Have you ever wondered how to make the most of your home equity or navigate the mortgage process with confidence? In this episode of Women and Wealth, Regina McCann Hess welcomes Sue Meitner, President of Centennial Lending Group, to discuss strategies for leveraging homeownership as a tool for building wealth. Sue shares her expertise on restructuring debt, buying or refinancing a home, and navigating unique situations like divorce and rising interest rates. Listen in to discover how owning...

Have you ever received a suspicious call claiming to be from the IRS or a distant relative in trouble? In this episode, I’m diving into the world of phone scams, discussing why they’re so effective, the top scams targeting individuals—especially aging adults—and practical tips to protect yourself from falling victim. Listen in to learn about the tactics scammers use, how to recognize the three most common scams, and tools you can set up on your phone to block unwanted calls. You can access...

Today we are joined by Tanya Taylor, CPA, to talk about her unique journey to building a career in banking and teaching personal finance. She shares where her passion for personal finance started, how she helps others to succeed, and more. Her incredible story of overcoming adversity and empowering herself to build generational wealth is one you won't want to miss! You can access the full show notes and more by visiting: https://www.forgewealth.com/

Divorce is tough at any age, but when it comes later in life, there are a lot of implications it can have on your retirement plans. In this episode, I’ll be addressing what we call “gray divorce” and how you can navigate the financial issues that come along with this specific kind of split.  You can access the full show notes and more by visiting: https://www.forgewealth.com/

In the chaos of life, we often neglect the important connection between our minds and bodies, which can cause (or make worse) some serious struggles. So in today's episode, Mind-Body Coach Anne-Sophie Reinhardt joins us to share her wisdom on how to be at peace with who you are and live in a way that allows for healing and growth. Listen in as she helps to unpack some of the most difficult issues many of us struggle with behind closed doors. You can access the full show notes and more by...

There are a lot of major transitions we go through in life that have a big impact on our finances—and yet, many people fail to plan for them. So, in this episode, I’m going to cover some of the most important life transitions and the pivotal financial decisions to make around them. Whether you are starting a family or planning your retirement, it’s crucial to plan ahead to protect your finances and the finances of your loved ones. You can access the full show notes and more by...

Have you ever wondered how to lead with authenticity while navigating challenges? In this episode, I’m joined by Lauren Shippy, founder of StoryWork. Lauren shares her entrepreneurial journey, from the automotive industry to launching her own consulting company, offering leadership guidance and identity-based strategy. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Are you newly married or planning to merge finances with your spouse? In this episode, I’m walking you through the essential steps for successfully merging finances after marriage. From gathering financial documents to creating joint accounts, I’ll highlight the critical financial conversations couples need to have and provide practical advice for navigating this major life transition. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Have you ever felt overwhelmed by managing your finances or unsure of where to start? In this episode, I’m joined by Tawnya Schultz, also known as The Money Life Coach, to discuss how women in their 30s and 40s can build a solid financial foundation and break free from limiting beliefs about money. Tawnya shares her personal story of overcoming financial challenges, including debt, and emphasizes the importance of understanding your relationship with money. You can access the full show notes...

From 401(k)s to 403(b)s, many of us contribute to retirement plans through our work. But do you know the differences between the various types of plans? In this episode, I’ll discuss some of the key areas of retirement plans that are important to be familiar with, as well as how taxes come into play as you contribute and when you’re ready to start taking money out. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Have you ever struggled to align your finances with your life goals? In this episode, I sit down with Lindsay Cook, a Certified Public Accountant, financial coach, and certified financial educator. Lindsay shares her unique approach to financial coaching, where she helps individuals and couples manage their day-to-day finances, overcome debt, and build strong financial habits. Listen in to discover practical steps to achieve financial clarity, manage debt, and establish a budget that works...

There’s a lot to be said regarding caregiving and longevity when navigating income, savings, and retirement (for women specifically). Things have changed significantly over the years from single to dual income, earning balance between women and men, caregiving roles, and more. In this episode, I’ll dive into some of the complexities that come into play and the huge impact that affects women more than men. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Tanaha Hairston, the founder of the impact investing community Rise, joins the show today to talk about the importance of being equipped with the tools and knowledge to make a positive impact through investing. She explains her mission to invest with profit and purpose in mind, as well as how she has created an environment where women can collaborate and get connected to investment opportunities. You can access the full show notes and more by visiting: https://www.forgewealth.com/

The thought of financial planning often makes people tune out or makes their eyes glaze over, but having a financial plan is important for everyone! So today, I want to talk about the power of financial planning and the crucial role it plays in not only your finances, but also your life goals and dreams. Listen in to hear the basics of what financial planning can do for you and some simple ways to begin if you haven’t started planning yet. You can access the full show notes and more by...

Director of client value-add programs at FS Investments, Ginevra Czech, joins the show today to talk about her career journey, as well as how she helps clients be the best at whatever they do. Ginevra offers great insight into how to partner with people and support them in relevant ways that allow them to succeed, so don't miss this episode! You can access the full show notes and more by visiting: https://www.forgewealth.com/  

There are a lot of rules when it comes to 529 plans. In this episode, I’ll discuss the importance of being aware of how you should be using your 529 plans and outlining 10 qualified expenses. If you want to avoid paying unnecessary taxes and ensure you’re staying within the plan’s boundaries, this episode is for you! You can access the full show notes and more by visiting: https://www.forgewealth.com/

Laurice Duffy is a women’s empowerment coach and owner of the business A Mindful Journey. She joins the show today to share a bit about her journey, from dealing with great loss to picking up the pieces and growing and finding purpose. You will learn how to navigate the things that cause you to struggle, including hard moments and life-changing circumstances, as Laurice offers tools to help you come out of difficult times with purpose and power. You can access the full show notes and more by...

How big of a role does someone else play in your finances? Do you ensure that you’re a part of the conversation? Today, I’m going to talk about taking back control of your finances and not letting someone else do it all for you. For those who are busy and often delegating, it can seem hard or overwhelming to get into the details of your finances, but I’ll share some tips that will help you navigate them with a bit more direction and authority. You can access the full show notes and more by...

Being a small business owner may seem glamorous from the outside but, in reality, it’s a lot more financially stressful than most people think. Owner of Sound View Financial Advisors, Misty Lynch, joins the show today to share wisdom and insight from her experience helping many small business owners to build up their finances and support system so they don’t always HAVE to work. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Have you ever wondered about the intricacies of social security benefits and how they impact women differently? In this episode, I’m shedding light on seven crucial aspects of social security that women need to know. From understanding the impact of career breaks on benefits to the significance of claiming strategies, I’ll provide a comprehensive guide to help women make informed decisions about their financial futures. You can access the full show notes and more by visiting:...

You've probably heard that your childhood, habits, and values influence your current behavior, but have you ever thought about what that means when it comes to your finances? Stemming from last week's episode, today we’re going to talk about reprogramming patterns. I will guide you through the process of figuring out what financial patterns are keeping you in a rut and share insight on how to break free and create new, improved spending, saving, and investing patterns that better serve you...

Have you ever felt overwhelmed by the idea of networking or unsure about how to effectively build professional relationships? In this episode, I’m joined by Ashley Owens, a networking concierge and expert in tactical networking. Ashley shares her unique approach to networking, combining technology and strategy to help business professionals build meaningful connections.  You can access the full show notes and more by visiting: https://www.forgewealth.com/

Have you ever considered how your upbringing and past experiences shape your current financial habits and attitudes? In this episode, I’m diving deep into the concept of money mindset, sharing personal stories and practical advice on understanding and transforming your relationship with money. From reflecting on past influences to navigating financial fears, I’m emphasizing the importance of open and honest conversations on this important topic. You can access the full show notes and more by...

Have you ever wondered how to navigate the traditionally male-dominated fields of real estate and finance as a woman? In this episode, we’re joined by Brittney Fairweather and Brittany Starkey from TRX Capital. They share their journey through the world of residential real estate investment, their passion for educating new and young investors, and the importance of empowering women in finance. You can access the full show notes and more by visiting: https://www.forgewealth.com/