Send us a text Our guest today is Michelle Schroeder, a licensed real estate broker and realtor with Berkshire Hathaway HomeServices in the Chicagoland area. She’s not your average realtor—Michelle brings years of experience and expertise, with a strong background in real estate investing and property renovations. We’re excited to have her on the show to walk us through the ins and outs of real estate investing—from buying your first property to building a portfolio that sets you up for long-ter...
Dec 27, 2024•39 min•Transcript available on Metacast Send us a text As the holiday season approaches, many of us find ourselves caught up in the whirlwind of shopping, gifting, and planning. But what if this year, we took a step back and approached the festivities with a more thoughtful and intentional mindset? In this episode of Women and Money, let’s dive into the holiday shopping conversation with two people who aren’t big on gift-giving- Barb and Maggie! We’ll talk about conscious consumerism and discuss alternative ways to celebrate the seaso...
Dec 12, 2024•23 min•Transcript available on Metacast Send us a text Today’s episode is perfect for parents looking to raise money-savvy kids! We are joined by CFP®, RFC, CCFC and author, Jamie Bosse, who is on a mission to help families tackle one of the most important—and often overlooked—topics: teaching kids about money. For the past six years, Jamie has helped make financial literacy fun and approachable for families through her engaging books, like, Milton the Money Savvy Pup . Listen in as she shares some creative strategies for introducing ...
Nov 26, 2024•31 min•Transcript available on Metacast Send us a text This week’s episode is a bit different from the usual- we wanted to catch up with you all and share a few fun life updates! With exciting events and conferences around the corner, Barbara decided it was time for a closet refresh (and Maggie scored some great new finds, too!). Enter Annie, the stylist who helped Barbara step out of her comfort zone and find the perfect pieces to revamp her wardrobe. It was a fun experience and, for Barb, well worth the investment. Tune in as we sha...
Nov 07, 2024•20 min•Transcript available on Metacast Send us a text Our guest today is Susan Washburn, CFP®, CeFT®, JD , Senior Financial Advisor of ProVise Management Group. Forced to rebuild her life after Hurricane Katrina and an unexpected divorce, Susan found herself feeling overwhelmed and lost in the world of finance. Instead of letting this define her, she decided to get smart about money and pursue a career in financial planning. Today, Susan helps women take ownership of their financial lives. Join us as we discuss the importance of sett...
Oct 24, 2024•30 min•Transcript available on Metacast Send us a text We’re excited to be joined by Tiffany Irving, CFP®, CEPA®, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. She is also a first-generation college graduate, the daughter of a single mother and a mother herself. There are so many aspects of her journey that many of us can relate to, and today, we’ll dive into her experience being the primary breadwinner in her household. In a world where more women are navigating the responsibilities of being the primary earne...
Oct 17, 2024•31 min•Transcript available on Metacast Send us a text This week’s guest is Carolyn Howard, a certified financial planner and senior wealth manager at Accurate Advisory Group , as well as one of our Purse Strings-approved professionals. Having personally navigated the challenges of widowhood, she brings invaluable expertise to those facing the same difficult path. After her late husband fell ill and passed away within just ten months, Carolyn faced profound grief and a sense of paralysis, even with her extensive financial knowledge. T...
Sep 26, 2024•30 min•Transcript available on Metacast Send us a text Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning. Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding he...
Sep 12, 2024•43 min•Transcript available on Metacast Send us a text Today we have the pleasure of speaking with Stephanie Xenos, who, through investing wisely and living frugally in her twenties, managed to retire from NASA and SpaceX at just 32 years old. Now, she’s a financial coach and CEO of Money Muse, where she works one-on-one with women and travels around the U.S. to speak about investing. Her mission is to help women achieve financial independence and break free from situations where money might be a limiting factor. Whether it's pre...
Aug 22, 2024•24 min•Transcript available on Metacast Send us a text We’re so excited to welcome Chelsea Scomak, CFP® to the show! Chelsea is the CEO and advisor of Via Brio Advising and a Purse Strings Approved Professional. Her approach to financial planning is anything but ordinary. We love how she integrates personal coaching into her practice to help clients develop financial awareness and align their strategies with their lifestyle goals through highly personalized planning. In our conversation, Chelsea shares some stories of women who have s...
Aug 08, 2024•42 min•Transcript available on Metacast Send us a text Our guest this week is the lovely Lauren Rosberg, MA CFP® CRPC® CDFA® AEP®, financial advisor and Purse Strings Approved Professional. As a financial professional and mother of four, she has some great tips to share with us today about nurturing financial literacy in kids. We also get to know a little more about her career, money story, and passion for helping women in the financial field. Here’s some of what we discuss in this episode: 0:00 – Intro 1:04 – Lauren’s financial plann...
Jul 25, 2024•32 min•Transcript available on Metacast Send us a text In celebration of Barb’s 65th birthday, we gathered a small group of her peers- Maggie Weiss, Karen Van Maldegiam, and Geri Bresnahan- who are all 65. Approaching this milestone often comes with a ton of questions about Social Security, Medicare, retirement, and more. That’s why we’ve also invited Koren Vining, a financial planner, certified Social Security Claiming Strategist, and retirement counselor, onto this episode to help us make sense of it all. From understanding the intr...
Jul 11, 2024•54 min•Transcript available on Metacast Send us a text We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning. Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing ne...
Jun 27, 2024•37 min•Transcript available on Metacast Send us a text Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We’re so excited to have her on the show today to share her passion for empowering women to build financially fearless futures. Gaby has a powerful story, watching her parents’ commitment to education, hard work, and intentional financial choices from a young age. However, following the unexpected...
Jun 13, 2024•27 min•Transcript available on Metacast Send us a text Today we have the pleasure of sitting down with Andie Kramer, lawyer, author, advocate, and founding member of ASKramer Law, LLC. Over the years, she has written and spoken extensively about gender biases in the workplace alongside her husband, Al Harris. We’re excited to have her on the show today to share insights from her books Breaking Through Bias, It’s Not You, It’s the Workplace, and Beyond Bias. Here’s some of what we discuss in this episode: 0:00 – Intro 1:08 – Andie’s jo...
May 23, 2024•35 min•Transcript available on Metacast Send us a text Our guest today is Stephanie McCullough, founder and financial planner with Sofia Financial. She specializes in helping women over 45 navigate their financial futures. With over two decades of experience, she brings a wealth of knowledge to the table and is a true advocate for women becoming financially fearless. In our conversation today, we’re going to focus on the shame many women feel around money. Stephanie shares where this shame stems from and some powerful tips for overcom...
May 09, 2024•35 min•Transcript available on Metacast Send us a text Are money matters causing tension in your relationship? You're certainly not alone. Money is often cited as the number one reason for conflict in relationships. It's a topic that's fraught with emotion, history, and often, misunderstanding. And that’s where awesome financial professionals like Ed Coambs come in. Ed is a former firefighter turned Certified Financial Planner (CFP®), certified financial therapist, and licensed marriage and family therapist associate. W...
Apr 25, 2024•37 min•Transcript available on Metacast Send us a text Dr. April Murdaugh is a Purse Strings-approved financial advisor in Fleming Island, Florida, and the CEO of Woman to Woman Financial. Through her wealth management firm, she is dedicated to helping educate, empower, and encourage women to create and grow generational wealth. We are honored to have her on the show today to share her remarkable story and the five biggest financial mistakes she sees women make. Here’s some of what we discuss in this episode: 0:00 - Intro 1:11 – Dr. A...
Apr 08, 2024•40 min•Transcript available on Metacast Send us a text As a significant portion of wealth is anticipated to shift into the hands of women in the upcoming decades, it is more important than ever for women to be engaged in financial decisions and well-informed. It’s just as important for financial professionals to adapt and meet the unique needs of their female clients. Jean Chatzky is a journalist, personal finance columnist, personal finance ambassador, and founder and CEO of the multimedia company HerMoney. Join us as we dive into th...
Mar 28, 2024•25 min•Transcript available on Metacast Send us a text This week on Women and Money, our guest is Marilyn Chinitz. Marilyn is a divorce attorney in New York who has been practicing law for 41 years and has extensive experience in matrimonial matters. She joins us today to help us better understand the world of prenuptial and postnuptial agreements and their importance, especially in cases involving significant wealth or complex financial situations. Here’s some of what we discuss in this episode: Marilyn’s experience in law + The adva...
Mar 21, 2024•44 min•Transcript available on Metacast Send us a text Matt Friscia is the owner and manager of Transworld Business Advisors of La Grange . With over 1,800 women opening businesses every day in the U.S., we’re excited to dive into the intricacies of buying and selling a business with a seasoned business broker. As a former business owner who worked with Transworld Business Advisors himself, Matt brings a wealth of experience to the table. In this episode, Matt offers a realistic overview of what it looks like to work with a business b...
Feb 22, 2024•37 min•Transcript available on Metacast Send us a text We’re delighted to sit down with Brian James, a seasoned Divorce and Family Mediator based in Chicago with offices across Chicagoland and Southeastern Wisconsin. As the founder and lead mediator at C.E.L. & Associates, Brian brings over two decades of experience to his practice and has dedicated his career to helping families navigate divorce and domestic conflicts. He’s here today to talk about the mediation process, highlighting its benefits, misconceptions, and how it diffe...
Feb 08, 2024•33 min•Transcript available on Metacast Send us a text Amy Cook, MSPFP, MPAS®, CFP®, is the proud founder of Maven Lane Financial Group in San Mateo, CA. She has over 15 years of experience as a financial advisor and is no stranger to the unique financial challenges that women face. We’re so excited to have her in our Purse Strings network and on the show today to share insights from her new book, Your Money Narrative. Here’s some of what we discuss in this episode: Forming beliefs and decisions about money based on your previous expe...
Jan 25, 2024•30 min•Transcript available on Metacast Send us a text We’re excited to welcome Vrinda Gupta to the show. She is the visionary founder of Sequin, a financial platform designed to empower women on their journey to financial freedom. Vrinda shares her inspiring story with us today, starting with a rejection from a credit card she helped create to founding a women's finance club that challenges the norms of the male-dominated financial industry. Listen in as she sheds light on the systematic financial challenges women face and offer...
Jan 11, 2024•36 min•Transcript available on Metacast Send us a text This week’s guest is a seasoned coach with a diverse background in academia, biochemistry, and corporate leadership. Today, Divya Parekh, MS, CPC, PCC, LL, helps leaders and entrepreneurs follow their dreams and take their careers to the next level. She’s here to share her insights on how women can embrace their achievements without feeling the need to conform to societal expectations or feel like they’re being “braggadocious.” Tune in as we explore how aligning with your values c...
Dec 28, 2023•32 min•Transcript available on Metacast Send us a text Sarah Hellenbrand is a fitness enthusiast, mom, and proud founder of Studio Elevate Fit in Libertyville, Illinois. We met Sarah at a networking event where she shared her raw and inspiring journey of opening her own business. With over 1,800 women opening new businesses every day in America, and we couldn't wait to share her story with you. In our conversation, Sarah opens up about her struggle to finding fulfilling work in the early years of her career, and the journey that ...
Dec 14, 2023•37 min•Transcript available on Metacast Send us a text Our guest this week is the incredible Jen Pestikas, a financial services executive, leadership coach for women, and host of the podcast Brave Women at Work. We had the pleasure of meeting Jen through social media and we’re so glad that we did. She joins us today to discuss negotiating your worth in the workplace and why this is such an essential skill for women to harness. In our conversation, Jen shares her personal journey and highlights the societal factors that often deter wom...
Nov 21, 2023•27 min•Transcript available on Metacast Send us a text Today we are honored to sit down with Candy Wolff, CEO and President of “Irreplaceably You,” mother, widow, and author of the upcoming book, Lost and Found in Mexico: A Widow’s Road to Recovery. In our conversation, she shares the tragic story of losing her husband while on vacation in Mexico, and the financial difficulties and decisions that followed. From unexpected medical bills and funeral expenses to dealing with life insurance policies, Candy's story highlights the impo...
Nov 09, 2023•46 min•Transcript available on Metacast Send us a text Did you know that 10,000 people are turning 65 in the U.S. every day and will continue to for the next 7 years? It’s true. And that means that caregiving is something that will impact the lives of many women. Our guest today is Jeannie Dougherty, a money expert, mental fitness guide, and former caregiver. She’s here to help you better understand how caregiving can affect your financial health and what proactive steps you can take to safeguard your financial future. Listen in as Je...
Oct 26, 2023•34 min•Transcript available on Metacast Send us a text Today’s guest is a seasoned money coach who brings a wealth of personal experience, education, and a versatile toolbox of approaches to help her clients escape the cycle of financial dysfunction and build emotional health. Pam Richardson’s journey is a testament to the fact that changing a lifetime's worth of money habits is a process that doesn't happen overnight. Pam empowers her clients to find confidence, clarity, and calm within their financial lives. Through her ex...
Oct 12, 2023•40 min•Transcript available on Metacast