The Fiscal Feminist - podcast cover

The Fiscal Feminist

Kimberlee A. Davisfiscalfeminist.com
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 at The Bahnsen Group, 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.
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Episodes

47. Debt-Free Living, Budgeting for Your Goals, and Financial Health in the LGBTQ Community with the Debt Free Guys

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 ...

May 23, 202359 min

46. Boundaries, Negotiation, and Speaking Up at Work with the “Job Doctor” Tessa White

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...

May 16, 202359 min

45. Why Salary Transparency is Vital for Women with Hannah Williams

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 w...

May 09, 20231 hr 7 min

44. Negotiation Tips for Women with J.T. O’Donnell

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 ...

May 02, 20231 hr 5 min

43. Is FIRE still realistic in today's economic environment?

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,...

Apr 25, 202338 min

42. The Unspoken Truth About Divorce with Stacy Francis

Divorce, abuse, and loss of a spouse may not be fun to think about, but it’s still important to be prepared. In this episode, Stacy Francis shares her top tips for navigating a divorce, preparing yourself for a financial transition, talking to your children about money, and more. Stacy is a financial advisor and wealth manager at Francis Financial, as well as the founder of Savvy Ladies, a non-profit providing free financial education for women. Episode Recap: Get to know Stacy Francis (2:04) Wh...

Apr 18, 202347 min

41. Psychology of the Budget

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...

Apr 11, 202328 min

40. How to Get Unstuck with Ella Lucas-Averett

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 ...

Apr 04, 20231 hr 5 min

39. How Do We Teach Our Kids Financial Responsibility? | Interview with Robin Taub

One of the best investments we can make is in our kids. Robin Taub talks with us about how to raise kids who have a healthy understanding of money, spending, and investing from her book "The Wisest Investment" which updated her bestselling book "A Parent’s Guide to Raising Money-Smart Kids." Topics include: How did our parents talk to us about money, and what can we learn from them? Going over the statistics for financial education availability in schools, and who should teach our kids about mon...

Nov 18, 202246 min

38. Put Me in Coach! | Interview With Danielle McCombs

The podcast today is learning about the ins and outs of what it means to be a life coach, and how using the tools that life coach and podcaster Danielle McCombs has will help us to be our better authentic selves. Danielle also speaks about pivoting in your career and her journey in changing careers from commercial real estate to coaching. Topics include: Using unexpected experiences to your advantage. How do you work through the feeling that “there’s something else missing”? What does it mean to...

Oct 07, 20221 hr 4 min

37. Women & Money | Answering Your Questions

Women have unique financial issues and concerns that they must confront over the course of their lives that differ from men’s. Many of our base truths about money are formed by our upbringing and the people in our lives. We are not born with preconceived notions about money, hence it is within our control to change our mindset, reprogram and secure our financial futures. We'll encourage women to get uncomfortable in the short-term by asking the right money questions and taking preventative actio...

Oct 04, 202251 min

36. How to Become a Fiscal Feminist & Take Charge of Your Money

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...

Sep 20, 202246 min

35. Managing priorities while writing a book | An Interview with The Selfish Gift Podcast

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. I experienced all of that and more. Listen to my talk with Maggie Langrick writer and publisher at Wonderwell Press and host of The Selfish Gift Podcas...

Aug 22, 20221 hr 14 min

34. Crypto, Community, BFF, and Playlists

Is Crypto the way forward for women investors or is it style over substance and group think? This has been on my mind lately and I can’t wait for us to dive in together! “Fear,” “anxiety,” “inadequacy,” and “dread” are words that 47% of women with at least $25,000 of investable assets associate with financial planning. Women are less comfortable managing their retirement investments and making investment decisions than men. Only a fraction of American women (26%) is investing in the stock market...

Aug 18, 202235 min

33. Divorce And Your Money | An Interview with Jean Chatzky from HerMoney

In today's talk, we discuss the complex relationships that women have with money. How we earn it, how we save it, invest it, and spend it… and those relationships can get even more complex when our personal relationships — specifically, our marriages — come to an end.

Jul 05, 202250 min

32. Feel like you're behind on retirement? An interview with The Money Nerds

In this episode we talk about: How my experience as financial advisor led her to become passionate especially about finance for women Trying parts of my life that served as financial lessons for her Unrealistic expectations around primary breadwinning and motherhood How women can shift the conversation around money by addressing finance on the micro and macro levels Why women need to be intentional with career choices and realize that good is good enough The importance of automation in your fina...

Jun 01, 202259 min

31. To Prenup or Not to Prenup? An Interview with Katie Gatti

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...

Jun 01, 202240 min

30. Keys to Financial Wellbeing for Female Leaders with Teri Schmidt

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 penal...

May 04, 202250 min

29. An interview with visionary Coco Brown, Founder, and CEO of The Athena Alliance

Join The Fiscal Feminist, Kimberlee Davis, for her conversation with Coco Brown, a true visionary and role model for all women aspiring for success in their professional journey. Coco has held leadership roles including CEO, COO, President, Board Member, and advisor for Fortune 1000 companies, start-ups, and non-profits. She has delivered successful outcomes for Apple, Cisco, E-bay, and Facebook just to name a few, by accelerating multimillion-dollar growth through vision, strategy, technology, ...

Feb 26, 20221 hr 4 min

28. The Sandwich Generation Revisited

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 em...

Nov 01, 202149 min

27. The Great Resignation or The Great Reassessment?

There has been a lot of media coverage about the “Great Resignation,” the moniker that is being used to describe the economic upheaval of the pandemic and the reallocation occurring in the economy for both employers and employees. We are experiencing a disconnected employment environment resulting from the pandemic and many are reassessing their career selections by choice or necessity. Women have been particularly affected by the upheaval from the pandemic and many have left the workforce and f...

Oct 15, 202121 min

26. The Elephant in the Room - Are You Keeping Financial Secrets?

“If you want to keep a secret, you must also hide it from yourself…” George Orwell The Merriam-Webster Dictionary defines a “secret” as “kept from knowledge or view”, “not acknowledged” and “working with hidden aims or methods.” Essentially when we keep secrets, we don’t want others to know what we are up to, and sometimes it’s evidence of our own self-denial because we don’t want to admit to ourselves what we are actually up to! What a tangled web we weave… Why do we keep money secrets? Usually...

Oct 04, 202120 min

25. The Long and Winding Road to Success - An Interview with Maggie Langrick

Today’s podcast is an interview with Maggie Langrick, CEO of Wonderwell, a hybrid publisher. Maggie’s life has been a rich tapestry of choices, unexpected events, pivots, and out-of-the box thinking. As a child actress, single mother, editor, journalist, and now successful publisher, she has quite the story to tell. Enjoy the ride and be inspired!! Links mentioned in this episode: TheBahnsenGroup.com TheFiscalFeminist.com...

Dec 10, 20201 hr 22 min

24. A Shining Starr

In today's podcast, I interview Shana Starr, who is CEO of Bastion Elevate, a PR, Social Media, and Digital Marketing firm. Bastion Elevate is part of Bastion Collective, a global network of business and marketing strategists that creates strong, impactful, and creative campaigns for their clients. With over 25 years of experience running successful communication agencies, Shana owned and operated a PR firm in Irvine, California for 10 years, prior to selling a majority portion of the business t...

Nov 04, 202054 min

23. Girls Who Build in Pencil Skirts and Pumps

Today’s podcast cannot be missed! Please tune in to this fascinating interview with Cheryl Osborn, President of CASCO Contractors, who started her business at her kitchen table in 2000 and grew the business to the 5th largest Construction TI company in Orange County, California, and the 9th largest woman-owned business in Orange County. Cheryl’s rich journey provides insight and inspiration to all, and she is a powerhouse in a male-dominated industry. We also discuss the post-Covid commercial sp...

Oct 21, 20201 hr 5 min

22. A Journey to Remember - An Interview with Talya Nevo-Hacohen

A Journey to Remember … An interview with Talya Nevo-Hacohen, Chief Investment Officer of the SABRA Healthcare REIT Please tune in to my podcast to listen to the rich tapestry of Talya Nevo-Hacohen's very accomplished career journey from architect to an investment banker at Goldman Sachs to private equity to being Chief Investment Officer of the SABRA Health Care REIT. Talya joins me and Jaime Saul Hong, Vice President Sales at Fidelity National Title, in an authentic discussion of life choices,...

Oct 06, 20201 hr

21. The Fiscal Feminist Tied the Knot - Now, Meet the Man

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 coha...

Sep 17, 202036 min

20. Millennials, Money, Recessions and Planning Strategies – Looking Ahead

Millennials have had to suffer the double whammy of the global financial crisis of 2007-2008, and now the economic repercussions of the Covid-19 pandemic. A person is referred to as a “millennial” if they were born between 1982 and 2000 (ages 20 to 38) according to the US Census Bureau. Believe it or not, some older millennials are approaching that middle-age mark of 40! As a mother of three millennial daughters, I think millennials often are unfairly maligned as selfish, entitled, and not matur...

Sep 09, 202023 min

19. A Global Pandemic is a Good Reminder to Stress Test Your Finances on the Regular

Not to prematurely declare the current public health and economic emergencies over, because it’s not, but the reopening of some businesses this summer presents a good time for many of us to reflect on our finances. It’s a practice we self-reliant women should be doing all the time anyway, and now there is a special opportunity to assess and learn. With four grueling months of health scares, social distancing and financial instability, let’s look at how we did. Specifically, there are four key pi...

Jul 30, 202021 min

18. Attention All Women: Time To Stand Up for Yourself in the Workplace!

Stand up, speak out, stop apologizing and have a plan at work because nobody else is going to do it for you! It is time for all women to understand that the best advocate for them is themselves. Forget about all those anachronistic ideas about how women “should” behave that we have mentally internalized over the generations and stop letting fears, self-doubt and lack of confidence keep your goals low. Don’t fear failure and embrace the fact that success comes from failure and persistence. Links ...

Jul 22, 202018 min
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