I can't believe the time has come. We are celebrating our 100th episode of The Thrive For[e]ward podcast! Today I highlight some of my absolute favorite episodes going all the way back to episode 1. We'll talk about guests that inspired me to the point I just achieved a personal goal! And episodes that should give you hope for the future -- hope in our children and hope in the economic power of women. So if you'll do me the honor and share this with your friends, I'd appreciate it! Oh, and don't...
Jul 26, 2022•20 min
In today's episode, we are going to address a topic that I don't feel is addressed very much but affects many families in the United States and around the world. You may have this need in your family, as well. What we're talking about today is special needs planning. If you have someone in your life, whether that might be a relative close to you or a child of your own that has special needs, today's episode is something for you to consider. We'll be talking about what to do from an investment st...
Jul 12, 2022•18 min•Season 1Ep. 99
Today we are talking about making a career change. Did you know that seven in 10 women are thinking about a career change in the near future? A change that aligns more with the things that are important to them and the values that are important to them, while also creating a level of financial freedom for themselves. Taking that bull by the horns and ownership! So what are the things that you should be thinking about before making one of these career transitions? We're going to be breaking that ...
Jun 28, 2022•14 min•Season 1Ep. 98
Have you ever thought about how the various ways to spend money have changed over the decades? Did you know that the first credit card was actually used in 1958? Yet the plastic cards that we carry around feel like they might be ancient? And did you ever think about going back to the checkbook, and actually being the person that balances the checkbook? Some of you might not even know what a checkbook is! Well, there are so many different ways of how payments that we make in various different cap...
Jun 14, 2022•20 min•Season 1Ep. 97
Have you ever found yourself walking into your financial advisor's office and dreading the conversation? Feeling like they're going to talk in a bunch of different abbreviations and a vocabulary that might feel like a foreign language to you? Today, we're going to talk a little bit about what the difference is, in working with a financial advisor or financial planner that focuses on behavioral finance. What does that experience look like for you? Why should you consider a financial advisor that ...
May 31, 2022•21 min•Season 1Ep. 96
Today we're talking about why everything cost so much more right now. And how does one little word have so much impact on the financial decisions that we might make? And how does this impact us from varying points in our lives? Well, if you've gone to the grocery store, and you've seen an increase in your grocery bill, or you're trying to buy a house right now, and you're in constant battles with individuals who are showing up with offers better than yours, I get it. I understand how all of thos...
May 24, 2022•19 min
In today's episode, we are going to talk about some buzz topics. A topic all over social media. People are talking about this topic of generational wealth, and what does it actually mean? How can women actually hold the keys to impacting our future? We are the change makers! I'm not sure about you, but I am totally okay with rocking that super person cape on my back if it means that I can make an impact, not only for myself but for my family and the future of this world. So let's tune in togethe...
May 17, 2022•19 min
Today it's all about moms and key pieces that women have the tendency to give up or take on that they shouldn't when it comes to their wealth. Motherhood is what we're going to talk about in today's episode. Motherhood when it comes to deciding to stay home and raise the kids, what to do when you decide to return to work, and how to bring your kids into a real conversation about wealth. So if you know a mother, if you are a mother, if you have a community of mothers, whatever fashion that might ...
May 10, 2022•18 min•Season 1Ep. 93
In today's episode, we are going to talk about being Sasha Fierce with your wealth! Maybe it's Sasha Fierce, aka Beyonce. Maybe it's Madonna. Maybe it's Gwyneth Paltrow. Maybe it's Michelle Obama, or maybe it's Oprah. You insert the woman who is the icon that you look up to. A woman who is a rebel without a cause in her own way, pushing through those glass ceilings and getting to the place that she wants to be. But she's also financially savvy and aware, producing that responsible level of wealt...
May 03, 2022•26 min•Season 1Ep. 92
Today we are talking about what you should be considering around your wealth in your 60s and beyond. And this is a fun spot for me because I have spent much of my career guiding individuals through transformations into this amazing time of their life. Today we are going to talk about the stress of replacing that steady income you were making, how to handle medical insurance, finding your purpose after leaving your job, deciding if it's okay to retire earlier than expected, and how to live with y...
Apr 26, 2022•25 min•Season 1Ep. 91
This week we are talking about Earth Day, and the theme this year is invest in our planet. I couldn't think of a better, more aligning topic to talk to you about than sustainable investing. This is truly investing in the future of our planet, in the future of our cultures, and in the future of us as a people. When it comes to investing in our planet, sustainable investing is something that has been around for decades. So if you are somebody who is celebrating Earth Day, or are a company that is ...
Apr 19, 2022•18 min•Season 1Ep. 90
We are continuing our conversation through the decades. And this week, we are focused on what you should be doing in your 40s and 50s. There are things that you might be experiencing in your 40s and 50s that have caused you to hit a pause. If that's the case, then listen to our last episode. Because you don't have to be in your 20's and 30's to start your wealth journey. But, otherwise, in your 40's and 50's, you are probably well established in life, and I love this pre-retirement conversation....
Apr 12, 2022•28 min•Season 1Ep. 89
In today's episode of the podcast, we are going to specifically be breaking down the topics that you should be thinking about from a financial perspective, in your 20s, and your 30s. These are critical timeframes in our financial wellness to build a solid foundation. Now, many individuals will tell you in their 40s, and beyond that, they wish that they would have done some of these things in their 20s and their 30s. Money touches every aspect of our lives. And there are very specific things base...
Apr 05, 2022•29 min•Season 1Ep. 88
It would be hard to close out the month of March without talking about Women's History month, and some of the topics from a financial standpoint that are really hitting women hard. And especially three topics consisting of how women invest, equal pay, and lastly, the impact of caregiving, especially on women and financially. So we're going to dive into those three topics today as we celebrate Women's History Month. So if you know anyone who could benefit from having knowledge around these areas,...
Mar 29, 2022•30 min•Season 1Ep. 87
Today we are talking all about real estate investing. Are you thinking about investing in a rental property or VRBO? Well, my friends, I wanted to have a conversation with one of my dear friends and fellow professionals in the industry, Carrie Guarrero. Carrie is an executive vice president for Fairway Mortgage, and she has an extensive career in real estate and mortgage. She, herself, is a real estate investor, and she's going to share some of her personal experiences, as well as some of her in...
Mar 22, 2022•26 min•Season 1Ep. 86
Have you ever heard of the phrase "Keeping Up with the Joneses?" Is this something you, or someone you know, might be trying to do? It's really hard with all of the images in magazines at the checkout lanes, or ads we're served when scrolling through social media. Or even television shows we watch about redesigning our homes and making them even bigger and better than they already are. There are so many ways this can affect us in our day-to-day lives. Are we using the people we look up to as an ...
Mar 15, 2022•28 min•Season 1Ep. 85
IOn today's episode, we are going to touch on short-term vs. long-term. Have you ever found yourself in a scenario where either you're living too much for the present and not enough for the future? Or maybe you're too worried about the future and missing out on the present? Or maybe you're just locked in the present so much that your head is literally buried in the sand? Well, today's podcast is for you, my friend. Watch the podcast here: https://forethoughtplanning.com/blog-podcast #sustainabil...
Mar 08, 2022•25 min•Season 1Ep. 84
On today's episode, I am going to share a personal experience that I'm living through right now. Caregiving and being part of what we call the "sandwich generation." I'm not talking about actual sandwiches, but the element of feeling like you're in a sandwich. For instance, I am a mother, a daughter, and a granddaughter. Now the two generations on either side of me need my care, and so I'm going to walk you through some personal experiences caregiving not only for my daughters, but my dad, my mo...
Mar 01, 2022•42 min•Season 1Ep. 83
The last three weeks have been kind of tumultuous in the Foreman household. And kind of like the last two years, we have had our lovely girls home with us. And although times have been up and down in the household with lots of iPad time, lots of TV time and lots of online learning, we thought it would be fun as an element of learning, for the girls to join us on an episode of The Thrive For[e]ward podcast. I have heard from clients and just individuals ask how to start a conversation with their ...
Feb 22, 2022•18 min•Season 1Ep. 82
If you have a significant person in your life that you are romantically involved with, maybe it's your hubby, maybe it's your wife, maybe it's your partner, or maybe it's the person that you just adore and have spent your life with. But if something happened, you'll have that person's back financially. So how do you talk to them about money? It can be an incredibly uncomfortable conversation for some individuals who are romantically involved to bring up the conversation around money. However, it...
Feb 15, 2022•31 min•Season 1Ep. 81
Look, it's February. I know a lot of times we wait until April 15 to have tax conversations, so if you missed our last episode of The Thrive For[e]ward podcast, we talked about what you should be doing right now in February, before April 15. But on today's episode, we're going to actually talk about what you should be doing in 2022, to get yourself even more organized for next year. The thought process, labels, and teams to help you get more organized and not overwhelmed when it comes to taxes. ...
Feb 08, 2022•24 min•Season 1Ep. 80
We are talking today about something that some of us put off for a really long time, and that has to do with Uncle Sam... and taxes. Look, I know it's not everybody's favorite topic, and I know that you're like, oh, Shannon, this is kind of a big snoozefest. Look, I love seeing all of your posts on social media gathering all of your receipts, and doing everything last minute, but honestly, it gives me anxiety. So I can only imagine what it's doing for you. So this week we are talking about makin...
Feb 01, 2022•24 min•Season 1Ep. 79
I am thrilled for today's episode of the Thrive For[e]ward Podcast because we are going to be breaking down money behaviors and talking about how they specifically affect women. Money behaviors start with the story we tell ourselves from an early age, and to help us define and refine our stories, I welcome wealth and money coach, as well as author and podcast producer, Kathleen Burns Kingsbury, aka KBK. So if you have been wondering how your money behaviors impact all of the decisions you are ma...
Jan 25, 2022•33 min
Today's Thrive For[e]ward Podcast is focusing on whether you should handle it all yourself. And by that, we mean your financial planning. Should you handle your investment management or hire somebody? What's involved? Well, I break it all down and also offer up some resources to help if you do want to go it alone. I'm also going to pull back the curtain and ask you a few questions to dig deeper into whether or not you're ready to take on this responsibility. So if you've been having some convers...
Jan 18, 2022•24 min•Season 1Ep. 77
How should you prep for before you have that first meeting with your financial advisor? And I don't mean preparing statements or things of that sort. I'm talking about the interview process. What are the things that you should be asking that person? I have a little strategy that you can do for yourself to make the process easy. Something most financial advisors are probably not going to talk to you about, but we are pulling back the curtain as we work towards your financial goals in 2022. Find o...
Jan 11, 2022•22 min•Season 1Ep. 76
I am excited you are joining us for our first episode of 2022. You've probably been thinking of setting a new year's resolution, right? Well, in today's episode, we're going to share with you the impact we want to make as an organization in 2022. And how those will impact you personally. I want to share how you can join our mission moving financial empowerment for women and people of color forward. We have so much goodness happening this year that I don't want you to miss out. So if you set mone...
Jan 04, 2022•28 min•Season 1Ep. 75
Unfortunately, we are still dealing with Covid, and the impact of Covid financially as we head into 2022. How do you follow and keep up with the financial impact on your wallet? How do worldwide financial issues impact us? Today we're going to talk about the supply chain, inflation, and taxes, and how the next year will impact each. This is our last episode of 2021, and it's been an amazing year of growth for the Thrive For[e]ward Podcast, and I have you to thank. So please, if you feel there ar...
Dec 28, 2021•25 min•Season 1Ep. 74
As we are rounding out the year, I thought there's no better way for us to continue our conversation around giving than by associating yourself with a great community. Well, the women at TeamWomen are doing just that. And they are led by their fierce Executive Director Katie Berke. We are so excited to have her on today's episode of The Thrive For[e]ward podcast, where we'll talk about how they meet women where they are, and young girls are inspired to move from the classroom to the boardroom. I...
Dec 21, 2021•25 min•Season 1Ep. 73
I get the question all the time, "where should I volunteer my time?" So many folks can't write big checks to make huge impacts in our communities, and we realize that sometimes we need to utilize our skills and our talents, more so than even our wallets. So today we are going to talk about *The organization that changed my life *How to know when you're NOT ready to serve your community. *And a website that will set you up with organizations that align with your time, location, and values. Websit...
Dec 14, 2021•25 min•Season 1Ep. 72
In today's episode of The Thrive For[e]ward podcast, I want to talk about giving gifts this holiday season that has true meaning. I will offer my suggestions on giving to yourself, your partner, your family, and your team. So join me as we dig into, and pull back the "wrapping paper," to see what's inside the box of giving for 2021. Find out more about Forethought Planning: www.forethoughtplanning.com Follow Forethought Planning on social media: Facebook LinkedIn YouTube channel Score our free W...
Dec 07, 2021•28 min
