Shows
Women & WealthHandling Student Debt While Saving for RetirementIn this week’s episode of Women and Wealth, Regina covers yet another difficult topic that many people—especially most recent college graduates—have to deal with: Student loans. These loans help make a college education possible for many Americans and can be a big part of the equation in launching your career. However, paying them off can be a tricky situation for young people trying to find financial footing—especially in today’s economy. Join Regina as she breaks down the current landscape of student debt but more importantly, what you can do persona...2025-06-2523 minWomen & WealthThe Human Side of Accounting with Tevia HoalstIn this week’s episode of Women and Wealth, Regina is joined by Tevia Hoalst, owner and founder of TeKoda Accounting! Tevia is a catalyst for small business owners and entrepreneurs. She is passionate about empowering founders and business owners through giving them confidence in their numbers to make data-driven business decisions. In a nutshell: Tevia takes businesses to the next level with next level insights and firm guidance on the numbers. She sits down with Regina to talk more about TeKoda, her journey to where she is now – both as a mom and an owner – as well as sneak...2025-06-1820 minWomen & WealthNavigating Life as a WidowIn this week’s episode of Women and Wealth, Regina examines one of the most difficult situations a person will ever have to face. Losing a spouse. From the essential first steps every widower should take, like gathering important documents and handling insurance claims to managing joint accounts and updating beneficiaries – Regina will cover every step of the process and guide you through this traumatic and stressful time. Episode Highlights: 0:00 - Introduction 0:31 - Navigating life as a widow 2:03 - Avoid m...2025-06-1119 minWomen & WealthEducate, Advocate, and Lead with Dr. Kristin MeyerIn this week’s episode of Women and Wealth, Regina sits down with a guest whose commitment to service is second to none. Dr. Kristin Meyer is Co-Founder at The REACH Group – an organization that empowers families with personalized guidance and advocacy, bridging the gap between families and schools and ensuring every child’s needs are met with expertise and compassion. Kristin’s work supports some of the most vulnerable in our society and her guidance is critical for parents of children with disabilities. She joins Women and Wealth to expand on her mission and the dept...2025-06-0424 minWomen & WealthJob Search Tips Just graduated and feeling overwhelmed by the job hunt? Regina has your back. In this week’s episode, join Regina as shares her practical, no-fluff tips to help you navigate the job market post-graduation with confidence and clarity. From search tips and resume building to getting interview ready, budgeting and a few tricks you may have not heard before.. This is the ultimate crash-course in ensuring you have the best chance of landing a job – and most importantly, on your feet – after you graduate. Episode...2025-05-2824 minWomen & WealthHow Great Teams Grow with Amy HoltzIn this week’s episode of Women and Wealth, Regina sits down with a guest that is tackling a serious issue that nearly every entrepreneur, small business owner and founder faces: “I used to run my business. Now it runs me.” Amy Holtz is a Certified EOS Implementer for EOS Worldwide specializing in helping entrepreneurs and non-profit leaders build their businesses and achieve their goals through helping to implement a complete, proven system with simple, practical tools. Amy joins Regina to discuss what she has experienced first hand as a professional woman as well a...2025-05-2120 minWomen & WealthPowering Through Market VolatilityIn this week’s episode of Women and Wealth, Regina is addressing the marketing and the recent shake-up that we’ve seen with rumblings of a recession and more (or less) tariffs on the way. We all know that the market can be volatile, but with so much recent uncertainty, it can be difficult to stay calm and keep your head. From both an emotional and strategic perspective, Regina will give you the key points you need to focus on to avoid mismanaging your 401k, retirement or investments in general. Additionally, you’ll get an excell...2025-05-1431 minWomen & WealthBehind the Bakery with Tina PhillipsIn this week’s episode of Women and Wealth, Regina is joined by a guest that has really reached the holy grail: Owning your very own cookie company. Seriously, can you imagine? Tina Phillips is co-owner of the Famous 4th Street Cookie Company, an award-winning, nationally recognized cookie brand – and the Famous Cookie Creamery, an ice cream sandwich shop franchise. Regina sits down to discuss 4th Street with Tina – it’s genesis, the scale of the operation and of course – all of their tasty offerings! And lastly, any Women and Wealth...2025-05-0719 minWomen & WealthBudgeting: The 50/30/20 StrategyIn this week’s episode of Women and Wealth, Regina is breaking down a necessary part of everyone’s financial health: Making a budget. …and like most topics on money, it can be difficult for people to sit down and think about – which is why Regina is making it easy and going over a specific plan that can get you started if you haven’t already – the “50/30/20” budget. Additionally, Regina elaborates on spending, saving, debt repayment and the glue that holds any budget together, accountability. Episode High...2025-05-0117 minWomen & WealthSolopreneur Success with Stephanie CleckIn this week’s episode of Women and Wealth, Regina invites Stephanie Cleck to the show to share her journey as a business owner and true innovator. Her company, Concihairge provides a one-of-a-kind service in which professional hair stylists come directly to the comfort of your home, office, studio, or hotel suite – which is perfect for busy professionals, brides-to-be, or new mothers – the very situation that inspired Stephanie to start Concihairge in the first place! In addition to Stephanie’s experiences as a female business owner and her vision for retirement – she shares more of her...2025-04-2317 minWomen & WealthEstate PlanningIn this week’s episode of Women and Wealth, Regina tackles an uncomfortable topic most people don’t enjoy talking or even thinking about: Estate planning. The thing is, it’s not just a crucial step for your legacy like most people think – it’s also important should you become incapacitated yourself. What boils down to a simple list of instructions can get complicated fast. Proper planning can save your loved ones a lot of confusion, effort and headaches in the future. Regina also covers some easy steps you can take right now to ensure to augment your estate planning, a...2025-04-1628 minWomen & WealthTaking Control of Your Career with Alvina PeatIn this week’s episode of Women and Wealth, Regina is joined by Alvina Peat! As Alvina puts it, she “inspires people to take control of their careers” – but more specifically, she is a catalyst for success in the workplace across several different industries. Through effective interpersonal skills workshops and coaching, Alvina helps individuals become their most engaged and productive at work. Alvina sits down with Regina to share the vision and process behind her newest book and most importantly: how she empowers her clients. Additionally, Regina explores Alvina’s experience as a woman...2025-04-0919 minWomen & WealthDecoding Words with Cigdem KnebelIn this week’s episode of Women and Wealth, Regina is joined by Cigdem Knebel! The founder of Simple Words Books, Cigdem created both a product and a business unlike any other – and her “why”? Her very own son. Now, Cigdem’s journey to improve fluency, comprehension, and reading confidence in those with dyslexia – still continues. Her decodable books lead the way in developing the reading skills of those who are differently-abled and even have served as a guide to other aspiring authors looking to make their own decodable books. Regina sits down with Cigdem to dive deeper into her story, h...2025-03-2625 minWomen & WealthTransfer of WealthNobody wants to talk about it – but it’s one the most important things that you need to have figured out. The transfer of your wealth. We all know it isn’t easy to think about, but it’s crucial you have a clear plan to ensure that your assets are distributed properly. In this episode, Regina covers what you need to know about your very own transfer of wealth – from simple box-checking like making sure your will is updated or explained in advance, to more complicated details like taxes and probate. If y...2025-03-1924 minWomen & WealthAccelerating Success with Mazie Minehart ColenIn this week’s episode of Women and Wealth, Regina is joined by the fantastic and talented Mazie Minehart Colen! Mazie is ready to tackle the challenges where people are involved in your business. Projects include Executive Coaching, Executive Team Facilitation and Development, Start-Up Planning, Leadership Training, and all of the elements where successful companies meet growing pain. Additionally, Mazie facilitates Company Strategy Sessions and Offsites and Employee Interventions of all types. Mazie's optimism and energy combined with her bottom line results focus produces delighted, successful individuals and high performing, aligned organizations – which Regina and Mazie...2025-03-1226 minWomen & Wealth10 Tips for a Financially Healthy Retirement | Women & WealthWelcome to the Women & Wealth Podcast! In this week’s episode, host Regina McCann Hess, shares 10 Tips for a Financially Healthy Retirement. It’s the problem that is on nearly everyone’s mind – the issue is that there are so many options and so much advice out there for what you should be doing to address your own retirement. From your broad philosophy, all the way down to the nuts and bolts and individual decisions you should be making, you need to be prepared for what comes next – no matter how far away it seems. In this quick, 15 m...2025-03-0616 minWomen & WealthKathleen Roberts, CEO of Switch Reward CardIn 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...2025-02-2630 minWomen & WealthTips for an Emotionally Healthy RetirementWelcome to the Women & Wealth Podcast! In this week’s episode, host Regina McCann Hess, shares 10 Tips for an Emotionally Healthy Retirement. While financial planning is a key part of retirement, emotional well-being is just as important. From practical tips like developing your vision for an ideal retirement and avoiding impulse-spending, to strategies for enhancing your mental health during this crucial transitionary period–like retiring in the Spring. If you’re planning for retirement—or already retired—this episode is packed with valuable insights to help you thrive in this next chapter of life. 2025-02-1914 minWomen & WealthEmpowering Communications with Stacey HankeIn this week’s episode of Women and Wealth – host Regina Hess is joined by influence and communication extraordinaire Stacey Hanke! As a Hall of Fame speaker and thought leader in influential communication, Stacey helps professionals transform how they show up and lead. Her keynotes are packed with real-life, actionable strategies that help individuals to build trust, communicate with clarity and drive action—whether in presentations, meetings, or everyday conversations. Stacey joins Regina to discuss her own entrepreneurial journey, the challenges she has faced as a professional woman and...2025-02-1424 min
Women & WealthEmpowering Homeownership: Strategies for Financial SuccessHave 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 a home can contribute to long-term financial security and hear Sue’s personal insights on overcoming challenges as a wo...2024-11-2025 min
Women & WealthMerging Finances After MarriageAre 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/2024-10-0210 min
Women & WealthBuilding Financial Confidence and Breaking Free from Money Mindsets with Tawnya SchultzHave 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 and more by visiting: https://www.forgewealth.com/2024-09-2525 min
Women & WealthTraditional vs. RothFrom 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/2024-09-1822 min
Women & WealthNavigating Financial Coaching and Personal Finance for Modern Professionals with Lindsay CookHave 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 for you. You can access the full show notes and more by visiting: https://www.forgewealth.com/2024-09-1129 min
Women & WealthCaregiving and LongevityThere’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/2024-09-0431 min
Women & WealthPurposeful Investing with Tanaha HairstonTanaha 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/2024-08-2827 min
Women & WealthThe Power of Financial PlanningThe 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 visiting: https://www.forgewealth.com/2024-08-2120 min
Women & WealthBeing the Best at Whatever You Do with Ginevra CzechDirector 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/ 2024-08-1431 min
Women & Wealth10 Qualified 529 ExpensesThere 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/2024-08-0707 min
Women & WealthMindfully Rebuilding After Loss with Laurice DuffyLaurice 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 visiting: https://www.forgewealth.com/2024-07-3127 min
Women & WealthTaking Control of Your FinancesHow 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 visiti...2024-07-2422 min
Women & WealthDemystifying Money with Misty LynchBeing 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/2024-07-1724 min
Women & Wealth7 Things Women Need to Know about Social SecurityHave 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: https://www.forgewealth.com/2024-07-1007 min
Women & WealthReprogramming PatternsYou'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 and your goals. You can access the full show notes and more by visiting: https://www...2024-06-2627 min
Women & WealthMastering Networking for Professional GrowthHave 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/2024-06-1914 min
Women & WealthTransforming Your Money Mindset for Financial IndependenceHave 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 visiting: https://www.forgewealth.com/2024-06-1214 min
Women & WealthNavigating Careers in Real Estate and Finance as Professional WomenHave 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/2024-06-0519 min
Women & Wealth529 PlansIt’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 and more by visiting: https://www.forge...2024-05-2913 min
Women & WealthEmpowering Women Through Entrepreneurship and Financial IndependenceEver 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 access the full show notes and more by visiting: https://www.forgewealth.com/2024-05-2221 min
Women & WealthThe Student Debt NightmareStudent 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.com2024-05-1522 min
Women & WealthThe Power of a Name with Alexandra WatkinsToday 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.com2024-05-0818 min
Women & Wealth10 Things to Know About RMDsDealing 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.com2024-05-0112 min
Women & WealthCareer and Personal Development with Megan McShaneToday 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.com2024-04-2416 min
Women & WealthDownfalls of Early Social SecurityThinking 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 2024-04-1707 min
Women & WealthMidlifing It Up with Colleen RosenblumColleen 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 2024-04-1020 min
Women & WealthHealth Savings AccountsOne 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 visiting: https://www.forgewealth.com 2024-04-0309 min
Women & WealthMoney Through Generations with Madeline HensonMadeline 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 more by visiting: https://www.forgewealth.com 2024-03-2717 min
Women & Wealth10 Things About Credit ScoresYour 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 2024-03-2009 min
Women & WealthHealth and Mindset in Midlife with Heike YatesMidlife 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 2024-03-1323 min
Women & WealthInternational Women’s Day TriviaWe’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 2024-03-0607 min
Women & WealthNavigating the Complexities of Divorce with Lisa ZeidermanLisa 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 2024-02-2821 min
Women & WealthLearning to Love Life in Your Midlife with Suzy RosensteinLearning 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 visiting: https://www.forgewealth.com 2024-02-2120 min
Women & WealthAssigning BeneficiariesHave 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 visiting: https://www.forgewealth.com 2024-02-1411 min
Shadow Her PodcastRegina Hess | Founder & President of Forge Wealth Management#3 - Regina Hess | Founder & President of Forge Wealth ManagementIn today's episode of the Shadow Her Podcast, Marcia talks to Regina Hess, the founder and president of Forge Wealth Management. Regina founded Forge Wealth Management so that she could offer clients an independent advisory partnership. As president, Regina enjoys the freedom to define the success of her firm on her own terms, which allows her to form long-lasting relationships with clients who value clear and honest counsel and commit themselves to a collaborative financial planning approach.Tune in to learn more about...2024-02-0825 min
Women & WealthFinding Empowerment During a "Gray Divorce" with Linda HershmanDivorcing 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 2024-02-0724 min
Women & Wealth10 Things About RecessionsA 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 2024-01-3107 min
Women & WealthInfluence and Connection with Casey BenedictCEO 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 2024-01-2419 min
Women & Wealth10 Habits of Financially Successful PeopleWelcome 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 2024-01-1713 min
Women & WealthFinancial Therapy with Wendy WrightToday 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 2024-01-1017 min
Women & WealthReducing DebtDebt 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/2023-12-2010 min
Women & WealthInfluencing Transformation with Miriah RutledgeToday 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 and more by visiting: https://www.forgewealth.com/2023-12-1316 min
Women & WealthCharitable GivingIn 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/2023-12-0608 min
Women & WealthFighting Pain and Limitations with Mara KimowitzMara 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/2023-11-2925 min
Women & WealthThanksgiving GratitudeIt’s important to take time to feel and express gratitude, especially in the busiest seasons of life. So, today on the podcast, there’s no interview or educational conversation. Instead, we’ll be having a grateful conversation. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-11-2204 min
Women & WealthAttacking Student DebtStudent loan repayments have opened back up, and for many people, this remains a significant burden. So, in this episode, I’ll talk about the ways that you can get ahead of your student debt. Whether you took advantage of payments over the pause or not, you’ll want to listen in to hear these tips. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-11-1516 min
Women & WealthTransforming Small Businesses and the Employee Experience with Ashley CarrollFounder of Operations House, Ashley Carroll, joins the show today to share her passion for having an impact on the success of small businesses and marginalized communities. Operations House is a business consultancy that focuses on operational excellence for small businesses so that everything can run smoothly without causing harm to anyone. You will hear more about what they do, how they do it, and a bit about Ashley's journey as a female entrepreneur. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-11-0821 min
Women & WealthWhy You Should Care About Medicare We are in the annual enrollment period for Medicare, so hundreds of thousands of people over 65 are looking at and re-evaluating their current plans. A lot of decisions will be made over the next couple of weeks and the complexity of Medicare can be really confusing, so in this episode, I’m going to unpack some of the most important aspects to keep in mind when it comes to Medicare enrollment and keeping healthcare costs manageable in retirement. You can access the full show notes and more by visiting: https://www.forgewealth.com/ 2023-11-0113 min
Women & WealthCreating Your Haven with Kristin AldridgeKristin Aldridge is a new entrepreneur and owner of Haven Home Organizing, which was just launched in May of 2023. She joins me on the show today to talk about her passion for helping people organize and create beautiful spaces in their homes. You will hear about the importance of having a haven that provides peace and respite for you and your family in the midst of a crazy world. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-10-2525 min
Women & Wealth10 Things You Should Know About International InvestingAre you considering investing in equities across the pond? In this episode, I will be sharing 10 of the most important things you should know when it comes to international investing. You will learn about some of the basic benefits and risks, as well as key areas to understand so that you will be able to pick strong international investments. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-10-1807 min
Women & WealthFinding Missing Money with Tracy CoenenTracy Coenen, a forensic accountant and creator of the Divorce Money Guide, joins the show today to talk about tracing money, investigating fraud, and keeping better track of hard-earned cash. Specializing in fraud investigations and finding money that may be misused or stolen by executives, Tracy works in the divorce space and understands the common issues people run into when it comes to missing money during divorce. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-10-1117 min
Women & WealthTips for Successful Transition Between GenerationsThere’s more to generational wealth than just passing on money to your children. How you pass on your wealth can involve so much more and impact your children's success and well-being. In this episode, I will be addressing what you need to know about family wealth transitions and how to ensure wealth transfer success. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-10-0411 min
Women & WealthSupporting Families of NICU Babies with Martha SharkeyMartha Sharkey joins the show again today, and I’m so excited to have her back to share how she is tackling the difficult situation NICU families face—and what you can do to help! Martha is the founder and CEO of TODAY is a Good Day, a local foundation providing personal and financial support for families who experience the neonatal intensive care unit with their babies. Listen in to hear how her own personal experiences with the NICU inspired her to fill in the gap for much-needed care and support for families experiencing this traumatic time. You ca...2023-09-2715 min
Women & WealthCaring for Aging Relatives (Part 2)Today we’re going to continue the conversation about getting aging relatives the care they need. (If you missed the first part of this series, be sure to go back and check out part 1!) Knowing the services and tools available to help your loved ones navigate the aging process is key to a smooth and successful transition for them—and the whole family. From skilled nursing to speech therapists and social workers, there are a lot of different ways that you can bring the right kinds of assistance to your loved one’s home. You can access the fu...2023-09-2014 min
Women & WealthBuilding Careers and Solving Problems with Sharon WillisSharon Willis is the Co-founder and Vice President of Sales and Customer Relations at Integral Molecular, a biotech company in Philadelphia. She joins the show today to share the many hats she wears in her role and why she sees herself as a problem-solver, as opposed to a salesperson. You will get insight into the world of biotech and why it’s so important to foster growth and success in students and at work. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-09-1325 min
Money and Mortgages PodcastThe Intersection of Divorce and Finance (with Regina Hess, CFP®, CDFA®)I sit down with Regina Hess, CFP®, CDFA®, founder of Forge Wealth Management, on ways for people going through a divorce to deal with the finances in a much more efficient and cost effective way then relying on just an attorney.
For more info on Regina and her company, check out her website: https://www.forgewealth.com
00:00 Intro
00:36 Why Financial Planning?
01:30 Why Divorce Financial Planning?
03:18 Regina's role in the divorce process
06:49 Strong divorce team members
08:47 Retaining Marital Home
12:02 When to ge...2023-09-0720 min
Women & WealthCaring for Aging Relatives (Part 1)In today’s episode, I’m going to talk about how to help your aging relatives get the care they need at home. They could be your parents, aunts and uncles, family friends, or grandparents, but they are likely to need your help navigating that stage where they start requiring extra assistance. This can be a tremendous burden or stress on families, so I’m going to share some tips and insights that will help you begin to prepare and know what to do when the time comes. You can access the full show notes and more by vis...2023-09-0609 min
Women & WealthThe Impact of Therapy with Shelley Snapp, LMFTShelley Snapp is a licensed therapist in Pennsylvania who provides assistance for those struggling with anxiety, PTSD, burnout, work-life balance, perfectionism, and trauma. In today's episode, Shelley joins us to talk about how therapy can help people navigate these tough issues, as well as how to find the right therapist to do so. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-08-3026 min
Women & WealthMaking College More Affordable (Part 2)Wherever there’s money, there are scams. In this episode, I’ll share some insight into the kinds of scams you may run into when dealing with financial aid, scholarships, and more. You will also hear about some simple ways that you can start preparing for college expenses early on and how to make sure you take full advantage of the financial aid opportunities out there. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-08-2310 min
Women & WealthHappy Birthday, Social Security!Social Security turns 88 years old this year, so I plan to celebrate that with some fun facts about this important part of our society. A lot has happened over the past 88 years that has helped Social Security improve, grow, and level up. I will talk about some of the challenges and important changes that happened along the way. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-08-1609 min
Women & WealthMaking College More Affordable (Part 1)Finding the right college and making sure you can afford it can be overwhelming and even seem impossible, but it’s not! If you know where to look, there are some great options available and tools you can use to make college less of a burden for you and your family. So today, I’m going to share some tips to make college a bit more affordable. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-08-0913 min
Women & WealthWhat Is A Divorce Financial Analyst? - Interview by Pamela Elaine NicholsWhat is a certified divorce financial analyst? Why are they important? What makes them different from other financial analysts? Having wished she had one, Pamela Elaine Nichols dives into the topic of money and divorce. And in this special episode, Regina swaps interviewer seats and answers questions posed by Pamela. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-08-0231 min
Women & Wealth7 Things Women Need to Know About Social Security BenefitsThere are many misconceptions and gaps of knowledge around Social Security benefits. So, in this episode, I’m going to help fill in those gaps by sharing the top 7 things that I think women really need to know about Social Security benefits. Tune in to learn more about how to avoid some common mistakes and ensure that you get the most out of your Social Security. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-07-2607 min
Divorce and Mortgage StrategiesEP: 82.23 - Putting Together The Right Team Could Save You In The Long Run with Adam Coleman, CDLP® and Regina Hess, CDFAPlease join Adam Coleman, CDLP® with the Divorce Lending Association as he interviews Certified Divorce Financial Analyst Regina Hess. Regina McCann Hess has dedicated her career to helping people put the full power of their financial resources and life experiences to work toward pursuing their personal vision of a successful future. With more than two decades of financial planning experience behind her, Regina founded Forge Wealth Management so that she could offer clients a truly independent advisory partnership. As president, she enjoys the freedom she has to define the success of her firm on her o...2023-07-2520 min
Women & WealthChild Abuse Advocacy with Leslie SlingsbyLeslie Slingsby is the CEO of Services and Operations at Mission Kids Child Advocacy Center, a non-profit that serves child abuse victims. She joins the show today to share a glimpse into the important work that she does and how passionate she is about providing transparency and solutions in such a painful area. Hear how her approach brings professionals together in a new way that allows for the process to be more productive and less painful for children going through abuse. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-07-1918 min
Women & WealthFinancial Considerations During DivorceWhat areas of your finances should be considered when dealing with divorce? In this episode, I’m going to unpack the most essential things you need to know, whether you are starting to consider a divorce or are in the midst of one. This is never an easy time to deal with finances, but today I'm covering the key things that can make a painful time a little less difficult for you and your family. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-07-1206 min
Women & WealthReal Estate Investing with Alison MaguireReal estate aficionado Alison Maguire joins the show today to share how she helps people navigate real estate, whether they are entering or exiting the market. She also opens up about her passion for building businesses, building investments, and telling others how to do the same. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-06-2818 min
Top 3Episode 65: Regina HessIn this episode of Top 3, Marcia O’Connor is joined by Regina Hess. Regina's story is one of courage, determination, and resilience as she embarked on her journey as an independent financial planner. After working in the financial industry for over 25 years, Regina became disillusioned with the pressure to prioritize profits over clients' best interests. She decided to break free from the constraints and start her own company. With a strong conviction to do what's right for her clients, Regina took the leap and established her firm in 2015, coincidentally around Independence Day.
Starting from sc...2023-06-2728 min
Women & WealthDealing with InflationWe are currently facing the worst inflation we’ve seen in decades. This episode is dedicated to discussing ways to lessen its impact on your wallet. If you have been feeling the squeeze lately or are worried about the coming months, this one is for you. Not only will I share the importance of budgeting, but I’ll also give you some simple ways to slow down your spending and create more room in your budget. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-06-2108 min
Women & WealthScream Your Dream with Cheldin Barlatt RumerCEO and executive producer of the This Is It Network, Cheldin Barlatt Rumer, joins the show today and I’m so excited to share her with you and discuss how she connects remarkable women to inspiring stories. You will hear about the growing community she has been working on and what membership is like in the Network. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-06-1420 min
Women & Wealth529 Qualified ExpensesThere are a lot of rules when it comes to 529s, so it’s extra important to make sure you’re using them correctly and staying within the boundaries of the benefits. Earnings on non-qualified withdrawals are taxed as ordinary income and may be subject to a 10% Federal Income Tax penalty, so it’s important to stick to this clear list of qualified expenses. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-06-0707 min
Women & WealthChasing Inclusion and Equity for the Disabled Community with Sarah KirwanActivist and advocate Sarah Kirwan joins the show today to share a piece of her own story and passions with us. An advocate for disability inclusion and equity for people with disabilities, Sarah is the founder and CEO of Eye Level Communication, where they help businesses deal with disabilities with confidence. Listen in to learn why she is so passionate and driven to advocate for those with disabilities and get insight into what it’s like to have a non-apparent disability. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-05-3121 min
Women & Wealth5 Things to Do 5 Years Before RetirementWhat should you try to do within 5 years of deciding to retire? However you envision your retirement to be, it’s important to start seriously planning early on so that it goes as smoothly as possible. So, in this episode, I will be sharing 5 things you should think about doing in the 5 years before you retire. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-05-2404 min
Women & WealthElevating the Employment Experience with Morreen RukinCreating better culture, environment, and relationships is (or should be) one of the key goals for businesses, as it is the glue that ties everything and everyone together. President and Founder of Combined Resource Solutions and Creative Restaurant Solutions, Morreen Rukin, joins the show today to discuss just that. She shares how her firm provides HR consulting and solutions that present employee-facing surveys that help organizations hear what’s really on their minds and hearts. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-05-1717 min
Women & WealthAvoiding Phone ScamsPhone scammers are extremely crafty, and many of them go through rigorous training programs that enable them to be more successful. They know how to say just the right things to make their victims lower their guard and give up important information and money. So, in this episode, I’ll share some of the most common scams you may run into, as well as some key ways that you can protect yourself and others from being scammed. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-05-1011 min
Women & WealthSelf-Empowered with Pamela Elaine NicholsPamela Elaine Nichols is a business consultant and self-empowerment coach who supports women in their journey to be successful business owners. She also helps others to drop the baggage that holds them back from being what they are designed to be. She joins the podcast today to share her personal journey of self-empowerment and how it led to her starting a business that reflects her passions. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-05-0325 min
Women & WealthBonds: 10 Things You Should KnowWhat are bonds? Should you have them? Many people don’t understand bonds or how they can be used as an investment and financial planning tool. So, in this episode, I will be sharing the most important things you need to know about bonds. You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-04-2607 min
Women & WealthConquering Burnout and Overwhelm with Kylie OtaThere’s a lot of talk of burnout these days, and for good reason. Here to shed light on this important subject is Kylie Ota, a burnout recovery coach for entrepreneurs. She helps women in business to heal burnout from the inside out and has been working in this niche for years. If you have ever battled overwhelm, distraction, and/or lack of productivity, this episode is for you! You can access the full show notes and more by visiting: https://www.forgewealth.com/2023-04-1927 min
Psychology Talk PodcastEncore Episode: Transpersonal & Psychedelic Therapy with Dr. Regina Hess, Ph.D.On this encore episode of the Psychology Talk Podcast, Scott and Kyle are joined by Dr. Regina Hess, Ph.D. Dr. Hess is a nurse, clinical psychologist, and a Gestalt and Transpersonal psychotherapist, researcher, educator, and supervisor. She holds degrees in transpersonal and transcultural psychology. She serves on the board of several European professional Societies. Including the European Transpersonal Association (EUROTAS), and the Mind: European Foundation for Psychedelic Science. Dr. Hess discusses her career trajectory and the pivotal moment when she survived the 2004 Tsunami. This experience and the near-death experience that attended it were instrumental in her becoming a transpersonal...2021-06-081h 13
Psychology Talk PodcastTranspersonal Psychology & EUROTAS with Dr. Bernadette Blin & Dr. Regina HessOn episode 19 of the Chicago Psychology Podcast I am joined by Dr. Bernadette Blin, and Dr. Regina Hess. Dr. Blin is a Clinical and Social Psychologist.She is also a Transpersonal Psychotherapist, Gestalt-therapist, Teacher and Supervisor, and the president of EUROTAS, the Transpersonal Association of Europe. Dr. Hess isa nurse, clinical psychologist, a Gestalt and Transpersonal psychotherapist, researcher, educator, and supervisor as well. Dr. Blin discusses her development as a Transpersonal therapist. She and Dr. Hess also discuss the inception and growth of Transpersonal psychology in the United States, its spread to Europe, and its current growth and state there. They...2019-07-3046 minPsychology Talk PodcastTranspersonal & Psychedelic Therapy with Dr. Regina Hess, Ph.D.On this episode of the Psychology Talk Podcast, Scott and Kyle are joined by Dr. Regina Hess, Ph.D. Dr. Hess is a nurse, clinical psychologist, and a Gestalt and Transpersonal psychotherapist, researcher, educator, and supervisor. She holds degrees in transpersonal and transcultural psychology. She serves on the board of several European professional Societies. Including the European Transpersonal Association (EUROTAS), and the Mind: European Foundation for Psychedelic Science. Dr. Hess discusses her career trajectory and the pivotal moment when she survived the 2004 Tsunami. This experience and the near-death experience that attended it were instrumental in her becoming a transpersonal psychologist...2019-06-251h 12