Podcasts about fiscal feminist

Do you know what your brand is? No matter who you are or what field you work in, you have a specific brand and can market yourself to find new opportunities. In this episode, Kanika Tolver shares valuable advice for making career changes, nailing the job interview process, defining your personal brand, and much more. She also explains why confidence is key to reaching new levels of career success. Kanika is the CEO and founder of Career Rehab LLC and author of “Career Rehab: Build Your Personal Brand and Rethink the Way You Work.” Episode Recap: Today we'll learn how to unlock your career branding with Kanika Tolver (1:01) Can you tell us how you ended up in this industry? (4:06) What is a career brand, and why do people need it? (7:45)  Avoid these common mistakes on your resume (10:08) How to market yourself when changing careers (14:06) Can you share some tips for building confidence when making a change? (20:11) What is your process for setting realistic goals? (24:36) What does it look like to market yourself? (31:02) How to ace the interview process (38:40) How personal should you get in an interview? (47:09) What steps should someone take to rebrand themselves? (51:28) Where to learn more from Kanika (55:23) Resources: Find every episode of The Fiscal Feminist podcast Watch The Fiscal Feminist episodes on YouTube Sign up to join Kimberlee on the podcast “The Fiscal Feminist” book “Career Rehab: Build Your Personal Brand and Rethink the Way You Work”  Follow Kanika on Twitter, LinkedIn, Instagram, and YouTube

Are you considering living with your partner but worried about the legal implications of cohabiting? Kimberlee Davis has got your back! In this informative episode, she explains exactly what a cohabitation agreement is and how it can help protect both parties in case of a separation. Learn why it's so important to define each individual's money language and ownership of assets before taking such an important step. Listen now to learn everything you need to know about creating a secure and equitable cohabitation agreement - essential knowledge for any unmarried couple living together! About Our Guest Kimberlee Davis, affectionately known as the Fiscal Feminist, is an influential figure in the world of finance and empowerment. Born and raised in the United States, Kimberlee's journey is one that demonstrates resilience, determination, and a strong commitment to advocating for financial literacy among women. Professionally, Kimberlee has built an impressive career that spans over three decades. Her experience in the corporate world started as a corporate securities lawyer and eventually led her to become a Partner and Senior Managing Director at The Bahnsen Group, a wealth management firm. Here, Kimberlee's dedication to financial literacy took center stage as she began to focus on women's financial issues, hence the birth of her persona as the Fiscal Feminist. Connect with Kimberlee Visit her website: https://www.fiscalfeminist.com/ Instagram: @thefiscalfeminist Connect with Tiffany Visit our website: https://moneytalkwitht.com Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant Additional Links & Resources The Fiscal Feminist book

How can we best support our kids while also encouraging them to build their financial independence? When Bobbi Rebell was struggling to answer this question for herself, she decided to write a book about it: “Launching Financial Grownups.” In this episode, Bobbi and Kimberlee talk about their own parenting experiences and Bobbi's top tips for helping your kids build their financial skills. Bobbi also offers advice to women about developing financial resilience in a landscape that's still often stacked against us. Episode Recap: Today we're talking with Bobbi Rebell about raising financial grownups (1:03)  Can you tell us about your career path up to this point? (3:21) How can parents raise financially independent kids and teens? (9:24) Younger generations often have different financial priorities, and that's OK (16:50) Why is financial transparency so important with our kids? (21:56) Don't be afraid to have the difficult conversations before they're needed (27:56) How can women build their financial resilience? (37:44) It's ok to support your children, but make sure to draw clear boundaries (43:11) How to learn more from Bobbi (52:16) Resources: Find every episode of The Fiscal Feminist podcast Watch The Fiscal Feminist episodes on YouTube Sign up to join Kimberlee on the podcast “The Fiscal Feminist” book “Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart” “How to be A Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom” Sign up for Bobbi's newsletter Financial Wellness Strategies Website Email Bobbi Quotes:“Many parents over coddle their children, because they don't want their kids to grow up, which is really normal! I mean, my iPhone pushes me these adorable pictures of my now 16-year-old when he was a baby, and I want that time back and it's really hard. So we want to hold onto our kids, and that's why we as parents often over subsidize them.”“It is so hard because we're tempted to pay for everything for our kids, because we still see them as kids, and they're forever our children. So these are really hard, and that's why I wrote “Launching Financial Grownups, because I was struggling with this. And I will tell you, so I'm going to give away one thing from the book is that our 26 year old, she was 24 at the time when the book had been written, she was saving for an apartment in New York City, which is a very ambitious goal for a 22, 23-year-old. She lived at home, she switched her major in college which I do talk about in the book, why she switched to cybersecurity versus being in education, and it was with a focus on ‘Where can I earn more money?' And I will tell you, when she reached her goal of being able to buy her own apartment. And while we had to be in the background, as you say, she paid for everything, the down payment, all the lawyer costs, all the closing costs, every penny she paid for, the pride in that young lady's eyes, you have never seen. It is a gift to parents. When you let your child succeed on their own and you're just there cheering them on and you're just there cheering them on, that is going to be priceless. And so I would implore parents to let their kids shine.”

If you're feeling stuck in your career or your life, you're not alone! Everyone gets stuck, but there are things you can do today to start pulling yourself out. In this episode, Ella Lucas-Averett shares some of her top tips for creating momentum, moving past fear, and learning from our failures. Ella is a founder and managing partner of The Trivesta Group, and the host of On Air With Ella, a motivational podcast about wellness, personal development, habit building, and more. Episode Recap: Get to know Ella Lucas-Averett (1:45) What was it like to start a business at such a young age? (6:31) How to find momentum when you're feeling stuck (13:32) What keeps us from taking action? (24:51) To move past fear, start showing up (27:03) How do we overcome feeling afraid of failure? (33:23)  If you don't care for yourself, you can't care for anyone else (44:01) No one has the same stack of gifts and experiences as you (52:23) Try this one thing today to get unstuck (1:00:07) Resources: Visit the Fiscal Feminist Website Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book On Air with Ella website Follow Ella on Instagram, LinkedIn, Facebook, and Twitter Quotes:“There are so many things that I wish I had started or wish I were further on and didn't do because I was scared. And I think that anyone listening can relate to that thing they're sitting on, or stalled on — maybe they did it — or maybe they're still sitting on it, because they're not sure it's ready, or they're not sure they're ready, they're not sure it's good enough, they're not sure they want to be seen, or what would people say? And I would just say, what if you acted as if you had no choice, and you just did it and see what happens? Because sometimes action can be a hell of a lot more effective than analysis.”“If we are waiting for lightning bolt motivation to do the thing we're meant to do in life or to develop that skill or to learn that language or to start that exercise routine or to revisit our relationship with our spouse or our partner, whatever. If we're waiting for that lightning bolt, you're gonna die waiting. And I say that not to be cynical, but to say, if that were the secret, don't you think that we would have hacked that by now? Don't you think we would be doing all the things and all out here living our best life? I don't know about you, but that's not what happens for me. And the myth that you need to land on motivation, or even better, that it would land on you, that is not going to get you where you need to be. So the word I replace it with, every day of my life, is momentum.”

Since 90% of venture capitalists are men, it makes sense that female founders have a much harder time getting funding, especially when they're focused on women's issues. Trish Costello is working to change that as the founder and CEO of Portfolia, a company that creates investment funds for women looking to back innovative companies. In this episode, Trish explains why investing in companies is such a powerful tool for building wealth and creating change in the world. She also shares practical steps for how you can get started in the space. Episode Recap: Today we're talking about investing in startups with Trish Costello (1:08) Can you tell us about your background with venture capital? (2:41) Who is a good fit for the Kauffman Fellows Program? (8:12) Why is investing in companies a great opportunity for women? (10:01) It's up to us to invest in the companies we believe in (14:42) Can you talk us through the process of investing with Portfolia? (21:46) What kinds of companies does Portfolia invest in? (29:54) How do you evaluate early-stage companies? (33:50) How can women invest their retirement accounts with Portfolia? (38:15) Resources: Visit the Fiscal Feminist Website Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Portfolia website Portfolia FemTech Fund Quotes:“You then decided to now do Portfolia. It really is effective in two areas, right? It allows you to promote companies that are coming up with innovation, and hopefully trending in the woman area. But it's also allowing women to become investors in these endeavors and learn more and more about it. I think a lot of people think this is a world just for super rich people who are really familiar with the space, and they don't realize that you can get involved in it.”“We have an opportunity to create wealth, but we also have an opportunity to create wealth while enhancing our lives. And to me that's that other piece of it that's so exciting.That's so important.Yes! Kimberlee, 90% of the check writers in venture capital are men. And you know, even if they aren't grossed out by women's health, they don't really understand it, you know? And so, they don't have a passion for it.”

When families can't access childcare, women are disproportionately affected. And that impact ripples out to hurt the entire economy. In this episode, Kimberlee examines the “childcare cliff” we're facing now that pandemic-era subsidies for childcare have expired. She explains why it's so important for women to be able to participate in the workforce and shares some steps you can take to advocate for change on this important issue. Episode Recap: Today we're talking about the “childcare cliff” that impacts many women's finances (1:08) The cut off of childcare subsidization will have a massive economic impact (2:48) When families can't access childcare, women are disproportionately affected (9:50) The childcare cliff can also impact women's decisions to become parents (15:37) Time out of the workforce has a lifelong impact on women's finances (18:08) When women leave the workforce, everyone loses (20:21) Resources: Visit the Fiscal Feminist Website Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Research Mentioned: The Century Foundation research on the childcare cliff 2021 Child Care Affordability Analysis from Childcare Aware  OECD Report on Child Care Costs McKinsey Report on Women in Leadership Childcare Cliff Study by the Center for American Progress Study on the Economic Impact of Child Care Inaccessibility Quotes:“So, what happens when parents can't afford childcare or can't get access? The burden exponentially falls on women. Women are taking the hit. So what are these childcare cliff implications for women? First, women are 5-8x more likely than men to have their employment affected by caregiving responsibilities. And that is from the State of Women in the Labor Market Report from 2023. When one partner needs to stay home or limit their hours or change jobs to become more flexible, it often falls to the woman. And the statistics have supported this now for years.” “I want to raise the alarm for all of you, that it's important. This isn't me just ranting and raving, it has real effects on us, on women, on children, on families, on productivity of our country, on the global economy, and on the living standard for everybody. If we want the birth rate to go up, then we need to make it a more accommodating environment for women to have children. Women should not have to make undue sacrifices that everybody else in society doesn't have to make.”

 Kimberlee's book and podcast, THE FISCAL FEMINIST, is a financial wake-up call for women in which she shares her personal and professional expertise to help women improve their financial health, money-proof their relationships and learn how to be intentional and strategic with their finances and careers.  Kimberlee has more than 25 years of finance, legal and corporate experience. She is currently a managing director and partner at the private wealth management firm The Bahnsen Group and a certified divorce financial analyst. But Kimberlee hasn't always been so confident with money. After a long and contentious divorce that completely upended her life, Kimberlee found herself in the trenches where many of her clients and listeners currently are today. She wasn't prepared financially and was afraid for her and her children's future. Her mission is to ensure no other woman has to feel afraid like she did.  While many women feel overwhelmed today in a post-pandemic world, juggling careers, motherhood and a looming recession, Kimberlee believes every woman can improve her financial health no matter her age, economic or marital status.

Financial plans aren't just about preparing for retirement; they're important steps to prepare you for any major life event. In this episode, Kimberlee talks with financial advisor and BPP Wealth Solutions Founder Debra Schtazki about the importance of financial planning. Debra also shares some real-life stories of women she has helped and explains how she's built a flexible work environment that sets women up for success. Episode Recap: Today we're talking with wealth management professional Debra Schatzki (1:15) What made you decide to write “Chaos to Joy?” (3:50) Why are there so few women in financial advising, and what can we do about it? (5:58) Greater flexibility can actually help you business (13:02) Why is a financial plan so important pre-divorce? (21:20) Once you've done the plan, you can ask for what you need with more confidence (29:14) Can you share another case study from the book? (36:02) What are the 3 most important things for women building their net worth? (41:02) How to work with Debra (45:33) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book “Chaos to Joy” by Debra Schatzki BPP Wealth Website Follow Debra on LinkedIn Quotes:“I think that there's so much more value when we allow our employees to actually have the freedom of being there for milestones and being really part of their families and having a balanced life. It's critical. And then when I created my own consulting firm in 2010, we don't have to go into the office. I think two days a week is fine. And there were times, I had my hips replaced last year, I didn't go into the office for three months. And you know what? We did great!”“Luckily for your client, she had you to help her thread that needle. And what you gave her was advice for negotiation based on a financial plan. Yes, exactly. And what I gave her too was a voice. You know, I think that that's our biggest problem — women more than men — is that we're not taught how to really talk about money well. We're not as educated yet about how to do plans and why plans are important. We're getting there, I think women are signing up in faster percentages than men at this stage.”

Are you paralyzed by credit card debt and not sure where to start with paying it off? In our first episode on debt, diet and alcohol, Kimberlee explored the psychology of debt. Today, she's sharing an actionable plan you can use to start paying off your debt today, and avoid falling back into it in the future. She also breaks down some key financial concepts like debt consolidation, good versus bad debt, and two common debt payoff methods. Episode Recap: Today we're continuing our conversation on debt, diet and alcohol (01:31) Take a deep breath; then it's time to create a budget (03:27) Understanding the debt avalanche method (0:04:30) Pros and cons of the debt snowball method (07:48) Should you consolidate your credit card debt? (10:14) Good debt versus bad debt (20:02) Once you've started paying off your debt, do these things (23:07) Resources: Visit the Fiscal Feminist Website Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book “Debt, Diet and Alcohol Part 1” episode “Psychology of the Budget” episode Calculators for debt payoff Quotes:“So, I want to just make a quick note here about good debt versus bad debt. Is there good debt? Yes, there is good debt. All debt is not created equal, right? Debt used to build wealth is generally viewed as good debt: taking out a mortgage, investing in yourself by borrowing for more education so you can get a good job, small business loans, or debt consolidation. These are all forms of good debt that are going to help you build you net worth, either by getting an asset like a house or getting an education so that you can go get a better job, or eliminating high-interest rate credit cards so you can lower your interest rate and pay one payment and get all this debt eradicated over a certain, finite period of time.”“The first thing I recommend to everybody, because I know this works, is take a very deep breath. This is a doable strategy. You can do it. I know it's overwhelming, and when you look at your credit card statements, sometimes you think ‘OMG, how did I get myself into this big mess. So take a deep breath. Anything can be accomplished if we put our minds to it.”

Building a real estate business can be much easier than many of us realize; in some cases, you don't even need to own the property! In this episode, Kimberlee talks with Airbnb investor and educator Lauren Piller about her journey from nursing to working in real estate full time. Lauren explains how co-hosting helped her make the transition, and she shares some of her top tips for buying your first investment property, maximizing the value of your Airbnb, setting pricing, and more. Whether you're completely new to real estate or want to learn more about the vacation rental space, Lauren has so much wisdom to share! Episode Recap: Today we're talking with Lauren Piller about building a real estate business (1:02)  How did you end up doing real estate? (2:04) Basics you need to know when buying your first investment property (9:10) How does co-hosting work? (16:21) How to work with Lauren (20:58) Tips for choosing an Airbnb location (28:20) What can you do to set your listing apart, and what amenities are essential? (31:58) How does insurance work for vacation rentals? (36:17) What factors do you consider when setting your pricing? (37:55) Where to learn more from Lauren (42:27) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Follow Lauren on Instagram and TikTok Learn more from Lauren Quotes:“No one knows anything about finances, investing and loans. I barely do, and I know more than most people. So it's just crazy to me that we're supposed to go out here and buy houses and do all these things, but I'm a millennial, so I have to learn as I go. So it's interesting to see the lack of knowledge.”“Tell me a little bit about cohosting. Because I think a lot of people would be really interested in that because it has a low barrier to entry, right? You don't have to buy a house, right? Yeah the most cost effective way to get your start and to learn, for sure.So what exactly does somebody do? How do they get involved with this, how do they find out about it, how do they find someone to cohost with, how does that work? The easiest way that I always recommend to my followers is to just ask a friend or a family member. You'd be surprised how many people have rental properties or already have Airbnbs that are either empty or not making as much as they could with their tenants. It's an easy way to go in, that's what I did with my parents, they were my first cohosting client. I was like ‘Let me take your rental property and throw it on Airbnb. I will definitely increase profits, I will do all the work, it's a win-win here.' I like it because it's another pivot for people, too. You can do it while you're still working other jobs and just branch out to see if it's even worth taking the jump for.”

Whether we realize it or not, many of us could benefit from some financial therapy. In this episode, Kimberlee talks with financial therapist Aja Evans about the work she's doing, the inspiration behind it, and the practical advice she has for women about navigating their finances. Aja breaks down the relationship between our money and our self esteem, shares her top tips for navigating prenups, explains how you can get yourself out of a shame spiral, and much more! Episode Recap: Today we're talking with Financial Therapist Aja Evans (0:58) What is a financial therapist? (1:58) Can you tell us about your financial awakening? (5:34) Self esteem directly impacts our relationship with money (9:27) If you're struggling with a self esteem spiral, take a pause (13:18) Rewrite the narratives that aren't serving you (21:19) Do you have any tips for navigating prenups? (32:19) What trends are you noticing in financial therapy? (41:15) Where to learn more from Aja (44:16) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Follow Aja on Instagram and TikTok Aja's website Quotes:“Any financial decisions we make when we're heightened, when we're upset, when we're anxious, usually are just about a quick fix. We are trying to get ourselves out of a place of discomfort and into comfort as quickly as possible, and a lot of times that is not the best strategy for your finances. So looking at taking the breath, making the plan, and then deciding how you're going to execute and what you want that to look like. And be mindful of what emotional or financial triggers might come up for you that may cause you to spiral again.”“Have the conversation. Be awkward about it. Trip over yourself when you're talking to each other. But if you cannot have these conversations about money, if you disagree or don't disagree, we got other things. Because life is going to come at you hard and fast, and if you can't talk to this person who you've decided you want to commit the rest of your life to, it's going to be really difficult. It's going to be very, very difficult, and we don't need it to be that hard.” 

Linda Garcia has an incredibly powerful story, from overcoming a difficult childhood to building a six-figure career at Netflix to starting an organization that empowers other women to invest in the stock market. In this episode, Linda tells her story and focuses on some of the key moments when she learned to ask for what she was worth, overcome her scarcity mindset to start investing, and work to equip others with the mindsets they need to build wealth. This episode is full of both inspiration and practical tips, so you won't want to miss it! Episode Recap: Today we're talking with Linda Garcia of In Luz We Trust (0:00:57) Can you tell us about your career journey? (0:03:21) How does money impact our psyche and self esteem? (0:11:12) Learning to know your worth (0:14:42) It's never too early to set up a 401(k), especially with employer match (0:20:33) Discovering the power of passive income (0:25:24) In search of the million dollar idea (0:32:04) Empowering people to overcome scarcity mindset (0:38:50) Counseling people through market downturns (0:50:49) What's your next million dollar idea? (57:21) How to learn from Linda (0:59:12) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book “Wealth Warrior” by Linda Garcia In Luz We Trust website Follow Linda and In Luz We Trust on Instagram Join In Luz We Trust on Patreon Quotes:“I've watched my parents work multiple jobs. I've watched them work so hard to earn one dollar. And so the thought of money multiplying using other money was mind blowing. And so at that time I decided, ‘I'm going to double down, and instead of doing $200 a month, I'm going to do $400 a month.'”“It doesn't matter how much financial literacy you take in. If you don't identify your relationship with money and how toxic it can be, then you're not going to be able to build wealth. I feel like it is almost impossible. If you really believe that wealthy people are greedy, then your subconscious will do everything to repel becoming wealthy because you don't want to be greedy.” 

We often think of money solely in objective terms, but our finances are also emotional and spiritual. In this episode, Kimberlee talks with “The Money Witch” Jesse-Susannah Karnatz about the amazing work she's doing to help people heal their relationships with money. Jesse-Susannah explains why so many people think they're bad with money and describes how you can begin to shift that mindset to one of abundance. Jesse-Susannah is an author, leader of the Money Coven, and coach providing capitalism-critical, shame-free education. Episode Recap: Today we're talking with “The Money Witch,” Jesse-Susannah Karnatz (0:56) Manifestation is about getting out of your own way (5:26) Can you tell us about the kinds of work you do? (8:00) Why do people think they're bad with money? (15:30) There's no shame in having debt (19:51) Abundance is a cycle (28:31) Your finances need love, not willpower (33:36) How to learn more from Jesse-Susannah (38:00) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Money Witch Website Follow Money Witch on Instagram and YouTube Money Coven Money Witch products Apply for one-on-one coaching  “Money Magic” by Jesse-Susannah Karnatz Quotes:“My business subtitle is ‘Heal your finances.' So, it's Money Witch: Heal Your Finances. What I mean when I say healing is it's a movement of energy. We want to experience shift. We want to experience ourself being able to respond differently to something we've been stuck in in the past. We want to come full circle to like a moment where we know, in the past I might have done this, but now I'm choosing to do this. More intentionality, less impulsivity, less reactivity. That's what I see as healing.”“Your finances need more love, not more willpower. A lot of times when we're trying to shift something in our financial life, we're operating from a shame-based place, and we get into this willpower ethic thing, where we're like, ‘I'm going to just try the same thing I've been trying, and I'm going to try it again, but this time I'm going to do it better because I'll be a better person and I'll just do it.' And I don't think that is very self-loving or very wise. We really have to dig in and look at what needs to iterate in the plan. If there's something that you just cannot get done, whether it's making a budget, doing your bookkeeping, filing your taxes on time without filing an extension, any of these things, really start looking at why that is and how can you iterate the plan and try something different.”

The average Black American has about 13 times less wealth than white Americans, so it's time for something to change. In this episode, Kimberlee talks with Runway Founder and CEO Jessica Norwood about the massive wealth gap for Black Americans and the work she's doing to change that. Through Runway, Jessica is empowering Black entrepreneurs with capital and mentorship, and she's also a speaker, author, and podcast host at the forefront of conversations about the intersection of race and economics, and she has so many powerful insights to share in this conversation. Episode Recap: Today we're talking with Jessica Norwood, founder and CEO of Runway (0:56) Can you tell us about your career journey up to this point? (4:14) Why is access to education so important for disadvantaged groups? (10:43) Black entrepreneurs just don't have the same access to capital or mentorship (16:06) How is Runway helping Black entrepreneurs? (26:45) An intersectional approach to capital (38:33) What role can the government play in financial equity? (45:32) Where to learn more from Jessica (55:13) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Runway website Preorder “Believe in You Money” by Jessica Norwood Road to Repair podcast Jessica's website Quotes:“I wanted to better my community. I wanted to support the innovators and change makers and just brilliance that I saw all around me. But I also saw that there was this gap of being able to get access to the resources that people needed, and I couldn't understand why.”“Wealth gets unequally distributed because of racial bias. And it looks like, at the time when I started Runway this was a piece of data that was so new, I want to say it was about 6 or 7 years ago, the data has since been updated. But the number then was that white people had $141,000 in wealth and Black families had about $11,000. And this was including the wealthiest wealthy that you could think of, right, on both sides of the equation. So I like to say it's P Diddy and all my cousins in that number. And it's about $10, 11 thousand. And then you've got uber, uber wealthy, wealthy folks, billionaire folks, and all your cousins in there. And still the number lays out to this disparity between almost 13 times, 14 times more than the other.” 

No one likes to talk about the worst-case scenario, but we need to be prepared for the unexpected. In this episode, Kimberlee talks with her colleague Sarah Leitzke, director of risk management at the Bahnsen Group. Sarah provides a primer on the 3 main types of insurance you should consider to secure your and your family's futures. She also answers some of the most frequently asked insurance questions, like when to buy insurance,  how to find the right policy, and what insurance will actually cover. Episode Recap: Today we're talking with risk management director Sara Leitzke (0:01:01) Mentorship is key for women in the workplace (0:05:57) What is risk management and why is it important? (0:11:03) What qualifies as a disability for insurance? (0:15:54) Whole life vs. term insurance: Which is right for you? (0:24:13) When should you buy long-term care insurance? (0:34:02) How to choose the right long-term care insurance (0:41:34) Should you purchase a joint or individual policy? (0:49:03) Long-term care is an investment for you and your family (0:51:05) Today is the best day to get coverage (0:58:00) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book The Bahnsen Group website Quotes:“I think some people think, especially when we're younger, we think ‘I set up my emergency account, I'm investing, I'm saving money, I'm good.' But we need to plan for other risks, because there are other risks in our lives that an emergency account just won't cut it. If you need to change jobs and you're maybe going without a job for a few months, your emergency account is probably going to get you there. But if you have suffered an injury that puts you out of work for a long time, if you have an illness that puts you out of work for a long time, your health insurance probably isn't going to cut it because they're not going to pay you to not have a job. So then you turn to different types of insurance. So maybe you need to buy some disability insurance to insure your income. Because your most important asset is your income.”“If you are thinking about getting coverage of any kind and you're dragging your feet — which I have done and had to snap myself out of — you're as young as you'll ever be today, probably as healthy as you'll ever be today, and all of this, every type of insurance we've talked about today, requires medical underwriting. And the best time to do it is today.”

No matter who you are or where you work, gender bias impacts every woman in the workplace. Amy Diehl has dedicated her career to understanding those biases, and in this episode, she's sharing some of the most important findings from her new book, “Glass Walls.” Amy breaks down the six types of bias that hold women back the most, unpacks the common barriers that keep women from leadership positions, and shares some practical tips for dealing with gender bias. Whether you need some extra motivation to keep going in your career or you just want to learn more, this episode is packed with valuable insight! Episode Recap: Today we're talking with gender equity researcher and author Amy Diehl (0:00:58) How did you discover your passion for gender equity? (0:02:51) No woman is immune to gender bias in the workplace (0:10:30) We're missing out on major progress when we don't give women opportunities (0:15:40) What are the six types of gender bias in your book? (0:22:02) Male privilege (0:22:21) Disproportionate constraints (0:27:25) Insufficient support (0:31:48) Devaluation (0:36:02) Hostility (0:37:55) Acquiescence (0:43:30) What are some of the critiques that keep women from leadership? (0:47:16) How can we respond to this inequity? (0:53:43) Where to connect with Amy (0:58:27) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book “Glass Walls” by Amy Diehl and Leanne M. Dzubinski Why Women are Held Back from Leadership article Ageism article Amy Diehl's website Follow Amy on Instagram, LinkedIn, and Twitter Quotes:“How many women don't persist? Because they can't. They make very rational choices to quit, or to stay where they're at, or whatever. I think about the societal progress that we're missing because we're really holding back half of society. Half of the brain power, right?  — Amy“I'm not saying we have to be confrontational or rude or any of those things, but we have to be persistent and we have to be resilient. Don't make yourself smaller, because we've already been going through that for a billion years. And to your point, Amy, if all women were able to do their job on an even playing field, not only would society be more productive, there'd be a million new inventions and things going on in the world, and our global economic   — Kimberlee

123 How is financial wellness a form of self care for women? The fiscal feminist Kimberlee Davis shares her own story of how she went from making money mistakes to becoming partner at a private wealth management firm. She helps women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times.Covered in this episode:-the extra money obstacles women face-why ignorance is not bliss when it comes to financial knowledge-why women are better with money-your unique money personality and how to communicate about money with others-how money impacts marriages-what you can do now to take control of your finances-why it's not too late to make changes-how to create a safety net for your future-how to do a little at a time so it's not overwhelmingAbout Kimberlee:Kimberlee Davis is the host of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finance. Her mission is to help all women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times. Kimberlee has more than 25 years of finance, legal, and corporate experience and is a Certified Divorce Financial Analyst. Currently she is Managing Director and Partner at The Bahnsen Group, a private wealth management firm. She is the proud mother of her three daughters, Allison, Claire and Merrill. She lives in San Juan Capistrano, California.Website: thefiscalfeminist.comIG @thefiscalfeministAbout Nadine:Her new book, Come Home to Your Heart, is available on Amazon, Barnes & Noble, and Bookshop.Award-winning author Nadine Kenney Johnstone is a holistic writing coach who helps women develop and publish their stories. Her articles and interviews have appeared in Cosmo, Authority, MindBodyGreen, HERE, Urban Wellness, Natural Awakenings, and more. Nadine is the podcast host of Heart of the Story, where she shares stories from the heart as well as interviews with today's most impactful female creatives. Pulling from her vast experience as a writing, meditation, and yoga nidra instructor, Nadine leads women's workshops and retreats online and around the U.S.In the past 2 years alone, Nadine has helped writers in her community develop and publish 12 books and more that 200+ pieces in places like The New York Times, Vogue, the Washington Post, The Boston Globe, Longreads, and more. Learn more about Nadine's Writer Workout community here. Learn more about her Women's journaling and meditation retreat at Omega Institute,

We all know debt is bad for our financial and mental health, so why do we have so much trouble staying away from it? In this episode, Kimberlee explores this question by digging into the psychology of debt. She shares several factors that may contribute to our debt struggles, from our relationships to our spending to our education, and she reminds us that managing debt is vital for our physical and mental health. And stay tuned for part 2, where we'll talk about strategies for tackling debt! Episode Recap: Today we're talking about the psychology of debt (1:02) Knowing something is bad for us isn't always enough to stop us from doing it (2:12) Debt and health are directly linked (5:52) The average American has $5,700 of credit card debt (7:47) We incur debt when we don't have a budget (12:12) We incur debt when we spend more than we make (14:14) Our debt grows when we don't have enough cash flow for interest and expenses (17:16) Marriage problems can make debt worse (20:24) We struggle with debt when we don't understand it (23:16) Don't rob yourself of future stability (25:53) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Quotes:“Don't rob yourself of future financial stability because it will affect your health as well. If you have a health problem, you go to the doctor and try to figure out how to fix it so that you can stay healthy. This is as important as going to the doctor, because if you don't, you may end up having health problems over it because you get so stressed out. So, the point of this podcast is for you to ponder the why of your debt honestly, and that is the first step to solving the problem.”“Most people fail to plan. They don't have a budget, and they rely on intuition to regulate spending. ‘Should I be spending this? Eh, well I have a little bit of room.' But they don't know because they haven't done a budget. And this is a really, really bad idea.”

How can we make the most of a system where the odds are stacked against us? In this episode, Randi Braun explains how we can set better boundaries and stop feeling so much guilt even as we're working in an environment that puts women and other marginalized groups at a disadvantage. Randi is a coach, thought leader, and author of the bestselling book “Something Major: The New Playbook for Women at Work,” and she shares powerful insights that you can start applying to your life today! Episode Recap: Today we're talking with Randi Braun, author of the bestseller “Something Major” (1:02) Can you tell us about your journey to where you are today? (2:16) Why are we moving backwards in terms of workplace equity? (7:17) How can we find success in a system that's stacked against us? (11:56) Perfectionism does not always serve us (14:17) Are you feeling guilty, or are you afraid of validation? (19:04) Why do we struggle to set boundaries? (23:41) Here's why you should remove “imposter syndrome” from your vocabulary (29:35) What is the productivity lie? (35:25) Stop saying these things! (40:32) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Article on “The Productivity Lie” by Blessing Adesiyan Something Major Website “Something Major: The New Playbook for Women at Work” Follow Randi on LinkedIn, Instagram, and TikTok Quotes:“The more we focus on being perfect, the less willing we are to take a chance, to throw out that creative idea, to make an ask that could actually unlock not just impact for ourselves, but impact for the people and the teams and the organizations and frankly some of the P&L that we serve.”“Guilt is what we feel when we violate our own personal code of conduct and our values. What you're experiencing wasn't guilt from how I'm hearing it, it was a fear of not getting external validation or a fear of what other people will think of you.”

With so many different ways to invest and build wealth, how do you find the path that's right for you? In this episode, Haley Kowalewski breaks down some of the basic principles you should keep in mind when building an emergency fund, saving for retirement, starting to invest, and more. Haley is the founder of Femme Financial Coaching, where she's helping women and other marginalized groups with all things personal finance and investing. She also talks about the different ways each generation views money and work, and she shares some practical tips for finding resources you can trust on social media.Episode Recap: Today we're talking with Haley Kowalewski of Femme Financial Coaching (1:01) What inspired you to start this business? (2:55) Before you pivot, make sure you're prepared for business and personal expenses (6:01) What are some barriers that stop marginalized groups from building wealth? (16:17) Have these foundations in place before you start investing (22:12) How to get started with investing (26:33) Should you open a taxable account? (29:25) How Gen Z and Millennials tend to view money and work (34:28) How to vet financial resources on social media (41:29) Can you share some client success stories? (43:55) Remember your future self (52:44) How to connect with Haley (55:56) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Femme Financial Coaching Follow Haley on Instagram and TikTok Quotes:“Education is the way through, because the stock market doesn't discriminate. It doesn't know what gender you are, what race you are, how old you are. Anyone has access to it, so that's why it's so important to educate people around it.”“You can make changes a lot faster than you think you can. And if you're thinking, ‘I don't want to be in this same spot I'm in at this time next year financially, you might be at that point where you're like, ‘Alright, I'm ready to make a change.' And if you've tried to do it on your own and you just keep falling off, then that's a point where you can hire a coach or get some support, because that support is out there. And there's no shame in doing that.”

Whether you're preparing to divorce or about to get married, there are actions you can take today to make sure your financial future is protected. In this episode, Erica Lubans breaks down some of the most important concepts to know about prenups, state divorce laws, alimony, and much more. She shares practical advice for women about preparing for and navigating divorce proceedings, and she explains why communication around finances is one of the most important indicators of a successful marriage. Erica is an attorney at the California family law firm Wasser, Cooperman & Mandles, and she has so much expert insight to share! Episode Recap: Today we're talking with divorce lawyer Erica Lubans (1:07) Why did you decide to become a divorce lawyer? (3:17) Your lawyer is not your therapist (6:59) The way you spend money matters less than how you communicate about it (10:15) What conversations should couples be having before they get married? (13:07) How do equitable distribution and community property laws affect divorce? (16:49) What to include in your prenup (25:30) Alimony vs. Settlements: Which is better (33:21) What are the different types of divorce? (39:18) Common mistakes to avoid (51:07) How do high-profile divorces differ from other divorces? (57:01) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Divorce.com website Wasser, Cooperman & Mandles  Quotes:“In marriages, if there's solid communication about money and people are being respectful of the other person's concerns and making them feel safe, then you're less likely to end up getting divorced because of financial issues.”“Have something for yourself, whether that's a career or charity or whatever it is. Have something that is just for you during marriage, don't just devote yourself to your husband and your kids. I know that's how women are, we're always putting ourselves last and being preoccupied with other people's needs, and I've seen a lot of women that when the marriage breaks down, they are completely bereft because they didn't keep anything for themselves.”

With so many stocks to choose from, how can you find the best investments for your portfolio? In this episode, Deiya Pernas shares an inside look at the work he does as an equity researcher and co-founder of Pernas Research. He weighs in on a variety of investment topics including risk mitigation, current economic conditions, and whether or not you should invest in companies you use. Deiya also shares an example of an investment type he's especially interested in right now: consumer discretionary companies. Whether you're new to investing or you have a large portfolio already, this episode is full of useful insight! Episode Recap: Today we're talking with equity research expert Deiya Pernas (0:52) How did you end up working at Morgan Stanley? (3:56) There's a need for unbiased equity research (9:41) Characteristics to look for when evaluating stocks (17:22) Should you invest in a company just because it's something you like and use? (20:44) Where to find information about an investment (24:05) How do economic conditions affect your analysis? (30:29) A practical example of investing in the consumer discretionary space (33:44) What are the risks to watch out for and how can we mitigate them? (43:36) Top tips for getting started with investing (47:28) How did you prepare to make a career pivot? (49:31) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Subscribe to the Pernas Research newsletter Quotes:“There's not some magic spreadsheet out there or some magic research provider that has all these answers. At the end of the day, it's hard work and asking the right questions, and having the discipline to follow up and answer all your questions in entirety. And after you do that you start to form a conviction of how good this company really is.”“When you're investing in individual stocks — especially if, let's so you're a listener and you've dabbled maybe a little bit or a medium amount — number one, you have to understand risk and you have to be prepared to deal with risk. That's why first and foremost I air on the side of caution when you're investing in an individual name. And this also goes for the stuff we invest in, too. As much work as we do to try to gauge the risks to a certain company's cash flows or business model, there is no company that we ever put a buyers recommendation on that is going to be immune for a large market sell.”

How might your approach to budgeting change if you started by prioritizing your goals, instead of thinking about the things you can't have? In this episode, John and David Auten-Schneider (who you might know as The Debt Free Guys) explain how you can build a budget that works for your lifestyle, whether you're doing it on your own or budgeting with a partner. John and David also talk about the biggest financial issues facing LGBTQ Americans, the importance of a prenup, 3 things to focus on when planning your financial future, and much more!Episode Recap: Today we're talking with The Debt Free Guys, John and David Auten-Schneider (1:10) Finding the best city for LGBTQ people in each state (2:19) John and David's journey to becoming The Debt Free Guys (11:02) Debt affects so many more people than we often realize (13:47) What did your tradition from your financial services jobs look like? (17:25) Once your financial life is in order, focus on these 3 things (24:08) What are the biggest financial issues facing LGBTQ people today? (29:26) Marriage is a partnership, and prenups help you have important conversations (35:04) Tips for creating a budget with a partner (39:40) When budgeting, try leading with your goals (43:06) What concerns you most right now? (50:10) How to learn more from David and John (56:47) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Best LGBTQ City in Each State podcast “4: The Principles of a Debt-Free Life” book Debt Free Guys Website Queer Money Podcast  Quotes:“With the now 430-some plus anti-LGBTQ+ bills on the floors of state legislatures across the country, according to the ACLU, and Supreme Court Justices saying they specifically want to target marriage equality, a lot of same-sex couples specifically in the community are kind of feeling like we're going back to 2014 or even earlier again, where we had to do this sort of patchwork of legal maneuvering to protect our assets and to protect the person we live with and love.” - John“Money is not a ruler, it's a tool. And it's not a ruler to be used to judge yourself against anyone else. There are amazing, beautiful, wonderful people in this world who make 40 or 50 thousand dollars a year. That doesn't make them any less than the person that's making 4,5,6 hundred thousand dollars a year. Does the outward appearance of their life look different? Absolutely. But there are plenty of ways to enjoy and have an abundant and happy life on a lower amount of money." - David

If you want to find greater success and balance in your career, you need to get comfortable with speaking up and having hard conversations. In this episode, the “Job Doctor” Tessa White shares some of her top tips for building your career on your terms. She explains why it's so important to understand what your company values, and she gives practical advice about negotiating effectively, saving yourself some extra time, and making sure your career doesn't control you. You won't want to miss this episode!Episode Recap: Today we're talking with “The Job Doctor” Tessa White (1:09) Can you tell us your journey to your current career? (2:19) You can have it all, but not all at once (7:37) What is deliberate work, and how do you determine what's most important? (19:05) How do you approach difficult conversations with a manager? (28:11) To negotiate more effectively, understand your leverage (32:56) What is the 10% miracle, and how can we get better at saying no? (38:40) How is remote work impacting our careers? (42:52) 3 things we can do so our careers don't control us (51:42) How to learn more from Tessa (54:38) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book The Job Doctor website Follow The Job Doctor on Instagram, TikTok, LinkedIn, Twitter, and YouTube “The Unspoken Truths for Career Success” by Tessa White “The Job Doctor is In” podcast Quotes:“The real job description is not the job description on paper, it's something else. And part of your job is figuring out what the company actually really does value and doing more of that and less of the things they could give a rip about.”“You can't get married and expect to have a relationship work out without ever speaking up. And part of the solution to the dysfunctional workplaces and feeling taken advantage of and feeling like it's toxic, part of it is learning to speak up, and maybe doing it in a way that isn't broken glass or a bull in a china shop, but being able to speak up and share where you're at is incredibly important. So many of my clients that feel like they're overworked and they're burned out, when I ask them, ‘Have they talked with their manager?' They haven't. And your manager doesn't have a magic ball to say, ‘This person's full.' It does require your input and your help in order for them to understand.”

There's a misconception that salary transparency will hurt businesses, but that is not the case. In this episode, Hannah Williams explains how her own career journey made her realize something needed to change, inspiring her to create Salary Transparent Street. Hannah shares her perspective on the benefits of salary transparency for employees and for businesses, and she opens up about the experience of turning a viral TikTok account into a business. Episode Recap: In this episode we're talking with Hannah Williams of Salary Transparency Street (0:00:51) Can you tell us about your background leading up to today? (0:02:20) Colleges aren't preparing people to negotiate for themselves (0:12:40) Work is a business decision for you and for your employer (22:52) Salary requirements aren't a fair metric (25:28) Why is salary transparency important? (29:03) How did you turn Salary Transparent Street into a profitable business? (36:12) What is it like to work with an agent? (43:07) There's this misconception that regulation around salary is bad (47:50) How to keep up with Hannah (1:03:59) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Follow Salary Transparent Street on Instagram, TikTok, and YouTube Salary Transparent Street Website Quotes:“Work was not just a business relationship, it was a business decision on both sides. There's profit and loss that comes into that. And ultimately when a company hires you, they're not hiring you because they like you. They're hiring you to complete a job, and they're hiring you to pay a certain number. They have access to the same data that I do, market research. So they would know whether or not they're paying a fair market rate, the same way that I realized I wasn't getting it. And that was really disappointing, because I trusted my employer. I liked them, I was really proud to work for them. And that changed almost overnight.”“I did an interview with a company and they asked me the question that really got me fixated on salary transparency: ‘What are your salary requirements?' And I realized, this question, I get it in every interview. And every single time I get it, I feel the responsibility to say what I think I should be paid, and whether that's fair or not is placed on me instead of the company.”

Are you struggling to find a job you're passionate about? Or do you find yourself working harder and harder without seeing your pay increase? This episode with J.T. O'Donnell is for you! J.T. is the founder and CEO of the online career growth club Work it Daily, and she shares her top tips for negotiating, working remotely, finding the right job for your current phase of life, and much more. Episode Recap: In this episode we're talking with J.T. O'Donnell of Work It Daily (0:01:07) Can you tell us about your career journey up to this point? (0:03:00) There's a difference between a job, a career, and a calling (0:10:03) Look for the common thread among companies you admire (0:22:49) What tips do you have for women about negotiating? (0:32:41) Negotiating is the way to build your net worth (0:49:50) How can women network when working from home? (0:53:28) How to connect with J.T. (1:00:48) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Subscribe to the Work It Daily newsletter Join the Work It Daily membership Follow J.T. on LinkedIn and TikTok Quotes:“A lot of people say ‘Oh, I have to do this.' The truth is you get to. Think about that. You get to do this. You get to build up your financial freedom. You get to build a career that you're going to be so proud of. You get to be able to do those things so that when you're living a longer life, you're living it the way you want to on your terms. You get to.”“How you choose to brand yourself is going to determine your value. So if you're never asking for more money, that translates into, you're not creating any new value. That's really important. Aren't you learning and growing on your job every single day? Isn't that creating more value for your company every single day? That means that you should get paid more over time to reflect that.”

The FIRE movement can sound incredibly appealing if you're unhappy in your job or wanting to spend more time in retirement. But is FIRE a viable solution when interest rates are high and people are living longer than ever before? In this episode, Kimberlee breaks down the history of the FIRE movement and the formula its proponents use to save more and retire sooner. She looks closely at the pros and cons of the FIRE movement and encourages listeners to strive instead for “Financial Independence, More Options.” Episode Recap: Today we're going to talk about FIRE, and whether or not it makes sense today (1:11) FIRE: Financial Independence, Retire Early (2:11) The FIRE movement became popular after the Great Recession (5:31) If you're not enjoying your career, maybe it's time to make a change (8:16) 3 approaches to FIRE (11:58) Here are some problems with the FIRE formula (16:36) If you want to retire early, make sure you have a bridge account (24:07) Aim for “Financial Independence, More Options” (28:52) Lessons we can learn from FIRE (31:30) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book “From Paycheck to Purpose” by Ken Coleman  Quotes:“We need to take the journey with our professional lives to explore, develop, and experience our professional goals and growth. FIRE cuts that off at a very early age. 30, 40 is very young. Like I said before, you could live to be 80, 90, or 100 years old in this time, and it's a long time to be retired. Often, early retirees are running away from what they don't like. They may not have thought about their true purpose or interests. Maybe they're at a job they hate and they just want to stop and not deal with working at all. But again, throwing the baby out with the bath water in my opinion.” “Life is now very long for many of us (hopefully it is for me). Medical costs are high. And the time of easy money with low interest rates and low inflation may be a thing of the past. So, we need to redefine FIRE. We need to now call it, “Financial Independence, More Options.” That's what I like. I think that's a better version of FIRE, and it will make sure that you can live in your extended retirement in dignity.” 

Think of budgeting like a medical checkup: even when it's tempting to put it off, you need to know what's wrong in order to treat it. In this episode, Kimberlee explains the psychology behind budgeting — including the benefits of it and the reasons you may find yourself resisting it. She also shares a step-by-step process for creating a budget and explains how this one financial tool can help you build your net worth. Episode Recap: Today we're going to talk about the psychology behind budgeting (0:56) To help build happiness, eliminate financial fear (2:08) Why do we resist budgeting? (4:43) Benefits of budgeting (6:50) What is net worth, and why does it matter? (8:48) How to calculate your net worth (11:27) 5 steps to financial flourishing (14:11) To create a budget, start by understanding your income and expenses (15:21) If your expenses exceed your income, it's time to reduce your costs (20:25) Your budget is not a one-and-done tool (22:41) Resources: Find every episode of the Fiscal Feminist podcast “The Fiscal Feminist” book Bankrate Net Worth Calculator Mint You Need A Budget Pocket Guard FTC Budget Worksheet Quotes:“In my opinion, one of the main building blocks to happiness is to eliminate financial fear and the stress that goes along with that fear. So why do I think this? Because when we have financial problems, we're going to feel stressed, and sometimes we're even going to feel physically sick because of the stress we're feeling.”“To me, net worth is about the life and the experiences that you want to have, and having the freedom to pursue those experiences, to achieve the life that you want. Don't compare your net worth to others.”

We are excited to welcome Kimberlee Davis the Fiscal Feminist to this weeks episode of Wine and Dime. Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst. Kimberlee is a professional woman, a mother and a daughter of elderly parents. Her career began as a Wall Street corporate lawyer. She then transitioned into investment banking, corporate finance, and finally wealth management. She has also been a stay-at-home mom when her three daughters were young. Her experiences have covered the gamut of the diverse roles that women fulfill throughout their often very complex lives. What you will learn:Kim just recently released a new book called, ‘The Fiscal Feminist - A Financial Wake-Up Call for Women.” Join us as we explore why Kim wrote this book and her journey to discovery. As you will hear, Kim wants “women to give themselves permission to be financially strategic, preventative, and knowledgeable, while still enjoying all the things that money can't buy.” Although Kim is a wealth manager now, that was not her first (or even second) career, listen as Kim shares her story of going from an attorney, to a stay at home mom (in another country), to wealth manager and author and podcaster. Everyone has a journey; we never know what part of the journey someone is on and that is why it is so important to be kinder than necessary for everyone you meet is fighting some kind of battle in their journey.The Fiscal Feminist (@thefiscalfeminist) • Instagram photos and videosThanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.comOr visit us at www.rootedpg.com/podcasts for full show notes and links! Fiscal FeministPodcast – Fiscal FeministThe Book – The Fiscal Feminist - A Financial Wake-Up Call for WomenHitching Post Wine - ABOUT HITCHING POST WINES Leading the Hitching Post Wines team are the creators and two long-time friends, Gray Hartley and Frank Ostini, who have been making wines in Santa Barbara County, California since 1979. Long before Hollywood discovered the winemaking landmark and its excellent wines, Gray Hartley, a former Alaskan salmon fisherman and Frank Ostini, chef and owner of the famed Hitching Post 2 Restaurant in Buellton, were brought together by their love of wine and winemaking. Over the years their backyard hobby has turned into a highly acclaimed winemaking enterprise. In 1981 they discovered the wonders of Santa Barbara Pinot Noir; since then Pinot has been their primary focus. Their flagship wine is the Hitching Post Highliner. The “Highliner” is the best fishermen in the fleet, and this name honors the great men of the Alaskan Salmon Fishery alongside whom Gray Hartley worked for 28 years. A special wine, Highliner is meant to be the “best of their fleet” of Pinot Noirs. Along with ten selections of Pinot Noir, Hitching Post produces a dry Rosé called Pinks, a Syrah, and a Merlot-based red named Gen Red. Then came Sideways in 2004, the Academy Award® winning film set in Santa Barbara wine country, prominently featuring The Hitching Post 2 and Hitching Post Wines. Since exposure in the movie, Hitching Post wines have gained in popularity. Currently, the winery has 12,000 barrels and produces about 17,000 cases a...

Kimberlee Davis has more than 25 years of finance, legal, and corporate experience and is a Managing Director/Partner at The Bahnsen Group, a bi-coastal wealth management firm, where she specializes in personal wealth advising, and financial, retirement and estate planning solutions, for high net worth individuals and multi-generational families. She is also a Certified Divorce Financial Analyst focusing on helping women transition to financial independence after life-altering events such as death or divorce. Kimberlee is the host of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finance. Her mission is to help all women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times. Kimberlee's new book The Fiscal Feminist: A Financial Wake-up Call For Women was released on May 31, 2022 in which she provides guidance with thoughtful strategies pertaining to personal finance, advocating for yourself, negotiating a raise, retirement planning, buying property, making investments, managing relationships with others, preparing for marriage and the creation of prenuptial agreements, navigating divorce, and estate planning. Her passion is to inform and educate women about their fiscal responsibilities and she attributes this to her own life lessons. For more information, visit https://fiscalfeminist.com/. Instagram - @thefiscalfeminist

Kimberlee Davis has more than 25 years of finance, legal, and corporate experience and is a Managing Director/Partner at The Bahnsen Group, a bi-coastal wealth management firm, where she specializes in personal wealth advising, and financial, retirement and estate planning solutions, for high net worth individuals and multi-generational families. She is also a Certified Divorce Financial Analyst focusing on helping women transition to financial independence after life-altering events such as death or divorce. Kimberlee is the host of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finance. Her mission is to help all women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times. Kimberlee's new book The Fiscal Feminist: A Financial Wake-up Call For Women was released on May 31, 2022 in which she provides guidance with thoughtful strategies pertaining to personal finance, advocating for yourself, negotiating a raise, retirement planning, buying property, making investments, managing relationships with others, preparing for marriage and the creation of prenuptial agreements, navigating divorce, and estate planning. Her passion is to inform and educate women about their fiscal responsibilities and she attributes this to her own life lessons. For more information, visit https://fiscalfeminist.com/. Instagram - @thefiscalfeminist

Kimberlee Davis is encouraging women to get uncomfortable in the short-term by asking the right money questions and taking preventative action to secure their financial futures.   In this episode: How did Kimberlee's financial devastation impact her life and mission? The "motherhood penalty" you didn't know existed Why prenups are critical even if you have no assets when you marry Is using a credit card ok? Should you co-mingle your finances with your partner? "Should I pay off student loan debt or start saving for retirement first?" "I want my money to be making more money for me, but I have absolutely no idea where to start." Why Kimberlee is not a fan of crypto currency What is the best way to stop living month-to-month? The two most important numbers EVERYONE should know

Women have been largely overlooked in money conversations and you know the stats, we earn less, live longer, and so much more. We definitely get the short end of the equality stick a lot. So it's even more important, no, make that critical, that we as women learn how to have fiscal freedom. I'll share the must-know money lessons that every woman needs to know and holds your hand through some serious topics like divorce, prenups and postnups, and all those money topics that you'd rather hide from. My message is that you need to become the CEO of your life. Join us for this inspiring episode that feels like a fun information overload, in the best way possible, and a wild ride with Shannah Compton Game. Let's get talkin'. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Women have been largely overlooked in money conversations and you know the stats, we earn less, live longer, and so much more. We definitely get the short end of the equality stick a lot. So it's even more important, no, make that critical, that we as women learn how to have fiscal freedom. As our guest, Kimberlee Davis says, “ a lot of women don't know what the heck is going on with their finances and don't like to talk about it.” In Kimberlee's new book, “The Fiscal Feminist”, she shares the must-know money lessons that every woman needs to know and holds her hand through some serious topics like divorce, prenups and postnups, and all those money topics that you'd rather hide from. Her message is that you need to become the CEO of your life. Join us for this inspiring episode that feels like a fun information overload, in the best way possible, and a wild ride with Kimberlee. Let's get talkin'.LinksThe Fiscal Feminist bookThe Bahnsen GroupKimberlee on LinkedInEpisode SponsorsThanks to Chime for sponsoring the show. Get started with Chime today. Applying for a free account takes less than 2 minutes. Get started at chime.com/mymoney.Thanks to Apple Card for sponsoring the show. Apply for the Apple Card now in the Wallet app on iPhone and start using it right away.Thanks to the Jordan Harbinger Show for sponsoring this episode. Search for The Jordan Harbinger Show on Apple Podcasts, Spotify, or wherever you listen to podcasts.Thanks to BetterHelp for sponsoring the show. I want you to start living a happier life today. As a listener, you'll get 10% off your first month at BetterHelp by visiting our sponsor at http://www.betterhelp.com/mymoney. Thanks to Shopify for sponsoring the show. Shopify is more than a store. Connect with your customers. Drive sales. Manage your day-to-day. Go to http://www.shopify.com/mymoney for a FREE fourteen-day trial and get full access to Shopify's entire suite of features.FOLLOW & SHARELeave us an honest rating and review, pretty please. Head to the podcast player you're listening to this episode in to leave us a review or you can click here to leave a review for Everyone's Talkin' Money podcast on Apple Podcasts. Reviews help us continue to grow and bring on more amazing guests. Thank you in advance! Love this episode? Share it with a few friends so they can learn these valuable money concepts as well. Be sure to FOLLOW and SUBSCRIBE to never miss an episode!Have a Shannah Shares question? Submit your question here https://bit.ly/shannahsharesFollow Me on Instagram for more money tips and behind-the-scenes information https://www.instagram.com/shannahgameMore Ways to Enjoy Everyone's Talkin' MoneyDownload our FREE Top 25 Episode GuideSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Life is always coming at us fast, and that feels especially true when you decide to write a book. You take on this huge, ambitious commitment, and suddenly a home improvement project goes sideways, a family member has a health issue, work-demands become crushing, or some other huge interruption comes along and threatens to pull you off your path. Today's guest experienced all of that and more, and is here to tell us how she got through it and managed to finish and launch her book.Kimberlee Davis is a certified financial analyst and the author of The Fiscal Feminist: A Financial Wake-Up Call for Women. Currently Managing Director and Partner at The Bahnsen Group, Kimberlee has more than 25 years of finance, legal, and corporate experience. Her mission and personal passion is to help women of all ages and wealth levels achieve solid financial footing in both calm and turbulent times. Through her podcast, her online platform, and Instagram account—all also called The Fiscal Feminist—Kimberlee empowers and educates women to embrace their responsibility to themselves and make sound financial decisions that will create peace, freedom, and stability in their lives. In this episode, you'll learn:Why women need a “financial wake-up call.”Why taking control of your finances is one of the most important forms of self-care.The five steps to achieving financial freedom.How to balance building an author platform and writing a book while working a full-time job.How to stay committed to finishing your book when the day-to-day stress of life gets overwhelming.For more, check out:fiscalfeminist.commaggielangrick.comwonderwell.pressAnd follow:instagram.com/thefiscalfeministinstagram.com/maggielangrickinstagram.com/wonderwellpressinstagram.com/selfishgiftpodcast

Let's kick this off with an admission: We don't have a prenup. In today's episode, I'll tell you why—and why we probably should've gotten one. We also talk with Kim Davis (former Wall Street attorney, present managing director at the Bahnsen Group, and founder of the Fiscal Feminist) about: How the “stay-at-home” spouse can protect themselves financially Why the prenup agreement is like an insurance policy for your marriage What Kim thinks about joint credit cards How much to budget for a prenup …and a whole lot more. Follow Along Blog Instagram Twitter Read Kim's book, The Fiscal Feminist

Let's kick this off with an admission: We don't have a prenup. In today's episode, I'll tell you why—and why we probably should've gotten one. We also talk with Kim Davis (former Wall Street attorney, present managing director at the Bahnsen Group, and founder of the Fiscal Feminist) about: How the “stay-at-home” spouse can protect themselves financially Why the prenup agreement is like an insurance policy for your marriage What Kim thinks about joint credit cards How much to budget for a prenup …and a whole lot more.

Financial wellbeing affects every part of our life as leaders.  As our guest today, Kimberlee Davis says, ignorance is not bliss.  In our conversation, we talk through practical steps that will help give you the financial stability and independence to weather the ups and downs of life without living in constant fear. We also talk about:-The first steps that you should take to improve your financial wellbeing-The importance of honing your negotiation skills -How to deal with the "motherhood penalty' that still exists in our workforceAbout Kimberlee DavisKimberlee Davis has more than 25 years of finance, legal, and corporate experience and is a Managing Director/Partner at The Bahnsen Group, a bi-coastal wealth management firm, where she specializes in personal wealth advising, and financial, retirement and estate planning solutions, for high net worth individuals and multi-generational families.  She is also a Certified Divorce Financial Analyst focusing on helping women transition to financial independence after life-altering events such as death or divorce. Kimberlee is the host of The Fiscal Feminist, a podcast and platform about women and their relationship with money and finance. Her mission is to help all women of all ages and wealth levels embrace their responsibility to themselves to achieve solid financial footing in both calm and turbulent times.  Kimberlee's new book The Fiscal Feminist – A Financial Wake-up Call For Women is set to be released in May 31, 2022 where she provides guidance with thoughtful strategies pertaining to personal finance, advocating for yourself, negotiating a raise, retirement planning, buying property, making investments, managing relationships with others, preparing for marriage and the creation of prenuptial agreements, navigating divorce, and estate planning.  Her passion is to inform and educate women about their fiscal responsibilities and she attributes this to her own life lessons. For more information, visit  https://fiscalfeminist.com/. Links SharedThe Fiscal Feminist on InstagramKimberlee's LinkedInKimberlee's Upcoming Book: The Fiscal Feminist - A Financial Wake-up Call For WomenIf you want to join this movement of women seeking to thrive in leadership and life be sure to subscribe and connect with us!Linkedin: https://www.linkedin.com/company/moms-that-leadIG: @wearemomsthatleadFB: @momsthatleadInterested in 1-on-1 leadership coaching to help you gain clarity on your strengths and values and use them to thrive in leadership and life?  Contact Teri at coaching@momsthatlead.com

This week's Fiscal Feminist podcast revisits the complex and demanding issues facing the “sandwich generation”. Many of us are “sandwiched” between the emotional and financial needs of our aging parents and the demands of raising younger children or financially supporting to some extent grown children. Add work responsibilities to the mix and it makes for a sometimes heavy load to carry. Trevor Cummings, my partner and colleague at The Bahnsen Group, interviews me on the topic focusing on the emotional, psychological, and financial demands of elderly caregiving of our loved ones and the strategy for being prepared for it so you aren't blindsided by the impact of it. It's an honest discussion of my journey with caregiving from the emotional toll to the financial impact. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Today on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis. Kimberlee is a Managing Director, a Partner, The Fiscal Feminist, a Private Wealth Advisor, and she carries a myriad of other titles, roles, and accomplishments, both professionally and personally. What you don't see on her business card or resume, though, is that Kimberlee is the proud mother of three and an engaged daughter who serves/cares for her parents. Kimberlee penned an article titled Blindsided By Being Sandwiched!, where she discusses her personal experience with her duties/responsibilities for caring for her aging parents AND simultaneously supporting/mothering her three young adult daughters. Kimberlee approaches the topic by sharing her journey and providing the perspective of a financial advice giver. This professional wisdom and her personal experience made her the ideal candidate to interview on this topic. This subject, the idea of “being sandwiched,” caring for two generations simultaneously, will be a reality for many. Kimberlee shared with me the importance of (1) being aware of your family's potential care needs on the horizon and (2) being proactive in having candid conversations with your parents and children to set clear expectations. Kimberlee discusses the financial implications, the time commitment, the emotional toll, and much more. This interview is not a “10 Step Checklist” or a “How-to Guide,” but rather a REAL conversation with a REAL professional living out this reality. Please join us for an inside look at being sandwiched and the sage wisdom from our very own Kimberlee Davis. Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

I recorded this special podcast with Mark, my husband of one month!   As the Fiscal Feminist, I frequently speak to how our personal relationships and finance are intertwined and how best to circumnavigate this occasionally tricky area.  Open and honest discussions about money and finances are a must in our personal relationships to prevent them from being harmed by financial stress and confusion.   In this podcast, Mark and I discuss his thoughts on The Fiscal Feminist platform, negotiating our cohabitation agreement/prenuptial agreement, and how we have handled the “money” discussion. Listen in to hear what my other half really thinks about it all! Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Reinventarse a sí mismo: ¿Quién será usted después del COVID-19? Por Kimberlee Davis, anfitriona y fundadora de The Fiscal Feminist 4 de junio de 2020 Coronavirus (COVID-19), No faltan lecciones que aprender de la pandemia de COVID-19. Además de los ajustes económicos y de salud que todos estamos luchando por hacer, una avalancha de nuevos desafíos que aún no se han considerado todavía se avecina a la vuelta de la esquina. reinventando Fuente: Sensay / Shutterstock Mientras navegamos por estas aguas turbulentas de dificultades financieras, estrés y ansiedad, asegurémonos de mantener nuestro sentido de control y manejar los problemas que estamos autorizados a resolver. La mejor manera de hacerlo es reevaluando nuestras finanzas, enfocándonos en nuestras metas a largo plazo y reflexionando hacia adentro sobre nuestra propia identidad. De abogado de valores corporativos y banquero de inversiones a emprendedor y ama de casa, me he reinventado muchas veces. Algunos cambios fueron para mejor, otros no tanto. Descubrí que la clave para realizar transiciones sólidas es iniciarlas en un lugar tranquilo como el entorno único de la cuarentena. Con bocas que alimentar, facturas que pagar y sistemas inmunológicos que proteger, hacer un balance del panorama general puede parecer una prioridad baja en este momento, pero en realidad no debería serlo. En última instancia, quiénes elijamos ser (en los negocios, la riqueza, la familia o simplemente espiritualmente) determinará nuestro camino a seguir para salir de esta crisis. En medio del caos y la pérdida de control, nuestro propio sentido del yo es una de las pocas cosas que podemos controlar. Además, refugiarnos en el lugar nos brinda una oportunidad única de hacer algo de observación personal, autorreflexión, introspección y evaluación porque no perdemos tiempo en el tablero de reuniones en persona y prácticas de fútbol infantil. ¿Dónde empiezo? La primera pregunta en la que muchos de nosotros nos quedamos atascados es: ¿Por dónde empiezo? Después de haber pasado por varias reinvenciones personales y profesionales, he encontrado un gran valor en comenzar con una exploración profunda de mi jerarquía de valores. Consiste en las siguientes preguntas importantes: ¿Qué es importante para mi desarrollo emocional como persona? ¿Qué es importante para mis objetivos económicos? ¿Qué es importante para mis relaciones interpersonales y mi perspectiva social / ética? Los tres son igualmente importantes y deben considerarse de manera integral y práctica. Podemos dar un paso atrás y mirar nuestras vidas como eran antes del coronavirus y examinar si éramos felices y si nuestras finanzas sobrevivieron. En nuestra sociedad, parece que estamos perpetuamente ocupados, y para muchos de nosotros, este brote ha sido una parada difícil, lo que nos ha obligado a pasar tiempo con nuestros seres queridos, a sentirnos cómodos estando solos y a tomarnos un momento para pensar en las cosas que nos preocupan. realmente importa. Aprovechando este tiempo para pensar en cómo se mantuvo su situación financiera, pregúntese qué áreas se pueden mejorar. ¿Tenía suficientes ahorros en sus ahorros para cubrir un par de meses de facturas en caso de que lo suspendieran de su trabajo? ¿Notó cuánto menos dinero gastaba en cosas frívolas como su café matutino? Tomarse este tiempo para reflexionar y analizar a fondo sus hábitos de gasto y su bienestar fiscal lo ayudará a planificar el futuro y le brindará el conocimiento y las herramientas que necesita para tomar mejores decisiones después de que todo esto termine. Tener más tiempo libre también nos permite disfrutar de actividades cotidianas como leer, hacer yoga, hacer ejercicio, pintar, escuchar música, cocinar y reconectarnos con nuestros intereses. En lugar de sucumbir a la presión y la incertidumbre, abraza la quietud y vuelve a aprender a ser reflexivo. El hecho de que la pandemia sea trágica, y, por supuesto, ciertamente lo es, no significa que no sea también una gran oportunidad para pasar más tiempo juntos, hablar sin prisas y determinar cómo podemos continuar con esto en un entorno posterior al coronavirus. Puede haber maravillosas recalibraciones a considerar que nunca hubieran sido posibles durante la carrera de ratas de la vida llamada "normal" que solíamos conocer. Atravesar el ruido Todos deberíamos examinar las fortalezas de nuestras relaciones y familia para medir cómo estamos sobreviviendo como esposa, madre, amiga y / o mujer de negocios. En este estado de silencio, ¿qué valoramos y cómo lo priorizamos en medio del resto del ruido? Al contemplar esa respuesta, es importante no subestimar sus objetivos profesionales. A menudo, las mujeres asumirán que la libertad financiera y la ambición profesional son prioridades más bajas debido a las presiones sociales. Sin embargo, aunque somos libres de elegir otros valores como prioridades más altas, eso no significa que tengamos que hacerlo. Para ajustar su trayectoria profesional, aproveche esta oportunidad para aprender nuevas habilidades y perseguir intereses que han estado en un segundo plano. Internet está lleno de videos instructivos y plataformas de capacitación / redes de video que están a solo un clic o deslizar el dedo. Úselo como una herramienta para la reinvención, no solo como un vehículo para matar el tiempo mientras esperamos que la economía se reabra. Establezca metas financieras específicas y alcanzables, dando un paso a la vez para no sentirse abrumado y renunciar a su estrategia. y en frustración. Personalmente, estoy reconsiderando mi horario diario desde la época anterior al coronavirus. He estado dando una caminata de 4 a 5 millas al menos cuatro veces a la semana, y me comprometo a continuar con eso después de que reanudemos nuestra nueva vida normal. Voy a hacer del ejercicio una prioridad innegociable. Me aclara la mente y me da una actitud positiva. Es muy importante que tenga una buena nutrición, duerma regularmente, haga ejercicio físico con regularidad, tenga algo de tiempo libre, nutra su espíritu y se divierta con las personas positivas en su vida. Obtendrá muchos beneficios del cuidado personal intencional, y aumentará su energía y agudizará su enfoque financiero. Todos deberíamos mirar nuestras vidas como un todo y reflexionar sobre los cambios que podemos hacer para proporcionar un mejor mañana. En todo nuestro ajetreo, es demasiado fácil perder de vista lo que es realmente importante. La excusa "no tengo tiempo" ya no es una opción. Para mí, es salud, tiempo libre para perseguir mis intereses y mi familia. ¿Qué es importante para ti? The original content in English but has not reviewed or approved this translation.” Any rights not expressly granted herein are reserved.

The past few months have been a real roller coaster ride in the stock market. Many people are fearful of the volatility in the stock market and are irrationally driven by fear to cash out of their strategy and become less inclined to invest in the future. In a March 2020 survey, over one third of adults reported that they were less likely to invest in the stock market based on what they knew about the coronavirus. Only 12 percent of respondents said they were more likely to invest. Hmmmm…. I think these statistics demonstrate panicked and NOT prudent decision making. Check out this week's Fiscal Feminist blogpost for more on this important topic. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com Sources: Get Smarter About Money: https://www.getsmarteraboutmoney.ca/resources/covid-19-and-your-money/market-volatility-and-investor-behaviour/ Hartford Funds (charts): https://www.hartfordfunds.com/investor-insight/client-seminars/beyond-investment-illusions/reactions-to-volatility.html RBC: https://www.rbcgam.com/en/ca/learn-plan/investment-basics/understanding-the-relationship-between-volatility-and-returns/detail Capital Group: https://www.capitalgroup.com/advisor/ca/en/insights/content/articles/volatility-the-long-term-investors-unlikely-ally.html Investopedia: https://www.investopedia.com/terms/v/volatility.asp Forbes: https://www.forbes.com/sites/jamiehopkins/2019/10/30/4-ways-to-manage-sequence-of-returns-risk/#a2de07927eb9 Investopedia: https://www.investopedia.com/terms/s/sequence-risk.asp Blackrock: https://www.blackrock.com/pt/literature/investor-education/sequence-of-returns-one-pager-va-us.pdf Investopedia: https://www.investopedia.com/investing/importance-diversification/ Schwab: https://www.schwabmoneywise.com/public/moneywise/essentials/the_advantages_of_diversification US News: https://money.usnews.com/investing/investing-101/articles/why-diversification-is-important-in-inves...

Tough times break most people. They don't have to break you. The secret to thriving during and after challenges is Reinvention.  In this episode #14 of The Darryl Mobley Show: Your Life Coach On The Radio, America's #1 Life Coach, Darryl Mobley – with special guest Kimberlee Davis, the Fiscal Feminist – shares the keys to HOW YOU CAN REINVENT YOURSELF AFTER DISASTER!   You'll learn…How to Reinvent your EMOTIONAL STATE after you've been crushed. How to Reinvent your INTERPERSONAL RELATIONSHIPS after you've crashed & burned. How to Reinvent your personal ECONOMIC STANDING after you've been wiped out. How to Reinvent your CAREER & PROFESSIONAL GOALS after its all been destroyed. The role your VALUES play in business, wealth growth, family development…What Coach Mobley feels about VICTIMHOOD.The power of INVICTUS.The positives of the CORONAVIRUS.Here's how to WIN NO MATTER WHAT HAPPENS in the world.Click HERE to get Coach Mobley's "Live Your Best Life!" Newsletter. It's FREE! Click HERE to Get the "Best Life Coach On The Planet!" Click bit.ly/get-life-coachingAs Coach Mobley says, "No negativity allowed," and "Enjoy Life!"Contact Coach Mobley at: CoachMobley.com Twitter.com/CoachMobley  Instagram.com/LifeCoachMobley

President Trump is speaking on TV with his team discussing governmental actions that are in process, the state of testing for the virus and all other matters related to addressing the coronavirus outbreak. After an up day in the market yesterday, it is down again today at this moment. Nobody can predict the market gyrations at this time, but we do know that markets don't like uncertainty and we do know there is a significant amount of fear and angst being felt by people due to uncertainty in strategy. Policymakers now seem to understand the gravitas of the situation, and, are moving forward with fiscal programs, monetary programs, and health initiatives. We may have to endure the situation for some time and experience the related financial pain, but this too will pass and we need to keep our faith and resolve to remain rational. I invite you to listen to this special issue of the Fiscal Feminist for more of my insights. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Topics discussed: Many people have expressed varying opinions to me about the moniker The Fiscal Feminist focusing on the word “Feminist”, and, have asked me exactly what it is meant to represent. The word “feminist” evokes many different responses when people are asked “what is a feminist?”.  Let me share with you what the word  Feminist means to me in the context of The Fiscal Feminist. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

This week, Kimberlee Davis covers successful strategies to saving..... Topics discussed: Good Savings Habits Setting Realistic Goals Establishing an emergency fund Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

As a Bahnsen Group Managing Director/Partner, Kimberlee specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. She creates, and guides implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives.Kimberlee’s proficiency also includes helping individuals transition to financial independence after life-altering events such as death or divorce. She is a Certified Divorce Financial Analyst®, and has strong experience and knowledge that enables her to analyze and consult on, both the short and long-term financial impact of a range of divorce settlements. These skills, coupled with her wealth management experience, provides an experienced voice for any pre/post-divorce team.Kimberlee has established The Fiscal Feminist, a platform from which she strongly advocates for women through her passion to empower and educate them concerning their finances.Find out more about Kimberlee at:https://www.linkedin.com/in/daviskimberlee/

Topics discussed: This is a special edition of The Fiscal Feminist Podcast featuring a robust discussion with David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, and Kimberlee Davis, addressing the nuances of the financial advisory landscape, what approach to portfolio construction a new investor should take, and investment strategy and resources for women to consider when planning their financial strategy. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

Topics discussed: For many years now we have been using our Dividend Café property to bring you frequent market commentary and portfolio perspective. Last year, we introduced the Fiscal Feminist identity, spear-headed by our very own Kimberlee Davis to address significant financial issues relevant in the lives of women. Today, we bring you a blended Dividend Café/Fiscal Feminist (the Dividend Feminist, or the Fiscal Café – you pick!) – wherein Kimberlee and I discuss together the whole landscape of financial advice, what approach to portfolio construction a new investor ought to take, and how issues pertinent to women and the Dividend Cafe are far more overlapped than many want to believe. Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A conversation with Christy L. Lewis on what you need to know about your finances before and after getting married. This Podcast is taken from Kimberlee's Women Lead Radio show The Fiscal Feminist on Connected Women of Influence. Links mentioned in this episode: FiscalFeminist.com TheBahnsenGroup.com

Join us on Women Lead Radio as Kimberlee Davis, your host of the Fiscal Feminist, has a conversation with Jaime Saul Hong, Vice President of Sales at Fidelity National Title, on understanding the ins and outs of real estate investments.   Interested in Learning More About Connected Women of Influence? Click Here to Be Invited as Our Special VIP & Guest to a Future Event! Interested in Becoming a Member of Our Professional Community!? Click Here to Apply for Membership!

Kimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner, and the Financial Planning Director, at The Bahnsen Group, HighTower Advisors, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com

This week, [someone], [someone else] and [another person] cover [topic]..... Topics discussed: Women's Financial Affairs When Two Lawyers Split How did the Fiscal Feminist come to be

Join us on Women Lead Radio as Kimberlee Davis, your host of the Fiscal Feminist, has a conversation with Christy L. Lewis, Attorney & Principal of Lewis Business & Estate Planning, APC, on what you need to know about your finances before and after getting married.   Interested in Learning More About Connected Women of Influence? Click Here to Be Invited as Our Special VIP & Guest to a Future Event! Interested in Becoming a Member of Our Professional Community!? Click Here to Apply for Membership!

Join us on Women Lead Radio as Michelle Bergquist has a conversation with Kimberlee Davis, your host of the Fiscal Feminist and Partner and Managing Director of The Bahnsen Group, HighTower Advisors, on why she is a fiscal feminist.   Interested in Learning More About Connected Women of Influence? Click Here to Be Invited as Our Special VIP & Guest to a Future Event! Interested in Becoming a Member of Our Professional Community!? Click Here to Apply for Membership!