Send us a text Today’s guest is Tracy Coenen, CPA, CFF®, MAFF®. Tracy is a Forensic Accountant, Fraud Investigator, and creator of the Divorce Money Guide. The Divorce Money Guide is an online 10-step handbook for those in the process of divorce who suspect their spouse has misused money. In this episode, Tracy shares the intriguing world of Forensic Accounting with us, from cases she has cracked, to suggestions for those that may need guidance in this area and cannot afford it. Listen to learn ...
Nov 22, 2022•27 min•Ep 23•Transcript available on Metacast Send us a text Today’s guest is Peggy Haslach, CFP®, CLU®. Peggy focuses on serving the LGBTQIA community through the financial industry. In this episode, Peggy shares some of the hurdles she has overcome as a gay woman in this industry, as well as stories from clients she has been able to help. She gives us more insight into this underserved community and shares ways we can meet people where they are at, as needs in the financial industry change. We will explore the following and much more: · H...
Nov 10, 2022•33 min•Ep 22•Transcript available on Metacast Send us a text Tax season is around the corner, so today we thought we could try and learn about how we could pay less and save more. Today’s guest is Ronica Brown. Ronica Brown, CPA, and Founder of RBA Tax Advisors helps business owners reduce their taxes each year and increase cash flow. In this episode, you’ll learn tips and tricks for tax season, from choosing the right entity to opportunities for tax-free cash. We will explore the following and much more: · How to choose the right business ...
Oct 27, 2022•32 min•Ep 21•Transcript available on Metacast Send us a text Although we know tax planning is about as fun as a mammogram, they are something we have to do every year. Our goal for this episode is to help you glide into tax season with ease. Let’s make sure we are prepped, proactive, and ready to make the most of our taxes. In this episode, we have Eric Blake, CFP®, Founder, and Lead Financial Advisor at Blake Wealth Management. Eric may not be a fan of taxes but loves tax planning. Listen along as we discuss some of Eric’s strategies to sa...
Oct 13, 2022•23 min•Ep 20•Transcript available on Metacast Send us a text Student loans are a hot topic as the Student Relief Program is rolling out. Millions of people will be impacted by this decision, but the process is not as simple as you might think. Today we have Melissa Cox, CFP ® with us to share her knowledge about student loans. Melissa brings 17 years of financial planning experience to her clients and takes a holistic approach to her planning practice, encompassing all aspects of the family’s finances to create a detailed financial plan. Li...
Sep 22, 2022•29 min•Ep 19•Transcript available on Metacast Send us a text On today’s show, our guests are Nick and Dan Stelmach, founders of the ChangED app. Nick and Dan pitched their app on Shark Tank and landed a deal with Mark Cuban. ChangED Focuses on educating people with student loans and making their repayment process effective and pain-free. Nick and Dan teach the different ways ChangED helps people save money and take control of their debt, including an option for friends, family, or anyone really, to contribute payments to their loans. In tod...
Sep 08, 2022•27 min•Ep 18•Transcript available on Metacast Send us a text On today’s show, our guest is Dina Mabry with BGA Premier Insurance. She is the queen of all things life insurance for stay-at-home moms. Many homemakers underestimate the necessity of life insurance when the reality is, it couldn’t be more important! Dina sheds light on the true value of being a homemaker and the many jobs it entails. You may be surprised to learn the value insurance providers place on homemakers and how the missed opportunity of insuring yourself could potential...
Aug 25, 2022•21 min•Transcript available on Metacast Send us a text On today’s show, our guest is Stephanie McCullough the founder and financial planner with Sophia Financial. She has been named one of the top advisors on Investopedia for the second year in a row and today we’re going to focus on stay at homes moms. Just because your household has one financial earner, doesn’t mean you do not get input in the financial decisions. Through twenty-five years of experience, Stephanie has encountered women delegating financial decisions to their partne...
Aug 11, 2022•24 min•Transcript available on Metacast Send us a text On today’s episode, Michelle Lawless , an experienced litigator in the field of family law joins us to explain how she is helping women through divorce. She enjoys helping people navigate divorce outside of the courtroom, giving them a customized approach to divorce, and finding an agreement between parties in this tough situation. With every consultation, Michelle breaks down the issues people will face through a divorce legally and financially. Divorce is state-based and the law...
Jul 28, 2022•33 min•Transcript available on Metacast Send us a text Joining us today is Lora Georgieva, one of our certified Purse Strings professionals. As a college planning professional and the founder of Destination College, Lora knows firsthand the ways women are impacted by financial barriers. She will share her harrowing divorce experience, the lessons she learned (financial and otherwise), and much more on today’s show. Lora immigrated to the United States in 2003, with the ambition to provide for herself and her children. She started work...
Jul 14, 2022•22 min•Transcript available on Metacast Send us a text 80% of women leave their financial advisor if they become widowed. Why is this? For many women, the industry is not a welcoming place. On today’s episode, our guest, Robyn Crane, will be discussing why we need to have more women in the financial service industry and the importance of women in this field. Robyn is a highly recognized business growth expert and speaker, training women to make impacts in their professions. Robyn was a financial advisor for ten years and she entered t...
Jun 23, 2022•46 min•Transcript available on Metacast Send us a text Socially responsible investing gives women the choices and power to put their money where they want to, in a way that works for them. On today’s episode, Beth Wahlig one of our resident experts joins us to break down this topic and how women can impact the world through responsible investing. ESG (Environmental - Social - Governance) investing is a way to measure the sustainable goals put into place by the U.N. and invest in places that will create change. These goals include soci...
Jun 09, 2022•37 min•Transcript available on Metacast Send us a text As we’ve discussed before, women often take on the role of caregiver, which can get even more complex when caring for special needs children and aging parents. On today’s episode, a special guest from the Provost family, Adrienne Provost, joins us to share her experience as a caregiver and some of the knowledge she's learned throughout her journey. The financial, emotional, and physical aspects of caring for a special needs child and elderly parents can be complicated. That’s...
May 26, 2022•38 min•Transcript available on Metacast Send us a text In our society, the role of caretaker is often taken on by women. From elderly parents to raising children, most of the time it’s the women taking on the bulk of this responsibility and with this responsibility comes a lot of financial and legal knowledge we need to be aware of. On today’s episode, Cathy Sikorski, a former attorney, and current financial and legal educator joins us to discuss some tough issues with the right amount of humor. She is teaching women about financial c...
May 12, 2022•23 min•Transcript available on Metacast Send us a text Running a business is hard work, but more and more women are entering the entrepreneurship space while also balancing their family and personal lives. On today’s episode, Kimberly Lewis, co-founder of CurlMix joins us to discuss her business journey, her experience on Shark Tank, and the future vision she has for her growing business. Kimberly pivoted CurlMix while 7 months pregnant by focusing on one amazing product that helps women style their curls. After selling hundreds of pr...
Apr 28, 2022•27 min•Transcript available on Metacast Send us a text Women are starting more businesses today than ever before. While running your own company is rewarding it can also be a lot of hard work, having a connected network of professionals that understand the unique struggles you face as CEO and as a woman is essential. On today’s episode, Violette de Ayala the founder and CEO of Femcity joins us to discuss her entrepreneurial journey and how she is helping female entrepreneurs through community, sharing knowledge, and more. As a partner...
Apr 14, 2022•31 min•Transcript available on Metacast Send us a text Homeownership is one of the key pillars in economic progress for women. On today’s episode, Matt Shanlian, the President of Primary Residential Mortgage at the Great Lakes Division, joins us to explore real estate and why it’s such an important investment for women. We'll also discuss its impact on the community and real estate’s crucial role in developing generational wealth. Matt has been in the mortgage industry for 14 years, working a lot with financial advisors and their...
Mar 24, 2022•36 min•Transcript available on Metacast Send us a text Aleta Saunders joins us on today’s show to discuss women in the real estate market, advice she has for those looking to buy, and the importance of women protecting their assets. Aleta is an associate broker at PalmerHouse Properties and an experienced model with a global perspective and passion for helping women navigate the world of real estate. More women than ever are entering the real estate market to invest and own real estate on their own. With over 35 years of experience, A...
Mar 10, 2022•36 min•Transcript available on Metacast Send us a text Our guest on today’s show is Lisa Kaplin, a psychologist, Certified Professional Life and Executive Coach, and an experienced corporate speaker. A lot of stress can come from our relationships and finances but Lisa is helping women work through these stresses to have healthier and wealthier lives. Lisa will explain how we can all have healthier conversations around the topic of money with our partners. Building a life together isn’t easy, but improving communication around our fin...
Feb 24, 2022•24 min•Transcript available on Metacast Send us a text Are you a stay-at-home mom or are you thinking about leaving the workforce? Are you worried it will impact your financial benefits and retirement future? Many women haven’t heard of a Spousal IRA and its benefits for those outside the traditional workforce. On today's episode, Gigi Verrey, the VP of wealth management at GCG Financial, joins us to discuss the one financial investment that all stay-at-home moms need to have. If you are married and filing jointly, you can take a...
Feb 10, 2022•24 min•Transcript available on Metacast Send us a text On today's episode, Brenda Bridges joins us to discuss financial decisions made during a gray divorce. She’s a financial advisor and divorce coach, helping clients navigate the difficulties of ending a marriage. As a divorcee herself, she struggled to find resources for women like herself. She knew there was a better way to address this part of many women’s lives. A gray divorce is technically anyone splitting up over the age of 50. This particular life stage can be difficult...
Jan 27, 2022•34 min•Transcript available on Metacast Send us a text On today's episode, Audrey Faust, the founder of Grateful 4 Money joins us. We are going to discuss the negative messages women are taught about when it comes to money and success in our society. What can we do to change this mindset and think about money in a healthy and bountiful way? Audrey specializes in helping female entrepreneurs struggling with pricing or money mindset blocks. As women, we were taught to play small while the men play big. But the world is changing. It...
Jan 20, 2022•23 min•Transcript available on Metacast Send us a text Welcome to the first episode of Women & Money: The $h*t We Don’t Talk About. We are taking this opportunity to introduce you to the Purse Strings model and why it’s important for all women! Your hosts will be Barbara Provost and Maggie Nielsen, helping you navigate the ins and outs of financial independence. We'll call out the ways women are consistently left behind financially. But most importantly, how they can help themselves. As a woman, if you’ve ever felt left behin...
Jan 14, 2022•8 min•Ep 1•Transcript available on Metacast