Shows
Be Happy Podcast with Charles DavisEp. 28 Kimberlee Klein - Renegotiating What Life Offers YouWhat have you lost in life and where are you experiencing loss?Loss can come with so many situations. A job, a marriage breaking down or ended, an unborn child or a friend or family member.Kimberlee Klein is a grief specialist and brings people through the losses in their lives so they can be whole and happy again.On this episode of Be Happy, Kimberlee shares practical tools and conversations we can have both in our own lives and when we meet up with people we know who have recently experienced profound loss.She also...2025-04-2458 min
Future Rich with Barbara Ginty, CFP®267. EXPERT Kimberlee Davis - The Fiscal Feminist - "Your Partner Should Not Be Your Financial Plan"In this episode of Future Rich, our special expert guest is Kimberlee Davis, Wealth Manager, Partner, Managing Director, Author, and The Fiscal Feminist.Kimberlee's mission is to give women the tools and a roadmap to having a healthy relationship with money. She believes that we all have a personal responsibility to ourselves to be financially intentional so we can have control and peace of mind.In this episode, Kimberlee shares her journey navigating personal finance, working as a lawyer, enduring a long and difficult divorce, and completely rebuilding her life and career at 54....2024-11-2243 min
The Fiscal Feminist77. Let Go of Your Limiting Beliefs and Embrace Higher Vibrations with Stephanie HesslerOur thoughts are energy, and the way we think about our lives really matters! In this episode, Stephanie Hessler returns to the podcast to talk about all things energy, vibrations, and manifestation. She explains why these concepts are so important for finding purpose, achieving your goals, and even building wealth, and she shares practical steps you can take to start tapping into your intuition and making your own luck. Stephanie and Kimberlee also talk about the importance of overcoming limiting beliefs. Episode Recap:Today we’re talking about harnessing our energy to manifest our dream life (0:45)Wh...2024-01-1659 minThe Fiscal Feminist76. The State of the Real Estate Market in 2024 with Shawn KaplanAre you thinking about buying a house in 2024? This episode is for you! Kimberlee talks with top performing mortgage broker Shawn Kaplan about the state of the real estate market and the most important pieces of information for prospective homebuyers this year. Shawn also shares tips for current homeowners and provides helpful context about interest rates, mortgages, and dealing with real estate in a divorce, breaking everything down into simple advice that even first-time homebuyers can understand. Episode Recap:Today we’re answering questions about the housing market with Shawn Kaplan (1:00)What was your journey to be...2024-01-0948 minThe Fiscal Feminist75. Top Tips for Women in the Workforce with Career Contessa Lauren McGoodwinWhether you’re brand new to the workforce or you’ve been working for years, you won’t want to miss this episode with Lauren McGoodwin, CEO of Career Contessa! Lauren has dedicated her own career to empowering other women with educational content, coaching resources, salary transparency, and more. In this episode, she joins Kimberlee to answer some common questions about gender disparity at work, negotiating tips, finding a great company, and starting off your career on the right foot. She also talks about the trends that she thinks will define how we work in the future. Episod...2024-01-0241 minThe Fiscal Feminist74. Should I Stay or Should I Go? with Kate AnthonyHow do you know when it’s time for divorce? Kate Anthony knows firsthand how hard it can be to make that decision, so she’s helping countless women answer the age-old question: “Should I stay or should I go?” In this episode, Kimberlee talks with Kate about the reasons why women may struggle to end a marriage, and Kate shares her top tips for deciding when it’s time to leave. They also discuss some common signs of abuse, break down how you can have the divorce conversation and make it stick, and much more. If you’re struggling i...2023-12-2654 minThe Fiscal Feminist73. Financial Education for Kids and Teens with Yanely EspinalFinancial wellness isn’t just for adults! In fact, educating kids and teens about personal finance while they’re still in school is extremely helpful for financial success later in life. In this episode, Kimberlee talks with financial educator and advocate Yanely Espinal about the importance of personal finance education and the work she’s doing to make sure it’s accessible to as many kids as possible. Yanely shares tips for talking to your own children about money and also explains how you can advocate for personal finance requirements in your own state. Whether you’re a parent or teacher...2023-12-191h 02The Fiscal Feminist72. Market Yourself to Reach New Career Heights with Kanika TolverDo you know what your brand is? No matter who you are or what field you work in, you have a specific brand and can market yourself to find new opportunities. In this episode, Kanika Tolver shares valuable advice for making career changes, nailing the job interview process, defining your personal brand, and much more. She also explains why confidence is key to reaching new levels of career success. Kanika is the CEO and founder of Career Rehab LLC and author of “Career Rehab: Build Your Personal Brand and Rethink the Way You Work.” Episode Recap:Today...2023-12-121h 00The Fiscal Feminist71. A Modern Perspective on Frugality with Jen Smith of the Frugal Friends PodcastWhat comes to mind when you hear the word “frugal"? If you think of strict budgets or of refusing to spend money on things that matter, it might be time to re-examine your relationship to the word! In this episode, Jen Smith explains what it actually means to be frugal in the modern world and shares her own journey of finding balance between saving money and enjoying life. Jen is an author and podcast host helping people pay off debt and reduce their spending, and she offers listeners her top tips for meal planning, reducing food waste, and making th...2023-12-0557 minThe Fiscal Feminist70. Start Achieving What You Dream Of in 2024! with High-Performance Coach Stephanie HesslerAre you ready to stop playing small in your business and life? You won’t want to miss this episode with high-performance coach Stephanie Hessler! Stephanie has helped countless leaders achieve their goals and reach new levels of success, and in this episode, she’s sharing some of her top tips for overcoming the beliefs and insecurities that hold many women back. Stephanie and Kimberlee cover a wide range of topics including gratitude, different types of growth, overcoming perfectionism, and the questions you can ask yourself to figure out what you really want. Episode Recap:Do you...2023-11-281h 01The Fiscal Feminist69. What Can Women Learn from Poker? With Erin LydonWhat skills can women learn from poker that will translate to their careers and lives? In this episode, Kimberlee asks this question to Erin Lydon, who’s on a mission to teach 1 million women how to apply poker skills to life as president of Poker Power. Erin shares the inspiration behind this unique company, and describes how poker can teach resilience, negotiation, confidence, and more. She also explains how you can learn from Poker Power as an individual or an organization.Episode Recap:Is life just a big game of poker? Today will talk about this qu...2023-11-2149 min
Money Talk With TiffUnmarried Couple Living Together? Here's What You Should Have - A Cohabitation Agreement! | Ep. 280Are you considering living with your partner but worried about the legal implications of cohabiting? Kimberlee Davis has got your back! In this informative episode, she explains exactly what a cohabitation agreement is and how it can help protect both parties in case of a separation. Learn why it’s so important to define each individual’s money language and ownership of assets before taking such an important step. Listen now to learn everything you need to know about creating a secure and equitable cohabitation agreement - essential knowledge for any unmarried couple living together! Abou...2023-11-1728 minThe Fiscal Feminist68. Female Breadwinners, Prenup Considerations, and Preparing for Divorce with Lisa ZeidermanWhat happens when a woman is the primary breadwinner in a divorce? To answer this question, Kimberlee turned to divorce lawyer and certified divorce financial analyst Lisa Zeiderman. In this episode, Lisa dives into some of the realities of divorce that women may not be aware of, from spousal support to commingling assets to custody concerns for female breadwinners. She also shares practical steps any woman can take today to protect their financial future.Episode Recap:Today we’re talking about divorce finance with Lisa Zeiderman (1:12)What is a female breadwinner? (4:23)Why are so...2023-11-1455 minThe Fiscal Feminist67. How to Raise Financial Grownups with Bobbi RebellHow can we best support our kids while also encouraging them to build their financial independence? When Bobbi Rebell was struggling to answer this question for herself, she decided to write a book about it: “Launching Financial Grownups.” In this episode, Bobbi and Kimberlee talk about their own parenting experiences and Bobbi’s top tips for helping your kids build their financial skills. Bobbi also offers advice to women about developing financial resilience in a landscape that’s still often stacked against us. Episode Recap:Today we’re talking with Bobbi Rebell about raising fin...2023-11-0757 minThe Fiscal Feminist66. How to Get Unstuck with Ella Lucas-Averett [RE AIR]If you’re feeling stuck in your career or your life, you’re not alone! Everyone gets stuck, but there are things you can do today to start pulling yourself out. In this episode, Ella Lucas-Averett shares some of her top tips for creating momentum, moving past fear, and learning from our failures. Ella is a founder and managing partner of The Trivesta Group, and the host of On Air With Ella, a motivational podcast about wellness, personal development, habit building, and more. Episode Recap:Get to know Ella Lucas-Averett (1:45)What was it like...2023-10-311h 06The Fiscal Feminist65. Investing in Startups, Empowering Women Founders, and Promoting Women’s Health with Trish CostelloSince 90% of venture capitalists are men, it makes sense that female founders have a much harder time getting funding, especially when they’re focused on women’s issues. Trish Costello is working to change that as the founder and CEO of Portfolia, a company that creates investment funds for women looking to back innovative companies. In this episode, Trish explains why investing in companies is such a powerful tool for building wealth and creating change in the world. She also shares practical steps for how you can get started in the space. Episode Recap:Today we’re...2023-10-2449 minThe Fiscal Feminist64. Financial Infidelity, Preparing for a Divorce, and Protecting Your Financial Future with Forensic Accountant Tracy CoenenWhat is financial infidelity, and what steps can women take to protect themselves against it? In this episode, Kimberlee talks with Forensic Accountant Tracy Coenen about the warning signs of financial infidelity, the protections you should have in place before and during a marriage, and the process you can expect if you work with a forensic accountant during your divorce. Tracy is the creator of the Divorce Money Guide, and she has so many practical insights to share about protecting your financial future and navigating complicated divorce proceedings. Episode Recap:Today we’re talking with forensic ac...2023-10-1747 minThe Fiscal Feminist63. How the Childcare Cliff Disproportionately Impacts WomenWhen families can’t access childcare, women are disproportionately affected. And that impact ripples out to hurt the entire economy. In this episode, Kimberlee examines the “childcare cliff” we’re facing now that pandemic-era subsidies for childcare have expired. She explains why it’s so important for women to be able to participate in the workforce and shares some steps you can take to advocate for change on this important issue. Episode Recap:Today we’re talking about the “childcare cliff” that impacts many women’s finances (1:08)The cut off of childcare subsidization will have a massive economic i...2023-10-1228 min
Life Coaching with Christine HasslerCC: Improve Your Financial Health with Kimberlee Davis Kimberlee's book and podcast, THE FISCAL FEMINIST, is a financial wake-up call for women in which she shares her personal and professional expertise to help women improve their financial health, money-proof their relationships and learn how to be intentional and strategic with their finances and careers. Kimberlee has more than 25 years of finance, legal and corporate experience. She is currently a managing director and partner at the private wealth management firm The Bahnsen Group and a certified divorce financial analyst. But Kimberlee hasn't always been so confident with money. After a long and contentious divorce that...2023-10-071h 06The Fiscal Feminist62. I Want to Buy a Chanel Bag! with Sheefteh KhaliliFinancial responsibility is so important, but money is also a powerful tool to help us enjoy our lives — whether that means buying a Chanel handbag or traveling the world. In this episode, Kimberlee talks with Sheefteh Khalili about Sheefteh’s journey to build wealth through investing, career growth, and intentional saving. Sheefteh explains how Kimberlee has helped her unlock new financial understanding, and she shares her experience with negotiating her salary, talking openly about finances with her partner, and more. Episode Recap:Today we’re talking with Sheefteh Khalili (1:53)What challenges were you working through when we fir...2023-10-0350 minThe Fiscal Feminist61. The Power of a Financial Plan with Debra SchatzkiFinancial plans aren’t just about preparing for retirement; they’re important steps to prepare you for any major life event. In this episode, Kimberlee talks with financial advisor and BPP Wealth Solutions Founder Debra Schtazki about the importance of financial planning. Debra also shares some real-life stories of women she has helped and explains how she’s built a flexible work environment that sets women up for success. Episode Recap:Today we’re talking with wealth management professional Debra Schatzki (1:15)What made you decide to write “Chaos to Joy?” (3:50)Why are there so few women in fina...2023-09-2154 minThe Fiscal Feminist60. The How: Debt Pay-Off StrategiesAre you paralyzed by credit card debt and not sure where to start with paying it off? In our first episode on debt, diet and alcohol, Kimberlee explored the psychology of debt. Today, she’s sharing an actionable plan you can use to start paying off your debt today, and avoid falling back into it in the future. She also breaks down some key financial concepts like debt consolidation, good versus bad debt, and two common debt payoff methods. Episode Recap:Today we’re continuing our conversation on debt, diet and alcohol (01:31)Take a deep breat...2023-08-2928 minThe Fiscal Feminist59. Pivoting into Real Estate, Vacation Rentals 101, and the Power of Airbnb Co-hosting with Lauren PillerBuilding a real estate business can be much easier than many of us realize; in some cases, you don’t even need to own the property! In this episode, Kimberlee talks with Airbnb investor and educator Lauren Piller about her journey from nursing to working in real estate full time. Lauren explains how co-hosting helped her make the transition, and she shares some of her top tips for buying your first investment property, maximizing the value of your Airbnb, setting pricing, and more. Whether you’re completely new to real estate or want to learn more about the vacation rent...2023-08-1547 minThe Fiscal Feminist58. Financial Therapy, the Impact of Self Esteem, and the Power of the Pause with Aja EvansWhether we realize it or not, many of us could benefit from some financial therapy. In this episode, Kimberlee talks with financial therapist Aja Evans about the work she’s doing, the inspiration behind it, and the practical advice she has for women about navigating their finances. Aja breaks down the relationship between our money and our self esteem, shares her top tips for navigating prenups, explains how you can get yourself out of a shame spiral, and much more! Episode Recap:Today we’re talking with Financial Therapist Aja Evans (0:58)What is a financial thera...2023-08-0849 minThe Fiscal Feminist57. Understanding Your Worth, Embracing Passive Income, and Finding the Million Dollar Idea with Linda GarciaLinda Garcia has an incredibly powerful story, from overcoming a difficult childhood to building a six-figure career at Netflix to starting an organization that empowers other women to invest in the stock market. In this episode, Linda tells her story and focuses on some of the key moments when she learned to ask for what she was worth, overcome her scarcity mindset to start investing, and work to equip others with the mindsets they need to build wealth. This episode is full of both inspiration and practical tips, so you won’t want to miss it! Epi...2023-08-011h 03The Fiscal Feminist56. The Cycle of Abundance, Healing Our Finances, and How to Manifest with Jesse-Susannah KarnatzWe often think of money solely in objective terms, but our finances are also emotional and spiritual. In this episode, Kimberlee talks with “The Money Witch” Jesse-Susannah Karnatz about the amazing work she’s doing to help people heal their relationships with money. Jesse-Susannah explains why so many people think they’re bad with money and describes how you can begin to shift that mindset to one of abundance. Jesse-Susannah is an author, leader of the Money Coven, and coach providing capitalism-critical, shame-free education. Episode Recap:Today we’re talking with “The Money Witch,” Jesse-Susannah Karnatz (0:56)M...2023-07-2545 minThe Fiscal Feminist55. Empowering Black Entrepreneurs and Closing the Wealth Gap with Jessica NorwoodThe average Black American has about 13 times less wealth than white Americans, so it’s time for something to change. In this episode, Kimberlee talks with Runway Founder and CEO Jessica Norwood about the massive wealth gap for Black Americans and the work she’s doing to change that. Through Runway, Jessica is empowering Black entrepreneurs with capital and mentorship, and she’s also a speaker, author, and podcast host at the forefront of conversations about the intersection of race and economics, and she has so many powerful insights to share in this conversation. Episode Recap:Today...2023-07-1859 minThe Fiscal Feminist54. Everything You Need to Know About Long-Term Care, Disability, and Life Insurance with Sarah LeitzkeNo one likes to talk about the worst-case scenario, but we need to be prepared for the unexpected. In this episode, Kimberlee talks with her colleague Sarah Leitzke, director of risk management at the Bahnsen Group. Sarah provides a primer on the 3 main types of insurance you should consider to secure your and your family’s futures. She also answers some of the most frequently asked insurance questions, like when to buy insurance, how to find the right policy, and what insurance will actually cover. Episode Recap:Today we’re talking with risk management director Sara L...2023-07-111h 06The Fiscal Feminist53. Gender Bias in the Workplace and Shattering the Glass Walls with Amy DiehlNo matter who you are or where you work, gender bias impacts every woman in the workplace. Amy Diehl has dedicated her career to understanding those biases, and in this episode, she’s sharing some of the most important findings from her new book, “Glass Walls.” Amy breaks down the six types of bias that hold women back the most, unpacks the common barriers that keep women from leadership positions, and shares some practical tips for dealing with gender bias. Whether you need some extra motivation to keep going in your career or you just want to learn more, this e...2023-07-041h 01The Fiscal Feminist52. Debt, Diet and Alcohol - Part 1We all know debt is bad for our financial and mental health, so why do we have so much trouble staying away from it? In this episode, Kimberlee explores this question by digging into the psychology of debt. She shares several factors that may contribute to our debt struggles, from our relationships to our spending to our education, and she reminds us that managing debt is vital for our physical and mental health. And stay tuned for part 2, where we’ll talk about strategies for tackling debt! Episode Recap:Today we’re talking about the psychology of d...2023-06-2729 minThe Fiscal Feminist51. Guilt vs. Fear, the Problem with Perfectionism, and the Productivity Lie with Randi BraunHow can we make the most of a system where the odds are stacked against us? In this episode, Randi Braun explains how we can set better boundaries and stop feeling so much guilt even as we’re working in an environment that puts women and other marginalized groups at a disadvantage. Randi is a coach, thought leader, and author of the bestselling book “Something Major: The New Playbook for Women at Work,” and she shares powerful insights that you can start applying to your life today! Episode Recap:Today we’re talking with Randi Braun, author of...2023-06-2046 min
It's All HappeningHow to Navigate Money in Relationships Ft. Kimberlee DavisLet's talk money!! Today I have guest, Kimberlee Davis, on and we discuss all things money in relationships. Whether you are single, committed, married, divorced or somewhere in between - this one's for you. We cover how to handle money in relationships and how to handle your own relationship with money. We discuss your money personality and money language, how to have constructive and necessary money conversations with your partner, how to take control of your finances and plan for the future you, why you should get a prenup, why you shouldn't commingle funds - and so much more...2023-06-141h 00
WISE PODCASTWealth Building Tips for WomenWealth Building Tips for Women
Featuring Kimberlee Davis, J.D., CDFA®
Building wealth might sound like an overwhelming goal — but it’s not as hard as you might think! Once you understand the importance of a positive money mindset and the basics of financial literacy, you'll be surprised to find that building wealth is easier than you thought.
Discover the five steps to financial freedom.
Learn the key fundamentals to being a fiscal feminist.
Walk away with actionable takeaways that will set you and y...2023-06-1356 minThe Fiscal Feminist50. Investing for Retirement, Generational Views of Money, and the Value of Hiring a Coach with Haley KowalewskiWith so many different ways to invest and build wealth, how do you find the path that’s right for you? In this episode, Haley Kowalewski breaks down some of the basic principles you should keep in mind when building an emergency fund, saving for retirement, starting to invest, and more. Haley is the founder of Femme Financial Coaching, where she’s helping women and other marginalized groups with all things personal finance and investing. She also talks about the different ways each generation views money and work, and she shares some practical tips for finding resources you can trus...2023-06-1358 min
I Got Dreams PodcastHow To Build A Business With Bible Based Principles -Kimberlee Deneice Richards #2Mike and guest Kimberlee Deneice Richards discuss her dream of owning a flourishing global business, leadership, solopreneurship. In this episode, Kimberlee talks about the personal obstacles she had to overcome in order to continue striving to reach her dream. 2023-06-0836 minThe Fiscal Feminist49. A Practical Guide to Prenups, Money Conversations and Alimony with Divorce Lawyer Erica LubansWhether you’re preparing to divorce or about to get married, there are actions you can take today to make sure your financial future is protected. In this episode, Erica Lubans breaks down some of the most important concepts to know about prenups, state divorce laws, alimony, and much more. She shares practical advice for women about preparing for and navigating divorce proceedings, and she explains why communication around finances is one of the most important indicators of a successful marriage. Erica is an attorney at the California family law firm Wasser, Cooperman & Mandles, and she has so much ex...2023-06-061h 04The Fiscal Feminist48. Understanding Investment Risk with Deiya PernasWith so many stocks to choose from, how can you find the best investments for your portfolio? In this episode, Deiya Pernas shares an inside look at the work he does as an equity researcher and co-founder of Pernas Research. He weighs in on a variety of investment topics including risk mitigation, current economic conditions, and whether or not you should invest in companies you use. Deiya also shares an example of an investment type he’s especially interested in right now: consumer discretionary companies. Whether you’re new to investing or you have a large portfolio already, this epis...2023-05-3058 min
Permission To Lead with Cindy MonroeEpisode 19: Kimberlee Davis—Are These Top Money Mistakes Costing You Your Financial Confidence?Did you know that 85% of women manage their household’s everyday expenses, but only 23% of them take the lead in long-term financial planning? That’s a fact straight from my guest today, financial expert Kimberlee Davis. Kimberlee says we as women don’t invest or plan proactively enough. So what’s stopping us? Our level of confidence. Today, Kimberlee reveals why so many women are fearful of managing money and the keys to creating a budget that still lets you live the lifestyle you want. 2023-05-2355 minThe Fiscal Feminist47. Debt-Free Living, Budgeting for Your Goals, and Financial Health in the LGBTQ Community with the Debt Free GuysHow might your approach to budgeting change if you started by prioritizing your goals, instead of thinking about the things you can’t have? In this episode, John and David Auten-Schneider (who you might know as The Debt Free Guys) explain how you can build a budget that works for your lifestyle, whether you’re doing it on your own or budgeting with a partner. John and David also talk about the biggest financial issues facing LGBTQ Americans, the importance of a prenup, 3 things to focus on when planning your financial future, and much more!Episode Recap:To...2023-05-2359 minThe Fiscal Feminist46. Boundaries, Negotiation, and Speaking Up at Work with the “Job Doctor” Tessa WhiteIf you want to find greater success and balance in your career, you need to get comfortable with speaking up and having hard conversations. In this episode, the “Job Doctor” Tessa White shares some of her top tips for building your career on your terms. She explains why it’s so important to understand what your company values, and she gives practical advice about negotiating effectively, saving yourself some extra time, and making sure your career doesn’t control you. You won’t want to miss this episode!Episode Recap:Today we’re talking with “The Job Doctor” Te...2023-05-1659 minThe Fiscal Feminist45. Why Salary Transparency is Vital for Women with Hannah WilliamsThere’s a misconception that salary transparency will hurt businesses, but that is not the case. In this episode, Hannah Williams explains how her own career journey made her realize something needed to change, inspiring her to create Salary Transparent Street. Hannah shares her perspective on the benefits of salary transparency for employees and for businesses, and she opens up about the experience of turning a viral TikTok account into a business. Episode Recap:In this episode we’re talking with Hannah Williams of Salary Transparency Street (0:00:51)Can you tell us about your background leading up to to...2023-05-091h 07The Fiscal Feminist44. Negotiation Tips for Women with J.T. O’DonnellAre you struggling to find a job you’re passionate about? Or do you find yourself working harder and harder without seeing your pay increase? This episode with J.T. O’Donnell is for you! J.T. is the founder and CEO of the online career growth club Work it Daily, and she shares her top tips for negotiating, working remotely, finding the right job for your current phase of life, and much more. Episode Recap:In this episode we’re talking with J.T. O’Donnell of Work It Daily (0:01:07)Can you tell us about yo...2023-05-021h 05The Fiscal Feminist43. Is FIRE still realistic in today's economic environment?The FIRE movement can sound incredibly appealing if you’re unhappy in your job or wanting to spend more time in retirement. But is FIRE a viable solution when interest rates are high and people are living longer than ever before? In this episode, Kimberlee breaks down the history of the FIRE movement and the formula its proponents use to save more and retire sooner. She looks closely at the pros and cons of the FIRE movement and encourages listeners to strive instead for “Financial Independence, More Options.” Episode Recap:Today we’re going to talk about FI...2023-04-2538 minThe Fiscal Feminist42. The Unspoken Truth About Divorce with Stacy FrancisDivorce, abuse, and loss of a spouse may not be fun to think about, but it’s still important to be prepared. In this episode, Stacy Francis shares her top tips for navigating a divorce, preparing yourself for a financial transition, talking to your children about money, and more. Stacy is a financial advisor and wealth manager at Francis Financial, as well as the founder of Savvy Ladies, a non-profit providing free financial education for women. Episode Recap:Get to know Stacy Francis (2:04)What inspired you to start a non-profit at 26? (5:00)Financial abuse will often escalate, and...2023-04-1846 minThe Fiscal Feminist41. Psychology of the BudgetThink of budgeting like a medical checkup: even when it’s tempting to put it off, you need to know what’s wrong in order to treat it. In this episode, Kimberlee explains the psychology behind budgeting — including the benefits of it and the reasons you may find yourself resisting it. She also shares a step-by-step process for creating a budget and explains how this one financial tool can help you build your net worth. Episode Recap:Today we’re going to talk about the psychology behind budgeting (0:56)To help build happiness, eliminate financial fear (2:08)Why do we res...2023-04-1128 minThe Fiscal Feminist40. How to Get Unstuck with Ella Lucas-AverettIf you’re feeling stuck in your career or your life, you’re not alone! Everyone gets stuck, but there are things you can do today to start pulling yourself out. In this episode, Ella Lucas-Averett shares some of her top tips for creating momentum, moving past fear, and learning from our failures. Ella is a founder and managing partner of The Trivesta Group, and the host of On Air With Ella, a motivational podcast about wellness, personal development, habit building, and more. Episode Recap:Get to know Ella Lucas-Averett (1:45)What was it li...2023-04-041h 04
Money RootsFiscal Feminist Kimberlee DavisWe are excited to welcome Kimberlee Davis the Fiscal Feminist to this weeks episode of Wine and Dime. Kimberlee Davis is a Partner and Managing Director in The Bahnsen Group, a wealth management practice with offices in Newport Beach, California and New York City. She is also a Certified Divorce Financial Analyst. Kimberlee is a professional woman, a mother and a daughter of elderly parents. Her career began as a Wall Street corporate lawyer. She then transitioned into investment banking, corporate finance, and finally wealth management. She has also been a stay-at-home mom when her three daughters were young...2023-02-0143 min
Make Me Known with Heather AdamsThe Year of YOU: How To Stay Financially Healthy2023-01-301h 08The Fiscal Feminist39. How Do We Teach Our Kids Financial Responsibility? | Interview with Robin TaubOne of the best investments we can make is in our kids. Robin Taub talks with us about how to raise kids who have a healthy understanding of money, spending, and investing from her book "The Wisest Investment" which updated her bestselling book "A Parent’s Guide to Raising Money-Smart Kids."Topics include:How did our parents talk to us about money, and what can we learn from them?Going over the statistics for financial education availability in schools, and who should teach our kids about money?Can you learn how to manage finances along wi...2022-11-1846 min
The Opposite of Small Talk78. A financial wake up call, with Kimberlee DavisThough the average person is not likely to hit the Powerball in their lifetime, financial health and freedom is attainable as long as you heed this wake up call and realize that financial ignorance is not bliss. In this episode, Danielle and Kristy talk with financial expert Kimberlee Davis about why you should care for your financial health with the same effort you put into your physical health, the importance of being open and transparent about money in a relationship, and how societal norms around gender roles can put women at a financial disadvantage even when they are the...2022-11-0942 minThe Fiscal Feminist38. Put Me in Coach! | Interview With Danielle McCombsThe podcast today is learning about the ins and outs of what it means to be a life coach, and how using the tools that life coach and podcaster Danielle McCombs has will help us to be our better authentic selves. Danielle also speaks about pivoting in your career and her journey in changing careers from commercial real estate to coaching.Topics include:Using unexpected experiences to your advantage.How do you work through the feeling that “there’s something else missing”?What does it mean to be a life coach and what does working with a life...2022-10-071h 04
The Fiscal Feminist37. Women & Money | Answering Your QuestionsWomen have unique financial issues and concerns that they must confront over the course of their lives that differ from men’s. Many of our base truths about money are formed by our upbringing and the people in our lives. We are not born with preconceived notions about money, hence it is within our control to change our mindset, reprogram and secure our financial futures.We'll encourage women to get uncomfortable in the short-term by asking the right money questions and taking preventative action to secure their financial futures.Links mentioned in this episode:Th...2022-10-0451 min
ON AIR WITH ELLA | Women's Wellness280: Get that Prenup! Co-mingling finances & 'the motherhood penalty' - the Fiscal FeministThe Fiscal Feminist, Kimberlee Davis is encouraging women to get uncomfortable in the short-term by asking the right money questions and taking preventative action to secure their financial futures. In this episode: How did Kimberlee's financial devastation impact her life and mission? The "motherhood penalty" you didn't know existed Why prenups are critical even if you have no assets when you marryIs using a credit card ok? Should you co-mingle your finances with your partner? "Should I pay off student loan debt or start saving for retirement first?" "I want my money to be making more m...2022-09-2150 min
The Fiscal Feminist36. How to Become a Fiscal Feminist & Take Charge of Your MoneyWomen have been largely overlooked in money conversations and you know the stats, we earn less, live longer, and so much more. We definitely get the short end of the equality stick a lot. So it’s even more important, no, make that critical, that we as women learn how to have fiscal freedom. I'll share the must-know money lessons that every woman needs to know and holds your hand through some serious topics like divorce, prenups and postnups, and all those money topics that you’d rather hide from. My message is that you need to becom...2022-09-2046 minThe Fiscal Feminist35. Managing priorities while writing a book | An Interview with The Selfish Gift PodcastLife is always coming at us fast, and that feels especially true when you decide to write a book. You take on this huge, ambitious commitment, and suddenly a home improvement project goes sideways, a family member has a health issue, work-demands become crushing, or some other huge interruption comes along and threatens to pull you off your path. I experienced all of that and more.Listen to my talk with Maggie Langrick writer and publisher at Wonderwell Press and host of The Selfish Gift Podcast.You will learn:Why women need...2022-08-221h 13The Fiscal Feminist34. Crypto, Community, BFF, and PlaylistsIs Crypto the way forward for women investors or is it style over substance and group think? This has been on my mind lately and I can’t wait for us to dive in together!“Fear,” “anxiety,” “inadequacy,” and “dread” are words that 47% of women with at least $25,000 of investable assets associate with financial planning. Women are less comfortable managing their retirement investments and making investment decisions than men. Only a fraction of American women (26%) is investing in the stock market. Why is this the case? Largely, it’s simply an issue of avoidance, fear of the unknown, and a long...2022-08-1834 min
Everyone's Talkin' MoneyHow to Become a Fiscal Feminist & Take Charge of Your Money
Women have been largely overlooked in money conversations and you know the stats, we earn less, live longer, and so much more. We definitely get the short end of the equality stick a lot. So it’s even more important, no, make that critical, that we as women learn how to have fiscal freedom. As our guest, Kimberlee Davis says, “ a lot of women don’t know what the heck is going on with their finances and don’t like to talk about it.” In Kimberlee’s new book, “The Fiscal Feminist”, she shares the must-know money lessons that every woman needs...2022-08-1045 min
The Selfish Gift - Go public with your purposeHow to Manage Your Money, Time, and Priorities While Writing a Book, with Kimberlee Davis, The Fiscal FeministLife is always coming at us fast, and that feels especially true when you decide to write a book. You take on this huge, ambitious commitment, and suddenly a home improvement project goes sideways, a family member has a health issue, work-demands become crushing, or some other huge interruption comes along and threatens to pull you off your path. Today's guest experienced all of that and more, and is here to tell us how she got through it and managed to finish and launch her book.Kimberlee Davis is a certified financial analyst and the author of...2022-07-201h 12
The Fiscal Feminist33. Divorce And Your Money | An Interview with Jean Chatzky from HerMoneyIn today's talk, we discuss the complex relationships that women have with money. How we earn it, how we save it, invest it, and spend it… and those relationships can get even more complex when our personal relationships — specifically, our marriages — come to an end.2022-07-0549 minThe Fiscal Feminist32. Feel like you're behind on retirement? An interview with The Money NerdsIn this episode we talk about:How my experience as financial advisor led her to become passionate especially about finance for womenTrying parts of my life that served as financial lessons for herUnrealistic expectations around primary breadwinning and motherhoodHow women can shift the conversation around money by addressing finance on the micro and macro levelsWhy women need to be intentional with career choices and realize that good is good enoughThe importance of automation in your financesHow I advises people that feel like they are too far behind to start investing in their retirementRethinking retirement normsStarting the financial conversation...2022-06-0159 minThe Fiscal Feminist31. To Prenup or Not to Prenup? An Interview with Katie GattiLet’s kick this off with an admission: We don’t have a prenup.In today’s episode, I’ll tell you why—and why we probably should’ve gotten one.We also talk with Kim Davis (former Wall Street attorney, present managing director at the Bahnsen Group, and founder of the Fiscal Feminist) about:How the “stay-at-home” spouse can protect themselves financially Why the prenup agreement is like an insurance policy for your marriage What Kim thinks about joint credit cards How much to budget for a prenup …and a whole lot more.2022-06-0139 min
Strong Leaders Serve with Teri Schmidt81. Keys to Financial Wellbeing for Female Leaders with Kimberlee DavisFinancial wellbeing affects every part of our life as leaders. As our guest today, Kimberlee Davis says, ignorance is not bliss. In our conversation, we talk through practical steps that will help give you the financial stability and independence to weather the ups and downs of life without living in constant fear. We also talk about:-The first steps that you should take to improve your financial wellbeing-The importance of honing your negotiation skills -How to deal with the "motherhood penalty' that still exists in our workforceAbou...2022-05-0449 min
The Fiscal Feminist30. Keys to Financial Wellbeing for Female Leaders with Teri SchmidtFinancial wellbeing affects every part of our life as leaders. As our guest today, Kimberlee Davis says, ignorance is not bliss. In our conversation, we talk through practical steps that will help give you the financial stability and independence to weather the ups and downs of life without living in constant fear.We also talk about:-The first steps that you should take to improve your financial wellbeing-The importance of honing your negotiation skills -How to deal with the “motherhood penalty’ that still exists in our workforce2022-05-0450 minThe Fiscal Feminist29. An interview with visionary Coco Brown, Founder, and CEO of The Athena AllianceJoin The Fiscal Feminist, Kimberlee Davis, for her conversation with Coco Brown, a true visionary and role model for all women aspiring for success in their professional journey. Coco has held leadership roles including CEO, COO, President, Board Member, and advisor for Fortune 1000 companies, start-ups, and non-profits. She has delivered successful outcomes for Apple, Cisco, E-bay, and Facebook just to name a few, by accelerating multimillion-dollar growth through vision, strategy, technology, and people leadership.Currently, she is the founder and CEO of The Athena Alliance a game-changing executive firm that helps position the top 10% of executive women...2022-02-261h 03
GlorytellersEpisode 30: Kimberlee Davis: Health, Fitness, & FaithWe’re back for 2022 - Happy New Year!
It’s that time of year when resolutions and goals are underway! For this episode, Kimberlee Davis shares her story of growing in her faith and finding her calling as a health and fitness coach. Kimberlee has her priorities in order and shares some great tips and wisdom for getting yours in order, too! If you’re needing a little push toward living a physically and spiritually healthy life, this episode is for you!
Books Kimberlee mentions in this episode:
Atomic Habits by James Clear
Made for This by Jennie Allen
Follow Kimber...2022-01-2140 minThe Fiscal Feminist28. The Sandwich Generation RevisitedThis week’s Fiscal Feminist podcast revisits the complex and demanding issues facing the “sandwich generation”. Many of us are “sandwiched” between the emotional and financial needs of our aging parents and the demands of raising younger children or financially supporting to some extent grown children. Add work responsibilities to the mix and it makes for a sometimes heavy load to carry. Trevor Cummings, my partner and colleague at The Bahnsen Group, interviews me on the topic focusing on the emotional, psychological, and financial demands of elderly caregiving of our loved ones and the strategy for being prepared for it so you...2021-11-0149 min![Thoughts On Money [TOM]](https://podcdn.zencast.fm/download/Podcast%2Fartworks%2F3134%2Flarge%2F58bc5b2df18ca14a85d770f78757aff41555f6792317ed188395236a06b27ec7%2Fc70d8c0d6aa6b1b7.jpg)
Thoughts On Money [TOM]Getting SandwichedToday on Thoughts On Money, I bring you another podcast interview with one of my colleagues at The Bahnsen Group, Kimberlee Davis. Kimberlee is a Managing Director, a Partner, The Fiscal Feminist, a Private Wealth Advisor, and she carries a myriad of other titles, roles, and accomplishments, both professionally and personally. What you don’t see on her business card or resume, though, is that Kimberlee is the proud mother of three and an engaged daughter who serves/cares for her parents.
Kimberlee penned an article titled Blindsided By Being Sandwiched!, where she discusses her personal experience wi...2021-10-2945 minThe Fiscal Feminist27. The Great Resignation or The Great Reassessment?There has been a lot of media coverage about the “Great Resignation,” the moniker that is being used to describe the economic upheaval of the pandemic and the reallocation occurring in the economy for both employers and employees. We are experiencing a disconnected employment environment resulting from the pandemic and many are reassessing their career selections by choice or necessity.Women have been particularly affected by the upheaval from the pandemic and many have left the workforce and frequently not by choice. According to The Washington Post, in January 2020 before the pandemic, “For just the second time, women...2021-10-1520 minThe Fiscal Feminist26. The Elephant in the Room - Are You Keeping Financial Secrets?“If you want to keep a secret, you must also hide it from yourself…” George OrwellThe Merriam-Webster Dictionary defines a “secret” as “kept from knowledge or view”, “not acknowledged” and “working with hidden aims or methods.” Essentially when we keep secrets, we don’t want others to know what we are up to, and sometimes it’s evidence of our own self-denial because we don’t want to admit to ourselves what we are actually up to!What a tangled web we weave…Why do we keep money secrets? Usually, because we are embarrassed about whatever...2021-10-0419 min
The Rope of HopeLana Davis: Infant LossIn this episode of The Rope of Hope I am joined by my dear friend Lana Davis, as she shares about the loss of her daughter. If you are inspired or encouraged by this episode or any other episodes, please consider helping to keep me caffeinated at https://www.buymeacoffee.com/thisfatgirllife. If you would like to be a guest and share your story, please fill out my podcast guest application at https://thisfatgirllife.hubspotpagebuilder.com/podcast-guest-application--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app...2021-05-0324 min
Off The Crutch PodcastDisability Rights California with Kimberlee OliverEveryone has a right to employment. Nobody should be excluded, especially those with disabilities. Human Resources is vitally important in making sure this happens. Today's guest is Kimberlee Oliver.Kimberlee is a Human Resources Administrator for Disability Rights California and has been in the HR field for 4+ years. As an HR representative for DRC, she works with employees to assure they are provided the resources and information available to them with regards to benefits, payroll, and reasonable accommodations. Working directly with the Employee Relations Manager and Human Resources Director of the organization, Kimberlee assists in building training...2021-02-2230 minThe Fiscal Feminist25. The Long and Winding Road to Success - An Interview with Maggie LangrickToday’s podcast is an interview with Maggie Langrick, CEO of Wonderwell, a hybrid publisher. Maggie’s life has been a rich tapestry of choices, unexpected events, pivots, and out-of-the box thinking. As a child actress, single mother, editor, journalist, and now successful publisher, she has quite the story to tell. Enjoy the ride and be inspired!!Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2020-12-101h 22The Fiscal Feminist24. A Shining StarrIn today's podcast, I interview Shana Starr, who is CEO of Bastion Elevate, a PR, Social Media, and Digital Marketing firm. Bastion Elevate is part of Bastion Collective, a global network of business and marketing strategists that creates strong, impactful, and creative campaigns for their clients. With over 25 years of experience running successful communication agencies, Shana owned and operated a PR firm in Irvine, California for 10 years, prior to selling a majority portion of the business to Bastion Collective. Tune in to listen to the compelling story of her journey to become a CEO, how she...2020-11-0454 minThe Fiscal Feminist23. Girls Who Build in Pencil Skirts and PumpsToday’s podcast cannot be missed! Please tune in to this fascinating interview with Cheryl Osborn, President of CASCO Contractors, who started her business at her kitchen table in 2000 and grew the business to the 5th largest Construction TI company in Orange County, California, and the 9th largest woman-owned business in Orange County. Cheryl’s rich journey provides insight and inspiration to all, and she is a powerhouse in a male-dominated industry. We also discuss the post-Covid commercial space and what that is going to look like and the CASCO back to work plan. Join Jaime Saul Hong and me f...2020-10-211h 05The Fiscal Feminist22. A Journey to Remember - An Interview with Talya Nevo-HacohenA Journey to Remember … An interview with Talya Nevo-Hacohen, Chief Investment Officer of the SABRA Healthcare REIT Please tune in to my podcast to listen to the rich tapestry of Talya Nevo-Hacohen's very accomplished career journey from architect to an investment banker at Goldman Sachs to private equity to being Chief Investment Officer of the SABRA Health Care REIT. Talya joins me and Jaime Saul Hong, Vice President Sales at Fidelity National Title, in an authentic discussion of life choices, pivoting, fear, courage, the keys to professional growth, and the senior housing's current situation market, Talya's area of...2020-10-0659 minThe Fiscal Feminist21. The Fiscal Feminist Tied the Knot - Now, Meet the ManI recorded this special podcast with Mark, my husband of one month! As the Fiscal Feminist, I frequently speak to how our personal relationships and finance are intertwined and how best to circumnavigate this occasionally tricky area. Open and honest discussions about money and finances are a must in our personal relationships to prevent them from being harmed by financial stress and confusion. In this podcast, Mark and I discuss his thoughts on The Fiscal Feminist platform, negotiating our cohabitation agreement/prenuptial agreement, and how we have handled the “money” discussion. Listen in to hear what my...2020-09-1736 minThe Fiscal Feminist20. Millennials, Money, Recessions and Planning Strategies – Looking AheadMillennials have had to suffer the double whammy of the global financial crisis of 2007-2008, and now the economic repercussions of the Covid-19 pandemic. A person is referred to as a “millennial” if they were born between 1982 and 2000 (ages 20 to 38) according to the US Census Bureau. Believe it or not, some older millennials are approaching that middle-age mark of 40! As a mother of three millennial daughters, I think millennials often are unfairly maligned as selfish, entitled, and not mature adults. But they are no longer mainly college kids or recent college grads, they are professionals, parents and represent a quarter...2020-09-0923 minThe Fiscal Feminist19. A Global Pandemic is a Good Reminder to Stress Test Your Finances on the RegularNot to prematurely declare the current public health and economic emergencies over, because it’s not, but the reopening of some businesses this summer presents a good time for many of us to reflect on our finances. It’s a practice we self-reliant women should be doing all the time anyway, and now there is a special opportunity to assess and learn. With four grueling months of health scares, social distancing and financial instability, let’s look at how we did. Specifically, there are four key pieces of our fiscal puzzle that should be analyzed in a post-mo...2020-07-3020 minThe Fiscal Feminist18. Attention All Women: Time To Stand Up for Yourself in the Workplace!Stand up, speak out, stop apologizing and have a plan at work because nobody else is going to do it for you! It is time for all women to understand that the best advocate for them is themselves. Forget about all those anachronistic ideas about how women “should” behave that we have mentally internalized over the generations and stop letting fears, self-doubt and lack of confidence keep your goals low. Don’t fear failure and embrace the fact that success comes from failure and persistence.Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2020-07-2218 minThe Fiscal Feminist17. Women, Employment and The Pandemic – Where are we and where do we go from here?We are all aware that Covid-19 caused unprecedented unemployment for all people due to the shut down and the economy is struggling to make a comeback. As I discussed in a prior blog on The She-cession, unfortunately women suffered more acutely from unemployment than men. Did the stimulus package and the CARES Act help women through this tough time or did fiscal policy actually put women at a further disadvantage?Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2020-07-1514 minThe Fiscal Feminist16. The Big Reveal: Hidden Financial Risks and How to Protect YourselfWith our busy schedules and juggling so many responsibilities, we often make some significant personal decisions that can have financial consequences that we fail to carefully consider. We can protect ourselves from unanticipated twists and turns in situations with some forethought and planning. In the tapestry of life we regularly make decisions as to who we live with whether it is a significant other or a roommate, whether we commingle our assets with our spouses, and how we establish our credit, whether jointly or independently. These decisions are wrapped up in personal relationships and the hidden risks, t...2020-07-0823 minThe Fiscal Feminist15. Let's Declare Our Own Financial Independence Day!There is no real “absolute” definition of financial independence. Some people may think it means retiring at 40 but that is a very myopic view of it. Rather, I would like to define “financial independence” to mean the ability to live without financial fear during the roller coaster ride of life because you are prepared enough to deal with life’s ups and downs without going into debt, sacrificing and skimping on necessities. It is the ability to live your life as you desire within reasonable parameters, to be able to breathe. It doesn’t mean you never have to work another...2020-07-0125 minThe Fiscal Feminist14. How did your investment portfolio perform during the Covid-19 Crisis?The past few months have been a real roller coaster ride in the stock market. Many people are fearful of the volatility in the stock market and are irrationally driven by fear to cash out of their strategy and become less inclined to invest in the future. In a March 2020 survey, over one third of adults reported that they were less likely to invest in the stock market based on what they knew about the coronavirus. Only 12 percent of respondents said they were more likely to invest. Hmmmm…. I think these statistics demonstrate panicked and NOT prudent decision making....2020-06-2619 minThe Fiscal Feminist13. Raiding Your Retirement Savings – is this EVER a good idea?As we all know, life is far from linear and sometimes things happen unexpectedly that totally disrupt our flow and require some creative thinking to address. You know the saying, “desperate times call for desperate measures.” Dipping into one’s retirement savings qualifies as a “desperate measure” and sometimes we might think there is no alternative.Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2020-06-1718 minThe Fiscal Feminist12. The She-Cession: The Facts, The Effects and The SolutionsThe coronavirus pandemic has caused people throughout the country to suffer financially due to job losses. The Bureau of Labor Statistics shows that unemployment has risen more acutely for American women than men with an even bleaker picture for women of color. The Covid-19 crisis has highlighted the consequences of gender and racial inequities in the workforce, with women being particularly vulnerable on several fronts to the pandemic’s aftermath. Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2020-06-1015 minThe Fiscal Feminist11. Evaluating your Financial Freedom vs Your Career PathDuring this time of the Covid-19 pandemic with the disruption of businesses, new and different work routines, and widespread job loss, many may be re-evaluating their professional pursuits. Some may be questioning how much job security they had during the pandemic, others may be questioning whether they were fulfilled by their job now that their daily life has changed and they have had the opportunity to look at it from a different lens. In any event, settling on a career choice that is fulfilling and, also, provides financial security is often a challenge during any time. Links m...2020-06-0414 minThe Fiscal Feminist10. What to Make of the Stock Market’s Reaction to the Coronavirus Outbreak?President Trump is speaking on TV with his team discussing governmental actions that are in process, the state of testing for the virus and all other matters related to addressing the coronavirus outbreak. After an up day in the market yesterday, it is down again today at this moment. Nobody can predict the market gyrations at this time, but we do know that markets don’t like uncertainty and we do know there is a significant amount of fear and angst being felt by people due to uncertainty in strategy. Policymakers now seem to understand the gravitas of the si...2020-03-1816 minThe Fiscal Feminist9. What Does the “Feminist” Part of The Fiscal Feminist Mean to Me???Topics discussed: Many people have expressed varying opinions to me about the moniker The Fiscal Feminist focusing on the word “Feminist”, and, have asked me exactly what it is meant to represent. The word “feminist” evokes many different responses when people are asked “what is a feminist?”. Let me share with you what the word Feminist means to me in the context of The Fiscal Feminist.Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2020-02-0315 minThe Fiscal Feminist8. Why Having an Emergency Fund Should Be a TOP Priority!Topics discussed: Everyday unexpected events can happen in all of our lives that can totally change our reality in a minute! Nobody is safe from the vagaries of unexpected events that may cause upheaval in our lives. How do we protect ourselves from the upheaval caused by the unexpected, and lessen the turmoil?? We establish an emergency fund -- which will soften the impact of a sudden crisis, and give you the space to think and react without worrying about paying for the basics of your life during a stressful time. Let's discuss why establishing an emergency fund should...2019-12-1015 minThe Fiscal Feminist7. Fiscal Feminist Guide to Saving – The RoadmapThis week, Kimberlee Davis covers successful strategies to saving..... Topics discussed:Good Savings HabitsSetting Realistic GoalsEstablishing an emergency fundLinks mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2019-11-2124 min
Gratitude Through Hard TimesKimberlee Davis - Balance and GratitudeAs a Bahnsen Group Managing Director/Partner, Kimberlee specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. She creates, and guides implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives.Kimberlee’s proficiency also includes helping individuals transition to financial independence after life-altering events such as death or divorce. She is a Certified Divorce Financial Analyst®, and has strong experience and knowledge that enables her to analyze and consult on, both the short and long-term financial impact of a range of divorce settlements. These skills, coupl...2019-11-2044 minThe Fiscal Feminist6. The Complexity of Financial AbuseTopics discussed: Financial abuse is not as black and white an issue as most of us think it is. In most instances, we think of it in the context of a relationship with a romantic partner, such as a husband, domestic partner or boyfriend, and often it is exactly that. But financial abuse can also occur in circumstances where parents financially abuse their children, or elderly parents are financially abused by their children, or employers and bosses prevent an employee from questioning their salary and financial rights in the workplace.Join me in this podcast as I...2019-11-0418 min
Rise SeattleKimberlee Gorsline: Founder of Kimberlee Marie Interiors and PlacedKimberlee Gorsline is the founder and CEO of Kimberlee Marie Interiors, one of the top luxury interior design companies here in Seattle. Her team's mission is to simplify the decorating process. On this episode we discuss what it’s like to run a small business in Seattle, practical tips on how to spruce up your home and what the design world is like here in Seattle. If you’re like us, you find it overwhelming to find the perfect items to decorate your home. Luckily on this episode - Kim has you covered with her new company Placed!2019-10-2652 minThe Fiscal Feminist5. The Dividend Cafe Meets the Fiscal FeministTopics discussed: This is a special edition of The Fiscal Feminist Podcast featuring a robust discussion with David Bahnsen, Managing Partner and Chief Investment Officer of The Bahnsen Group, and Kimberlee Davis, addressing the nuances of the financial advisory landscape, what approach to portfolio construction a new investor should take, and investment strategy and resources for women to consider when planning their financial strategy. Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2019-08-2147 min
Money Matters Top Tips with Adam TorresKimberlee Davis Partner, Managing Director, CDFA® at The Bahnsen GroupKimberlee Davis Partner, Managing Director, CDFA® at The Bahnsen Group is interviewed in this episode. The Bahnsen Group at HighTower has built a stellar reputation delivering investment strategies and wealth management experiences.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor2019-07-2014 minThe Fiscal Feminist4. My Cybersecurity Nightmare!Topics discussed:Your life will never be the same after a cyberattackThe precautions you take can literally save your lifeDon't Be Lazy, Like MeLinks mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2019-07-1622 minThe Fiscal Feminist3. Blindsided By Being SandwichedTopics discussed:Elder Care as A Guide To Your CareThe "Talk" with Your ChildrenPlan, Plan, and then do some more planningLinks mentioned in this episode: DividendCafe.com TheBahnsenGroup.com2019-02-0618 minThe Fiscal Feminist2. Getting Married? Talk Finance!A conversation with Christy L. Lewis on what you need to know about your finances before and after getting married. This Podcast is taken from Kimberlee's Women Lead Radio show The Fiscal Feminist on Connected Women of Influence.Links mentioned in this episode: FiscalFeminist.com TheBahnsenGroup.com2018-07-1833 min
Obstacle Racing Media PodcastTough Mudder X 2018 Part Two*Be sure to watch Tough Mudder X, this Summer on CBS July 14, 21 and 28. 1pm EST So set your DVRs now. The onsite interviews continue from Part One. We spoke with even more athletes for Semi Final and Final rounds of 2018 Tough Mudder X. Grant McCartney Neil "Crazy" Craver Dylan Miraglia Scott Panchik Hunter McIntyre Orla Walsh Matt Kempson Kimberlee Dekrey Patrick Vellner Lauren Weeks Corinna Coffin Emma Chapman Then we hop on a call with Yancy Culp to get his take and wrap it all up. Todays Podcast is sponsored by: Wetsuit Wearhouse – Save 15% using coupon code ORM15 o...2018-06-191h 58The Fiscal Feminist1. The Story Behind the Fiscal FeministKimberlee Davis is your host of The Fiscal Feminist, a show about women and our relationship with money and finances. Kimberlee Davis is Managing Director and Partner, and the Financial Planning Director, at The Bahnsen Group, HighTower Advisors, a private wealth management firm. She specializes in personal wealth advising and oversees financial and retirement planning solutions for high net worth individuals and multi-generational families. Her proficiency also includes helping individuals transition to financial independence after life altering events such as death or divorce.Links mentioned in this episode:TheBahnsenGroup.comTheFiscalFeminist.com2018-04-1109 min