In this week’s episode of Women and Wealth – host Regina Hess is joined by Kathleen Roberts, the CEO of Switch Reward Card!
Kathleen is a force of nature and walking legend among professional women. She is the former President of Discover Bank, the first female Chair of the Delaware Bankers Association and a current member of Salt Lake’s Chamber’s Board of Governors.
Regina sits down to discuss Kathleen’s impact in her community, her industry and in the crypto space. Additionally, Kathleen shares her insights on the direction alternative currencies are headed, the state of the regulatory environment around them and how she’s changing the crypto landscape for the better.
This is a fantastic episode of aspirational, young female professionals as well as entrepreneurs and founders alike. Tune in to check out Kathleen’s experiences as a professional woman navigating male-dominated spaces and how she found success despite obstacles (and doubters)!
Episode Highlights:
0:00 - Introduction
0:48 - Introduction to guest Kathleen Roberts
2:59 - Kathleen elaborates more on what she’s doing
7:54 - Where Kathleen is seeing alternative types of currency
11:17 - “It’s evolving as we speak”
12:44 - The importance of doing your own research
15:10 - Where you can learn more
18:08 - Challenges Kathleen faced as a professional woman
23:54 - Kathleen’s vision for retirement
27:46 - Blockchain’s with social impact
29:41 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH KATHLEEN ROBERTS
Website: https://switchrewardcard.com/meet-our-ceo-kathy-roberts/
LinkedIn: https://www.linkedin.com/in/kathyrobertsswitch/
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
