It’s that time of year when high school seniors are committing to their colleges for the fall, so it’s an exciting season—until we get those financial aid packages that can put a damper on the excitement. When families don’t get a lot of help in the financial aid department, it becomes a big conversation about how to pay for the expected family contribution. Today, I'm going to talk about 529 plans and how they can help you prepare for those big expenses. You can access the full show notes...

Ever wondered what it takes to start your first company at 14 and grow to sell businesses to giants like Goldman Sachs? Today we're joined by Trixy Castro, a serial entrepreneur who managed just that—and whose journey is a testament to passion, perseverance, and empowerment. Listen in to discover the incredible path Trixy has taken through the business world, her dedication to helping other entrepreneurs, and why empowering women in finance is not just necessary, but essential.  You can...

Student debt has swelled to $1.75 trillion. So what can you do to help make college dreams come true for your children without the nightmare of student debt? I'll shed light on that and more today. You can access the full show notes and more by visiting: https://www.forgewealth.com

Today we are joined by Alexandra Watkins, founder of brand naming consultancy Eat My Words. She shares how she found her way into the marketing space, what she does every day, and what hurdles she’s had to jump to make it in her creative field. Listen in to hear about the fun tactics and ideas Alexandra uses to help her clients and stay ahead in a competitive space.  You can access the full show notes and more by visiting: https://www.forgewealth.com

Dealing with Required Minimum Distributions (RMDs) from your retirement savings can be tricky if you’re unsure of the rules. So today, we’re going to talk about RMDs and 10 specific things you should know about them in order to ensure you’re making the most of your retirement savings. You can access the full show notes and more by visiting: https://www.forgewealth.com

Today we are joined by Megan McShane, co-owner of Your Best Life Now. Having been able to combine her love for personal development with marketing, business development, and making an impact on the world, Megan opens up about what her business means to her and others, as well as what she sees as crucial when it comes to long-term success and growth.  You can access the full show notes and more by visiting: https://www.forgewealth.com

Thinking about taking Social Security early? A surprising number of people do this—and run into some potentially unforeseen issues. In this episode, I’ll be talking about the downfalls of taking Social Security early and why you may want to think twice before taking that route.  You can access the full show notes and more by visiting: https://www.forgewealth.com 

Colleen Rosenblum is the host of the Hot Flashes & Cool Topics podcast, where she talks about anything and everything to do with midlife. She joins me today to discuss the importance of midlife conversations and her passion for filling in where the media has failed women in this regard. Listen in to get insight on menopause, community-building, career choice, and more. You can access the full show notes and more by visiting: https://www.forgewealth.com 

One account, three tax benefits—that's the health savings account (HSA). We all know that healthcare costs continue to soar, which creates a conundrum for individuals, as well as employers who are offering health benefits to their employees. In this episode, I’ll shed light on the most important benefits of having a health savings account and share some of my best tips for getting the most out of this underutilized tool. You can access the full show notes and more by...

Madeline Henson, staff accountant at O’Fria & Associates P.C., joins the show today to share how she helps people build multi-generational wealth. She offers an insightful glimpse into her career and professional journey, from earning respect as a female in the accounting field to planning for her own financial future. Listen in to learn what it’s like to work in a family business, why Madeline feels like she got to ‘grow up with’ clients, and more. You can access the full show notes and...

Your credit score is one of the main things that is considered when you’re applying for a loan, mortgage, or credit card—and even sometimes your internet. In this episode, I’ll be sharing ten important things you need to know about credit scores so you can make sure to stay on top of it. Listen in for tips on keeping a strong score, as well as common misconceptions and mistakes to avoid. You can access the full show notes and more by visiting: https://www.forgewealth.com 

Midlife is a time when many women are busy, run-down, and often frustrated with their health. Today’s guest is Heike Yates, a fitness and mindset coach who empowers women in this stage of their lives using a mix of Pilates, intermittent fasting, and mindset management. Tune in to hear great ideas, tips, and inspiration for thriving through your midlife era. You can access the full show notes and more by visiting: https://www.forgewealth.com 

We’re going to have a little fun today with some Jeopardy-style International Women’s Day trivia. From rock 'n' roll and politics to physics and taking flight, women have played key roles in history, so listen in to hear about just a few! You can access the full show notes and more by visiting: https://www.forgewealth.com 

Lisa Zeiderman joins the show today to dive into all things divorce law, as well as the complex financial situations that often accompany a marital split. As a matrimonial attorney, CDFA, and CFL, Lisa offers valuable insight into dealing with some of the most complicated and stressful aspects of divorce, including trusts and estate, issues of custody, orders of protection, and more.  You can access the full show notes and more by visiting: https://www.forgewealth.com 

Learning to love your life when you’re coming from a place of feeling stuck and confused can be such a difficult—but worthwhile—pursuit. Suzy Rosenstein joins me on the show today as someone who has been working in the midlife coach space for 10 years. She shares insight that she has gained from working with women over 50 and sheds light on what it takes to love your life and live your best life, later in life. You can access the full show notes and more by...

Have you given the proper thought to who you will assign as your beneficiaries? Beneficiary designation can significantly impact your family, so it's worth taking the time to plan—especially given that different types of accounts have different processes and rules. In this episode, I'll explain how to start assessing your financial situation so you don't miss out on taking full advantage of the benefits of the different beneficiary options.  You can access the full show notes and more by...

Divorcing later in life comes with its own set of unique challenges. So today, we're joined by licensed marriage and family therapist, Linda Hershman, who will shed light on common mistakes people make when going through a "gray divorce" (meaning a divorce that happens over the age of 50) and how to avoid making them. With over 30 years in practice, she offers valuable insight that you won't want to miss. You can access the full show notes and more by visiting: https://www.forgewealth.com 

A lot of analysts have been talking about a potential recession for at least a year now, and are still talking about one coming in 2024. In this episode, I’ll be sharing a few important things to know about recessions, what to watch out for, how to prepare, and more. What goes up must come down, but are you ready to ride out the cycle?  You can access the full show notes and more by visiting: https://www.forgewealth.com 

CEO and founder of Maverick Mindshare, Casey Benedict, joins me on the show today to talk about networking, connecting, influencer marketing, and more. You will hear about her influencer marketing agency, which she started well before influencers were even called influencers, as well as her passion for helping her clients and the influencers they work with get the most out of their partnerships.  You can access the full show notes and more by visiting: https://www.forgewealth.com 

Welcome to 2024! Many of you probably have some big goals for the year (and I hope you do), but if your goal is to become more financially healthy, this episode is for you! Today, I'm talking about the habits of financially successful people, so make sure to tune in. I go over the top 10 that, if put into practice, will have the most positive impact on your financial goals this year.  You can access the full show notes and more by visiting: https://www.forgewealth.com 

Today we are joined by financial therapist Wendy Wright, who will be sharing insight into what it means to have a healthy mindset when it comes to money. She offers interesting points on how disordered management of money can lead to serious life disruption, as well as how to deal with financial shame and money anxiety. You can access the full show notes and more by visiting: https://www.forgewealth.com 

Debt is never a fun topic, especially for those who have a significant amount of it, but today we’re going to talk about some ways that you can realistically start reducing any debt you may have. If you’re not sure where to start in this area, don't miss this episode. I'll break down the steps to take in order to get started at chipping away at debt effectively. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Today we are joined by Miriah Rutledge, Owner of Choosing Change Counselling in Pennsylvania, to talk about the value and blessings of therapy. A licensed marriage and family therapist, Miriah specializes in communication, divorce, dating, domestic violence, infidelity, trust issues, and more. You will get to hear some of the most important things she helps people with and gain insight into how therapy can transform the lives of individuals and families. You can access the full show notes...

In the United States, charitable giving is at an all-time high and continues to be an important part of community engagement. While many individuals may be giving charitably, they may be doing it in a sub-optimal way. In this episode, I’ll be talking about ways you can be philanthropic and the best ways to approach it. You can access the full show notes and more by visiting: https://www.forgewealth.com/

Mara Kimowitz, founder of StretchSource, joins the show today to share a bit of her passion for stretch therapy, contrast therapy, and Pilates. She sheds light on the key roles of these therapies and how they are transformative to personal health. You will also hear about who StretchSource serves and how they are able to provide services that can make clients happy without pain or limitation. You can access the full show notes and more by visiting: https://www.forgewealth.com/