Shows
Women & WealthThe 1% Retirement Approach with Michele GarrettWhen you have checked every box, career, family, community, and still feel that quiet question of "what about me?", this episode is for you. On this episode of Women and Wealth, Regina sits down with Michele Garrett, a women's life and transition coach who helps successful women 45+ get clear on what they want next and how to move forward without blowing up their whole life to do it. Together, they talk about what retirement and "the next chapter" can really look like today, how to reconnect with your values when life fi...
2026-02-2517 minWomen & Wealth10 Things You Should Know About Capital GainsIt's tax paperwork season, and capital gains can sneak up on you if you're not paying attention. In this episode of Women and Wealth, Regina breaks down 10 key things to know about capital gains and capital gain distributions, including why you might get a distribution even if you didn't sell anything (or even if a fund is down). She also covers the difference between short-term vs. long-term gains, what changes in taxable accounts vs. retirement accounts, which 1099 forms to look for, and how fund turnover can impact what shows up on your statements. ...
2026-02-1820 minWomen & WealthReal Estate, Risk, & Rewards with Lindsay DavisYou've probably heard about real estate before as a great way to grow or invest your money for the long-term. But that doesn't mean that you can just start with no strategy, or plan, however. In this episode of Women and Wealth, Regina talks with Lindsay Davis, CEO and co-founder of Spartan Invest, about building passive income through single-family real estate. Lindsay explains what "turnkey" investing looks like, why the Southeast has been a strong target for investors, how she evaluates neighborhoods, and the real risks to und...
2026-02-1131 minWomen & WealthFinancial ClutterPaperwork. Nobody wants to deal with it. But cleaning up your 'financial clutter' doesn't need to be a task we dread. In this week's episode, Regina is becoming your cleaning buddy and guide for your personal paperwork clean-up. She'll take you through what to keep vs. what to toss as well as some tips and tools to stay more organized in the future. Episode Highlights: 0:00 - Intro 0:33 - Episode open, 'financial clutter' 1:21 - What's worth keeping vs tossing 3:33 - Easy stuff to throw away
2026-02-0424 minWomen & WealthReclaiming Yourself After Divorce with Lori Woolridge & Lauren WeinbergLori Woolridge and Lauren Weinberg are the co-founders of Freedom to Flourish, where they help women rebuild from the inside out through self-love, mindset, and soul-aligned growth. Lori is a love & relationship coach focused on self-love and healthy relationships, and Lauren is a "Becoming Coach", a former psychologist and family therapist turned wellbeing and empowerment coach. Together they join Regina and discuss why "January is divorce month," and how to approach divorce with support instead of going it alone. They examine how divorce is "85% emotional / 15% legal" and why emotional regulation can sa...
2026-01-2824 minWomen & WealthStrategic Divorce Guidance with Sheila BrennanSheila Brennan is a seasoned divorce coach with nearly 15 years of experience, known for helping clients navigate divorce with a clear, practical plan, as well as coordinating the legal, financial, emotional, and parenting pieces so they can move forward feeling empowered and in control. She joins Regina McCann Hess to discuss why divorce is best handled like a business transition, how a divorce coach helps you, why "fair" is the wrong target and how to aim for reasonable outcomes that keep your spouse at the table and out of court. Episode Highlights:
2026-01-2126 minWomen & WealthParenting Through Divorce with Dr. Juliet MarcianoA divorce can have a ripple effect that can be felt by others, close family members especially. When you add in the challenges and complexity of raising a special needs child, that's when you need to get in touch with Dr. Juliet Marciano. Juliet is a mindset coach, retired pediatrician, PCI Certified Parent Coach®, and mother of four young adults. Her job? To bring joy back to parents (and really, families) when they face difficult life events. Juliet joins Regina in "divorce month" to discuss the unique challenges families face during this stressful p...
2026-01-1427 minWomen & WealthAdvancing Divorce Expertise with Kristen ShearinDivorce drains wallets and energy faster than almost any other life event. This month, Regina is exploring the topic of divorce with expert guests to help connect you with resources, information and insights into what you should (and shouldn't do), what options are available and how to navigate this process. This episode features Kristen Shearin, an attorney, Certified Family Financial Mediator, and a Certified Divorce Financial Analyst. She has 15 years of family law litigation experience, has mediated over 150 cases, and has testified as a financial expert witness. ...
2026-01-0731 minWomen & WealthFrom Scarcity to Strength with Lauren Reed WilliamsOn this episode of Women & Wealth, Regina welcomes Lauren Reed Williams, founder of Reed Public Relations and co-founder of Wealth of a Woman. Lauren shares why she stepped down as CEO after 14 years, how she's building safe spaces for women to talk about money, and what sparked her mission. They also dig into money mindsets, confidence with advisors, aligning finances with core values, and why "peace and freedom" now define Lauren's vision of wealth. Episode Highlights: 0:00 - Intro 0:31 - Episode beginning 4:22 - The Equal Credit O...
2025-12-1724 minWomen & WealthYear-End Planning ChecklistAs we near the end of the year, an important, yet often forgotten task awaits your attention.. The year-end checklist Most people think, "cue the scary music", but in reality – it hurts less than you think, and the benefits could be.. Significant. This week, Regina walks through a simple year-end checklist. From rebalancing after a strong market, smart tax moves (loss harvesting, QCDs, Roth moves), retirement to-dos (catch-ups, RMDs) to family gifting/beneficiary clean-ups – you'll be heading into 2026 confident and on track. The only question is, which action are you going to t...
2025-12-1027 minWomen & WealthThe Power of Relationship Marketing with Lorrie ThomasMarketing has always been a handful, but with the rise of digital marketing – it's become harder than ever to manage. Enter Lorrie Thomas, CEO of Web Marketing Therapy and a self-described 'Marketing Therapist'. Lorrie's team has helped "intentional leaders" simplify marketing, build systems that last, and grow on their terms. She joins Regina this week and shares why the healthiest marketing starts with relationships, not shiny tools, and how clear values, service, and boundaries lead to happier clients and better results. They also discuss how Lorrie started the business, her retirement pla...
2025-12-0323 minWomen & WealthTips to Stay Within Your Holiday Budget'Tis the season for joy, generosity…and budget creep. In this Women and Wealth episode, Regina McCann Hess, shares a simple playbook to enjoy holiday shopping without sabotaging your 2026 self. You'll learn how to set a per-person budget, avoid "buy now, pay later" traps, use last year's statements to right-size spending, and swap pricey presents for experiences. Plus: smart ways to use rewards points, online shopping tips, and one simple action for your savings plan for a stress-free holiday next year. Episode Highlights: 0:00 - Episode beginning ...
2025-11-1922 minWomen & WealthFranchise Your Future with Kim DalyDesigning the life you want starts with your income. This week, Regina sits down with Kim Daly, a history-making franchise consultant and mindset coach, to unpack how franchising can de-risk business ownership, create cash flow, and buy back your time. Kim explains why you should pick a business for the life it creates, not for a hobby or what your town "needs", and how mindset shifts fueled her 350% growth in 12 months. She also shares realistic capital ranges, FTC guardrails, semi-absentee ownership, and the legacy of modeling success as a single mom.
2025-11-1224 minWomen & WealthCaring Until Empty: Who Looks After Women Caregivers?When you're taking care of everyone else – who is taking care of you? This week, Regina goes deep on women as caregivers and how the "sandwich generation" strain shows up financially, emotionally, and physically. Both for yourself and for loved ones, there needs to be a plan for long-term care (LTC) with clear-eyed costs, coverage myths (hello, Medicare), and policy options (traditional vs. hybrid; reimbursement vs. cash-indemnity). You'll leave with concrete next steps a new understanding of how to navigate this tricky aspect of life. Episode Hig...
2025-11-0540 minWomen & WealthWomen, Leadership, and Legacy with Kelly GatesWomen, work, and winning your seat at the table. This week, Regina sits down with Kelly Gates, a CRO/CVO and longtime growth + strategic marketing leader to talk career paths, owning the room in male-dominated spaces, mentoring the next generation, and using networking + follow-through as unfair advantages. Kelly also shares how she balances venture-building with revenue leadership, and her "downshift, not full stop" vision for retirement. Episode Highlights: 0:00 - Introduction 2:36 - What led Kelly to marketing 10:16 - How to reach out to Kelly
2025-10-2917 minWomen & Wealth7 Essentials for Your Estate Planning ChecklistIt happens to all of us, and how we prepare for it can mean all the difference for your loved ones. This week, Regina walks you through a 7-point estate planning checklist: what to prepare, which pros to involve, and how to keep your family out of chaos if something happens. You'll learn how to choose the right attorney, organize your assets, decide on wills vs. trusts, set financial and medical powers of attorney, protect loved ones with the right life insurance, craft a values-based gifting plan, and why clear communication (even a recorded family...
2025-10-2238 minWomen & WealthLeading with Culture with Tina HamiltonHow do small and mid-size companies build a real HR function without hiring in-house? Regina sits down with entrepreneur Tina Hamilton, CEO & Founder of myHR Partner, to unpack how her company evolved from hiring support into full-scope outsourced HR across 43 states. The two also dive into what's really driving today's hiring slowdown and why now can still be a smart time to recruit top talent. Additionally, Regina explores Tina's plans for retirement, her biggest obstacles she's faced as a professional woman, and much more! Episode Highlights:
2025-10-1526 minWomen & WealthThe ABCs (and D) of MedicareMedicare made (much) clearer. This week, Regina breaks down what Medicare is, who's eligible, the differences between Parts A–D. Most importantly, you'll get a sneak peek into how you can avoid costly mistakes. so you can plan healthcare confidently in retirement. Additionally, Regina covers enrollment windows, penalties, Medigap vs. Medicare Advantage, and what 'Original Medicare' doesn't cover. Episode Highlights: 0:00 - Introduction 0:33 - Episode beginning 3:01 - What is medicare? 3:32 - Who is eligible? 4:09 - What are the different par...
2025-10-0820 minWomen & WealthThe 10-Minute Shift That Changed Everything with Mihika PatelRegina welcomes coach and speaker Mihika Patel, founder of One Mighty Mama, to explore reclaiming identity in motherhood and designing a flexible, fulfilling future. Additionally, the two cover tiny habits for tough days, "Mind Movies" for affirmations, and why investing in yourself strengthens your relationships. Episode Highlights: 0:00 - Introduction 0:43 - Meet Mihika Patel 2:24 - Why focus on moms? 8:43 - Mihika's morning routine 14:07 - Where you can connect with Mihika 15:36 - Challenges Mihika has faced as a professional woman
2025-10-0123 minWomen & Wealth10 Things to Know About Market VolatilityInvesting in the stock market is a common, but significant part of most American's retirement and wealth-building strategies. It can come with one major hitch – volatility. Nobody likes it, but everyone deals with it. In this Women & Wealth episode, Regina McCann Hess shares 10 things you should know about stock-market volatility, from what the VIX really measures to why time in the market matters more than timing. You'll learn how to frame scary headlines, ways to soften volatility in a plan, and why downturns can be long-term opportunities. Episode Hig...
2025-09-2413 minWomen & WealthSupporting Women Where It Counts with Shikha BajajWelcome back to another edition of Women and Wealth! This week, Regina has on Shikha Bajaj – Shikha Bajaj is a globally recognized transformation expert, award-winning author, and visionary executive with over 25 years of experience leading innovation and impact across Fortune 500 companies, nonprofits, and mission-driven institutions. Her new book, Own Your Color: How to Unleash Your Limitless Potential with One Secret Tool: MENTOR, explores three actionable steps: understanding your values, daring to dream big, and taking decisive action. Shikha gives you and Regina a sneak peek into her book and what motivated her...
2025-09-1719 minWomen & WealthSocial Security Benefits for Widows & WidowersWelcome back to another edition of Women and Wealth! Regina returns back to social security yet again! Because it's fun? No! Because it's exciting? No! It's because it's important! And as you've learned from previous social security episodes – and will learn from this episode as well – it can be complicated and there are many scenarios that can positively (or negatively) impact what you receive in your retirement years. This week, Regina focuses on social security for widows and widowers in particular. From specific questions like "Will I automatically receive the survivor benefit?" or "What if I remarry?" to broader appr...
2025-09-1027 minWomen & WealthBuilding Company Culture with Jessica LipsonWelcome back to another edition of Women and Wealth! Regina is joined by Jessica Lipson, President of JBL Consulting and HR extraordinaire! Jessica is a fractional HR executive with over 2 decades of experience working in industries new, old, big and small – and now she's taking her philosophy and expertise to other companies looking to maximize their ROI on talent, while building a rich, people-first culture that doesn't skimp on employee experience. Additionally, Regina and Jessica dive deeper into how she helps the companies she works with and how she ended up working for herself. Additionally, they explore her professional ex...
2025-09-0324 minWomen & WealthSocial Security & Divorced Spousal BenefitsWelcome back to another edition of Women and Wealth! This week, Regina circles back to social security but with a twist: What do your benefits look like when you're divorced? From qualifying for the benefits themselves, to the requirements and special circumstances you may find yourself in – Regina is breaking down all the ins and outs when it comes to your (ex) spouse – as well as some pointers on how you should be approaching social security, and on a larger scale, retirement. Episode Highlights: 0:00 - Introduction 1...
2025-08-2730 minWomen & WealthNavigating Longevity with Rebecca Roskey-BrunnerWelcome back to another edition of Women and Wealth! This week's episode brings guest Rebecca Roskey-Brunner and her unique career that brings an invaluable service to her clients: Help with healthcare. Rebecca is the president of Complete Care Strategies, which has been providing its unique blend of in-home care, geriatric care management, special needs care management, and patient advocacy to families. Rebecca discusses how she discovered this niche and her passion for it – as well as more about who she helps and what she actually does. Spoiler: It's not what you think. Additionally, Rebecca discusses he...
2025-08-2022 minWomen & Wealth529 TipsWelcome back to another edition of Women and Wealth! This week, Regina is coming at you with lots of tips for parents using the 529 plan to pay for college – as well as how you (actually) use the 529 to pay for college. Additionally, Regina shares her own experience using the 529, how she's deployed it and what she's learned along the way. With tuition bills just around the corner, this episode is a necessary refresher to make sure that your 529 (and your plan) is primed for success. Episode Highlights: ...
2025-08-1329 minWomen & WealthFacing Debt Without Shame with Dr. Erika Rasure Welcome back to another edition of Women and Wealth – this week, Regina invites Erika Rasure on the show to explore the dreaded "d" word: Debt. It's something nobody wants to be in – or have to deal with. Add on the shame and social stigma that can come with it, and you have a recipe for a seriously negative experience. Erika is the Chief Financial Wellness Advisor at Beyond Finance and her life's work is helping people climb out of debt and build towards financial freedom. Her approach to the behavior and psychology behind money, debt and everything it encompasses – stands...
2025-08-0627 minWomen & Wealth10 Key Facts About Social SecurityThis week on Women and Wealth, host Regina Hess returns to a vital topic: Social Security. But this time, she's breaking it down into 10 essential facts everyone should know before claiming benefits. Whether you're approaching retirement or helping a loved one navigate the system, this episode will help you better understand how to make the most of what you've earned. It's no secret that it can be complex from the outside looking in – with so many considerations surrounding the benefits themselves, from when you take them and how you execute that, to understanding what you may be en...
2025-07-3019 minWomen & WealthFlip the Script on Money with Janine MixWelcome back to Women and Wealth – in this week's episode, Regina is joined by Janine Mix, business consultant, author and CEO of The Complete Boutique. Janine self-describes as "the opposite of Dave Ramsey for women and money". This is indicative in her approach to growing income rather than cutting back and going without – hence the name of her book "Buy The Damn Coffee". Janine shares her mission to financially empower those around her, how she became so involved and passionate about it, as well as unpacking some of these age old tropes around money and the negative feelings it brin...
2025-07-2327 minWomen & WealthA Job Layoff... Now What?Getting laid off is stressful, but having a clear financial game plan can make all the difference. In this week's episode of Women and Wealth, Regina breaks down exactly what to do when your paycheck stops. From emergency funds to unemployment, budgeting to retirement accounts, Regina walks you through step-by-step how to steady your finances and prepare for what's next. If you or someone you know is facing a layoff, this episode is your financial survival guide. Episode Highlights: 0:00 - Introduction 1:24 - Do I...
2025-07-1622 minWomen & WealthFrom Finance to Fine Chocolate with Estelle TracyIn this week's episode of Women and Wealth, Regina is joined by a very special guest that has a business that we can all aspire to have one day.. Her very own chocolate shop. That's right! Estelle Tracy IS living the dream – as founder of 37 Chocolates and a chocolate sommelier herself, Estelle brings a unique (and tasty) view of business ownership that we haven't seen on Women and Wealth before! From her journey to founding 37 Chocolates and what pushed her to make the leap in the first place, to the personal challenges she fa...
2025-07-0926 minWomen & 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 personally, or rec...
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 peek...
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 makin...
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 depth of he...
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 Highli...
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...
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 excellent working overview...
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 episod...
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 Highlight...
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 pat...
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, as well as an...
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 wo...
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 d...
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 you have...
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 co...
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 minute video, Regi...
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 environment around them an...
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 the...
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 woman...
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 visiting: https://www.f...
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.f...
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.forgewealth.com
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.com
2024-05-1522 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.com
2024-05-0818 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.com
2024-05-0112 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.com
2024-04-2416 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
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
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
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
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