We are all aware that Covid-19 caused unprecedented unemployment for all people due to the shut down and the economy is struggling to make a comeback. As I discussed in a prior blog on The She-cession, unfortunately women suffered more acutely from unemployment than men. Did the stimulus package and the CARES Act help women through this tough time or did fiscal policy actually put women at a further disadvantage? Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com...
Jul 15, 2020•15 min
With our busy schedules and juggling so many responsibilities, we often make some significant personal decisions that can have financial consequences that we fail to carefully consider. We can protect ourselves from unanticipated twists and turns in situations with some forethought and planning. In the tapestry of life we regularly make decisions as to who we live with whether it is a significant other or a roommate, whether we commingle our assets with our spouses, and how we establish our cred...
Jul 08, 2020•24 min
There is no real “absolute” definition of financial independence. Some people may think it means retiring at 40 but that is a very myopic view of it. Rather, I would like to define “financial independence” to mean the ability to live without financial fear during the roller coaster ride of life because you are prepared enough to deal with life’s ups and downs without going into debt, sacrificing and skimping on necessities. It is the ability to live your life as you desire within reasonable para...
Jul 01, 2020•25 min
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 thi...
Jun 26, 2020•20 min
As we all know, life is far from linear and sometimes things happen unexpectedly that totally disrupt our flow and require some creative thinking to address. You know the saying, “desperate times call for desperate measures.” Dipping into one’s retirement savings qualifies as a “desperate measure” and sometimes we might think there is no alternative. Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com...
Jun 17, 2020•18 min
The coronavirus pandemic has caused people throughout the country to suffer financially due to job losses. The Bureau of Labor Statistics shows that unemployment has risen more acutely for American women than men with an even bleaker picture for women of color. The Covid-19 crisis has highlighted the consequences of gender and racial inequities in the workforce, with women being particularly vulnerable on several fronts to the pandemic’s aftermath. Links mentioned in this episode: TheBahnsenGrou...
Jun 10, 2020•16 min
During this time of the Covid-19 pandemic with the disruption of businesses, new and different work routines, and widespread job loss, many may be re-evaluating their professional pursuits. Some may be questioning how much job security they had during the pandemic, others may be questioning whether they were fulfilled by their job now that their daily life has changed and they have had the opportunity to look at it from a different lens. In any event, settling on a career choice that is fulfilli...
Jun 04, 2020•14 min
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 str...
Mar 18, 2020•16 min
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...
Feb 03, 2020•16 min
Topics discussed: Everyday unexpected events can happen in all of our lives that can totally change our reality in a minute! Nobody is safe from the vagaries of unexpected events that may cause upheaval in our lives. How do we protect ourselves from the upheaval caused by the unexpected, and lessen the turmoil?? We establish an emergency fund -- which will soften the impact of a sudden crisis, and give you the space to think and react without worrying about paying for the basics of your life dur...
Dec 10, 2019•16 min
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
Nov 21, 2019•24 min
Topics discussed: Financial abuse is not as black and white an issue as most of us think it is. In most instances, we think of it in the context of a relationship with a romantic partner, such as a husband, domestic partner or boyfriend, and often it is exactly that. But financial abuse can also occur in circumstances where parents financially abuse their children, or elderly parents are financially abused by their children, or employers and bosses prevent an employee from questioning their sala...
Nov 04, 2019•19 min
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 TheFi...
Aug 21, 2019•48 min
Topics discussed: Your life will never be the same after a cyberattack The precautions you take can literally save your life Don't Be Lazy, Like Me Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com
Jul 16, 2019•23 min
Topics discussed: Elder Care as A Guide To Your Care The "Talk" with Your Children Plan, Plan, and then do some more planning Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Feb 06, 2019•18 min
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
Jul 18, 2018•33 min
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 tran...
Apr 11, 2018•10 min
