plan, check out the resources and links we mentioned in the episode. Cary’s advice is simple, clear, and packed with actionable steps that anyone can use to improve your financial situation. Episode Highlights: 00:44 Cary's Background and Focus on Women 02:28 Challenges Women Face in Financial Planning 04:40 Cary's Personal Story of Overcoming Adversity 08:11 Steps to Financial Planning for the New Year 21:58 Common Financial Mistakes and How to Avoid Them 28:19 Assessing and Adjusting Risk Tolerance Follow & Connect with Cary: Follow & connect with us! Do you have a unique financial story to share? We want to hear it! Resources
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| Starting 2025 with Purpose with Barb and Maggie | 03 Jan 2025 | 00:15:24 | |
Welcome to 2025! In this special New Year’s episode, we’re diving into a fresh start with reflections on 2024, exciting updates for our podcast, and inspiration to take action on your financial goals. This year, we’re all about building a strong community, empowering women to take control of their finances, and making progress—one step at a time. In this episode, we reflect on the incredible milestones of 2024, including our first in-person event, which brought together women from all walks of life to share their stories of financial empowerment and resilience. We also dive into what’s new for 2025, like our commitment to weekly podcast episodes and the launch of “Money Talks,” our new interactive Zoom sessions designed to foster community and answer your pressing financial questions. Plus, we share our personal goals for the new year! We also offer a sneak peek at upcoming guests, including Cary Carbonaro and Lissa, who will bring fresh perspectives on breaking down financial barriers and thriving in the digital space. Episode Highlights and Timestamps [00:01:00] A new year, a fresh start: What we’re grateful for in 2025. [00:03:00] Reflections on our first in-person event [00:08:00] Introducing “Money Talks,” our new weekly community sessions. [00:13:00] What’s ahead: Cary Carbonaro and other exciting guests this month. [00:14:00] Your financial story matters—how to share it with us. Follow & connect with us! Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here!
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| The Ins and Outs of Real Estate Investing with Michelle Schroeder | 27 Dec 2024 | 00:38:30 | |
Our guest today is Michelle Schroeder, a licensed real estate broker and realtor with Berkshire Hathaway HomeServices in the Chicagoland area. She’s not your average realtor—Michelle brings years of experience and expertise, with a strong background in real estate investing and property renovations. We’re excited to have her on the show to walk us through the ins and outs of real estate investing—from buying your first property to building a portfolio that sets you up for long-term financial growth. We’ll discuss how to find the right investment properties, securing great tenants, making smart renovations to boost property value, and much more! You’ll also get a glimpse into Michelle’s holistic approach to real estate, where she prioritizes education and supporting her clients throughout the entire investment journey. If you’ve ever been curious about how to get started in real estate investing, this episode is for you! Here’s some of what we discuss in this episode: 0:00 – Intro 1:28 – Getting to know Michelle 3:07 – Getting started in real estate investing 12:05 – The benefits of multi-unit buildings for first-time investors 16:25 – The hands-on nature of real estate investing 21:42 – Evaluating a property’s potential for renovation 29:25 – Tenant selection and management 32:16 – Selling and value-add opportunities Episodes Links Michelle on Purse Strings https://pursestrings.co/professional/real-estate-agent/illinois/chicago/michelle-schroeder/ Berkshire Hathaway HomeServices Michelle on Socials X: https://x.com/manni_michelle LinkedIn: https://www.linkedin.com/in/michelle-schroeder-a0027646/ Instagram: https://www.instagram.com/michelleschroeder.realtor/ Facebook: https://www.facebook.com/MichelleSchroederRE
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| Rethinking the Holidays: Thoughtful Spending & Intentional Traditions | 12 Dec 2024 | 00:22:55 | |
As the holiday season approaches, many of us find ourselves caught up in the whirlwind of shopping, gifting, and planning. But what if this year, we took a step back and approached the festivities with a more thoughtful and intentional mindset? In this episode of Women and Money, let’s dive into the holiday shopping conversation with two people who aren’t big on gift-giving- Barb and Maggie! We’ll talk about conscious consumerism and discuss alternative ways to celebrate the season that focus on connection and meaning rather than material things. Plus, we’ll share thoughtful ideas for showing appreciation to those who make a difference in our daily lives—like our house cleaners, hairstylists, and the friendly faces at Trader Joe’s. Wishing you a joyful and meaningful holiday season! Here’s some of what we discuss in this episode: 0:00 – Intro 2:01 – Memorable gifts and family traditions 6:16 – Alternative gift ideas and experiences 11:32 – Thoughtful gestures for the holiday season
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| Raising Money-Savvy Kids with Jamie Bosse CFP®, RFC, CCFC | 26 Nov 2024 | 00:30:57 | |
Today’s episode is perfect for parents looking to raise money-savvy kids! We are joined by CFP®, RFC, CCFC and author, Jamie Bosse, who is on a mission to help families tackle one of the most important—and often overlooked—topics: teaching kids about money. For the past six years, Jamie has helped make financial literacy fun and approachable for families through her engaging books, like, Milton the Money Savvy Pup. Listen in as she shares some creative strategies for introducing essential money concepts to children- like budgeting, saving, and even understanding taxes. Here’s some of what we discuss in this episode: 0:00 – Intro 1:26 – Getting to know Jamie 6:56 – Jamie’s journey into writing children’s books 14:29 – Implementing money concepts in real life 18:35 – Making money a tangible concept for kids 21:21 – Jamie’s book for moms 24:35 – Jamie’s work as a financial advisor + future books Milton the Money Savvy Pup Books https://www.miltonthemoneysavvypup.com/ Jamie’s other books https://www.moneybossmom.com/buy-books Instagram: https://www.instagram.com/moneybossmom/
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| Coffee Talks: Closet Revamps + Self-Investment | 07 Nov 2024 | 00:20:03 | |
This week’s episode is a bit different from the usual- we wanted to catch up with you all and share a few fun life updates! With exciting events and conferences around the corner, Barbara decided it was time for a closet refresh (and Maggie scored some great new finds, too!). Enter Annie, the stylist who helped Barbara step out of her comfort zone and find the perfect pieces to revamp her wardrobe. It was a fun experience and, for Barb, well worth the investment. Tune in as we share more about this experience today! We thought it was the perfect way to highlight how investing in yourself- whether it’s a wardrobe upgrade, learning something new, or taking time for self-care- is all part of building confidence and showing up as your best self. Heading into 2025, we’re excited to bring you more casual conversations like this. Let's keep talking about this shit! Here’s some of what we discuss in this episode: 0:00 – Intro 1:48 – Barb’s experience with a stylist 10:41 – How much Barb spent 15:35 – Maggie’s new clothing purchases 18:15 – What we’re looking forward to in 2025
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| Taking Small Steps Forward: Building Financial Independence with Susan Washburn | 24 Oct 2024 | 00:29:51 | |
Our guest today is Susan Washburn, CFP®, CeFT®, JD, Senior Financial Advisor of ProVise Management Group. Forced to rebuild her life after Hurricane Katrina and an unexpected divorce, Susan found herself feeling overwhelmed and lost in the world of finance. Instead of letting this define her, she decided to get smart about money and pursue a career in financial planning. Today, Susan helps women take ownership of their financial lives. Join us as we discuss the importance of setting personal financial goals, seeking out supportive financial professionals, and, most importantly, taking small, actionable steps toward financial independence. We’re so grateful to have her on the show today to share her inspiring story and remind us that it’s never too late to get started! Here’s some of what we discuss in this episode: 0:00 – Intro 1:22 – Susan’s story 9:34 – Being involved in financial affairs 12:11 – How Susan started over 17:03 – The importance of communication in financial planning 21:53 – Taking small steps toward and finding a supportive network Learn more about Susan HERE ProVise Management Group
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| The Rise of the Female Breadwinner with Tiffany Irving | 17 Oct 2024 | 00:31:24 | |
We’re excited to be joined by Tiffany Irving, CFP®, CEPA®, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. She is also a first-generation college graduate, the daughter of a single mother and a mother herself. There are so many aspects of her journey that many of us can relate to, and today, we’ll dive into her experience being the primary breadwinner in her household. In a world where more women are navigating the responsibilities of being the primary earner, we thought this would be an insightful conversation to bring to the podcast. She’ll discuss the societal expectations and judgments that women often encounter in this role, as well as the importance of empowerment and education in building financial confidence. From regular "money dates" to effective risk management she has some great insights to share! Here’s some of what we discuss in this episode: 0:00 – Intro 2:03 – The female breadwinner 6:57 – Having conversations about money 8:48 – The challenges of female breadwinners 16:24 – Financial planning as a couple 24:52 – The changing financial landscape 27:52 – Open communication about family finances Read Tiffany’s Bio HERE Tiffany on Purse Strings https://pursestrings.co/professional/financial-advisor/illinois/chicago/tiffany-irving-cfp-cepa/ Mesirow Wealth Management Tiffany’s Team https://www.mesirow.com/capabilities/wealth-management/irving-team#1849274314-1719998646
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| Financial Confidence from First Job to Retirement with Galia Gichon | 21 Mar 2025 | 00:37:30 | |
What’s the #1 money move every woman needs to make? Whether you’re just starting your career, navigating a divorce, or planning for retirement, developing financial confidence is critical. In this episode, we’re talking through the must-know money strategies for women- because life happens, and you need to be prepared. Our guest today is Galia Gichon- an independent financial expert with over 20 years in the industry, including nearly a decade on Wall Street. She’s also an angel investor, educator, and an author sharing more on her book The Accidental Suffragist in this episode. She’s also a fellow podcaster, co-hosting the podcast Fiscal Firecrackers with actress Susan Yeagley- where funny finally meets money! One of the biggest takeaways from this conversation? Every woman needs a financial safety net. No matter your situation- whether you're single, in a relationship, or even in a high-earning career- you must have money set aside that is completely your own. Why? Because life is unpredictable. Galia also shared around one of the most financially challenging life transitions: divorce. If you're going through it (or ever need to in the future), there are so many financial factors to consider. Child support, retirement savings, decisions around property ownership, these are incredibly overwhelming. It’s not always a simple 50/50 split, especially when women have taken time off for childcare or worked part-time to support the family over the years. It is so important to have guidance and knowledge during difficult times such as these. If you’re a woman who wants to take control of her finances, navigate major life transitions, or simply build confidence when it comes to money- this episode is for you. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & Connect with Galia:
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| Financial First Steps for Newly Widowed Individuals with Carolyn Howard | 26 Sep 2024 | 00:30:27 | |
This week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group, as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path. After her late husband fell ill and passed away within just ten months, Carolyn faced profound grief and a sense of paralysis, even with her extensive financial knowledge. This experience fueled her passion for helping other families navigate similar situations. Today, her mission is to guide, support, and encourage those navigating finances after loss. Tune in as she shares financial first steps for newly widowed individuals, powerful tips on financially preparing for the unknown with your partner, and ways to support loved ones through loss. Here’s some of what we discuss in this episode: 0:00 – Intro 1:26 – Carolyn’s background and story 6:53 – The importance of financial preparation 11:31 – A checklist for widowed people 18:06 – Important financial decisions after widowhood 25:10 – Supporting friends and family after loss Read Carolyn’s Bio HERE Carolyn on Purse Strings https://pursestrings.co/professional/financial-advisor/florida/sarasota/carolyn-howardcfp/ Sign up for Carolyn’s newsletter ‘Hopeful Ever After’ https://www.hopefuleverafter.com/ Carolyn’s Love Letter To-Do List https://drive.google.com/file/d/1ikUBolyINpS5LYKAqBd_d79p8s1FH5n-/view?usp=sharing Accurate Advisory Group https://www.accurateadvisory.com/
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| Financial Planning for ADHD and Neurodiverse Individuals with Jodie Stauffer | 12 Sep 2024 | 00:42:33 | |
Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning. Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding her diagnosis. This experience inspired her to create a financial planning method that prioritizes understanding and creativity, recognizing that traditional approaches often overlook how neurodivergent brains process information. We’re thrilled to have her with us to discuss what this process looks like and to offer planning tips for those who think they may be neurodivergent or have ADHD. Here’s some of what we discuss in this episode: 0:00 – Intro 1:12 – Jodie’s story and financial firm 7:53 – Understanding neurodivergence and ADHD 12:43 – Financial planning with ADHD 26:42 – Accounting for a client’s unique needs 30:28 – Tips to stay focused and accountable 35:32 – ADHD as a superpower
Jodie Stauffer is an experienced fee-for-service financial planner specializing in personal finance and small business owners. She is passionate about working with mid-to-high-income ADHD and neurodiverse women, and this is reflected in her business, volunteer, and personal life. In 2019, Jodie founded JL Stauffer Financial as an independent financial planning firm. In 2022, she co-founded Parallax Planning & Wealth, a niche-based financial planning firm offering advice-only finance planning and consulting services. Although Parallax primarily focuses on planning, Jodie believes that putting plans into action for clients sets them apart. Her financial services approach always includes plan execution for her clients. With over 25 years of experience in financial management, sales, and leadership, She is committed to providing unbiased financial planning and consulting services to successful women like herself. She possesses a unique blend of expertise and passion, which, coupled with her ADHD superpowers, allows her to think differently and bring about change.
Jodie on Purse Strings https://pursestrings.co/professional/financial-planner/alberta/edmonton/jodie-l-stauffer/ Jodie’s website https://www.jlstaufferfinancial.ca/ Jodie on LinkedIn https://www.linkedin.com/in/jodie-l-stauffer-cfp/?originalSubdomain=ca Parallax Planning: https://www.parallaxplanning.ca/ Parallax on Facebook: https://www.facebook.com/parallaxplanning Parallax on Instagram: https://www.instagram.com/parallaxplanning/ Smarter, Faster, Crazier Podcast: https://podcasts.apple.com/ca/podcast/smarter
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| Retired by 32: Empowering Women to Achieve Financial Freedom with Stephanie Xenos | 22 Aug 2024 | 00:23:30 | |
Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about investing. Her mission is to help women achieve financial independence and break free from situations where money might be a limiting factor. Whether it's preparing for a divorce or simply gaining better control over their finances, Stephanie equips women with the tools, knowledge, and confidence to take control of their financial futures. Join us as we talk about the importance of taking that first step toward financial independence, the strategies Stephanie used to retire early, and how she's now using her experience to inspire and mentor others! Here’s some of what we discuss in this episode: 0:00 – Intro 0:58 – Getting to know Stephanie 5:16 – The FIRE movement + retiring early 8:46 – How Stephanie started helping others 12:44 – The importance of money mindset 17:53 – Figuring out your retirement lifestyle 20:06 – What Stephanie teaches + getting in touch
Stephanie Xenos is a retired rocket scientist turned women's personal finance expert and speaker, specializing in investing and financial independence. Passionate about teaching women how to manage their finances and grow their wealth, Stephanie seeks to empower women of all ages and diverse backgrounds to jump-start their journey toward financial freedom. Stephanie’s introduction to finance began at the age of 18 when she first taught herself how to invest. She retired at 32 from a career at NASA and SpaceX then founded her company, Money Muse, with the sole purpose of helping women achieve financial independence. As a member of the FIRE (Financial Independence, Retire Early) community, Stephanie empowers women to make generational change and become financial leaders in their own communities.
Stephanie on Purse Strings: https://pursestrings.co/professional/financial-coach/texas/austin/stephanie-xenos/ Stephanie on Instagram: https://www.instagram.com/stephanie_xenos Stephanie on LinkedIn: https://www.linkedin.com/in/stephaniexenos/
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| The Power of Financial Awareness and Personalized Planning with Chelsea Scomak | 08 Aug 2024 | 00:42:24 | |
We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align their strategies with their lifestyle goals through highly personalized planning. In our conversation, Chelsea shares some stories of women who have successfully transitioned from their 9-to-5 jobs to running their own businesses with her guidance. She also talks about her highly customized planning process that focuses on financial behaviors and strategic planning. Tune in as we chat about the importance of taking action in your financial life, building financial awareness, and the power of personalized planning! Discussions in this show should not be construed as specific recommendations or investment advice. This case study was based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Via Brio and Cambridge are not affiliated.
0:00 – Intro 2:00 – Transitioning from a 9-to-5 to entrepreneurship 9:04 – Financial planners vs financial advisors 11:33 – Chelsea’s customized, behavioral-focused planning process 25:57 – Putting yourself first and getting started 30:34 – Keeping clients engaged in financial planning
“You’re a driven, entrepreneurial woman who has this dream of having your own business, building wealth outside your 9 to 5, or wanting to build something bigger than yourself, but continue to get stuck in financial overwhelm. I see you. My mission is to provide driven, entrepreneurial women with high-quality financial planning advice in an innovative, upbeat, and flexible way that’s tailored to their lifestyle goals and helps them ditch money overwhelm and achieve financial security to create a legacy of financially empowered female business owners who empower their communities. Different from the 60-year-old male advisor in the suit, my work combines human behavior, money mindset, and financial strategy to create a custom roadmap based on each client’s unique vision.”
Chelsea on PurseStrings Via Brio Chelsea on Instagram: https://www.instagram.com/viabrioadvising/ Chelsea on LinkedIn:
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| Nurturing Financial Literacy in Kids with Lauren Rosberg | 25 Jul 2024 | 00:32:04 | |
Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field. 0:00 – Intro 1:04 – Lauren’s financial planning background 4:54 – Lauren’s money story 11:27 – Making money conversations fun for your children 20:09 – The value of spending money wisely 25:51 – Starting financial literacy conversations with kids early on Lauren Rosberg, MA CFP®, CRPC® CDFA® began her career as an advisor over fifteen years ago. She cares deeply for her clients and loves being able to provide comprehensive financial plans to guide clients to their goals. She is authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. Lauren has a master’s degree in industrial/organizational psychology. Lauren lives in Libertyville with her husband, Eric. She is blessed with their four children – Blake, Aubreigh, Adelaide, and Amelia. Most recently, they added Oliver, a goldendoodle puppy, to complete their family. In her spare time, she enjoys being a classroom volunteer, jiu-jitsu, stand-up paddle boarding, ice skating, and reading. Lauren on Purse Strings Lauren at Mercer Advisors https://www.merceradvisors.com/meet-our-team/lauren-rosberg/ Lauren on LinkedIn https://www.linkedin.com/in/laurenkk/
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| Approaching 65: Social Security, Medicare, Retirement Planning & More (Barb's 65th Birthday Show!) | 11 Jul 2024 | 00:53:59 | |
In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, certified Social Security Claiming Strategist, and retirement counselor, onto this episode to help us make sense of it all. From understanding the intricacies of Medicare to maximizing Social Security benefits, Koren breaks down complex concepts into easily digestible information. Our guests share their personal journeys, questions, and dreams for retirement and give us a unique look into this major life transition. Join us as we explore these important topics and celebrate the diverse paths people take as they enter this new phase of life! Here’s some of what we discuss in this episode: 0:00 – Intro 4:13 – Experiences with Medicare 12:40 – Understanding Social Security credits 23:21 – Medicare’s IRMAA 29:25 – Decisions around enrolling in Medicare at age 65 37:15 – Traditional vs Roth IRA + minimizing tax burdens for heirs 45:13 – Living the retirement years
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| Financial Planning For New Beginnings with Philip Weiss | 27 Jun 2024 | 00:37:19 | |
We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for these clients, helping them navigate their transitions with clarity and confidence. We hope you’ll join us for a powerful reminder that, with the right guidance and mindset, you can rewrite your story. Here’s some of what we discuss in this episode: 0:00 – Intro 1:20 – Phil’s background in the financial industry 3:30 – Phil’s early experiences with money 7:44 – Putting a plan in place to tackle debt 16:47 – Phil’s E.V.O.K.E. life planning process 24:49 – How Phil began working with the female market 29:13 – Phil’s tips for women experiencing life changes
https://apprisewealth.com/ebook/
Apprise Wealth Phil’s Weekly Blog (Sign up from any page on which a blog appears or through the "Contact Us" link) https://apprisewealth.com/blog/ Phil on Social Media https://www.facebook.com/AppriseWealth/ (27) Philip H. Weiss, CFA, CPA, RLP® | LinkedIn
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| Being Financially Prepared Today with Gabrielle Mollick | 13 Jun 2024 | 00:26:46 | |
Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. 0:00 – Intro 1:43 – Gaby’s financial advising journey + upbringing 8:41 – The sudden passing of Gaby’s father 14:00 – Mercer’s goals-based approach 17:13 – End-of-life planning and incapacitation planning 21:53 – Gaby’s advice for getting started Gaby’s expertise revolves around a deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing. Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a Bachelor of Business Administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI CounselorSM.
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| Breaking Through Bias In The Workplace with Andie Kramer | 23 May 2024 | 00:35:18 | |
Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her books Breaking Through Bias, It’s Not You, It’s the Workplace, and Beyond Bias. 0:00 – Intro 1:08 – Andie’s journey to writing books for women in the workplace 9:38 – Self-awareness and confidence-building techniques 15:40 – Strategies for organizations to focus on inclusion and combat biases 26:20 – Getting men involved in the conversation Andie speaks frequently to audiences about how to break through gender bias in the workplace. She draws on her professional and business experience to provide audiences with realistic, detailed, and readily usable advice. Andie and her husband, Al, are the co-authors of three award-winning books, and contributing writers to Harvard Business Review’s On Women and Leadership (2019). Andie is also a contributing writer on gender issues in the workplace for Forbes.com, and has been featured on The HuffPost, The New York Times, NBC News, and more. Andie & Al: https://andieandal.com/about/ Andie on LinkedIn: https://www.linkedin.com/in/andiekramer/ Andie’s Books: https://andieandal.com/books/ ASKramer Law: https://www.askramerlaw.com/about
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| Overcoming Financial Shame with Stephanie McCullough | 09 May 2024 | 00:35:29 | |
Our guest today is Stephanie McCullough, founder and financial planner with Sofia Financial. She specializes in helping women over 45 navigate their financial futures. With over two decades of experience, she brings a wealth of knowledge to the table and is a true advocate for women becoming financially fearless. In our conversation today, we’re going to focus on the shame many women feel around money. Stephanie shares where this shame stems from and some powerful tips for overcoming the barriers that stop so many women from moving forward in their financial journeys. Throughout the episode, she discusses how important it is to align our finances with our values, have open conversations, and understand our behaviors and beliefs around money. Here’s some of what we discuss in this episode: 0:00 – Intro 1:51 – Why women feel shame around money 7:23 – The power of getting started 9:15 – Finding an advisor that listens and asks questions 14:01– Aligning money with your values 20:21 – Beliefs and attitudes about money 31:12 – Taking small steps and embracing curiosity https://pursestrings.co/professional/financial-planner/pennsylvania/berwyn/stephanie-mccullough/ Website: https://sofiafinancial.com/ Stephanie’s Take It Back Podcast: https://takebackretirement.com/ LinkedIn: https://www.linkedin.com/in/stephaniemccullough/ Facebook: https://www.facebook.com/stephanie.mccullough.334 Company Facebook: https://www.facebook.com/SofiaFinancial Instagram: https://www.instagram.com/sofiafinancial/ Twitter: https://twitter.com/sofiafinancial
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| Women, Money & Power: The Fight for Financial Independence with Barb and Maggie | 14 Mar 2025 | 00:19:39 | |
W NOTES If they don’t give you a seat at the table… you bring a damn folding chair. That’s the energy we’re bringing today, because March is Women’s History Month, a time to reflect, celebrate, and most importantly, keep pushing forward. March is the third month of the year, so we thought, what better way to honor this month than by highlighting 3 powerful women from history, 3 modern trailblazers carrying that same fight, and 3 women who will be leading us the day this episode airs for “The Next Wave: Women Shaping Business & Wealth”? Financial independence fuels real freedom and we, as women, need to keep owning our money and our power! Why does this matter? Because when women have control over their money, they have control over their choices, their futures, and their lives. And this will impact generations of women to follow behind us on our path. We’ve come a long way, but let’s be real, we’re still fighting for financial equality. That’s why “The Next Wave: Women Shaping Business & Wealth” is all about moving forward together. We’ve got 3 incredible coaches ready to challenge and inspire us:
We believe in lifting women up in every way, we’re donating to &Rise, a nonprofit helping women rebuild their lives after trauma and abuse. Because when women rise, we all rise! This episode was a reminder that we are part of something bigger. The women who came before us including Gloria Steinem, Shirley Chisholm, and Susan B. Anthony fought like hell for their rights and ours. Women leading today are breaking barriers for the next generation. And we have the power to keep pushing forward through ACTION. So, if you’re listening on the morning of Friday, March 14th, there’s still time to grab your seat at our event and make a contribution towards &Rise. Please share this episode and invite every woman you know, because this is for all of us! Got a unique financial story to share? We’d love to hear your story! It could inspire our community of women. Fill out our intake form here! Follow & connect with us!
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| Building Financial Intimacy with Your Partner featuring Ed Coambs | 25 Apr 2024 | 00:36:42 | |
Are money matters causing tension in your relationship? You're certainly not alone. Money is often cited as the number one reason for conflict in relationships. It's a topic that's fraught with emotion, history, and often, misunderstanding. And that’s where awesome financial professionals like Ed Coambs come in. Ed is a former firefighter turned Certified Financial Planner (CFP®), certified financial therapist, and licensed marriage and family therapist associate. With over two decades of experience and as the founder of Healthy Love & Money, Ed is an expert in resolving conflicts, managing finances, and fostering emotional intimacy within relationships. 0:00 – Intro 1:44 – Ed’s journey from firefighting to financial services and therapy 10:56 – Ed’s approach to financial planning + your “financial family tree” 17:43 – Some underlying reasons why couples seek the help of a financial therapist 22:11 – Some of Ed’s success stories + how financial goals shift over time 25:59 – The psychological impact of past financial hardships 29:57 – The clients that Ed typically works with + his comprehensive process Ed on Purse Strings: https://pursestrings.co/professional/financial-planner/california/los-angeles/ed-coambs/ Healthy Love & Money https://www.healthyloveandmoney.com/ Healthy Love & Money Podcast https://www.healthyloveandmoney.com/podcasts/healthy-love-and-money The Healthy Love & Money Way: Facebook: https://www.facebook.com/healthyloveandmoney LinkedIn: https://www.linkedin.com/in/healthyloveandmoney/ Instagram: https://www.instagram.com/healthyloveandmoney/ Podcast: https://www.healthyloveandmoney.com/podcasts/healthy-love-and-money
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| The Five Biggest Financial Mistakes Women Make featuring Dr. April Murdaugh | 08 Apr 2024 | 00:40:16 | |
Dr. April Murdaugh is a Purse Strings-approved financial advisor in Fleming Island, Florida, and the CEO of Woman to Woman Financial. Through her wealth management firm, she is dedicated to helping educate, empower, and encourage women to create and grow generational wealth. We are honored to have her on the show today to share her remarkable story and the five biggest financial mistakes she sees women make. 1:11 – Dr. April’s experience with widowhood and financial hardship + journey to financial advising 8:18 – Avoidance in financial planning 9:53 – Negotiating for higher salaries or fees + working with a coach 13:40 – Prioritizing retirement planning over college savings for children 22:07 – Not having a will or estate plan 26:44 – Giving your spouse complete control over your finances 32:29 – Having financial conversations with your partner Learn more about Dr. April Having experienced homelessness, widowhood, and divorce- losing everything three times in her life-she is deeply committed to aiding women in fortifying against setbacks and navigating life transitions to achieve financial prosperity. She was also President of the American Business Women’s Association-Orange Park Charter Chapter in 2019 and 2020 and was recognized as one of the Top Ten Women American Business Women in 2021. Among her accolades, she received the Small Business Leader of the Year award in 2020 and was named Best Financial Advisor in Jacksonville in 2018 and 2019. Dr. April D. Murdaugh is an approved Purse Strings Professional. She is a mom to four wonderful adult children. In her spare time, she enjoys reading, music, exercising, kayaking, and hiking. Dr. April on Purse Strings: https://pursestrings.co/professional/financial-advisor/florida/fleming-island/dr-april-murdaugh/ Woman to Woman Financial: https://www.womantowomanfinancial.com/ Get in touch with Dr. April Facebook: https://www.facebook.com/W2WFinancial/?ref=pages_you_manage LinkedIn: https://www.linkedin.com/in/aprilmurdaugh/ Instagram: https://www.instagram.com/draprilmurdaugh/
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| HerMoney: Empowering Women’s Wealth with Jean Chatzky | 28 Mar 2024 | 00:25:10 | |
As a significant portion of wealth is anticipated to shift into the hands of women in the upcoming decades, it is more important than ever for women to be engaged in financial decisions and well-informed. It’s just as important for financial professionals to adapt and meet the unique needs of their female clients. Here’s some of what we discuss in this episode:
Learn more about Jean Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month. https://hermoney.com/subscribe/ HerMoney Podcast https://hermoney.com/t/podcasts/ Take the MoneyType Personality Test https://moneytype.hermoney.com/?utm_source=story&utm_medium=rotating_sidebar&utm_campaign=moneytype InvestingFixx https://portal.investingfixx.com/s/ https://www.linkedin.com/in/jeanchatzky/ https://www.instagram.com/hermoneymedia/ https://www.instagram.com/jeanchatzky/ https://www.facebook.com/JeanChatzky
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| Prenups, Postnups, and Financial Planning for Couples with Marilyn Chinitz | 21 Mar 2024 | 00:43:55 | |
This week on Women and Money, our guest is Marilyn Chinitz. Marilyn is a divorce attorney in New York who has been practicing law for 41 years and has extensive experience in matrimonial matters. She joins us today to help us better understand the world of prenuptial and postnuptial agreements and their importance, especially in cases involving significant wealth or complex financial situations.
Marilyn Chinitz is a formidable advocate specializing in matrimonial law, focusing on high-net-worth divorce cases. With over 35 years of experience, she navigates clients through complex transitions, handling diverse matters such as: · Complex divorce actions involving diverse transactional matters · High-conflict custody cases · International custody cases including the return of abducted children in proceedings filed under the Hague Convention · Premarital agreements and postnuptial agreements · Same-sex divorce/dissolution matters · Paternity cases Known for her straightforward, creative, and responsive client approach, Marilyn is as successful in litigation as in settlement negotiations. She has argued winning appeals in the appellate courts of New York, and in trials before the family court and the supreme courts of New York. When high-profile marital matters or recent changes in the law make headlines, Marilyn is a sought-after commentator. She is often quoted in print, and has appeared on local and national television and radio shows including NBC’s The Today Show, ABC News 20/20, Inside Edition, among others. Beyond her legal career, Marilyn is the proud mother of two accomplished adult children. She loves cycling, and participates in fundraising rides, and organizes travel to international destinations.
https://www.blankrome.com/people/marilyn-b-chinitz https://www.linkedin.com/in/marilyn-chinitz-a262a91b/
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| Buying and Selling Businesses: Insights from a Business Broker with Matt Friscia | 22 Feb 2024 | 00:37:21 | |
Matt Friscia is the owner and manager of Transworld Business Advisors of La Grange. With over 1,800 women opening businesses every day in the U.S., we’re excited to dive into the intricacies of buying and selling a business with a seasoned business broker. As a former business owner who worked with Transworld Business Advisors himself, Matt brings a wealth of experience to the table.
https://pursestrings.co/professional/business-advisor/illinois/la-grange/matt-friscia/ Start a conversation with Matt about his services provided in business brokerage https://www.linkedin.com/in/mattfriscia/ Transworld Business Advisor https://www.tworld.com/agent/mattfriscia/bio/ Active Listings https://www.tworld.com/locations/lagrange/buy-a-business/active-business-listings/
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| The Ins and Outs of Mediation with Brian James | 08 Feb 2024 | 00:33:27 | |
We’re delighted to sit down with Brian James, a seasoned Divorce and Family Mediator based in Chicago with offices across Chicagoland and Southeastern Wisconsin. As the founder and lead mediator at C.E.L. & Associates, Brian brings over two decades of experience to his practice and has dedicated his career to helping families navigate divorce and domestic conflicts.
Brian James, a seasoned Divorce and Family Mediator, established C.E.L. and Associates, Inc. in 2005, serving Chicagoland and Southeastern Wisconsin. Brian holds a B.S. in Sociology from Northern Illinois University (1994) and received Mediation and Conflict Resolution training at Northwestern University. For a decade, Brian worked in the Criminal Justice System, aiding domestic violence and divorcing families in resolving conflicts and facilitating healing post-life-altering events. His approach to mediation is client-driven. By aiding his clients with the resolution of their divorce issues outside of the courtroom, Brian helps create a win/win situation for all parties in a divorce. His mediation style not only resolves immediate issues but equips clients with conflict-resolution skills for the future, emphasizing problem-solving, empathy, and informed decision-making. Brian recently celebrated 27 years of marriage to his wife Cindy. They have two boys, Connor, age 25 forever, and Evan, age 22. Connor and Evan are the C. and E. in C.E.L. & Associates, Inc. Brian on Purse Strings https://pursestrings.co/professional/mediator/illinois/libertyville/brian-james/ C.E.L. & Associates, Inc. Brian on social media https://www.facebook.com/CELandAssociates https://www.linkedin.com/in/brian-james-1336ba2/
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| Understanding Your Money Story with Amy Cook | 25 Jan 2024 | 00:29:47 | |
Amy Cook, MSPFP, MPAS®, CFP®, is the proud founder of Maven Lane Financial Group in San Mateo, CA. She has over 15 years of experience as a financial advisor and is no stranger to the unique financial challenges that women face. We’re so excited to have her in our Purse Strings network and on the show today to share insights from her new book, Your Money Narrative.
Early in her career, Amy managed a mortgage company branch, witnessing clients reactively approaching financial decisions. Determined to help people avoid mistakes, she became a financial advisor in 2009, driven by a passion for guiding clients to realistic, attainable goals. Now the proud founder of Maven Lane Financial Group in the Bay area, she advocates for proactive personal finance. Amy pursued financial education, earning her CERTIFIED FINANCIAL PLANNER™ certification and a Master’s degree in Personal Financial Planning. With clients in various life stages and industries, Amy aims to be part of your financial team, offering guidance in the ever-changing landscape of financial planning. Amy is thrilled about her new book, Your Money Narrative, and is a mother of two grown daughters. In her spare time, she enjoys being home with her cute cats and working on passion projects, including decorating, antiques, and a series of children’s books about collections. https://pursestrings.co/professional/financial-advisor/california/san-mateo/amy-cook-mspfp-mpas-cfp/ Maven Lane Financial Group https://www.mavenlanefinancialgroup.com/ Read an excerpt from Amy’s book, Your Money Narrative https://www.yourmoneynarrative.com/excerpt Your Money Narrative Checklists https://www.yourmoneynarrative.com/resources Amy on social media https://www.linkedin.com/in/amy-cook-mspfp-mpas%C2%AE-cfp%C2%AE-3239199/ https://www.facebook.com/mavenlanefinancialgroup
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| Taking Control of Your Financial Health with Vrinda Gupta | 11 Jan 2024 | 00:36:22 | |
We’re excited to welcome Vrinda Gupta to the show. She is the visionary founder of Sequin, a financial platform designed to empower women on their journey to financial freedom. Vrinda shares her inspiring story with us today, starting with a rejection from a credit card she helped create to founding a women's finance club that challenges the norms of the male-dominated financial industry. Here’s some of what we discuss in this episode:
https://www.sequincard.com/purse-strings
https://www.linkedin.com/in/vrindag/ https://twitter.com/vrinda_tweet
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| True To You: Owning Your Accomplishments Authentically with Divya Parekh | 28 Dec 2023 | 00:32:24 | |
This week’s guest is a seasoned coach with a diverse background in academia, biochemistry, and corporate leadership. Today, Divya Parekh, MS, CPC, PCC, LL, helps leaders and entrepreneurs follow their dreams and take their careers to the next level. She’s here to share her insights on how women can embrace their achievements without feeling the need to conform to societal expectations or feel like they’re being “braggadocious.” Tune in as we explore how aligning with your values can be a game-changer for your professional and personal growth. Whether you're an entrepreneur, corporate professional, or aspiring leader, this episode offers valuable insights and inspiration to help you shine authentically in your journey. Here’s some of what we discuss in this episode:
Learn more about Divya: Divya brings over 20 years of experience in academia, corporate (managing multi-million-dollar biopharmaceutical contracts), and authentic positioning (as an executive business coach). She combines her extensive knowledge of corporate, and entrepreneurial real-world business situations and her passion to help business leaders, coaches, and entrepreneurs with a focus on authenticity, neuro-leadership coaching, and storytelling to help them uncover their value-based differentiators, reframe their life’s narrative authentically, and create authentic credibility builders. This enables them to be recognized as trusted leaders and gain the visibility to impact more people. Divya is a regular contributor to large publications like Forbes, Entrepreneur, CEO World Magazine and more. Divya is also a bestselling author of many leadership books, including Expert to Influencer, The Entrepreneur's Garden, Leadership and Influence, Emotional Intelligence and more. https://www.linkedin.com/in/divyaparekh/
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| From Passion to Purpose: Building Studio Elevate Fit with Sarah Hellenbrand | 14 Dec 2023 | 00:37:23 | |
Sarah Hellenbrand is a fitness enthusiast, mom, and proud founder of Studio Elevate Fit in Libertyville, Illinois. We met Sarah at a networking event where she shared her raw and inspiring journey of opening her own business. With over 1,800 women opening new businesses every day in America, and we couldn't wait to share her story with you. In our conversation, Sarah opens up about her struggle to finding fulfilling work in the early years of her career, and the journey that led her to finding her passion and starting her own fitness studio. We’ll chat about the incredible environment she’s created at Studio Elevate Fit, and what she’s learned throughout her entrepreneurial and personal health journey. Stay tuned to be inspired by Sarah’s story and to gain a refreshing perspective on personal development, resiliency, and business ownership. Here’s some of what we discuss in this episode:
Mom to Eleanor and wife to Zeke, Sarah and her crew love cooking, outdoor adventures, and live music
https://www.instagram.com/sarahelevate/
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| Warning Signs and Red Flags of Financial Abuse with Jennifer Solarte | 07 Mar 2025 | 00:29:24 | |
Many women don’t realize they’re in an abusive situation until they’re deep in it. The warning signs? The red flags? Jennifer Solarte has seen them firsthand, both in her own life and in the women she helps. She’s experienced all kinds of abuse, and now, she’s sharing her story and the key warning signs to watch for in this episode. Jennifer is an author, entrepreneur, trauma life coach, reiki master, somatic practitioner, and speaker who is passionate about helping women live their best lives after trauma and abuse. She is the Founder of the nonprofit organization; &Rise, whose mission is to empower women to be the ultimate versions of themselves no matter their adversities. She also shares that many women struggle with financial independence, which isn’t just about buying power (even though women hold 80% of it!) it's about freedom! Freedom from debt, freedom to rebuild, and freedom to create a secure future. This Women’s History Month, let’s not just celebrate- let’s take ACTION! Join us on March 14th and be part of something bigger: a special event that not only uplifts women but also gives back. And for every attendee, we’re making a donation to &Rise. Because when women rise, we all rise! This is for ALL women, so bring a friend, join the movement, and click here to register. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Follow & connect with us! Follow & Connect with Jennifer:
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| Negotiating Your Worth In The Workplace with Jen Pestikas | 21 Nov 2023 | 00:26:58 | |
Our guest this week is the incredible Jen Pestikas, a financial services executive, leadership coach for women, and host of the podcast Brave Women at Work. We had the pleasure of meeting Jen through social media and we’re so glad that we did. She joins us today to discuss negotiating your worth in the workplace and why this is such an essential skill for women to harness. In our conversation, Jen shares her personal journey and highlights the societal factors that often deter women from negotiating their worth. We’ll hear some success stories of her coaching sessions and learn practical strategies to strengthen the negotiation muscle, set empowering baselines, and confidently navigate conversations about compensation, promotions, and more. Whether you're entering a new job or seeking a promotion, this episode equips you with script tips and insights to tackle these conversations head-on. Don’t miss this empowering conversation on being financially fearless! Here’s some of what we discuss in this episode:
Jen is now leveraging her experience to help her clients clarify what they want to do, identify obstacles, and take bold and brave action to achieve their goals without sacrificing their health and happiness. https://bravewomenatwork.com/blog/ https://worthmorestrategies.com/our-1-most-popular-post-75-things-you-can-negotiate/ https://www.linkedin.com/in/jenniferpestikas/
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| Protecting Your Financial Future with Candy Wolff | 09 Nov 2023 | 00:45:52 | |
Today we are honored to sit down with Candy Wolff, CEO and President of “Irreplaceably You,” mother, widow, and author of the upcoming book, Lost and Found in Mexico: A Widow’s Road to Recovery. In our conversation, she shares the tragic story of losing her husband while on vacation in Mexico, and the financial difficulties and decisions that followed. From unexpected medical bills and funeral expenses to dealing with life insurance policies, Candy's story highlights the importance of having open financial conversations with your partner and being prepared for the unexpected. Discover the critical steps she wishes she had taken before her husband's passing, and why having the right resources, like Purse Strings' Family Emergency Guide, can make all the difference in times of hardship. Join us for a powerful conversation about protecting your financial future.
Learn more about Candy: Candy Wolff is a multi-talented professional, excelling in roles spanning marketing, sales, event management, tradeshow coordination, writing, and public speaking. Her journey began with a Bachelor of Science (BS) degree in Communications from Montana State University Billings, equipping her with the skills and knowledge to lead as the CEO/President of "Irreplaceably You." Mission-Driven Professional: Candy lives by the philosophy that every day presents a choice: to pick one's attitude and make the right choice. This personal mission guides her approach to work and life, infusing positivity, empathy, and excellence into everything she does. A Loving Mother: Candy is not only a dynamic professional but also a devoted mother to three boys. Her nurturing spirit and dedication to her family serve as a foundation for her personal and professional success. A Woman of Faith: Candy's Christian faith is a cornerstone of her life, guiding her values and actions in all aspects of her journey. Passions Beyond Work: Outside of her professional life, Candy is an avid enthusiast of working out, drawn to the invigorating power of exercise. She's equally passionate about the ocean, sun, and sand, finding solace and inspiration by the seaside. Author and Innovator: Candy is set to debut her literary work, "Lost and Found in Mexico," while also gearing up for the launch of "Irreplaceably You." 952-687-7968 https://www.linkedin.com/in/candywolff/
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| Caring for Aging Parents with Confidence with Jeannie Dougherty | 26 Oct 2023 | 00:33:58 | |
Did you know that 10,000 people are turning 65 in the U.S. every day and will continue to for the next 7 years? It’s true. And that means that caregiving is something that will impact the lives of many women. Our guest today is Jeannie Dougherty, a money expert, mental fitness guide, and former caregiver. She’s here to help you better understand how caregiving can affect your financial health and what proactive steps you can take to safeguard your financial future. Listen in as Jeannie shares her personal experiences in caring for both her father and mother as they faced Alzheimer's. She highlights the challenges and emotional rollercoaster that comes with becoming the primary caregiver, as well as the importance of open communication among family members and proper legal and financial preparations. With a deep understanding of aging issues, Jeannie offers valuable advice on navigating the complexities of caregiving, planning for the future, and staying mentally and emotionally resilient as a caregiver. If you are a caregiver or anticipate becoming one, this episode is a must-listen, and is filled with resources to help you navigate this journey with confidence.
https://jeanniedougherty.com/conference-for-caregivers/ Learn a little bit more about Jeannie: Jeannie helps people from all walks of life as a coveted counselor, certified money coach, mental fitness coach, and speaker. With a Master's degree in Counseling from Ottawa University and certification from the Money Coaching Institute, she passionately assists individuals, couples, and businesses in achieving their goals. Known for her holistic and gentle approach, Jeannie has garnered a strong reputation among her clients. Having cared for her parents who battled Alzheimer's for 11 years, Jeannie has unique insights into the financial and emotional challenges caregivers face, and she is dedicated to helping others navigate these difficulties. Being a money expert and mental fitness guide is her ultimate passion project, and her caregiver conference is here to connect you with the right folks so you won’t feel as alone and overwhelmed during this time. Purse String’s Family Emergency Binder: https://pursestrings.co/feb-download/
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| Transforming Your Money Mindset with Pam Richardson | 12 Oct 2023 | 00:39:42 | |
Today’s guest is a seasoned money coach who brings a wealth of personal experience, education, and a versatile toolbox of approaches to help her clients escape the cycle of financial dysfunction and build emotional health. Pam Richardson’s journey is a testament to the fact that changing a lifetime's worth of money habits is a process that doesn't happen overnight. Pam empowers her clients to find confidence, clarity, and calm within their financial lives. Through her expertise and unique perspective, she provides a lifeline for individuals who have struggled with chronic overspending, debt, damaged relationships, and self-deception when it comes to money. Her approach is rooted in removing the shame, guilt, and stigma associated with financial struggles.
Take Pam's Money Archetype Quiz: A little more about Pam: Pam loves reality TV - namely Shark Tank, Undercover Boss, Amazing Race, and all iterations of the Bachelor. #guiltyascharged. She also loves traveling and has been to 46 of the 50 states and 12 foreign countries. Her favorite indulgences include coconut and chocolate (especially when combined).
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| Tackling Debt With Confidence with Vikki Zacchilli | 03 Oct 2023 | 00:30:25 | |
Debt is a four letter word that can evoke a lot of emotions. Whether you're working to pay off student loans, recently purchased a home or are facing unexpected medical bills, debt is a part of many of our financial stories. While the word can be intimidating and even bring on feelings of guilt and shame, today's guest is here to remind us that it does not have to define your long-term financial success. In fact, when used intentionally, debt can actually be used as a tool for personal and financial growth.
Learn more about Vikki:
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| Navigating the Financial Challenges of Divorce with Jennifer Merida, CDFA | 14 Sep 2023 | 00:30:31 | |
Divorce can be a turbulent journey fraught with emotional and financial challenges. Trying to navigate the financial maze of splitting assets, dealing with taxes, cash flow, and retirement implications can be incredibly overwhelming. That’s why we want to introduce you to Jennifer Merida, a Certified Divorce Financial Analyst at Grace Financial Consulting, who has her own powerful story about making mistakes through her divorce but using that to empower herself.
Resources For This Episode: https://pursestrings.co/professional/jennifer-merida/ Learn more about Jennifer and the services she financial services she offers. https://pursestrings.co/divorce-check-list/ Get our free Divorce Prep Check List that will give you some action items to take now.
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| Women's Rise in the Financial Industry with Amy Salo | 24 Aug 2023 | 00:33:09 | |
Join us as we sit down with Amy Salo, CFP®, CAP®, CExP™, a passionate advocate for increasing female representation in the financial industry. Despite the immense potential for women in finance, only 17% of financial advisors and planners are currently women. Amy is on a mission to change this landscape. Through her vision, she aims to drive economic mobility within our communities by fostering a culture that not only attracts, but also develops and retains women in advisory roles, staff positions, and agency leadership. She firmly believes that as an industry, we have the capacity to excel further.
This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS or Guardian, and opinions stated are their own. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. FOREST HILLS FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0L64608, 2023-159059. Exp 08/2025
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| Finding Financial Strength In Widowhood with Donna Kendrick | 10 Aug 2023 | 00:29:52 | |
Join us for a powerful conversation with Donna Kendrick, a certified financial professional with Sefton Financial, certified divorce financial analyst, and author of the book “A Guide To Widowhood: Navigating The First Three Years.” Donna's passion lies in supporting widows through their financial journey. Having personally experienced the loss of her husband, she brings a unique perspective and empathy to her work, helping women navigate the challenging road of widowhood. In this episode, Donna shares her journey through widowhood and how she turned this experience into a mission to empower women facing similar challenges. We discuss the emotional and financial struggles of losing a spouse, finding the right advisor after loss, and making informed decisions during life's most challenging times.
https://pursestrings.co/where-is-your-money-going/ Learn more about Donna:
https://www.amazon.com/Guide-Widowhood-Navigating-First-Three/dp/B0B7RPGH6L
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| Side Hustle Secrets: Building A Business on Your Terms with Jessica L. Williams | 03 Aug 2023 | 00:27:00 | |
Today’s special guest is Jessica L. Williams, also known as the Tech Biz Gurl. Jessica is the creator of #jesspicks, a weekly newsletter featuring practical resources and tips for side hustlers. Jessica believes you don’t have to quit your day job to be an entrepreneur and is here to share her passion for helping people start their side hustles.
https://twitter.com/techbizgurl https://www.linkedin.com/in/jessicalavernewilliams/ https://www.instagram.com/techbizgurl/
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| Championing Female Business Ownership with Deb Curtis | 14 Jul 2023 | 00:39:04 | |
Today we are excited to be joined by Deb Curtis, founder of Curtis Small Business Finance Solutions. Having experienced the male-dominated landscape of corporate America and the business banking and business brokerage industries, Deb took it upon herself to establish her own small business. Her primary goal was to empower women and minorities, enabling them to venture into the realm of small business ownership. With her unique insights and inspiring outlook, Deb is here today to shed light on the incredible opportunities awaiting female entrepreneurs. In this episode, Deb highlights the current wealth transfer occurring because of baby boomer retirement and how this is opening doors for women to take over established, profitable businesses. She peels back the layers of small business financing and explains the various methods for acquiring funds, the terms of SBA loans, and more. You'll also hear some amazing success stories of women who have purchased businesses under Deb's guidance.
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| Heal Your Relationship with Money with Kara Stevens | 28 Feb 2025 | 00:46:16 | |
What’s your first memory of money? Was it something exciting, scary, or stressful? If you’ve ever felt guilt, shame, or even anxiety when it comes to finances, you are NOT alone. And guess what? The way you think about money today has everything to do with your past. In this episode, we sit down with Kara Stevens- a powerhouse in the world of financial wellness, blending her expertise in economics, education, and social justice to empower women of color to heal their relationship with money and build lasting wealth. We talk about how emotions, upbringing, and generational patterns shape our relationship with money. Kara shares authentically on her own journey; from growing up in a household where money was a constant stressor to completely transforming her mindset and building wealth on her own terms. She opens up about the emotional weight of money, why so many women feel guilt when they start earning more, and how to finally take control of finances without fear or shame. This conversation is real, honest, and packed with those “OMG, that’s me!” moments. If you’ve ever felt stuck, overwhelmed, or just straight-up done with the stress around money, this episode is for you. Got a unique financial story to share? Whether it’s about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you’re a financial coach, attorney, CPA, or work in any area that empowers women financially, we’d love to hear from you too! Your story could inspire our community of women. Fill out our intake form here! Join us at The Next Wave of Women Shaping Business and Wealth! March 14th at 12 pm Central. Your ticket fee is more than just admission—it’s a donation! 100% of the proceeds will support &Rise, a nonprofit dedicated to empowering women survivors of trauma and abuse to become the best versions of themselves. Grab your ticket here to join this movement! Follow & connect with us! Follow & Connect with Kara:
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| Reshaping Your Relationship With Money with Ellen Rogin | 22 Jun 2023 | 00:36:51 | |
Today’s guest is not your typical financial professional. With some pretty amazing titles, like abundance activist and financial intuitive prosperity expert, Ellen Rogin, CPA, CFP®, has a wealth of knowledge to share with us on money intuitiveness. Starting off as a traditional financial professional, Ellen became fascinated with people's attitudes toward money and realized that one's level of contentment and happiness had little to do with their wealth. She went on to write several books about this idea and eventually sold her practice to have a broader impact and help people improve their relationship with money, including financial advisors.
Get a FREE copy of Ellen’s first book + other helpful resources: https://www.ellenrogin.com/goodies
https://www.youtube.com/watch?v=Hd9hcBHN77g
https://pursestrings.co/professional/ellen-rogin/
https://www.linkedin.com/in/ellenrogin/
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| The Road Less Traveled: Embracing Change with Meg Mckeen | 08 Jun 2023 | 00:48:27 | |
Welcome back to Women and Money: The Shit We Don’t Talk About! In today’s episode, we are joined by Meg McKeen, CIC. Meg is the founder of Adjunct Advisors. She’s a financial expert that has been in the industry for over 20 years with a focus on insurance. In this episode, Meg shares her personal journey of breaking away from traditional expectations and finding alignment and fulfillment in her career and personal life. She reflects on her transition from a traditional job in the insurance industry to starting her own consultancy, which allowed her to work on her own terms and live by her values. We explore her decision to leave her long-time home in Chicago and embrace a digital nomad lifestyle, traveling around the country while running her business. Through careful planning and letting go of material possessions, she shares the freedom and joy she’s discovered in being present and finding happiness anywhere. Join us as we delve into her inspiring story of taking risks, embracing change, and finding contentment in the present moment.
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| Ep 35: Thinking Bigger About Finances with Brittni Sennett | 25 May 2023 | 00:34:38 | |
We’re sitting down with a Purse Strings-approved professional today, Brittni Sennett, MBA. Brittni is a financial advisor at Northwestern Mutual whose mission is to inspire women to think bigger about their finances. She joins us on this episode to share her inspiring story and her dedication to empowering women in their financial lives. After Brittni tragically lost her mother to cancer in her early twenties, she was faced with the responsibility of making end-of-life decisions, like managing financial matters and dealing with outstanding debt. Join us as she sheds light on the challenges she faced, the lessons she learned, and how this experience forever changed the way she thinks about financial preparation. Stay tuned for a powerful conversation about being proactive with your financial life and the importance of having vulnerable financial conversations with your loved ones.
Email: Brittni.sennett@nm.com Free Family Emergency Binder:
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| Ep 34: Creating A Beautiful Financial Future with Cathy Sikorski | 11 May 2023 | 00:35:06 | |
Today we have the pleasure of being back with Cathy Sikorski, Esq. Cathy is an elder lawyer, but now majorly uses her knowledge and skills to speak and write about all things financial care in aging. Cathy has been a caregiver for the last 20 years and has an extensive background in dealing with Medicare, Medicaid, and Social Security. She’s also always sure to keep us laughing! In today’s episode, we will discuss the impact of the aging demographic in America, where over 10,000 people are turning 65 every day. We’ll explore ways to prepare for this reality and make the road smoother for the daughters who will statistically bear the brunt of caregiving responsibilities in the future. Cathy will also discuss the impact of the Secure Act 2.0 on the long-term care space, the importance of having a power of attorney, and why you need to work with experts when dealing with your financial future.
Email Cathy for your 30-minute conversation: cathy.sikorski@gmail.com Check out 12 Conversations Check out Who Moved My Teeth
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