Send us a text Debt is a four letter word that can evoke a lot of emotions. Whether you're working to pay off student loans, recently purchased a home or are facing unexpected medical bills, debt is a part of many of our financial stories. While the word can be intimidating and even bring on feelings of guilt and shame, today's guest is here to remind us that it does not have to define your long-term financial success. In fact, when used intentionally, debt can actually be used as a to...
Oct 03, 2023•30 min•Transcript available on Metacast Send us a text Divorce can be a turbulent journey fraught with emotional and financial challenges. Trying to navigate the financial maze of splitting assets, dealing with taxes, cash flow, and retirement implications can be incredibly overwhelming. That’s why we want to introduce you to Jennifer Merida, a Certified Divorce Financial Analyst at Grace Financial Consulting, who has her own powerful story about making mistakes through her divorce but using that to empower herself. Jennifer’s experie...
Sep 14, 2023•31 min•Transcript available on Metacast Send us a text Join us as we sit down with Amy Salo, CFP®, CAP®, CExP™, a passionate advocate for increasing female representation in the financial industry. Despite the immense potential for women in finance, only 17% of financial advisors and planners are currently women. Amy is on a mission to change this landscape. Through her vision, she aims to drive economic mobility within our communities by fostering a culture that not only attracts, but also develops and retains women in advisory roles...
Aug 24, 2023•33 min•Transcript available on Metacast Send us a text Join us for a powerful conversation with Donna Kendrick, a certified financial professional with Sefton Financial , certified divorce financial analyst, and author of the book “A Guide To Widowhood: Navigating The First Three Years.” Donna's passion lies in supporting widows through their financial journey. Having personally experienced the loss of her husband, she brings a unique perspective and empathy to her work, helping women navigate the challenging road of widowhood. I...
Aug 10, 2023•30 min•Transcript available on Metacast Send us a text Today’s special guest is Jessica L. Williams, also known as the Tech Biz Gurl . Jessica is the creator of #jesspicks , a weekly newsletter featuring practical resources and tips for side hustlers. Jessica believes you don’t have to quit your day job to be an entrepreneur and is here to share her passion for helping people start their side hustles. With her wealth of knowledge and expertise, Jessica brings valuable insights on how to make a side hustle work for you even if you have...
Aug 03, 2023•27 min•Transcript available on Metacast Send us a text Today we are excited to be joined by Deb Curtis , founder of Curtis Small Business Finance Solutions . Having experienced the male-dominated landscape of corporate America and the business banking and business brokerage industries, Deb took it upon herself to establish her own small business. Her primary goal was to empower women and minorities, enabling them to venture into the realm of small business ownership. With her unique insights and inspiring outlook, Deb is here today to...
Jul 14, 2023•39 min•Transcript available on Metacast Send us a text Today’s guest is not your typical financial professional. With some pretty amazing titles, like abundance activist and financial intuitive prosperity expert, Ellen Rogin , CPA, CFP®, has a wealth of knowledge to share with us on money intuitiveness. Starting off as a traditional financial professional, Ellen became fascinated with people's attitudes toward money and realized that one's level of contentment and happiness had little to do with their wealth. She went on to ...
Jun 22, 2023•37 min•Transcript available on Metacast Send us a text Welcome back to Women and Money: The Shit We Don’t Talk About! In today’s episode, we are joined by Meg McKeen , CIC. Meg is the founder of Adjunct Advisors . She’s a financial expert that has been in the industry for over 20 years with a focus on insurance. In this episode, Meg shares her personal journey of breaking away from traditional expectations and finding alignment and fulfillment in her career and personal life. She reflects on her transition from a traditional job in th...
Jun 08, 2023•48 min•Transcript available on Metacast Send us a text We’re sitting down with a Purse Strings-approved professional today, Brittni Sennett , MBA. Brittni is a financial advisor at Northwestern Mutual whose mission is to inspire women to think bigger about their finances. She joins us on this episode to share her inspiring story and her dedication to empowering women in their financial lives. After Brittni tragically lost her mother to cancer in her early twenties, she was faced with the responsibility of making end-of-life decisions,...
May 25, 2023•35 min•Transcript available on Metacast Send us a text Today we have the pleasure of being back with Cathy Sikorski, Esq . Cathy is an elder lawyer, but now majorly uses her knowledge and skills to speak and write about all things financial care in aging. Cathy has been a caregiver for the last 20 years and has an extensive background in dealing with Medicare, Medicaid, and Social Security. She’s also always sure to keep us laughing! In today’s episode, we will discuss the impact of the aging demographic in America, where over 10,000 ...
May 11, 2023•35 min•Transcript available on Metacast Send us a text Today we have the pleasure of speaking with the fabulous Liz Hansen, owner of Chicago Boudoir Photography Studio located in Winnetka, Illinois. She joins us to talk about starting her own business and her mission to help women feel empowered by their bodies. Studying art in college, Liz started off her photography career by primarily taking photos of families. After moving to Chicago, however, she landed a job at a studio that offered boudoir photography and witnessed first-hand t...
Apr 28, 2023•30 min•Transcript available on Metacast Send us a text Today we are thrilled to be joined by our business coach, Lauren LaForge. Lauren has helped thousands of women improve their motivation, master their use of time, and create techniques and habits to grow their businesses. In this episode, she is going to share how she has helped her clients reach their business goals and become their best selves. Lauren is a self-made businesswoman who started working in door-to-door sales while in college. Twenty years later, Lauren is still pass...
Apr 13, 2023•28 min•Transcript available on Metacast Send us a text Today’s guest has always had a passion for serving women. When she decided to combine this passion with her interest in passive investments, her life changed forever. Liz Faircloth is the co-founder of The Real Estate InvestHER Organization. Along with her partner, she boasts a portfolio of over 130 million dollars, hosts 56 meet-up locations, and owns thousands of housing units across the country. During her career, Liz has seen the untapped potential for women in the world of in...
Mar 24, 2023•33 min•Transcript available on Metacast Send us a text As more and more women get comfortable in the world of finance, they’re starting to explore different investment options and learn more about what their money can do. Today’s guest is someone we’re excited to talk to because she works in the world of private equity, which is an unfamiliar space for a lot of people. Kelly Winget is the founder of Alternative Wealth Partners, a solo-founded, openly-gay, female private equity firm. As you can imagine, she’s one of the few people in t...
Mar 09, 2023•25 min•Transcript available on Metacast Send us a text Abuse can come in many different forms in a relationship, and many times it manifests itself in the form of financial abuse. It’s not something that you might immediately realize is happening, but it can have a huge emotional impact on a person. Today’s guest experienced it first-hand but is thriving now after overcoming that in her marriage. We’re happy to welcome Claudia Porter, CFP® with Financial Reserve in Portland, Oregon, onto the show to tell her story. If you are going th...
Feb 27, 2023•24 min•Transcript available on Metacast Send us a text No matter how much preparation you do, no one can ever be completely ready for the divorce process. But there are steps you can take and decisions you can make that will put you in the best position to not only survive the process but to come out of it with a new lease on life. Today’s guest is Olivia St. Clair Long , founder and principal attorney at O. Long Law, and she works with women who are in divorce or considering that option. She’s located near us and known for her straig...
Feb 16, 2023•39 min•Transcript available on Metacast Send us a text Legacy planning might be one of the most overlooked aspects of securing your family’s future and the stats back that up. Only 33% of US adults have estate planning documents in place, and while there might be many reasons why it gets put off, we want to try and change that. That’s why we’ve invited Ladies in Law onto the show. Jazzy Rippy and Ameena Sheikh are the two powerhouse women behind the company, and they are one of our favorite Purse Strings-approved professionals because...
Jan 26, 2023•23 min•Transcript available on Metacast Send us a text A new year means new goals and who doesn’t want to get fit? Today’s guest is a Purse Strings-approved professional and super-smart business coach who will help improve your financial fitness in 2023. Tracy Bissett is the Chief Financial Fitness Trainer of Bissett Financial Fitness Inc , a full-time professor at Centennial College, and host of the Young Money Podcast . In each of these roles, Tracy educates and empowers individuals and entrepreneurs to take control of their financi...
Jan 12, 2023•26 min•Transcript available on Metacast Send us a text Today’s guest is Linda Lingo. Linda is a financial coach helping women with budgeting, investing, and post-divorce matters. Sometimes when women just don’t know where to start, we often suggest that they start with a financial coach, and you will learn why in this session. Let’s dive in! We will explore the following and much more: Why Linda became a financial coach. (3:11) How solopreneurs have been utilizing financial coaches to their benefit. (11:23) What causes many women to s...
Dec 21, 2022•33 min•Ep 25•Transcript available on Metacast Send us a text Today on our podcast, we, the founders of Pursestrings, are going to share some of the overarching tips that could enable you to become financially fearless. These tips aren’t about saving or allocating money, but the overall concept of money and what it can do for us. These concepts we discuss could change generations to come. Our mission is to give women the tools and the resources they need to make smart financial decisions. Listen to find out how you can become financially fea...
Dec 08, 2022•22 min•Transcript available on Metacast 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•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•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•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•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•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