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

Send us a textIf you're a freelancer, self-employed, or working without traditional benefits, the idea of long term planning can feel overwhelming. If you're just starting out, navigating a major transition professionally, or feeling like you're just trying to survive financially, how are you ever supposed to plan for retirement? In this episode of Women & Money: The Shit We Don't Talk About, we sit down with Allie Beckmann, the founder of Beckmann Financial, where mission-driven individuals and business owners are empowered to use money as a tool to turn their dreams into reality- one that reflects their values and vision for impact.Allie knows what it takes to save for retirement and she shares the exact tools women can use to build wealth, even with an unpredictable income. During our conversation, she explains why financial planning should be about your life first and the numbers, second. What do you care about most? What are your values? Your money should help you live in alignment with what really matters most to you!This episode is a must-listen for creatives, side-hustlers, or anyone feeling like they're behind or don't belong in “the financial world.” Because you're not behind, you do belong, and Allie's here to show you exactly how to walk your path towards financial freedom!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. Click here to register now and bring your questions!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 Allie:Website LinkedInNewsletterConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Send us a textIn this episode, we are joined by Erica Bennett (your favorite Crazy Ex-Wife), a global training guru, success architect, and a woman obsessed with helping you rewire the fear that is holding you back. As her community insinuates,  Erica specializes in helping divorced women navigate their healing journey from personal experience. With over 20 years of training and coaching, Erica brings her blend of “woo and do” to help you line up with your desires and take action for your success.She shares her personal journey from a high-powered corporate career into the deep (and sometimes messy) world of emotional healing, money fears, and finding strength in community. Erica gets real about what it means to build emotional resilience and take back control of your financial life, especially when everything feels uncertain.She also shares the story behind The Crazy Ex-Wives Club, a wildly supportive online space that offers healing, curated gifts, and community for women navigating divorce. If you've ever felt like you're starting over, this episode will remind you that you're not alone, and there are tools, resources, and people who've got your back.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. Click here to register now and bring your questions!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 Erica!Website FacebookInstagramLinkedInPodcastConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Send us a textDo you find yourself constantly saving, worried that spending a dime will lead to financial disaster? Or maybe you've been taught that money is meant for security, but never really questioned what that means for your happiness today? In this episode, we sit down with Rachel Durci, a Financial Wellness Coach & the Founder of Effortless Budgeting. She is passionate about supporting individuals & couples on reaching their financial goals through coaching, education & encouragement. Rachel explains that before you set any financial goals or budgets, you need to first focus on the mindset behind your money. She shares how your childhood experiences with money could shape your adult financial habits, and how, in order to break free from old patterns, we need to confront, forgive, and reframe the way we think about spending and saving.If you're struggling to manage your money without stress or feeling stuck in a cycle of guilt around spending, this episode is for you!00:00 Intro05:57 Introducing Rachel Durci07:23 Rachel's Money Story 14:11 Steps to Improve Your Money Mindset16:28 Changing Your Money Mindset17:37 Understanding Different Financial Situations18:14 Client Success StoriesAre 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. Click here to register now and bring your questions!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 Rachel:Website LinkedInConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Send us a textWhat's it really like behind the scenes to build a business with your mom or your daughter? And how do the money stories we grew up with shape the way we lead, spend, and show up today?In this special Mother's Day episode of Women and Money: The Shit We Don't Talk About, it's just us- Barb and Maggie! We're the mother-daughter duo behind Purse Strings, and today we're opening up in a more personal way. No guest, no script, just an honest conversation between the two of us about what it's like to build a business together, what we've learned (and unlearned) about money in the process, and the moments that have challenged and shaped us along the way. We kick things off with some real talk about the money beliefs passed down through generations, how those beliefs influenced us, and whether we've kept them, or pushed back. We also dive into the origin story of Purse Strings: how we started it, why we built it together, and what it's like to work side by side as family (including the times we didn't exactly see eye to eye).

Send us a textIn this episode, we're joined by financial expert Elaine King, the founder of Family and Money Matters™, with the mission of empowering the family's financial and human capital to achieve financial wellbeing. She has served as the Family's Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans. Elaine shares her inspiring journey from growing up in Peru amidst high inflation and terrorism to becoming a financial planner and advocate for financial literacy. She provides valuable tips on making money a positive force within families, focusing on effective money management and the importance of early financial education. She discusses the importance of teaching young kids how to invest and manage money, including how couples can work together to make smarter financial decisions for the whole family.If you're looking for practical tips on how families, including children and couples, can make informed financial decisions together, this episode is for you!0:00 Intro to Financial Literacy for Kids01:16 The Impact of Financial Education on Children03:59 Elaine's Background 05:03 Elaine's Personal Financial Journey09:25 Teaching Financial Literacy to Kids18:09 Challenges and Advice for Women in FinanceAre 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. Click here to register now and bring your questions!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!Connect with Elaine:Website LinkedInInstagramYoutubeFacebookConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Send us a textMoney and confidence go hand in hand, but too often, women are expected to do it all without being paid what they're worth.In this episode, we're focused on embracing who you are, inspired by our reflections and the incredible story of our guest today, Sheena Yap Chan. Sheena is a Wall Street Journal bestselling author, keynote speaker, strategist, and award-winning podcaster, renowned for her expertise in elevating leadership and self-confidence through media. She is the founder and host of the acclaimed podcast, The Tao of Self-Confidence, where she interviews women about their journeys to self-confidence. Sheena shares her personal journey of moving from the Philippines to Toronto, her struggles with identity, and how she ultimately found confidence to embrace her Asian heritage. We talk about the insecurities many face, and the vital role of self-acceptance and self-promotion, particularly for women in leadership roles. Sheena also talks about her successful podcast, 'The Tao of Self-Confidence', and her bestselling books that aim to empower women all over the world. Listen to this episode to learn how to build confidence, the importance of financial independence, and hear Sheena's inspiring advice on setting and achieving big money goals. Tune in for a conversation that's sure to leave you feeling more empowered and ready to tackle your own dreams.01:56 Embracing Authenticity and Confidence04:13 Introducing Sheena04:36 Sheena's Story: Overcoming Identity Struggles11:07 Launching the Tao of Self-Confidence Podcast14:49 Addressing Financial and Cultural Challenges22:49 Empowering Women Through Financial IndependenceFollow & connect with us!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Sheena:Website LinkedInInstagramConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

Send us a textEver wondered why student loans feel like a black hole of debt?In this episode of 'Women and Money - The Shit We Don't Talk About', we cover the often overwhelming topic of student loans with our guest, Elaine Rubin. Elaine is a bilingual student loan and financial aid expert with more than 15 years of experience in federal and private student aid. Elaine shares her personal experiences with student loan debt, offering strategies for managing loans effectively. This episode covers the pitfalls of taking out too many loans, the importance of long-term planning and budgeting, and the various repayment options available. She also stresses the importance of understanding the terms and conditions of student loans to avoid long-term financial burdens. Many challenges faced by first-generation college students bring heavy impact on women's financial independence, especially when balancing career and family. The episode expands the need for smarter financial decisions and the importance of seeking expert advice to navigate the intricacies of student loans.Listen to this episode to learn about effective strategies for loan repayment, the pros and cons of Parent PLUS loans, and practical advice for managing student loans without sacrificing your financial future. 00:00 Intro05:57 Expert Insights on Student Loans08:37 Elaine's Personal Journey 13:13 Common Mistakes and Strategies for Managing Student Loans16:31 The Impact of Student Loans on Families and Future Planning23:57 Strategizing Loan Repayment25:04 Simplifying Financial Aid26:14 Scholarship Strategies29:06 Advice to My Younger Self32:16 Understanding Loan Interest Rates37:24 Balancing Debt and LifeFollow & connect with us!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Elaine:Website LinkedInFacebookResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!Explore our free guides to help you on your financial journey Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textDo your brilliant ideas come to you while you're in the shower?In this episode of 'Women and Money: The Shit We Don't Talk About', we're talking about turning great ideas into action with our guest Karen Cooper. Karen is a wife, mom to three sons, and the co-owner of the Platinum Group Real Estate Team at Real Brokerage, alongside her business partner Vicky Noufal. Based in Northern Virginia, their powerhouse team of 50+ exceptional women and moms now serves clients nationwide with agents located across the United States.Karen shares how her initial 'shower thought' led to the foundation of Empowering Women in Real Estate, a community that now boasts 30,000 members! We talk about financial independence, burnout, mindset importance, and the impact of community and support systems for women. Karen emphasizes the value of setting boundaries, investing into yourself, and the belief that slow, consistent action leads to significant growth!00:50 The Power of Shower Thoughts04:39 Introducing Karen Cooper05:01 Karen's Real Estate Journey06:31 Empowering Women in Real Estate15:19 Overcoming Burnout26:28 The Importance of Boundaries29:16 Defining Financial FreedomGot 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Karen:Website LinkedInPodcastResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!Explore our free guides to help you on your financial journey Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textEver 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 Intro00:16 Reflections on Women's History Month Event01:31 The Power of Small, Consistent Actions06:22 Practical Financial Tips and Strategies13:29 Highlights from Women's History Month Webinar19:48 Supporting Women-Owned Businesses and Equal Pay23:37 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeGot 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!ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!Explore our free guides to help you on your financial journey Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWhy 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 Industry05:38 Meet Sonja Kassebaum: Co-Founder of North Shore Distillery07:26 The Journey from Law to Distilling08:46 Crafting Unique Spirits at North Shore10:05 Navigating Financial Challenges12:25 The Role of Women in a Male-Dominated Industry24:53 Tips for Aspiring EntrepreneursGot 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & connect with SonjaWebsiteInstagramFacebookLinkedIn Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWhat'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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Galia:Website LinkedInFacebook Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textW NOTESIf 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:Jenna Dillon is an executive coach helping women build powerful networks that drive success. She's going to be talking about empowerment through authority, advocacy, and leadership.Lauren LaForge, a sales expert teaching value driven strategies that convert. She's going to dive into creating a vision to get what you want in life.Cameo Roberson, a systems pro showing women how to scale without burnout. She's going to be sharing smart systems that we could put on rinse & repeat to work less and get more done.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!Facebook PageFacebook groupInstagramTikTokLinkedInJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textMany 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Jennifer:Website InstagramLinkedInJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWhat'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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Kara:Website LinkedInInstagram Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textDid you know that financial abuse is one of the biggest reasons people stay trapped in harmful relationships? It doesn't leave bruises, but it can be just as devastating. It's about control, manipulation, and keeping someone powerless. So what does it actually look like, and how do you break free?On this episode of Women and Money: The Shit We Don't Talk About, we are thrilled to welcome Leah Davis, the founder of Leah Davis Coaching. Leah is a wealth and wellness coach dedicated to serving women of color, especially those who have experienced domestic violence and discrimination. With a trauma-informed approach, Leah helps women understand financial abuse, heal from financial trauma, and rebuild from scratch.Leah shares her deeply personal journey in this episode. After leaving an abusive relationship thinking she was finally free, she then found herself up against legal battles, financial sabotage, and the challenges of fighting for custody in courtrooms. She brings the REAL, raw truth about what happens when financial abuse doesn't stop after you leave, and how to take back control.Leah's story is powerful, inspiring, and full of real-life strategies for any woman navigating financial abuse or rebuilding after trauma. She also shares why financial education is critical for  women of color, what most women get wrong about money, and the habits that can help you create true financial freedom.If you or someone you know might be dealing with financial abuse, tune in, get the support you need, and start taking your power back today.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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & Connect with Leah:Website LinkedInInstagram Facebook Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWhat if you were a small business owner, about to have a baby, and had no idea how to keep your business running while taking time off to focus on your family?In this episode of Women and Money: The Shit We Don't Talk About, we are joined by Audrey Hutnick, founder of Small Wave Consulting, who specializes in helping women entrepreneurs create business strategies that work for life's big transitions—like maternity leave. We talk through the real struggles women business owners face when planning for parental leave, from the stress of stepping away to the guilt of putting yourself first.Whether you're a new mom, a business owner, or someone juggling caregiving responsibilities, this episode is your go-to guide for making bold moves that support both your business and your family goals.Episode Highlights and Timestamps:00:00 Intro and Personal Reflections00:13 Challenges of Taking Time Off as a Business Owner00:47 Vision and Aspirations for Time Off02:00 Introducing Audrey and Her Expertise05:07 Audrey's Background and Small Wave Consulting07:02 Planning for Maternity Leave18:44 Emotional and Physical Shifts Post-Maternity21:04 Starting a New Business During Maternity LeaveGot 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & connect with Audrey!Website  LinkedIn Instagram Parental leave planning guideJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textFeeling overwhelmed by the financial aspect of divorce? First, you're not alone and second, this episode is for you!Meet Rhonda Noordyk, a passionate financial advocate dedicated to helping women navigate the challenges of divorce with confidence and clarity.Rhonda has worked with so many women who feel like they've lost confidence with money after a divorce. She reminds us to give ourselves some grace because it's a process. You don't have to have it all figured out right away, and that's okay.We also talk about some of the biggest mistakes people make when figuring out their divorce settlement, like rushing into decisions without fully understanding them. Rhonda's advice? “We have one opportunity to get it right,” and you don't have to make decisions without all the facts.If you find it challenging to speak up around your needs, one of Rhonda's best tips is a simple but powerful way to negotiate called ANOT—AcknowledgeNaturallyObviously AskThis episode is all about helping you feel more confident in your finances during divorce, giving you the tools to make smart choices, and taking control of your financial future—without additional stress. 00:00 Introduction to Rhonda 00:52 The Importance of Specialized Financial Expertise in Divorce03:28 Starting the Divorce Process06:02 Financial Advice for Women Post-Divorce08:32 Common Financial Mistakes and How to Avoid Them16:01 Negotiation Strategies During Divorce20:21 Rebuilding Financial Confidence Post-Divorce22:19 Practical Steps for a Solid Financial FoundationGot 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & connect with Rhonda:Website LinkedInInstagram Facebook Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWhat if you found yourself divorced with three little girls, your gambler husband disappeared overseas, and a $2 million tax bill landed in your mailbox? Oh—and you knew nothing about managing money?In this episode of Women and Money: The Shit We Don't Talk About, we welcome Barbara Huson, a renowned financial expert, author, and advocate for women's financial empowerment. With decades of experience and seven impactful books under her belt, Barbara shares her personal journey from financial dependence to freedom and offers actionable steps to help women take control of their financial lives.Barbara talks about the critical difference between money and power, highlighting that true power comes from understanding money. She outlines a simple but transformative three-step process: read about money every day, talk about money every week, and save money automatically every month.This episode is for any woman ready to stop feeling powerless and start making bold moves toward financial independence!Episode Highlights and Timestamps00:21 Barbara Huson's Journey Begins01:05 The Turning Point: Taking Control02:23 The Importance of Financial Conversations03:12 Introducing Barbara Houston04:09 Barbara's Personal Story05:29 Facing Financial Realities06:41 The Path to Financial Wisdom09:24 The Four Pillars of Financial Success14:31 Overcoming Fear and Embracing Change17:32 The Fear of Women's Power17:57 Redefining Power and Money19:35 Steps to Financial Empowerment21:13 The Importance of Financial Conversations23:03 The Great Wealth Transfer26:05 Addressing Emotional and Behavioral Barriers30:16 Barbara's Journey and BooksIf you've ever wanted to be financially fearless, this conversation will inspire you to take that first step. Tune in, learn from Barbara's story, and walk away with practical tips to create your own financial freedom.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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeFollow & connect with Barbara!Website InstagramFacebookJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWhat 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:Abundance MindsetGrowth Mindset Long-Term Mindset Empowerment Mindset 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 Timestamps00:00 Introduction to Women and Money00:23 Understanding Your Money Mindset01:22 Embracing an Abundance Mindset04:11 Practical Steps to Shift Your Mindset08:57 Developing a Growth Mindset14:03 Adopting a Long-Term Mindset20:04 Empowerment Mindset24:20 Next StepsResources Mentioned:PurseStrings Curated Directory: A trusted resource for finding vetted financial professionals. https://pursestrings.co/Download our ‘Where's Your Money Going' Worksheet to track your spending and see where your money is flowing. https://pursestrings.co/where-is-your-money-going/Book: The Gap and the GainMoney Talks Thursdays: Register to our weekly live money talks and financial discussions every Thursday at 11am central.https://us02web.zoom.us/meeting/register/BgXZ5I7wThyiCfiR8BBYlw?fbclid=IwZXh0bgNhZW0CMTAAAR0zAeHIfN8educVOLm80huYQwFMYZSITP0TDm3wBwNBhbgjjD83lSU6bPY_aem_eet20I0qMSAuqViYern07A#/registrationGot 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textIn 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 Highlights00:17 Lissa's Career Transition to Finance00:57 Personal Finance Journey and Lessons05:12 Mindset Shifts and Financial Education08:51 Challenges Faced by Women of Color23:03 Building Generational Wealth27:09 Conclusion and Final ThoughtsFollow & connect with Lissa: LinkedIn InstagramYouTubeFollow & connect with us!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeGot 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!ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts.Subscribe to our newsletter to receive financial tips delivered weekly here!Explore our free guides to help you on your financJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textReady 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 Women02:28 Challenges Women Face in Financial Planning04:40 Cary's Personal Story of Overcoming Adversity08:11 Steps to Financial Planning for the New Year21:58 Common Financial Mistakes and How to Avoid Them28:19 Assessing and Adjusting Risk ToleranceFollow & Connect with Cary: LinkedIn InstagramFacebookFollow & connect with us!Facebook PageFacebook GroupInstagramTikTokLinkedInYouTubeDo you have a unique financial story to share? We want to hear it! Or are you a professional who helps women with money, we'd love to hear from you too! Your story could inspire our community of women. Fill out our intake form here!ResourcesSubscribe to our newsletter to receive financial tips delivered weekly here!Explore our free guides to help yJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWelcome 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!Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeGot 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!ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!Explore our free guides to help you on your financial journey.Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textOur 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 – Intro1:28 – Getting to know Michelle3:07 – Getting started in real estate investing12:05 – The benefits of multi-unit buildings for first-time investors16:25 – The hands-on nature of real estate investing21:42 – Evaluating a property's potential for renovation 29:25 – Tenant selection and management32:16 – Selling and value-add opportunities Learn more about Michelle HERE Episodes LinksMichelle on Purse Stringshttps://pursestrings.co/professional/real-estate-agent/illinois/chicago/michelle-schroeder/Berkshire Hathaway HomeServiceshttps://www.bhhschicago.com/Michelle on SocialsX: https://x.com/manni_michelleLinkedIn: https://www.linkedin.com/in/michelle-schroeder-a0027646/Instagram: https://www.instagram.com/michelleschroeder.realtor/Facebook: https://www.facebook.com/MichelleSchroederREJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textAs 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 – Intro2:01 – Memorable gifts and family traditions6:16 – Alternative gift ideas and experiences11:32 – Thoughtful gestures for the holiday seasonJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textToday'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. Whether you're just starting to teach your little ones about allowance or tackling big-picture ideas like gratitude and conscious spending, this episode is packed with valuable insights to set your family on the path to financial success.Here's some of what we discuss in this episode:0:00 – Intro1:26 – Getting to know Jamie6:56 – Jamie's journey into writing children's books14:29 – Implementing money concepts in real life18:35 – Making money a tangible concept for kids21:21 – Jamie's book for moms24:35 – Jamie's work as a financial advisor + future booksLearn more about Jamie HEREUse the code “MBM10” for 10% Jamie's books until December 24th!Milton the Money Savvy Pup Bookshttps://www.miltonthemoneysavvypup.com/Jamie's other bookshttps://www.moneybossmom.com/buy-booksEpisodes Linkswww.moneybossmom.comInstagram: https://www.instagram.com/moneybossmom/Facebook: https://www.facebook.com/moneybossmom/Linkedin: https://www.linkedin.com/in/jamiebosse/ Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textThis 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 – Intro1:48 – Barb's experience with a stylist10:41 – How much Barb spent15:35 – Maggie's new clothing purchases18:15 – What we're looking forward to in 2025Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textOur 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 – Intro1:22 – Susan's story9:34 – Being involved in financial affairs12:11 – How Susan started over17:03 – The importance of communication in financial planning21:53 – Taking small steps toward and finding a supportive networkLearn more about Susan HEREEpisodes LinksProVise Management Grouphttps://www.provise.com/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textWe'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 – Intro2:03 – The female breadwinner6:57 – Having conversations about money8:48 – The challenges of female breadwinners16:24 – Financial planning as a couple24:52 – The changing financial landscape27:52 – Open communication about family financesLearn more about TiffanyRead Tiffany's Bio HEREEpisodes LinksTiffany on Purse Stringshttps://pursestrings.co/professional/financial-advisor/illinois/chicago/tiffany-irving-cfp-cepa/Mesirow Wealth Managementhttps://www.mesirow.com/homeTiffany's Teamhttps://www.mesirow.com/capabilities/wealth-management/irving-team#1849274314-1719998646Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textThis 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 – Intro1:26 – Carolyn's background and story6:53 – The importance of financial preparation11:31 – A checklist for widowed people18:06 – Important financial decisions after widowhood25:10 – Supporting friends and family after lossLearn more about CarolynRead Carolyn's Bio HEREEpisodes LinksCarolyn on Purse Stringshttps://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 Listhttps://drive.google.com/file/d/1ikUBolyINpS5LYKAqBd_d79p8s1FH5n-/view?usp=sharingAccurate Advisory Grouphttps://www.accurateadvisory.com/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a textJodie 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 – Intro1:12 – Jodie's story and financial firm7:53 – Understanding neurodivergence and ADHD12:43 – Financial planning with ADHD26:42 – Accounting for a client's unique needs30:28 – Tips to stay focused and accountable35:32 – ADHD as a superpowerLearn more about JodieJodie 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.Episodes LinksJodie on Purse Stringshttps://pursestrings.co/professional/financial-planner/alberta/edmonton/jodie-l-stauffer/Jodie's websitehttps://www.jlstaufferfinancial.ca/Jodie on LinkedInhttps://www.linkedin.com/in/jodie-l-stauffer-cfp/?originalSubdomain=caParallax Planning:https://www.parallaxplanning.ca/Parallax on Facebook:https://www.facebook.com/parallaxplanningParallax on Instagram:https://www.instagram.com/parallaxplanning/Smarter, Faster, Crazier Podcast:https://podcasts.apple.com/ca/podcast/smarterJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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 – Intro0:58 – Getting to know Stephanie5:16 – The FIRE movement + retiring early8:46 – How Stephanie started helping others12:44 – The importance of money mindset17:53 – Figuring out your retirement lifestyle20:06 – What Stephanie teaches + getting in touch Learn more about StephanieStephanie 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.Episodes LinksStephanie on Purse Strings: https://pursestrings.co/professional/financial-coach/texas/austin/stephanie-xenos/Stephanie on Instagram: https://www.instagram.com/stephanie_xenosStephanie on LinkedIn: https://www.linkedin.com/in/stephaniexenos/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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!Disclaimer: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.Here's some of what we discuss in this episode:0:00 – Intro2:00 – Transitioning from a 9-to-5 to entrepreneurship9:04 – Financial planners vs financial advisors11:33 – Chelsea's customized, behavioral-focused planning process25:57 – Putting yourself first and getting started30:34 – Keeping clients engaged in financial planningLearn more about Chelsea“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.”Episodes LinksChelsea on PurseStringshttps://pursestrings.co/professional/financial-planner/florida/bonita-springs/chelsea-scomak-cfp/Via Briohttps://viabrioadvising.com/Chelsea on Instagram: https://www.instagram.com/viabrioadvising/Chelsea on LinkedIn:Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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.  Here's some of what we discuss in this episode:0:00 – Intro1:04 – Lauren's financial planning background4:54 – Lauren's money story11:27 – Making money conversations fun for your children20:09 – The value of spending money wisely25:51 – Starting financial literacy conversations with kids early on Learn more about LaurenLauren 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.Episodes LinksLauren on Purse Stringshttps://pursestrings.co/professional/financial-advisor/illinois/schaumburg/lauren-rosberg-ma-cfp-crpc-cdfa-aep/Lauren at Mercer Advisorshttps://www.merceradvisors.com/meet-our-team/lauren-rosberg/Lauren on LinkedInhttps://www.linkedin.com/in/laurenkk/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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 – Intro4:13 – Experiences with Medicare12:40 – Understanding Social Security credits23:21 – Medicare's IRMAA29:25 – Decisions around enrolling in Medicare at age 6537:15 – Traditional vs Roth IRA + minimizing tax burdens for heirs45:13 – Living the retirement years  Learn more about Koren Vining's financial services hereJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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 – Intro1:20 – Phil's background in the financial industry3:30 – Phil's early experiences with money7:44 – Putting a plan in place to tackle debt16:47 – Phil's E.V.O.K.E. life planning process 24:49 – How Phil began working with the female market29:13 – Phil's tips for women experiencing life changesGet Your Free Copy of the How To Flourish Through Life's Big Changes E-Bookhttps://apprisewealth.com/ebook/Learn more about PhilCheck out Phil's bio HEREEpisode LinksPhil on Purse Stringshttps://pursestrings.co/professional/financial-advisor/maryland/phoenix-1/philip-h-weiss-cfa-cpa-rlp/Apprise Wealthhttps://apprisewealth.com/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 Mediahttps://www.facebook.com/AppriseWealth/(27) Philip H. Weiss, CFA, CPA, RLP® | LinkedInJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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.Gaby has a powerful story, watching her parents' commitment to education, hard work, and intentional financial choices from a young age. However, following the unexpected passing of her father, she and her family faced challenges due to an absence of proper end-of-life planning. Listen in as she talks about the importance of financial literacy, breaks down some common misconceptions about investing, and highlights the value of early financial planning.Here's some of what we discuss in this episode:0:00 – Intro 1:43 – Gaby's financial advising journey + upbringing8:41 – The sudden passing of Gaby's father 14:00 – Mercer's goals-based approach17:13 – End-of-life planning and incapacitation planning21:53 – Gaby's advice for getting startedLearn more about GabyGaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program. 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.Episode LinksGaby on Purse Stringshttps://pursestrings.co/professional/financial-advisor/colorado/denver/gabrielle-mollick-cfp-csric/Mercer Advisors https://www.merceradvisors.com/meet-our-team/gabrielle-mollick/https://www.merceradvisors.com/Gaby on Linkedinhttps://www.linkedin.com/in/gabrielle-mollick-cfp%C2%AE-csric%C2%AE-440762a6/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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. Here's some of what we discuss in this episode:0:00 – Intro1:08 – Andie's journey to writing books for women in the workplace9:38 – Self-awareness and confidence-building techniques15:40 – Strategies for organizations to focus on inclusion and combat biases26:20 – Getting men involved in the conversationLearn more about AndieAndie has mentored thousands of women and written hundreds of articles and blog posts on gender biases. Because mentorship opportunities for young executive and professional women are often limited, she co-founded the Women's Leadership and Mentoring Alliance (WLMA) to recruit senior women to mentor and support younger women on their way up. She has developed a series of leadership training programs and is a frequent speaker on the issue of gender discrimination and bias.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.Episodes LinksAndie & 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/aboutJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Send us a Text Message.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 – Intro1:51 – Why women feel shame around money7:23 – The power of getting started9:15 – Finding an advisor that listens and asks questions14:01– Aligning money with your values20:21 – Beliefs and attitudes about money31:12 – Taking small steps and embracing curiosity  Learn more about Stephanie Stephanie McCullough is founder of Sofia Financial and co-host of the award-winning Take Back Retirement podcast. One of Investopedia's Top 10 Financial Advisors of 2023, Stephanie provides non-judgmental, truly holistic financial planning for professional women. She has found that women “of a certain age” are faced with a particular set of problems around the goal of retirement, especially those facing it on their own. Her mission is to empower women to make wise financial decisions so they can control their future, and thus she speaks to women's groups regularly. Stephanie is married with two kids in their 20's, and has degrees from Duke University and the Johns Hopkins University School of Advanced International Studies. Follow Stephanie @sofiafinancial and www.sofiafinancial.com.Episode LinksStephanie on Purse Stringshttps://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.334Company Facebook: https://www.facebook.com/SofiaFinancialInstagram: https://www.instagram.com/sofiafinancial/Twitter: https://twitter.com/sofiafinancialJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.Here's some of what we discuss in this episode:0:00 – Intro1:44 – Ed's journey from firefighting to financial services and therapy10:56 – 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 time25:59 – The psychological impact of past financial hardships29:57 – The clients that Ed typically works with + his comprehensive processLearn more about EdEd is an internationally recognized thought leader in financial therapy who has been cited by the Wall Street Journal, the Associated Press, Time, and CNBC. He leads couples through therapy from financial despair and frustration into financial intimacy and connection using the latest in love and brain science. He earned his master's degrees in business, counseling, and financial planning and is a licensed marriage and family therapist, certified financial planner, and certified financial therapist.Episode LinksEd on Purse Strings: https://pursestrings.co/professional/financial-planner/california/los-angeles/ed-coambs/Healthy Love & Moneyhttps://www.healthyloveandmoney.com/Healthy Love & Money Podcasthttps://www.healthyloveandmoney.com/podcasts/healthy-love-and-moneyThe Healthy Love & Money Way: https://www.amazon.com/Healthy-Love-Money-Way-Attachment/dp/195355508X/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1679092335&sr=8-1Facebook: https://www.facebook.com/healthyloveandmoneyLinkedIn:https://www.linkedin.com/in/healthyloveandmoney/Instagram:https://www.instagram.com/healthyloveandmoney/Podcast:https://www.healthyloveandmoney.com/podcasts/healthy-love-and-money Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.  Here's some of what we discuss in this episode:1:11 – Dr. April's experience with widowhood and financial hardship + journey to financial advising 8:18 – Avoidance in financial planning9:53 –  Negotiating for higher salaries or fees + working with a coach 13:40 – Prioritizing retirement planning over college savings for children22:07 – Not having a will or estate plan26:44 – Giving your spouse complete control over your finances 32:29 – Having financial conversations with your partnerLearn more about Dr. AprilDr. April D. Murdaugh is a fee-based financial advisor based in Fleming Island, Florida. She specializes in assisting successful women executives and business owners in creating a financial plan that outlines how to live the life they deserve.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 has held leadership roles in various professional organizations including past president of the Professional Women's Council, president of the National Association of Insurance and Financial Advisors-North Florida Chapter, and Treasurer of the Women in Transportation-Northeast Florida Chapter.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.Episode LinksDr. 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. AprilFacebook: https://www.facebook.com/W2WFinancial/?ref=pages_you_manageLinkedIn: https://www.linkedin.com/in/aprilmurdaugh/Instagram: https://www.instagram.com/draprilmurdaugh/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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. Jean Chatzky is a journalist, personal finance columnist, personal finance ambassador, and founder and CEO of the multimedia company HerMoney. Join us as we dive into these evolving dynamics with her, and cover topics like understanding your money type, the financial impact of caregiving responsibilities, investing, and more!Here's some of what we discuss in this episode:How HerMoney has grown from a podcast to a comprehensive financial platform for womenThe progress made in women's financial empowerment + the persistent challenges due to industry jargon and lack of inclusivity The impending wealth transfer to women + the need for financial professionals to adapt and better serve female clientsUnderstanding your money type with HerMoney's MoneyType quiz The financial impact of stepping out of the workforce + complexities of childcare decisionsLearn more about JeanJean Chatzky is the CEO of HerMoney.com and host of the podcast HerMoney With Jean Chatzky. The financial editor of NBC Today for 25 years and the Financial Ambassador for AARP, she appears frequently on CNN, MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author.  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.Episode ResourcesHerMoney Newsletterhttps://hermoney.com/subscribe/HerMoney Podcasthttps://hermoney.com/t/podcasts/Take the MoneyType Personality Testhttps://moneytype.hermoney.com/?utm_source=story&utm_medium=rotating_sidebar&utm_campaign=moneytypeInvestingFixxhttps://portal.investingfixx.com/s/Get in touch with JeanJean's websitehttps://jeanchatzky.com/Linkedinhttps://www.linkedin.com/in/jeanchatzky/Instagramhttps://www.instagram.com/hermoneymedia/https://www.instagram.com/jeanchatzky/Facebookhttps://www.facebook.com/JeanChatzkyJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.Here's some of what we discuss in this episode:Marilyn's experience in law + The advantages of prenups and periodic reviews of prenups throughout a marriageThe importance of thoroughness and legal expertise in drafting prenuptial agreements Having your own attorney when setting up prenuptial agreements or trusts + protecting individual interests and assetsThe key provisions that should be included in a prenup + avoiding unconscionable terms Prenuptial agreements for average couples looking to protect individual assets + potential state law differencesTiming and cost considerations involved in the processMarilyn ChinitzMarilyn 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 casesKnown 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.Get in touch with Marilyn:https://www.blankrome.com/people/marilyn-b-chinitzhttps://www.linkedin.com/in/marilyn-chinitz-a262a91b/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.In this episode, Matt offers a realistic overview of what it looks like to work with a business broker, demystifying the process for those considering a new venture or looking to sell their business. From funding options and tax considerations to the day-to-day reality of business ownership, we learned so much from his insights. Here's some of what we discuss in this episode:How Matt moved from corporate America to pursue a career in business brokerageThe role of a business broker, the diversity of businesses Matt works with + some misconceptions about buying businesses The intricacies of buying businesses, including down payments, seller financing, discretionary earnings and moreThe preparation, listing process, and emotional aspects of selling a business  Funding options available for those interested in purchasing a businessLearn more about MattPrior to owning his own business, Matt spent 15 years in the media sales industry working with The Disney Company and ESPN. After buying and significantly expanding an in home senior care franchise, Matt successfully sold is business and is now one of the owners of Transworld Business Advisors in La Grange. He and his current team of eight brokers help clients buy, sell, franchise, and valuate businesses. Transworld Business Advisors of La Grange helps to super serve the underserved with businesses under $10M or referred to as “MainStreet” business brokerage. Matt resides in the southwest suburbs of the Chicagoland area with his wife and two children, and volunteers his time with community organizations like the Lemont Park Foundation and the La Grange Business Association. A fun fact about Matt is that he's a musician that has played professionally for years as a drummer! Get in touch with MattMatt on Purse Stringshttps://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 Advisorhttps://www.tworld.com/agent/mattfriscia/bio/Active Listingshttps://www.tworld.com/locations/lagrange/buy-a-business/active-business-listings/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.He's here today to talk about the mediation process, highlighting its benefits, misconceptions, and how it differs from traditional litigation. Throughout our conversation, he shares some of the unique challenges women might face in divorce, the essential questions they should ask their mediators, and the importance of financial education in navigating divorce with confidence. Here's some of what we discuss in this episode:What is mediation and how is it different than hiring an attorney?The typical timeframe for mediation + how Brian works with families to navigate finances during this processThe questions that women should ask when consulting with a mediatorManaging client expectations during the mediation process + avoiding emotional decisions that might lead to regretWhen is it better to work with an attorney? What working with Brian looks like, typical costs of mediation, and Brian's advice for our listenersLearn more about BrianBrian 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.Get in touch with BrianBrian on Purse Stringshttps://pursestrings.co/professional/mediator/illinois/libertyville/brian-james/C.E.L. & Associates, Inc. https://www.yourdivorce.org/Brian on social mediahttps://www.facebook.com/CELandAssociates https://www.linkedin.com/in/brian-james-1336ba2/  Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.Here's some of what we discuss in this episode:Forming beliefs and decisions about money based on your previous experiencesHow gender roles and societal expectations impact these money storiesBreaking free from limiting money narratives by talking about your experiences and challenging your ingrained beliefsHow we can use our money stories to inspire and empower the next generation to be financially savvy and independent Amy's new book + choices and personal priorities in budgetingLearn more about AmyEarly 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.Get in touch with AmyAmy on Purse Stringshttps://pursestrings.co/professional/financial-advisor/california/san-mateo/amy-cook-mspfp-mpas-cfp/Maven Lane Financial Grouphttps://www.mavenlanefinancialgroup.com/Read an excerpt from Amy's book, Your Money Narrativehttps://www.yourmoneynarrative.com/excerptYour Money Narrative Checklistshttps://www.yourmoneynarrative.com/resourcesAmy on social mediahttps://www.linkedin.com/in/amy-cook-mspfp-mpas%C2%AE-cfp%C2%AE-3239199/https://www.facebook.com/mavenlanefinancialgroupJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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.Listen in as she sheds light on the systematic financial challenges women face and offers practical tips on building a strong credit score, managing credit utilization, and taking control of your financial health. Here's some of what we discuss in this episode:Vrinda's experience working at Visa as a product manager and being rejected for a credit card without explanationThe importance of building a credit score under your nameThe systemic biases in the financial world that still affect women todayVrinda's tips for putting your best foot forward when it comes to creditHow Sequin came to be and what makes it different The key differences between credit and debit cardsClick the link below to get your Sequin membership started for 40% off!https://www.sequincard.com/purse-stringsLearn more about Vrinda:Vrinda Gupta worked at Visa for years, launching popular credit cards. But when she applied for a credit card she helped develop, she was rejected. All her years of responsible payments on her debit card didn't show up in her credit history. To big banks, she was invisible.If you've ever been rejected or hit your credit limit, you know the feeling. That's why Vrinda founded Sequin, to make sure women get the credit they deserve.“There are too many hidden costs to being a woman, and credit shouldn't be one of them.”Get in touch with Vrinda:https://www.vrinda-gupta.com/https://www.linkedin.com/in/vrindag/https://twitter.com/vrinda_tweetJoin the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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:The importance of authenticity and being aligned with your values as women in the workplace Sharing your accomplishments without feeling braggadocious Divya's unique approach to helping leaders and entrepreneurs align their valuesUsing storytelling as a tool to build connections and share your aspirations in the workplace Download Divya's FREE summary, "Atomic Habits"https://success.divyaparekh.com/atomichabitgift/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. Get in touch with Divya:https://www.divyaparekh.com/ https://www.linkedin.com/in/divyaparekh/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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:The challenges Sarah faced in the corporate world + the journey of opening her own fitness studioCreating a body-postive, inclusive environment at Studio Elevate FitThe importance of resilience and continuous learning as an entrepreneurSarah's advice for women considering starting their own businessesLearn more about Sarah:Sarah Hellenbrand is a boutique fitness studio owner and believer that we can create a world where women can embrace the bodies they have. Having worked in the fitness industry while struggling with body image herself, Sarah is committed to delivering high quality fitness experiences while fighting diet culture and promoting self love and acceptance. Mom to Eleanor and wife to Zeke, Sarah and her crew love cooking, outdoor adventures, and live music Get in touch with Sarah:Studio Elevate Fithttps://studioelevatefit.com/Sarah on Instagramhttps://www.instagram.com/sarahelevate/https://www.instagram.com/studioelevatefit/Sarah on Facebookhttps://www.facebook.com/studioelevatefit Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/To learn more about money and access additional episodes, visit us online: https://pursestrings.co/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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:Why do many women find negotiation challenging?The impact of not negotiating on the gender pay gap Strengthening the negotiation muscle + some of Jen's client success storiesDefining your baseline, understanding your worth, and confidently navigating financial conversationsBeyond salary, what other aspects should women consider when negotiating in the workplace?Learn more about Jen:Jen Pestikas knows first-hand what it is like to start from the bottom and work her way to the top in her career. Jen started as a bank teller in the financial services industry and over the last 20 years, she moved up the ladder to be the Senior Vice President of Business Development for a Chicago land banking institution. Jen understands what soft and hard skills are needed to make significant leaps in your career, including mindset work, asking for what you want, interviewing skills, negotiation skills, presentation skills and more. 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. Get in touch with Jen:https://bravewomenatwork.com/Your Burnout Proof Career Planhttps://bravewomenatwork.com/burnout-proof-career-plan-workshop/Brave Women at Work Podcasthttps://bravewomenatwork.com/blog/75 Things You Can Negotiate Articlehttps://worthmorestrategies.com/our-1-most-popular-post-75-things-you-can-negotiate/Jen on Linkedinhttps://www.linkedin.com/in/jenniferpestikas/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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. Here's some of what we discuss in this episode:How Candy lost her husband unexpectedly on a vacation in MexicoBeing financially prepared for unexpected life events, such as the loss of a spouseHaving open and honest communication about finances within a relationshipThe potential risks of identity theft and fraudulent activities when financial accounts remain unprotected after a loved one's passingHow resources, like the Family Emergency Guide from Purse Strings, can help women prepare for unexpected financial challenges 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." Get in touch with Candy:candywolff3@gmail.com952-687-7968https://www.linkedin.com/in/candywolff/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

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. Here's some of what we discuss in this episode:The importance of early and open conversations about healthcare, legal matters, and finances before health problems develop  What legal preparations are necessary for effective caregiving, and what role do mental health power of attorney, medical power of attorney, and a financial power of attorney play?How can caregivers facilitate conversations about caregiving and aging with their loved ones?Prioritizing self-care and staying mentally agile as a caregiver + resources to support caregivers in their journeySave your spot for Jeannie's FREE Conference for Caregivers (November 8-9th, 2023):  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.    Episode Links:https://jeanniedougherty.com/Purse String's Family Emergency Binder:https://pursestrings.co/wp-content/uploads/2022/12/PS_Emergency-Binder_FINAL.pdf?vgo_ee=pGg2o7iubQ2LOdfpLpFmaabiNArMYvu8Pqq2Ijut4G9%2BYgXqI11A%2FRQ%3D%3AYZbiolvz%2Fwv73g0SxmM9cWjci0akKwFn Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/